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Grant Donaldson

@Tudor Financial Inc.

Latest period2024 - Q4ReportedManaged Assets$170.968MTotal holdings134
Assets growth rate5.31%Assets growth rate (2-Q avg)2.66%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tudor Financial Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Tudor Financial Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 170.968M in assets, with a quarterly growth rate of 5.31% and a 2-quarter average growth rate of 2.66%. The portfolio is managed by Grant Donaldson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -3.05%
5.26%
$8.983M
16,673 shares@ $538.8 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased 0%
4.76%
$8.126M
19,097 shares@ $425.5 avg price
IWBIshares Tr
Recent Activity
Decreased -2.2%
4.71%
$8.036M
24,946 shares@ $322.13 avg price
HYGIshares Tr
Recent Activity
Decreased -1.03%
4.52%
$7.719M
98,149 shares@ $78.65 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -7.2%
1.2%
$2.048M
10,460 shares@ $195.82 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -4.85%
1.06%
$1.8M
156,095 shares@ $11.54 avg price
PFFIshares Tr
Recent Activity
Decreased -5.42%
1.03%
$1.746M
55,521 shares@ $31.44 avg price
ORCLOracle Corp
Recent Activity
Decreased -14.39%
0.75%
$1.282M
7,693 shares@ $166.65 avg price
FXRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -1.58%
0.66%
$1.121M
14,989 shares@ $74.82 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -7.44%
0.64%
$1.082M
28,821 shares@ $37.53 avg price