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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
ITBIshares Tr
Recent Activity
Exited
0%
$3.015M
23,723 shares@ $127.1 avg price
SLVIshares Silver Tr
Recent Activity
Exited
0%
$1.64M
57,723 shares@ $28.41 avg price
FTXLFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$954,670
10,234 shares@ $93.29 avg price
VDCVanguard World Fd
Recent Activity
Exited
0%
$800,292
3,663 shares@ $218.48 avg price
EFAIshares Tr
Recent Activity
Exited
0%
$785,792
9,396 shares@ $83.64 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$398,794
420 shares@ $949.51 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$234,520
451 shares@ $520.0 avg price