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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 200.52%
3.59%
$6.131M
224,424 shares@ $27.32 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 94.9%
2.86%
$4.884M
263,980 shares@ $18.5 avg price
IVVIshares Tr
Recent Activity
Increased 2.25%
2.44%
$4.16M
7,066 shares@ $588.75 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.85%
2.17%
$3.707M
7,252 shares@ $511.15 avg price
IGVIshares Tr
Recent Activity
Increased 1.49%
2%
$3.408M
34,037 shares@ $100.13 avg price
IAKIshares Tr
Recent Activity
Increased 2.88%
1.82%
$3.099M
24,505 shares@ $126.48 avg price
AAPLApple Inc
Recent Activity
Increased 15.67%
1.73%
$2.946M
11,765 shares@ $250.4 avg price
ALLAllstate Corp
Recent Activity
Increased 1.85%
1.72%
$2.937M
15,232 shares@ $192.8 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.89%
1.71%
$2.909M
4,963 shares@ $586.07 avg price
ITAIshares Tr
Recent Activity
Increased 3.4%
1.68%
$2.862M
19,692 shares@ $145.36 avg price