test

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
MGKVanguard World Fd
Recent Activity
Decreased -3.49%
0.55%
$939,304
2,735 shares@ $343.44 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -3.46%
0.54%
$915,377
2,230 shares@ $410.49 avg price
IDEVIshares Tr
Recent Activity
Decreased -2.41%
0.46%
$774,992
12,021 shares@ $64.47 avg price
IEMGIshares Inc
Recent Activity
Decreased -5.4%
0.45%
$760,678
14,566 shares@ $52.23 avg price
VPUVanguard World Fd
Recent Activity
Decreased -13.34%
0.41%
$693,163
4,242 shares@ $163.41 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Decreased -5.74%
0.39%
$653,451
5,778 shares@ $113.1 avg price
SOXXIshares Tr
Recent Activity
Decreased -26.26%
0.38%
$633,594
2,940 shares@ $215.51 avg price
MDTMedtronic Plc
Recent Activity
Decreased -15.75%
0.26%
$437,743
5,480 shares@ $79.89 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -13.01%
0.23%
$382,898
3,001 shares@ $127.6 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -76.53%
0.18%
$296,806
3,253 shares@ $91.25 avg price