Grant Donaldson

@Tudor Financial Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$170.968M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NFLXNetflix Inc Recent Activity New Position	0.15%	$245,113 275 shares@ $891.32 avg price	New Position
DEDeere & Co Recent Activity New Position	0.14%	$239,193 565 shares@ $423.36 avg price	New Position
FIWFirst Tr Exchange-traded Fd Recent Activity New Position	0.14%	$225,531 2,210 shares@ $102.06 avg price	New Position
ITOTIshares Tr Recent Activity New Position	0.13%	$208,059 1,618 shares@ $128.6 avg price	New Position
CGBLCapital Group Core Balanced Recent Activity New Position	0.12%	$202,105 6,462 shares@ $31.28 avg price	New Position
TAt&t Inc Recent Activity New Position	0.12%	$201,633 8,854 shares@ $22.78 avg price	New Position
PFLPimco Income Strategy Fd Recent Activity New Position	0.08%	$130,150 15,531 shares@ $8.39 avg price	New Position