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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
NVDANvidia Corporation
Recent Activity
Increased 31.03%
1.23%
$2.086M
15,532 shares@ $134.3 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 14.52%
1.21%
$2.053M
11,718 shares@ $175.21 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -7.2%
1.2%
$2.048M
10,460 shares@ $195.82 avg price
IATIshares Tr
Recent Activity
New Position
1.18%
$2.001M
39,727 shares@ $50.37 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 10.5%
1.14%
$1.944M
8,109 shares@ $239.69 avg price
PGProcter And Gamble Co
Recent Activity
Increased 36.56%
1.07%
$1.814M
10,822 shares@ $167.64 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
GOOGAlphabet Inc
Recent Activity
Increased 1.2%
0.95%
$1.614M
8,473 shares@ $190.44 avg price
APDAir Prods & Chems Inc
Recent Activity
0.95%
$1.611M
5,556 shares@ $290.05 avg price