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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
ETNEaton Corp Plc
Recent Activity
Decreased -1.24%
0.16%
$262,509
791 shares@ $331.87 avg price
FTXNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -11.27%
0.15%
$242,353
8,429 shares@ $28.76 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -8.37%
0.13%
$206,120
2,396 shares@ $86.03 avg price