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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
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 1.02%
0.84%
$1.422M
2,496 shares@ $569.58 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Increased 8.68%
0.81%
$1.382M
5,685 shares@ $243.18 avg price
IJRIshares Tr
Recent Activity
Increased 4.5%
0.81%
$1.377M
11,953 shares@ $115.21 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 6.68%
0.77%
$1.302M
21,992 shares@ $59.21 avg price
ORCLOracle Corp
Recent Activity
Decreased -14.39%
0.75%
$1.282M
7,693 shares@ $166.65 avg price
VVisa Inc
Recent Activity
Increased 21.12%
0.75%
$1.277M
4,038 shares@ $316.15 avg price
HDHome Depot Inc
Recent Activity
Increased 23.4%
0.72%
$1.217M
3,128 shares@ $388.91 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 1.28%
0.71%
$1.211M
13,135 shares@ $92.23 avg price
IJHIshares Tr
Recent Activity
Increased 3.44%
0.68%
$1.146M
18,388 shares@ $62.31 avg price
FXRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -1.58%
0.66%
$1.121M
14,989 shares@ $74.82 avg price