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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
IYCIshares Tr
Recent Activity
New Position
0.64%
$1.091M
11,351 shares@ $96.16 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -7.44%
0.64%
$1.082M
28,821 shares@ $37.53 avg price
QTECFirst Tr Nasdaq 100 Tech Ind
Recent Activity
Increased 1.94%
0.63%
$1.073M
5,697 shares@ $188.29 avg price
HRLHormel Foods Corp
Recent Activity
0.62%
$1.049M
33,440 shares@ $31.38 avg price
CATCaterpillar Inc
Recent Activity
Increased 31.78%
0.62%
$1.044M
2,878 shares@ $362.64 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 23.04%
0.61%
$1.043M
4,753 shares@ $219.39 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.24%
0.61%
$1.033M
9,606 shares@ $107.57 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 202.88%
0.61%
$1.029M
45,340 shares@ $22.71 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 1.17%
0.6%
$1.016M
2,165 shares@ $469.29 avg price
TRVTravelers Companies Inc
Recent Activity
0.6%
$1.012M
4,200 shares@ $240.89 avg price