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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
OEFIshares Tr
Recent Activity
0.57%
$971,259
3,363 shares@ $288.81 avg price
VTVanguard Intl Equity Index F
Recent Activity
0.56%
$950,414
8,090 shares@ $117.49 avg price
PEPPepsico Inc
Recent Activity
Increased 69.71%
0.55%
$939,403
6,179 shares@ $152.04 avg price
MGKVanguard World Fd
Recent Activity
Decreased -3.49%
0.55%
$939,304
2,735 shares@ $343.44 avg price
JNJJohnson & Johnson
Recent Activity
Increased 17.51%
0.55%
$930,485
6,436 shares@ $144.58 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 0.23%
0.54%
$917,103
8,878 shares@ $103.31 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -3.46%
0.54%
$915,377
2,230 shares@ $410.49 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 15.39%
0.53%
$899,162
1,777 shares@ $506.0 avg price
BACBank America Corp
Recent Activity
Increased 24.49%
0.53%
$889,760
20,246 shares@ $43.95 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Increased 1.35%
0.5%
$854,409
2,334 shares@ $366.08 avg price