test

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
LLYEli Lilly & Co
Recent Activity
Increased 140.27%
0.5%
$838,754
1,086 shares@ $772.34 avg price
FXOFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.49%
$822,300
15,192 shares@ $54.13 avg price
IDEVIshares Tr
Recent Activity
Decreased -2.41%
0.46%
$774,992
12,021 shares@ $64.47 avg price
RTXRtx Corporation
Recent Activity
Increased 1.62%
0.46%
$773,420
6,684 shares@ $115.72 avg price
IJKIshares Tr
Recent Activity
Increased 22.17%
0.46%
$770,361
8,472 shares@ $90.94 avg price
CVXChevron Corp New
Recent Activity
Increased 24.09%
0.45%
$762,561
5,265 shares@ $144.84 avg price
IEMGIshares Inc
Recent Activity
Decreased -5.4%
0.45%
$760,678
14,566 shares@ $52.23 avg price
ITWIllinois Tool Wks Inc
Recent Activity
0.43%
$734,817
2,898 shares@ $253.57 avg price
WMTWalmart Inc
Recent Activity
Increased 29.32%
0.43%
$729,285
8,072 shares@ $90.35 avg price
ABBVAbbvie Inc
Recent Activity
Increased 78.66%
0.42%
$715,153
4,025 shares@ $177.68 avg price