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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
MPCMarathon Pete Corp
Recent Activity
Increased 0.32%
0.42%
$706,602
5,065 shares@ $139.51 avg price
FXDFirst Tr Exchange Traded Fd
Recent Activity
Increased 2.49%
0.42%
$704,518
10,901 shares@ $64.63 avg price
VPUVanguard World Fd
Recent Activity
Decreased -13.34%
0.41%
$693,163
4,242 shares@ $163.41 avg price
NEENextera Energy Inc
Recent Activity
Increased 8.02%
0.4%
$679,781
9,483 shares@ $71.69 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Increased 18.22%
0.4%
$673,484
11,403 shares@ $59.07 avg price
VFHVanguard World Fd
Recent Activity
New Position
0.39%
$659,692
5,587 shares@ $118.08 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Decreased -5.74%
0.39%
$653,451
5,778 shares@ $113.1 avg price
WFCWells Fargo Co New
Recent Activity
Increased 9.2%
0.38%
$635,054
9,041 shares@ $70.25 avg price
SOXXIshares Tr
Recent Activity
Decreased -26.26%
0.38%
$633,594
2,940 shares@ $215.51 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 3.28%
0.37%
$622,094
3,150 shares@ $197.5 avg price