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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
TXNTexas Instrs Inc
Recent Activity
New Position
0.36%
$599,964
3,199 shares@ $187.55 avg price
IWDIshares Tr
Recent Activity
Increased 2.24%
0.35%
$592,231
3,199 shares@ $185.14 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 33.88%
0.34%
$580,377
5,387 shares@ $107.74 avg price
VZVerizon Communications Inc
Recent Activity
Increased 4.38%
0.34%
$568,082
14,206 shares@ $39.99 avg price
WSOWatsco Inc
Recent Activity
0.34%
$566,298
1,195 shares@ $473.89 avg price
ABTAbbott Labs
Recent Activity
Increased 77.68%
0.32%
$531,914
4,703 shares@ $113.11 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 13.75%
0.31%
$526,814
1,084 shares@ $486.0 avg price
AEEAmeren Corp
Recent Activity
Increased 3.9%
0.29%
$489,913
5,496 shares@ $89.14 avg price
CSXCsx Corp
Recent Activity
Increased 10.69%
0.29%
$488,955
15,152 shares@ $32.27 avg price
INFYInfosys Ltd
Recent Activity
0.29%
$488,159
22,270 shares@ $21.93 avg price