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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
SHYGIshares Tr
Recent Activity
Increased 4.97%
0.29%
$482,403
11,320 shares@ $42.62 avg price
HONHoneywell Intl Inc
Recent Activity
0.28%
$464,656
2,057 shares@ $225.9 avg price
MRKMerck & Co Inc
Recent Activity
Increased 19.03%
0.27%
$444,904
4,473 shares@ $99.47 avg price
MDTMedtronic Plc
Recent Activity
Decreased -15.75%
0.26%
$437,743
5,480 shares@ $79.89 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.26%
$430,547
420 shares@ $1025.12 avg price
METAMeta Platforms Inc
Recent Activity
Increased 41.12%
0.26%
$428,185
731 shares@ $585.76 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 6.32%
0.25%
$423,374
23,919 shares@ $17.71 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 67.82%
0.25%
$414,668
2,190 shares@ $189.35 avg price
MCDMcdonalds Corp
Recent Activity
Increased 9.44%
0.24%
$410,278
1,415 shares@ $289.95 avg price
AJGGallagher Arthur J & Co
Recent Activity
0.24%
$404,487
1,425 shares@ $283.86 avg price