Tudor Financial
Latest statistics and disclosures from Tudor Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IWB, DIA, HYG, SCHD, and represent 22.38% of Tudor Financial's stock portfolio.
- Added to shares of these 10 stocks: FXU, VOX, CGIC, SCHG, ITOT, TSLA, IVV, SHYG, CTSH, HYG.
- Started 6 new stock positions in VOX, SCHG, TSLA, FXU, ITOT, CGIC.
- Reduced shares in these 10 stocks: , VZ, GOOG, VOO, DIA, MSFT, QQXT, FDN, FXR, PG.
- Sold out of its position in UNH.
- Tudor Financial was a net buyer of stock by $1.6M.
- Tudor Financial has $188M in assets under management (AUM), dropping by 6.63%.
- Central Index Key (CIK): 0002045307
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Portfolio Holdings for Tudor Financial
Tudor Financial holds 139 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.1 | $9.6M | 16k | 612.40 |
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| Ishares Tr Rus 1000 Etf (IWB) | 4.7 | $8.8M | 24k | 365.47 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.7 | $8.8M | 19k | 463.74 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 4.3 | $8.1M | 99k | 81.19 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.6 | $6.9M | 251k | 27.30 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.4 | $6.4M | 276k | 23.28 |
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| Cintas Corporation (CTAS) | 2.5 | $4.6M | 23k | 205.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.4 | $4.4M | 7.4k | 600.33 |
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| Ishares Tr Us Aer Def Etf (ITA) | 2.2 | $4.2M | 20k | 209.26 |
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| Ishares Tr Expanded Tech (IGV) | 2.0 | $3.8M | 33k | 115.01 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 1.8 | $3.3M | +2% | 19k | 176.88 |
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| Allstate Corporation (ALL) | 1.7 | $3.3M | 15k | 214.65 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 1.7 | $3.2M | 24k | 134.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $3.2M | +5% | 4.7k | 669.32 |
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| Amgen (AMGN) | 1.6 | $3.0M | 11k | 282.20 |
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| NVIDIA Corporation (NVDA) | 1.5 | $2.8M | 15k | 186.58 |
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| Ishares Tr Us Industrials (IYJ) | 1.4 | $2.7M | 19k | 145.87 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $2.7M | 4.0k | 666.20 |
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| Apple (AAPL) | 1.4 | $2.7M | 11k | 254.64 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $2.6M | 8.2k | 315.42 |
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| Microsoft Corporation (MSFT) | 1.3 | $2.5M | -3% | 4.8k | 517.93 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $2.4M | 13k | 189.71 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $2.3M | 25k | 93.37 |
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| Hershey Company (HSY) | 1.2 | $2.2M | 12k | 187.05 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $2.2M | 10k | 215.79 |
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| Lowe's Companies (LOW) | 1.1 | $2.1M | 8.3k | 251.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.0M | -10% | 8.3k | 243.55 |
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| Oracle Corporation (ORCL) | 1.0 | $1.8M | 6.4k | 281.25 |
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| Ishares Gold Tr Ishares New (IAU) | 0.9 | $1.7M | 23k | 72.77 |
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| Procter & Gamble Company (PG) | 0.9 | $1.6M | -3% | 11k | 153.64 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $1.6M | 49k | 31.62 |
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| Cisco Systems (CSCO) | 0.8 | $1.5M | 22k | 68.42 |
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| Air Products & Chemicals (APD) | 0.8 | $1.5M | 5.6k | 272.74 |
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| American Electric Power Company (AEP) | 0.8 | $1.5M | 13k | 112.50 |
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| Canadian Natl Ry (CNI) | 0.8 | $1.5M | 16k | 94.30 |
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| Visa Com Cl A (V) | 0.7 | $1.4M | 4.1k | 341.35 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.7 | $1.4M | -4% | 4.9k | 279.84 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.7 | $1.4M | 10k | 137.80 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.7 | $1.4M | 119k | 11.60 |
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| Caterpillar (CAT) | 0.7 | $1.3M | 2.8k | 477.14 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $1.3M | 2.1k | 609.32 |
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| Home Depot (HD) | 0.7 | $1.3M | 3.1k | 405.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $1.2M | +3% | 10k | 118.83 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $1.2M | +3% | 18k | 65.26 |
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| Travelers Companies (TRV) | 0.6 | $1.2M | 4.2k | 279.22 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $1.1M | 6.8k | 167.33 |
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| Amazon (AMZN) | 0.6 | $1.1M | 4.9k | 219.57 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.1M | 5.7k | 185.41 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.0M | 9.3k | 112.75 |
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| Bank of America Corporation (BAC) | 0.6 | $1.0M | 20k | 51.59 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.5 | $1.0M | -5% | 13k | 78.06 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $991k | +4% | 12k | 80.17 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $978k | +3% | 15k | 65.92 |
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| Pepsi (PEP) | 0.5 | $964k | 6.9k | 140.43 |
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| Abbvie (ABBV) | 0.5 | $944k | +2% | 4.1k | 231.54 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $895k | +8% | 3.3k | 271.14 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $889k | 28k | 31.42 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $886k | -4% | 15k | 59.92 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $880k | 3.2k | 279.29 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $855k | -2% | 10k | 84.68 |
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| Marathon Petroleum Corp (MPC) | 0.5 | $847k | 4.4k | 192.75 |
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| Wal-Mart Stores (WMT) | 0.4 | $839k | 8.1k | 103.06 |
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| Hormel Foods Corporation (HRL) | 0.4 | $827k | 33k | 24.74 |
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| Eli Lilly & Co. (LLY) | 0.4 | $827k | 1.1k | 763.14 |
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| Vanguard World Utilities Etf (VPU) | 0.4 | $817k | +4% | 4.3k | 189.41 |
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| Wells Fargo & Company (WFC) | 0.4 | $812k | +7% | 9.7k | 83.82 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $812k | 8.5k | 95.89 |
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| Chevron Corporation (CVX) | 0.4 | $805k | 5.2k | 155.28 |
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| First Tr Exchange-traded Nasdaq 100 Ex (QQXT) | 0.4 | $803k | -9% | 8.1k | 98.94 |
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| First Tr Exchange Traded Finls Alphadex (FXO) | 0.4 | $801k | 14k | 59.39 |
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| Illinois Tool Works (ITW) | 0.4 | $777k | 3.0k | 260.76 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $755k | +9% | 2.6k | 293.76 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $751k | 2.3k | 332.84 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $716k | +30% | 17k | 43.30 |
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| Vanguard World Financials Etf (VFH) | 0.4 | $705k | +13% | 5.4k | 131.23 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $674k | 5.4k | 123.74 |
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| International Business Machines (IBM) | 0.4 | $672k | 2.4k | 282.14 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.3 | $654k | +2% | 11k | 61.92 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $651k | 3.2k | 203.59 |
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| Abbott Laboratories (ABT) | 0.3 | $631k | 4.7k | 133.93 |
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| T. Rowe Price (TROW) | 0.3 | $593k | 5.8k | 102.64 |
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| Ameren Corporation (AEE) | 0.3 | $590k | 5.7k | 104.38 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $588k | 3.2k | 183.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $569k | +6% | 2.3k | 243.10 |
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| Nextera Energy (NEE) | 0.3 | $567k | -2% | 7.5k | 75.49 |
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| Meta Platforms Cl A (META) | 0.3 | $552k | +3% | 752.00 | 734.47 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $530k | 1.1k | 499.17 |
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| Medtronic SHS (MDT) | 0.3 | $522k | 5.5k | 95.24 |
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| CSX Corporation (CSX) | 0.3 | $500k | 14k | 35.51 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $499k | +16% | 11k | 43.92 |
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| Blackrock (BLK) | 0.3 | $490k | 420.00 | 1165.87 |
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| Watsco, Incorporated (WSO) | 0.3 | $483k | 1.2k | 404.30 |
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| Capital Group Core Balanced SHS (CGBL) | 0.3 | $471k | +19% | 14k | 34.72 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $451k | +6% | 13k | 34.17 |
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| McDonald's Corporation (MCD) | 0.2 | $444k | 1.5k | 303.94 |
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| General Dynamics Corporation (GD) | 0.2 | $444k | 1.3k | 341.00 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $443k | 24k | 18.24 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $441k | 1.4k | 309.74 |
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| Emerson Electric (EMR) | 0.2 | $440k | +3% | 3.4k | 131.17 |
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| At&t (T) | 0.2 | $439k | +8% | 16k | 28.24 |
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| Honeywell International (HON) | 0.2 | $433k | 2.1k | 210.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $423k | 3.0k | 140.95 |
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| Goldman Sachs (GS) | 0.2 | $420k | 527.00 | 796.56 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $417k | 2.9k | 144.37 |
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| Automatic Data Processing (ADP) | 0.2 | $407k | 1.4k | 293.55 |
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| Broadcom (AVGO) | 0.2 | $406k | 1.2k | 329.86 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $386k | 1.3k | 297.91 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $374k | 2.1k | 182.42 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $372k | 2.6k | 142.12 |
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| Infosys Sponsored Adr (INFY) | 0.2 | $362k | 22k | 16.27 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.2 | $356k | NEW | 7.8k | 45.45 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $355k | NEW | 1.9k | 187.73 |
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| Eaton Corp SHS (ETN) | 0.2 | $352k | 941.00 | 374.25 |
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| Netflix (NFLX) | 0.2 | $348k | 290.00 | 1198.92 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $339k | 4.2k | 79.95 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $321k | +63% | 4.8k | 67.07 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.2 | $321k | 14k | 22.72 |
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| Ge Aerospace Com New (GE) | 0.2 | $316k | -2% | 1.1k | 300.75 |
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| Howmet Aerospace (HWM) | 0.2 | $316k | +11% | 1.6k | 196.27 |
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| Merck & Co (MRK) | 0.2 | $311k | -3% | 3.7k | 83.93 |
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| Bristol Myers Squibb (BMY) | 0.2 | $292k | 6.5k | 45.10 |
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| Sherwin-Williams Company (SHW) | 0.2 | $290k | +9% | 839.00 | 346.13 |
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| Boeing Company (BA) | 0.2 | $288k | +16% | 1.3k | 215.85 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $282k | 859.00 | 328.24 |
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| Walt Disney Company (DIS) | 0.1 | $282k | 2.5k | 114.52 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $254k | 2.0k | 124.34 |
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| Starbucks Corporation (SBUX) | 0.1 | $250k | -9% | 3.0k | 84.59 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $248k | 2.2k | 112.35 |
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| Capital Group International SHS (CGIC) | 0.1 | $248k | NEW | 8.1k | 30.81 |
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| Verizon Communications (VZ) | 0.1 | $247k | -60% | 5.6k | 43.95 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $246k | +3% | 1.9k | 126.64 |
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| Deere & Company (DE) | 0.1 | $239k | 522.00 | 457.50 |
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| Danaher Corporation (DHR) | 0.1 | $228k | -6% | 1.2k | 198.30 |
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| Southern Company (SO) | 0.1 | $218k | 2.3k | 94.76 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $218k | NEW | 6.8k | 31.91 |
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| Philip Morris International (PM) | 0.1 | $216k | 1.3k | 162.20 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $215k | NEW | 1.5k | 145.61 |
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| Tesla Motors (TSLA) | 0.1 | $207k | NEW | 465.00 | 444.72 |
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| Pimco Income Strategy Fund (PFL) | 0.1 | $134k | 16k | 8.52 |
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Past Filings by Tudor Financial
SEC 13F filings are viewable for Tudor Financial going back to 2024
- Tudor Financial 2025 Q3 filed Nov. 14, 2025
- Tudor Financial 2025 Q2 filed Aug. 14, 2025
- Tudor Financial 2025 Q1 filed April 16, 2025
- Tudor Financial 2024 Q4 filed Jan. 16, 2025
- Tudor Financial 2024 Q3 filed Nov. 21, 2024