Tudor Financial
Latest statistics and disclosures from Tudor Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, HYG, DIA, IWB, SCHD, and represent 22.42% of Tudor Financial's stock portfolio.
- Added to shares of these 10 stocks: ACN, SLV, HYG, IVV, FTXL, MISL, IBB, IYC, NFLX, FXU.
- Started 8 new stock positions in IYC, MISL, FTXL, SLV, KEY, AMAT, ACN, FDX.
- Reduced shares in these 10 stocks: IAK, , , RTX, ITA, CMCSA, GOOG, TD, VOO, CSCO.
- Sold out of its positions in QQXT, FXR, IAK, TD, VZ.
- Tudor Financial was a net buyer of stock by $5.1M.
- Tudor Financial has $195M in assets under management (AUM), dropping by 3.81%.
- Central Index Key (CIK): 0002045307
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Portfolio Holdings for Tudor Financial
Tudor Financial holds 142 positions in its portfolio as reported in the December 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) | 4.8 | $9.5M | -3% | 15k | 627.15 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 4.7 | $9.2M | +15% | 115k | 80.63 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.6 | $9.1M | 19k | 480.57 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 4.6 | $8.9M | 24k | 373.44 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.6 | $7.1M | +2% | 258k | 27.43 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.4 | $6.7M | 279k | 24.04 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $4.5M | 7.4k | 614.31 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $4.3M | +31% | 6.2k | 684.92 |
|
| Cintas Corporation (CTAS) | 2.2 | $4.2M | 23k | 188.07 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 2.0 | $3.8M | -9% | 18k | 214.68 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 1.7 | $3.4M | 19k | 179.37 |
|
|
| Amgen (AMGN) | 1.7 | $3.4M | 10k | 327.32 |
|
|
| Ishares Tr Expanded Tech (IGV) | 1.7 | $3.3M | -6% | 31k | 105.69 |
|
| Allstate Corporation (ALL) | 1.6 | $3.1M | 15k | 208.16 |
|
|
| Apple (AAPL) | 1.5 | $2.9M | 11k | 271.87 |
|
|
| Ishares Tr Us Industrials (IYJ) | 1.5 | $2.9M | +4% | 19k | 148.17 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $2.7M | 4.0k | 681.95 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $2.7M | -3% | 15k | 186.50 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.6M | 8.1k | 322.20 |
|
|
| Invesco Exchange Traded S&p500 Eql Wgt (RSP) | 1.3 | $2.5M | 13k | 191.56 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $2.4M | 25k | 96.03 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $2.3M | NEW | 8.7k | 268.30 |
|
| Microsoft Corporation (MSFT) | 1.2 | $2.3M | 4.8k | 483.62 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $2.3M | 10k | 219.78 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.2M | -13% | 7.2k | 313.80 |
|
| Hershey Company (HSY) | 1.1 | $2.2M | 12k | 181.98 |
|
|
| Ishares Silver Tr Ishares (SLV) | 1.1 | $2.2M | NEW | 34k | 64.42 |
|
| Lowe's Companies (LOW) | 1.1 | $2.1M | +2% | 8.6k | 241.16 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $2.0M | +4% | 25k | 81.17 |
|
| Canadian Natl Ry (CNI) | 0.8 | $1.6M | +6% | 17k | 98.85 |
|
| Caterpillar (CAT) | 0.8 | $1.6M | 2.8k | 572.84 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $1.5M | 50k | 30.96 |
|
|
| American Electric Power Company (AEP) | 0.8 | $1.5M | 13k | 115.31 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $1.5M | 10k | 143.30 |
|
|
| Invesco Exch Traded Fd Tr Pfd Etf (PGX) | 0.7 | $1.4M | +7% | 128k | 11.24 |
|
| Vanguard Intl Equity Index Tt Wrld St Etf (VT) | 0.7 | $1.4M | 10k | 141.06 |
|
|
| Visa Com Cl A (V) | 0.7 | $1.4M | 4.0k | 350.70 |
|
|
| Cisco Systems (CSCO) | 0.7 | $1.4M | -18% | 18k | 77.03 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $1.4M | +9% | 11k | 120.18 |
|
| Air Products & Chemicals (APD) | 0.7 | $1.4M | 5.5k | 247.04 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.3M | +6% | 19k | 66.00 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.3M | +13% | 11k | 120.34 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.2M | +155% | 7.4k | 168.77 |
|
| Northrop Grumman Corporation (NOC) | 0.6 | $1.2M | 2.1k | 570.21 |
|
|
| Travelers Companies (TRV) | 0.6 | $1.2M | 4.2k | 290.06 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.6 | $1.2M | -10% | 4.4k | 269.18 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.2M | 5.7k | 206.94 |
|
|
| Amazon (AMZN) | 0.6 | $1.2M | +2% | 5.0k | 230.82 |
|
| Bank of America Corporation (BAC) | 0.6 | $1.2M | +3% | 21k | 55.00 |
|
| Oracle Corporation (ORCL) | 0.6 | $1.1M | -8% | 5.9k | 194.90 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | -4% | 1.0k | 1074.92 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.6 | $1.1M | +8% | 13k | 82.48 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $1.1M | +9% | 16k | 67.22 |
|
| Wells Fargo & Company (WFC) | 0.6 | $1.1M | +20% | 12k | 93.20 |
|
| Home Depot (HD) | 0.5 | $1.1M | 3.1k | 344.11 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $1.0M | +2% | 3.4k | 301.18 |
|
| Pepsi (PEP) | 0.5 | $985k | 6.9k | 143.51 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $971k | +5% | 16k | 62.47 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $968k | +6% | 11k | 90.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $957k | 3.2k | 303.89 |
|
|
| Abbvie (ABBV) | 0.5 | $937k | 4.1k | 228.51 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $895k | 8.0k | 111.41 |
|
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| Vanguard World Utilities Etf (VPU) | 0.4 | $871k | +9% | 4.7k | 185.04 |
|
| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.4 | $866k | NEW | 6.7k | 129.54 |
|
| First Tr Exchange-traded Indxx Aerospace (MISL) | 0.4 | $852k | NEW | 20k | 42.79 |
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.4 | $830k | 14k | 60.35 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $814k | +13% | 2.9k | 279.13 |
|
| Chevron Corporation (CVX) | 0.4 | $806k | +2% | 5.3k | 152.40 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $804k | -2% | 8.3k | 96.88 |
|
| Vanguard World Financials Etf (VFH) | 0.4 | $794k | +10% | 6.0k | 133.48 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $746k | -3% | 2.2k | 342.97 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $741k | 2.4k | 313.00 |
|
|
| Marathon Petroleum Corp (MPC) | 0.4 | $738k | +3% | 4.5k | 162.62 |
|
| International Business Machines (IBM) | 0.4 | $735k | +4% | 2.5k | 296.22 |
|
| Illinois Tool Works (ITW) | 0.4 | $734k | 3.0k | 246.30 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $714k | 17k | 42.87 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $705k | -43% | 3.8k | 183.41 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.4 | $692k | NEW | 6.7k | 103.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $673k | 3.2k | 210.34 |
|
|
| First Tr Exchange Traded Utilities Alph (FXU) | 0.3 | $638k | +81% | 14k | 45.01 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.3 | $633k | -4% | 10k | 62.92 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $633k | 5.4k | 117.22 |
|
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| Vanguard World Comm Srvc Etf (VOX) | 0.3 | $626k | +70% | 3.2k | 193.63 |
|
| Capital Group Gbl Growth Shs Creation Uni (CGGO) | 0.3 | $620k | +35% | 18k | 34.65 |
|
| Nextera Energy (NEE) | 0.3 | $616k | +2% | 7.7k | 80.28 |
|
| Abbott Laboratories (ABT) | 0.3 | $590k | 4.7k | 125.29 |
|
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| Hormel Foods Corporation (HRL) | 0.3 | $570k | -28% | 24k | 23.70 |
|
| Meta Platforms Cl A (META) | 0.3 | $566k | +13% | 857.00 | 660.28 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.3 | $565k | +17% | 16k | 35.33 |
|
| Medtronic SHS (MDT) | 0.3 | $565k | +7% | 5.9k | 96.06 |
|
| Ameren Corporation (AEE) | 0.3 | $565k | 5.7k | 99.86 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $564k | +11% | 13k | 44.47 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $513k | 1.1k | 483.73 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $513k | -7% | 3.0k | 173.49 |
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| CSX Corporation (CSX) | 0.3 | $510k | 14k | 36.25 |
|
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| T. Rowe Price (TROW) | 0.3 | $499k | -15% | 4.9k | 102.37 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $481k | +66% | 2.2k | 223.23 |
|
| Goldman Sachs (GS) | 0.2 | $477k | +3% | 543.00 | 878.41 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $469k | +5% | 26k | 18.22 |
|
| Emerson Electric (EMR) | 0.2 | $462k | +3% | 3.5k | 132.73 |
|
| Merck & Co (MRK) | 0.2 | $461k | +18% | 4.4k | 105.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $453k | -46% | 15k | 29.89 |
|
| Blackrock (BLK) | 0.2 | $450k | 420.00 | 1070.34 |
|
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| McDonald's Corporation (MCD) | 0.2 | $447k | 1.5k | 305.55 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $431k | 3.0k | 143.52 |
|
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| Broadcom (AVGO) | 0.2 | $419k | 1.2k | 346.24 |
|
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| Watsco, Incorporated (WSO) | 0.2 | $403k | 1.2k | 336.95 |
|
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| Honeywell International (HON) | 0.2 | $401k | 2.1k | 195.09 |
|
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| Cognizant Technology Cl A (CTSH) | 0.2 | $397k | 4.8k | 83.00 |
|
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| Infosys Sponsored Adr (INFY) | 0.2 | $397k | 22k | 17.82 |
|
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| General Dynamics Corporation (GD) | 0.2 | $396k | -9% | 1.2k | 336.66 |
|
| Capital Group International SHS (CGIC) | 0.2 | $375k | +43% | 12k | 32.50 |
|
| At&t (T) | 0.2 | $373k | -3% | 15k | 24.84 |
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| Ge Aerospace Com New (GE) | 0.2 | $370k | +14% | 1.2k | 308.01 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $370k | 2.6k | 141.12 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $369k | 1.4k | 258.79 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $364k | 2.1k | 177.75 |
|
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| Automatic Data Processing (ADP) | 0.2 | $348k | -2% | 1.4k | 257.21 |
|
| Howmet Aerospace (HWM) | 0.2 | $338k | +2% | 1.7k | 205.08 |
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| Netflix (NFLX) | 0.2 | $333k | +1124% | 3.6k | 93.76 |
|
| Capital Grp Fixed Incm Etf Core Plus Incm (CGCP) | 0.2 | $313k | -2% | 14k | 22.64 |
|
| Eaton Corp SHS (ETN) | 0.2 | $300k | 941.00 | 318.51 |
|
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $294k | +22% | 2.7k | 108.64 |
|
| Boeing Company (BA) | 0.1 | $290k | 1.3k | 217.14 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $288k | 859.00 | 335.38 |
|
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| Bristol Myers Squibb (BMY) | 0.1 | $286k | -18% | 5.3k | 53.94 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $280k | +2% | 864.00 | 323.99 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $277k | +10% | 2.1k | 128.93 |
|
| Walt Disney Company (DIS) | 0.1 | $272k | -2% | 2.4k | 113.79 |
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| Danaher Corporation (DHR) | 0.1 | $264k | 1.2k | 228.99 |
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| Starbucks Corporation (SBUX) | 0.1 | $249k | 3.0k | 84.20 |
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| Deere & Company (DE) | 0.1 | $243k | 523.00 | 465.16 |
|
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| Kimberly-Clark Corporation (KMB) | 0.1 | $233k | +13% | 2.3k | 100.89 |
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| FedEx Corporation (FDX) | 0.1 | $233k | NEW | 805.00 | 288.86 |
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| Applied Materials (AMAT) | 0.1 | $227k | NEW | 885.00 | 256.99 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $223k | 6.8k | 32.62 |
|
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| Tesla Motors (TSLA) | 0.1 | $217k | +3% | 482.00 | 449.72 |
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| Philip Morris International (PM) | 0.1 | $214k | 1.3k | 160.37 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $214k | -2% | 1.4k | 148.65 |
|
| Southern Company (SO) | 0.1 | $201k | 2.3k | 87.21 |
|
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| Key (KEY) | 0.1 | $200k | NEW | 9.7k | 20.64 |
|
| Pimco Income Strategy Fund (PFL) | 0.1 | $124k | -6% | 15k | 8.43 |
|
Past Filings by Tudor Financial
SEC 13F filings are viewable for Tudor Financial going back to 2024
- Tudor Financial 2025 Q4 filed Feb. 13, 2026
- 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