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Tudor Financial Inc. Top Holdings and 13F Report (2025)

About Tudor Financial Inc.

Investment Activity

  • Tudor Financial Inc. has $166.53 million in total holdings as of March 31, 2025.
  • Tudor Financial Inc. owns shares of 135 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 3.59% of the portfolio was purchased this quarter.
  • About 5.24% of the portfolio was sold this quarter.
  • This quarter, Tudor Financial Inc. has purchased 134 new stocks and bought additional shares in 58 stocks.
  • Tudor Financial Inc. sold shares of 37 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

922908538 - Vanguard Mid-Cap Growth ETF
$789,708 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$780,827 Holding
92204A884 - Vanguard Communication Services ETF
$770,603 Holding
92204A504 - Vanguard Health Care ETF
$754,236 Holding
427866108 - Hershey
$364,294 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap Growth ETF
3,228 shares (about $789.71K)
Vanguard FTSE Developed Markets ETF
15,362 shares (about $780.83K)
Vanguard Communication Services ETF
5,193 shares (about $770.60K)
Vanguard Health Care ETF
2,849 shares (about $754.24K)
Schwab US Dividend Equity ETF
24,319 shares (about $679.96K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
2,714 shares (about $1.53M)
SPDR S&P MidCap 400 ETF Trust
1,700 shares (about $906.92K)
SPDR S&P 500 ETF Trust
435 shares (about $243.33K)
Apple
570 shares (about $126.62K)
Oracle
865 shares (about $120.93K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTudor Financial Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,475,106$93,534 -1.1%16,4915.1%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$7,972,291$46,187 -0.6%18,9874.8%Finance
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$7,677,411$65,558 -0.8%97,3184.6%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$7,643,501$8,282 -0.1%24,9194.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,954,855$679,959 10.8%248,7434.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$5,185,723$35,802 -0.7%262,1703.1%ETF
Cintas Co. stock logo
CTAS
Cintas
$4,630,5910.0%22,5302.8%Business Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,383,646$16,881 -0.5%7,2162.0%Finance
iShares U.S. Insurance ETF stock logo
IAK
iShares U.S. Insurance ETF
$3,371,707$5,375 -0.2%24,4662.0%ETF
Amgen Inc. stock logo
AMGN
Amgen
$3,218,442$23,056 -0.7%10,3301.9%Medical
The Allstate Co. stock logo
ALL
Allstate
$3,154,220$207 0.0%15,2331.9%Finance
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$3,039,009$10,056 0.3%34,1501.8%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$3,018,465$3,674 0.1%19,7161.8%ETF
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$2,641,151$23,258 0.9%18,8511.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,532,911$243,334 -8.8%4,5281.5%Finance
Apple Inc. stock logo
AAPL
Apple
$2,486,838$126,619 -4.8%11,1951.5%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,445,571$1,525,110 -38.4%4,3521.5%ETF
iShares U.S. Industrials ETF stock logo
IYJ
iShares U.S. Industrials ETF
$2,443,078$26,817 1.1%18,7671.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,044,122$14,205 0.7%11,8001.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,026,032$3,104 -0.2%10,4441.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,002,389$13,246 0.7%8,1631.2%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,995,8020.0%8,5571.2%Retail/Wholesale
iShares U.S. Regional Banks ETF stock logo
IAT
iShares U.S. Regional Banks ETF
$1,904,434$51,946 2.8%40,8411.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,900,371$751 0.0%5,0621.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,839,238$5,113 -0.3%10,7921.1%Consumer Staples
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$1,709,591$41,794 -2.4%152,3701.0%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,646,694$59,462 -3.5%53,5861.0%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,638,6240.0%5,5561.0%Basic Materials
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,604,264$79,119 -4.7%14,8021.0%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,435,2610.0%13,1350.9%Utilities
Visa Inc. stock logo
V
Visa
$1,422,796$7,710 0.5%4,0600.9%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,353,539$3,579 -0.3%21,9340.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,265,151$58,586 -4.4%8,0980.8%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,260,325$10,353 0.8%12,0520.8%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$1,210,051$52,872 -4.2%5,4470.7%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,157,576$11,360 1.0%3,1590.7%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,143,478$1,070 0.1%9,6150.7%Energy
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,110,7320.0%4,2000.7%Finance
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$1,108,5020.0%2,1650.7%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,091,690$24,378 2.3%6,5830.7%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,073,815$875 0.1%18,4030.6%ETF
Comcast Co. stock logo
CMCSA
Comcast
$1,068,661$5,166 0.5%28,9610.6%Consumer Discretionary
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,067,900$129,864 13.8%9,2100.6%ETF
First Trust Industrials/Producer Durables AlphaDEX Fund stock logo
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
$1,043,626$209 0.0%14,9860.6%ETF
Hormel Foods Co. stock logo
HRL
Hormel Foods
$1,034,6340.0%33,4400.6%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,024,707$98,212 10.6%6,8340.6%Consumer Staples
First Trust NASDAQ 100 Technology Index Fund stock logo
QTEC
First Trust NASDAQ 100 Technology Index Fund
$988,8180.0%5,6970.6%Manufacturing
iShares U.S. Consumer Discretionary ETF stock logo
IYC
iShares U.S. Consumer Discretionary ETF
$988,788$13,779 -1.4%11,1950.6%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$976,1700.0%45,3400.6%ETF
Oracle Co. stock logo
ORCL
Oracle
$954,604$120,933 -11.2%6,8280.6%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$941,041$8,246 -0.9%2,8530.6%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$918,766$14,460 1.6%4,8290.6%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$904,854$25,658 -2.8%1,7280.5%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$897,505$826 0.1%1,0870.5%Medical
RTX Co. stock logo
RTX
RTX
$894,075$8,742 1.0%6,7500.5%Aerospace
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$886,291$24,371 -2.7%3,2730.5%ETF
Chevron Co. stock logo
CVX
Chevron
$882,380$1,673 0.2%5,2750.5%Energy
First Trust Financial AlphaDEX Fund stock logo
FXO
First Trust Financial AlphaDEX Fund
$875,489$70,330 8.7%16,5190.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$843,585$210 0.0%4,0260.5%Medical
Bank of America Co. stock logo
BAC
Bank of America
$836,284$8,597 -1.0%20,0400.5%Finance
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$828,1210.0%12,0210.5%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$789,708$789,708 New Holding3,2280.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$786,170$54 0.0%14,5670.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$780,827$780,827 New Holding15,3620.5%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$770,603$770,603 New Holding5,1930.5%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$754,236$754,236 New Holding2,8490.5%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$743,044$5,099 0.7%5,1000.4%Energy
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$738,574$19,841 2.8%2,9780.4%Industrials
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$732,757$8,199 1.1%4,2900.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$708,866$263 0.0%8,0750.4%Retail/Wholesale
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$705,5480.0%8,4720.4%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$684,866$17,441 2.6%5,7330.4%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$663,285$8,932 -1.3%9,3570.4%Utilities
Duke Energy Co. stock logo
DUK
Duke Energy
$653,681$3,415 -0.5%5,3590.4%Utilities
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$649,260$215 0.0%9,0440.4%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$645,582$1,179 0.2%14,2320.4%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$624,013$133 0.0%4,7040.4%Medical
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$618,752$6,802 -1.1%11,2790.4%Manufacturing
Watsco, Inc. stock logo
WSO
Watsco
$607,4190.0%1,1950.4%Construction
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$601,9240.0%3,1990.4%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$575,159$359 0.1%3,2010.3%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$573,716$182,286 46.6%2,3070.3%Computer and Technology
Ameren Co. stock logo
AEE
Ameren
$551,7980.0%5,4960.3%Utilities
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$541,974$11,291 -2.0%2,8800.3%ETF
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$530,897$92 0.0%5,7790.3%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$522,9000.0%3,1500.3%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$492,4330.0%5,4800.3%Medical
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$491,9670.0%1,4250.3%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$484,561$447 0.1%1,0850.3%Aerospace
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$481,994$680 0.1%11,3360.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$442,194$312 0.1%1,4160.3%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$435,5700.0%2,0570.3%Multi-Sector Conglomerates
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$424,650$906,916 -68.1%7960.3%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$424,293$24,151 6.0%6,9570.3%Medical
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$422,925$2,181 0.5%24,0430.3%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$422,307$306 0.1%1,3820.3%Business Services
CSX Co. stock logo
CSX
CSX
$416,639$29,283 -6.6%14,1570.3%Transportation
Meta Platforms, Inc. stock logo
META
Meta Platforms
$415,897$5,184 -1.2%7220.2%Computer and Technology
Infosys Limited stock logo
INFY
Infosys
$406,4280.0%22,2700.2%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$402,075$539 0.1%4,4790.2%Medical

Showing largest 100 holdings. View all holdings.
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