Tudor Financial Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 21, 2024), Tudor Financial Inc. reported 124 stock positions worth $162.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.6% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 5.0%) and iShares Russell 1000 ETF (IWB, 4.9%).
- Most Recent 13F
- Q2 2026
- Location
- DAYTON, OH
- CIK
- 0002045307
- Portfolio Value
- $162.4M (Q3 2024)
- SEC Filing
- 0001214659-24-019459 ↗ filed Nov 21, 2024
Holdings Value
Holdings 124 stocks · $162.4M
| VOO Vanguard S&P 500 ETF | 5.59% | 17,198 | $9.1M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.98% | 19,098 | $8.1M | — |
| IWB iShares Russell 1000 ETF | 4.94% | 25,509 | $8.0M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 4.91% | 99,178 | $8.0M | — |
| SCHD Schwab US DVD Equity ETF | 3.89% | 74,679 | $6.3M | — |
| SCHF Schwab Intl Equity ETF | 3.43% | 135,450 | $5.6M | — |
| IVV iShares Core S&P 500 ETF | 2.46% | 6,911 | $4.0M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.08% | 6,917 | $3.4M | — |
| AMGN Amgen Inc. | 2.02% | 10,183 | $3.3M | — |
| IAK iShares U.S. Insurance ETF | 1.89% | 23,820 | $3.1M | — |
| ITB iShares U.S. Home Constructi | 1.86% | 23,723 | $3.0M | — |
| IGV iShares Expanded Tech-Softwa | 1.85% | 33,540 | $3.0M | — |
| ITA iShares U.S. Aerospace & Def | 1.76% | 19,046 | $2.9M | — |
| ALL Allstate Corp. | 1.75% | 14,956 | $2.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.70% | 4,824 | $2.8M | — |
| IYJ iShares U.S. Industrials ETF | 1.48% | 17,927 | $2.4M | — |
| AAPL Apple Inc. | 1.46% | 10,172 | $2.4M | — |
| IAI iShares U.S. Broker-Dealers | 1.43% | 18,073 | $2.3M | — |
| VIG Vanguard Dividend Apprec ETF | 1.38% | 11,272 | $2.2M | — |
| PGX Invesco Preferred ETF | 1.25% | 164,065 | $2.0M | — |
| PFF iShares Preferred & Income S | 1.20% | 58,706 | $2.0M | — |
| LOW Lowe's Cos Inc. | 1.16% | 6,930 | $1.9M | — |
| RSP Invesco S&P 500 Equal Weight | 1.13% | 10,233 | $1.8M | — |
| MSFT Microsoft Corp. | 1.09% | 4,119 | $1.8M | — |
| APD Air Products & Chemicals Inc. | 1.02% | 5,556 | $1.7M | — |
| SLV iShares Silver Trust | 1.01% | 57,723 | $1.6M | — |
| JPM JPMorgan Chase & Co. | 0.95% | 7,339 | $1.5M | — |
| ORCL Oracle Corp. | 0.94% | 8,987 | $1.5M | — |
| NVDA Nvidia Corp. | 0.89% | 11,854 | $1.4M | — |
| MDY State Street SPDR S&P Midcap | 0.87% | 2,471 | $1.4M | — |
| GOOG Alphabet Inc. Class C | 0.86% | 8,373 | $1.4M | — |
| PG The Procter & Gamble Co. | 0.85% | 7,925 | $1.4M | — |
| SBUX Starbucks Corp. | 0.83% | 13,865 | $1.4M | — |
| IJR iShares Core S&P Small-Cap E | 0.82% | 11,439 | $1.3M | — |
| AEP American Electric Power | 0.82% | 12,970 | $1.3M | — |
| CMCSA Comcast Corp. Class A | 0.80% | 31,140 | $1.3M | — |
| FXR First Trust Indst/Producers | 0.71% | 15,231 | $1.2M | — |
| NOC Northrop Grumman Corp. | 0.70% | 2,140 | $1.1M | — |
| FDN First Trust DJ Internet Ind | 0.68% | 5,231 | $1.1M | — |
| IJH iShares Core S&P Midcap ETF | 0.68% | 17,778 | $1.1M | — |
| XOM Exxon Mobil Corp. | 0.68% | 9,396 | $1.1M | — |
| CSCO Cisco Systems Inc. | 0.68% | 20,615 | $1.1M | — |
| QTEC First Trust Nasdq 100 Tech I | 0.66% | 5,589 | $1.1M | — |
| HRL Hormel Foods Corp. | 0.65% | 33,440 | $1.1M | — |
| HD Home Depot Inc. | 0.63% | 2,535 | $1.0M | — |
| SCHB Schwab US Broad Market ETF | 0.61% | 14,970 | $996K | — |
| TRV The Travelers Cos Inc. | 0.61% | 4,200 | $983K | — |
| VT Vanguard Tot World STK ETF | 0.60% | 8,090 | $968K | — |
| FTXL First Trust Nasdaq Semicondu | 0.59% | 10,234 | $955K | — |
| OEF iShares S&P 100 ETF | 0.57% | 3,363 | $931K | — |
| SOXX iShares Semiconductor ETF | 0.57% | 3,987 | $919K | — |
| V Visa Inc. Class A | 0.56% | 3,334 | $917K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.56% | 2,834 | $912K | — |
| UNH Unitedhealth Group Inc. | 0.55% | 1,540 | $900K | — |
| JNJ Johnson & Johnson | 0.55% | 5,477 | $888K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 2,310 | $887K | — |
| IEMG iShares Core MSCI Emerging | 0.54% | 15,399 | $884K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.54% | 12,319 | $873K | — |
| VONG Vanguard Russell 1000 Growth | 0.53% | 8,858 | $855K | — |
| CAT Caterpillar Inc. | 0.53% | 2,184 | $854K | — |
| VPU Vanguard Utilities ETF | 0.52% | 4,895 | $852K | — |
| MPC Marathon Petroleum Corp. | 0.51% | 5,049 | $823K | — |
| VDC Vanguard Consumer Staple ETF | 0.49% | 3,663 | $800K | — |
| RTX RTX Corp. | 0.49% | 6,578 | $797K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.49% | 2,303 | $795K | — |
| EFA iShares MSCI Eafe ETF | 0.48% | 9,396 | $786K | — |
| ITW Illinois Tool Works | 0.47% | 2,898 | $759K | — |
| NEE Nextera Energy Inc. | 0.46% | 8,779 | $742K | — |
| AMZN Amazon.com Inc. | 0.44% | 3,863 | $720K | — |
| FXD First Trust Consumer Discret | 0.41% | 10,637 | $673K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.41% | 6,130 | $668K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 16,264 | $645K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.39% | 6,935 | $638K | — |
| CVX Chevron Corp. | 0.38% | 4,243 | $625K | — |
| PEP Pepsico Inc. | 0.38% | 3,641 | $619K | — |
| VZ Verizon Communications Inc. | 0.38% | 13,610 | $611K | — |
| IWD iShares Russell 1000 Value E | 0.37% | 3,129 | $594K | — |
| WSO Watsco Inc. | 0.36% | 1,195 | $588K | — |
| MDT Medtronic PLC | 0.36% | 6,505 | $586K | — |
| FV First Trust DW Focus 5 Fund | 0.35% | 9,646 | $562K | — |
| LMT Lockheed Martin Corp. | 0.34% | 953 | $557K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 3,050 | $530K | — |
| WMT Walmart Inc. | 0.31% | 6,242 | $504K | — |
| INFY Infosys Ltd.-SP ADR | 0.31% | 22,270 | $496K | — |
| CSX CSX Corp. | 0.29% | 13,689 | $473K | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.29% | 10,785 | $468K | — |
| WFC Wells Fargo & Co. | 0.29% | 8,280 | $468K | — |
| DUK Duke Energy Corp. | 0.29% | 4,024 | $464K | — |
| AEE Ameren Corporation | 0.28% | 5,290 | $463K | — |
| ABBV Abbvie Inc. | 0.27% | 2,253 | $445K | — |
| VYM Vanguard High DVD Yield ETF | 0.27% | 3,450 | $442K | — |
| MRK Merck & Co. Inc. | 0.26% | 3,758 | $427K | — |
| HON Honeywell International Inc. | 0.26% | 2,057 | $425K | — |
| DHR Danaher Corp. | 0.26% | 1,489 | $414K | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.25% | 22,498 | $407K | — |
| IBB iShares Biotechnology ETF | 0.25% | 2,782 | $405K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.25% | 1,425 | $401K | — |
| LLY Eli Lilly & Co. | 0.25% | 452 | $400K | — |
| BLK BlackRock Finance Inc. | 0.25% | 420 | $399K | — |
| MCD McDonald's Corp. | 0.24% | 1,293 | $394K | — |
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 152 | $222.5M | VOO, DIA, IWB, HYG, SCHD |
| Q1 2026Amended | 139 | $195.6M | HYG, VOO, DIA, IWB, SCHD |
| Q4 2025 | 142 | $195.4M | VOO, HYG, DIA, IWB, SCHD |
| Q3 2025 | 139 | $188.2M | VOO, IWB, DIA, HYG, SCHD |
| Q2 2025 | 134 | $176.5M | VOO, DIA, IWB, HYG, SCHD |
| Q1 2025 | 135 | $166.5M | VOO, DIA, HYG, IWB, SCHD |
| Q4 2024 | 134 | $171.0M | VOO, DIA, IWB, HYG, SCHD |
| Q3 2024 | 124 | $162.4M | VOO, DIA, IWB, HYG, SCHD |