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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q3 2024: $162.4M $162.4M Q3 2024 Q4 2024: $171.0M Q4 2024 Q1 2025: $166.5M Q1 2025 Q2 2025: $176.5M Q2 2025 Q3 2025: $188.2M Q3 2025 Q4 2025: $195.4M Q4 2025 Q1 2026: $195.6M Q1 2026 Q2 2026: $222.5M Q2 2026

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 —
GD General Dynamics Corp. 0.24% 1,302 $393K —
EMR Emerson Electric Co. 0.22% 3,249 $355K —
DVY iShares Select Dividend ETF 0.20% 2,396 $324K —
CGCP Cap Group Core Plus Income 0.20% 13,989 $323K —
NVO Novo-Nordisk A/S-Spons ADR 0.19% 2,615 $311K —
ADP Automatic Data Processing 0.19% 1,119 $310K —
ABT Abbott Laboratories 0.19% 2,647 $302K —
META Meta Platforms Inc. Class A 0.18% 518 $296K —
FDX FedEx Corp. 0.17% 1,030 $282K —
KMB Kimberly-Clark Corp. 0.17% 1,967 $280K —
FTXN First Trust Nasdaq Oil & Gas 0.17% 9,500 $275K —
TD Toronto-Dominion Bank 0.17% 4,240 $268K —
VEEV Veeva Systems Inc. Class A 0.16% 1,265 $265K —
ETN Eaton Corp. PLC 0.16% 801 $265K —
MMM 3M Co. 0.16% 1,895 $259K —
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.16% 8,456 $255K —
SHW The Sherwin-Williams Co. 0.16% 660 $252K —
BMY Bristol-Myers Squibb Co. 0.15% 4,834 $250K —
ELV Elevance Health Inc. 0.14% 451 $235K —
GS Goldman Sachs Group Inc. 0.14% 460 $228K —
VTI VG Morningstar TS MKT ETF-US 0.14% 800 $227K —
CTSH Cognizant Tech Solutions-A 0.14% 2,920 $225K —
GOOGL Alphabet Inc. Class A 0.13% 1,305 $216K —
CGGR Cap Group Growth Equity 0.13% 6,195 $216K —

Portfolio Sells Q3 2024

No earlier filing to compare with.

Portfolio Buys Q3 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 152$222.5MVOO, DIA, IWB, HYG, SCHD
Q1 2026Amended 139$195.6MHYG, VOO, DIA, IWB, SCHD
Q4 2025 142$195.4MVOO, HYG, DIA, IWB, SCHD
Q3 2025 139$188.2MVOO, IWB, DIA, HYG, SCHD
Q2 2025 134$176.5MVOO, DIA, IWB, HYG, SCHD
Q1 2025 135$166.5MVOO, DIA, HYG, IWB, SCHD
Q4 2024 134$171.0MVOO, DIA, IWB, HYG, SCHD
Q3 2024 124$162.4MVOO, DIA, IWB, HYG, SCHD