Tudor Financial Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Tudor Financial Inc. reported 134 stock positions worth $171.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.3% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 4.8%) and iShares Russell 1000 ETF (IWB, 4.7%). Compared with Q3 2024, it opened 16 new positions, sold out of 6, added to 75 and reduced 24. The biggest buy was a new position in Cintas (CTAS) and the biggest sale an exit from iShares U.S. Home Constructi (ITB).

Most Recent 13F
Q2 2026
Location
DAYTON, OH
CIK
0002045307
Portfolio Value
$171.0M (Q4 2024)
SEC Filing
0001214659-25-000806 ↗ filed Jan 16, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q3 2024: $162.4M Q3 2024 Q4 2024: $171.0M $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 134 stocks · $171.0M
VOO Vanguard S&P 500 ETF 5.25% 16,673 $9.0M Reduce -3.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 4.75% 19,097 $8.1M Reduce -0.0%
IWB iShares Russell 1000 ETF 4.70% 24,946 $8.0M Reduce -2.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 4.52% 98,149 $7.7M Reduce -1.0%
SCHD Schwab US DVD Equity ETF 3.59% 224,424 $6.1M Add +0.2%
SCHF Schwab Intl Equity ETF 2.86% 263,980 $4.9M Reduce -2.5%
IVV iShares Core S&P 500 ETF 2.43% 7,066 $4.2M Add +2.2%
CTAS Cintas Corp. 2.41% 22,530 $4.1M New
QQQ Invesco QQQ Trust Series 1 2.17% 7,252 $3.7M Add +4.8%
IGV iShares Expanded Tech-Softwa 1.99% 34,037 $3.4M Add +1.5%
IAK iShares U.S. Insurance ETF 1.81% 24,505 $3.1M Add +2.9%
AAPL Apple Inc. 1.72% 11,765 $2.9M Add +15.7%
ALL Allstate Corp. 1.72% 15,232 $2.9M Add +1.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.70% 4,963 $2.9M Add +2.9%
ITA iShares U.S. Aerospace & Def 1.67% 19,692 $2.9M Add +3.4%
AMGN Amgen Inc. 1.59% 10,404 $2.7M Add +2.2%
IAI iShares U.S. Broker-Dealers 1.57% 18,685 $2.7M Add +3.4%
IYJ iShares U.S. Industrials ETF 1.45% 18,561 $2.5M Add +3.5%
MSFT Microsoft Corp. 1.25% 5,060 $2.1M Add +22.9%
LOW Lowe's Cos Inc. 1.24% 8,557 $2.1M Add +23.5%
NVDA Nvidia Corp. 1.22% 15,532 $2.1M Add +31.0%
RSP Invesco S&P 500 Equal Weight 1.20% 11,718 $2.1M Add +14.5%
VIG Vanguard Dividend Apprec ETF 1.20% 10,460 $2.0M Reduce -7.2%
IAT iShares US Regional Banks Et 1.17% 39,727 $2.0M New
JPM JPMorgan Chase & Co. 1.14% 8,109 $1.9M Add +10.5%
PG The Procter & Gamble Co. 1.06% 10,822 $1.8M Add +36.6%
PGX Invesco Preferred ETF 1.05% 156,095 $1.8M Reduce -4.9%
PFF iShares Preferred & Income S 1.02% 55,521 $1.7M Reduce -5.4%
GOOG Alphabet Inc. Class C 0.94% 8,473 $1.6M Add +1.2%
APD Air Products & Chemicals Inc. 0.94% 5,556 $1.6M No change
MDY State Street SPDR S&P Midcap 0.83% 2,496 $1.4M Add +1.0%
FDN First Trust DJ Internet Ind 0.81% 5,685 $1.4M Add +8.7%
IJR iShares Core S&P Small-Cap E 0.81% 11,953 $1.4M Add +4.5%
CSCO Cisco Systems Inc. 0.76% 21,992 $1.3M Add +6.7%
ORCL Oracle Corp. 0.75% 7,693 $1.3M Reduce -14.4%
V Visa Inc. Class A 0.75% 4,038 $1.3M Add +21.1%
HD Home Depot Inc. 0.71% 3,128 $1.2M Add +23.4%
AEP American Electric Power 0.71% 13,135 $1.2M Add +1.3%
IJH iShares Core S&P Midcap ETF 0.67% 18,388 $1.1M Add +3.4%
FXR First Trust Indst/Producers 0.66% 14,989 $1.1M Reduce -1.6%
IYC iShares US Consumer Discreti 0.64% 11,351 $1.1M New
CMCSA Comcast Corp. Class A 0.63% 28,821 $1.1M Reduce -7.5%
QTEC First Trust Nasdq 100 Tech I 0.63% 5,697 $1.1M Add +1.9%
HRL Hormel Foods Corp. 0.61% 33,440 $1.0M No change
CAT Caterpillar Inc. 0.61% 2,878 $1.0M Add +31.8%
AMZN Amazon.com Inc. 0.61% 4,753 $1.0M Add +23.0%
XOM Exxon Mobil Corp. 0.60% 9,606 $1.0M Add +2.2%
SCHB Schwab US Broad Market ETF 0.60% 45,340 $1.0M Add +1.0%
NOC Northrop Grumman Corp. 0.59% 2,165 $1.0M Add +1.2%
TRV The Travelers Cos Inc. 0.59% 4,200 $1.0M No change
OEF iShares S&P 100 ETF 0.57% 3,363 $971K No change
VT Vanguard Tot World STK ETF 0.56% 8,090 $950K No change
PEP Pepsico Inc. 0.55% 6,179 $939K Add +69.7%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.55% 2,735 $939K Reduce -3.5%
JNJ Johnson & Johnson 0.54% 6,436 $930K Add +17.5%
VONG Vanguard Russell 1000 Growth 0.54% 8,878 $917K Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.54% 2,230 $915K Reduce -3.5%
UNH Unitedhealth Group Inc. 0.53% 1,777 $899K Add +15.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.52% 20,246 $890K Add +24.5%
VOOG Vanguard S&P 500 Growth ETF 0.50% 2,334 $854K Add +1.4%
LLY Eli Lilly & Co. 0.49% 1,086 $839K Add +140.3%
FXO First Trust Financial Alphad 0.48% 15,192 $822K New
IDEV iShares Core MSCI Dev MKTS 0.45% 12,021 $775K Reduce -2.4%
RTX RTX Corp. 0.45% 6,684 $773K Add +1.6%
IJK iShares S&P Mid-Cap 400 Grow 0.45% 8,472 $770K Add +22.2%
CVX Chevron Corp. 0.45% 5,265 $763K Add +24.1%
IEMG iShares Core MSCI Emerging 0.44% 14,566 $761K Reduce -5.4%
ITW Illinois Tool Works 0.43% 2,898 $735K No change
WMT Walmart Inc. 0.43% 8,072 $729K Add +29.3%
ABBV Abbvie Inc. 0.42% 4,025 $715K Add +78.7%
MPC Marathon Petroleum Corp. 0.41% 5,065 $707K Add +0.3%
FXD First Trust Consumer Discret 0.41% 10,901 $705K Add +2.5%
VPU Vanguard Utilities ETF 0.41% 4,242 $693K Reduce -13.3%
NEE Nextera Energy Inc. 0.40% 9,483 $680K Add +8.0%
FV First Trust DW Focus 5 Fund 0.39% 11,403 $673K Add +18.2%
VFH Vanguard Financials ETF 0.39% 5,587 $660K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.38% 5,778 $653K Reduce -5.7%
WFC Wells Fargo & Co. 0.37% 9,041 $635K Add +9.2%
SOXX iShares Semiconductor ETF 0.37% 2,940 $634K Reduce -26.3%
TSM Taiwan Semiconductor-SP ADR 0.36% 3,150 $622K Add +3.3%
TXN Texas Instruments Inc. 0.35% 3,199 $600K New
IWD iShares Russell 1000 Value E 0.35% 3,199 $592K Add +2.2%
DUK Duke Energy Corp. 0.34% 5,387 $580K Add +33.9%
VZ Verizon Communications Inc. 0.33% 14,206 $568K Add +4.4%
WSO Watsco Inc. 0.33% 1,195 $566K No change
ABT Abbott Laboratories 0.31% 4,703 $532K Add +77.7%
LMT Lockheed Martin Corp. 0.31% 1,084 $527K Add +13.8%
AEE Ameren Corporation 0.29% 5,496 $490K Add +3.9%
CSX CSX Corp. 0.29% 15,152 $489K Add +10.7%
INFY Infosys Ltd.-SP ADR 0.29% 22,270 $488K No change
SHYG iShares 0-5 YR HY Corp. Bond 0.28% 11,320 $482K Add +5.0%
HON Honeywell International Inc. 0.27% 2,057 $465K No change
MRK Merck & Co. Inc. 0.26% 4,473 $445K Add +19.0%
MDT Medtronic PLC 0.26% 5,480 $438K Reduce -15.8%
BLK BlackRock Inc. 0.25% 420 $431K No change
META Meta Platforms Inc. Class A 0.25% 731 $428K Add +41.1%
FPE FT-Preferred Secur & Inc. ETF 0.25% 23,919 $423K Add +6.3%
GOOGL Alphabet Inc. Class A 0.24% 2,190 $415K Add +67.8%
MCD McDonald's Corp. 0.24% 1,415 $410K Add +9.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.24% 1,425 $404K No change

Show all 134 holdings

Portfolio Sells Q3 2024 → Q4 2024
ITB iShares U.S. Home Constructi Sold out 0.00% −1.86
SLV iShares Silver Trust Sold out 0.00% −1.01
SBUX Starbucks Corp. Reduce -76.5% 0.17% −0.66
FTXL First Trust Nasdaq Semicondu Sold out 0.00% −0.59
SCHF Schwab Intl Equity ETF Reduce -2.5% 2.86% −0.57
VDC Vanguard Consumer Staple ETF Sold out 0.00% −0.49
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.48
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -1.0% 4.52% −0.39
VOO Vanguard S&P 500 ETF Reduce -3.0% 5.25% −0.34
IWB iShares Russell 1000 ETF Reduce -2.2% 4.70% −0.24
DIA SS SPDR Dow Jones Indus Avg Reduce -0.0% 4.75% −0.22
SOXX iShares Semiconductor ETF Reduce -26.3% 0.37% −0.20
PGX Invesco Preferred ETF Reduce -4.9% 1.05% −0.20
ORCL Oracle Corp. Reduce -14.4% 0.75% −0.19
PFF iShares Preferred & Income S Reduce -5.4% 1.02% −0.18
VIG Vanguard Dividend Apprec ETF Reduce -7.2% 1.20% −0.18
CMCSA Comcast Corp. Class A Reduce -7.5% 0.63% −0.17
ELV Elevance Health Inc. Sold out 0.00% −0.14
VPU Vanguard Utilities ETF Reduce -13.3% 0.41% −0.12
MDT Medtronic PLC Reduce -15.8% 0.26% −0.10
IEMG iShares Core MSCI Emerging Reduce -5.4% 0.44% −0.10
IDEV iShares Core MSCI Dev MKTS Reduce -2.4% 0.45% −0.08
NVO Novo-Nordisk A/S-Spons ADR Reduce -8.4% 0.12% −0.07
FXR First Trust Indst/Producers Reduce -1.6% 0.66% −0.05
VYM Vanguard High DVD Yield ETF Reduce -13.0% 0.22% −0.05
TROW T Rowe Price Group Inc. Reduce -5.7% 0.38% −0.03
FTXN First Trust Nasdaq Oil & Gas Reduce -11.3% 0.14% −0.03
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -3.5% 0.55% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.5% 0.54% −0.01
ETN Eaton Corp. PLC Reduce -1.3% 0.15% −0.01

Portfolio Buys Q3 2024 → Q4 2024
CTAS Cintas Corp. New 2.41% +2.41
IAT iShares US Regional Banks Et New 1.17% +1.17
IYC iShares US Consumer Discreti New 0.64% +0.64
FXO First Trust Financial Alphad New 0.48% +0.48
VFH Vanguard Financials ETF New 0.39% +0.39
TXN Texas Instruments Inc. New 0.35% +0.35
NVDA Nvidia Corp. Add +31.0% 1.22% +0.33
AAPL Apple Inc. Add +15.7% 1.72% +0.26
LLY Eli Lilly & Co. Add +140.3% 0.49% +0.24
PG The Procter & Gamble Co. Add +36.6% 1.06% +0.22
IBM Intl Business Machines Corp. New 0.20% +0.20
JPM JPMorgan Chase & Co. Add +10.5% 1.14% +0.18
V Visa Inc. Class A Add +21.1% 0.75% +0.18
AVGO Broadcom Inc. New 0.17% +0.17
PEP Pepsico Inc. Add +69.7% 0.55% +0.17
DIS The Walt Disney Co. New 0.17% +0.17
AMZN Amazon.com Inc. Add +23.0% 0.61% +0.17
MSFT Microsoft Corp. Add +22.9% 1.25% +0.16
IGV iShares Expanded Tech-Softwa Add +1.5% 1.99% +0.15
ABBV Abbvie Inc. Add +78.7% 0.42% +0.14
IAI iShares U.S. Broker-Dealers Add +3.4% 1.57% +0.14
NFLX Netflix Inc. New 0.14% +0.14
DE Deere & Co. New 0.14% +0.14
FIW First Trust Water ETF New 0.13% +0.13
FDN First Trust DJ Internet Ind Add +8.7% 0.81% +0.13
ABT Abbott Laboratories Add +77.7% 0.31% +0.13
BAC Bank of America Corp. Add +24.5% 0.52% +0.12
ITOT iShares Core S&P Total U.S. New 0.12% +0.12
CGBL Cap Group Core Balanced New 0.12% +0.12
T AT&T Inc. New 0.12% +0.12
WMT Walmart Inc. Add +29.3% 0.43% +0.12
GOOGL Alphabet Inc. Class A Add +67.8% 0.24% +0.11
QQQ Invesco QQQ Trust Series 1 Add +4.8% 2.17% +0.09
CSCO Cisco Systems Inc. Add +6.7% 0.76% +0.09
CAT Caterpillar Inc. Add +31.8% 0.61% +0.08
WFC Wells Fargo & Co. Add +9.2% 0.37% +0.08
GOOG Alphabet Inc. Class C Add +1.2% 0.94% +0.08
LOW Lowe's Cos Inc. Add +23.5% 1.24% +0.08
HD Home Depot Inc. Add +23.4% 0.71% +0.08
PFL PIMCO Income Strategy Fund New 0.08% +0.08
RSP Invesco S&P 500 Equal Weight Add +14.5% 1.20% +0.07
META Meta Platforms Inc. Class A Add +41.1% 0.25% +0.07
BMY Bristol-Myers Squibb Co. Add +35.7% 0.22% +0.06
CVX Chevron Corp. Add +24.1% 0.45% +0.06
IJK iShares S&P Mid-Cap 400 Grow Add +22.2% 0.45% +0.06
DUK Duke Energy Corp. Add +33.9% 0.34% +0.05
FV First Trust DW Focus 5 Fund Add +18.2% 0.39% +0.05
ADP Automatic Data Processing Add +23.4% 0.24% +0.05
CGGR Cap Group Growth Equity Add +31.0% 0.18% +0.04
TSM Taiwan Semiconductor-SP ADR Add +3.3% 0.36% +0.04

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