Tudor Financial Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Tudor Financial Inc. reported 135 stock positions worth $166.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.1% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 4.8%) and Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, 4.6%). Compared with Q4 2024, it opened 9 new positions, sold out of 8, added to 58 and reduced 37. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +11%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- DAYTON, OH
- CIK
- 0002045307
- Portfolio Value
- $166.5M (Q1 2025)
- SEC Filing
- 0001214659-25-006000 ↗ filed Apr 16, 2025
Holdings Value
Holdings 135 stocks · $166.5M
| VOO Vanguard S&P 500 ETF | 5.09% | 16,491 | $8.5M | Reduce -1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.79% | 18,987 | $8.0M | Reduce -0.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 4.61% | 97,318 | $7.7M | Reduce -0.8% |
| IWB iShares Russell 1000 ETF | 4.59% | 24,919 | $7.6M | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 4.18% | 248,743 | $7.0M | Add +10.8% |
| SCHF Schwab Intl Equity ETF | 3.11% | 262,170 | $5.2M | Reduce -0.7% |
| CTAS Cintas Corp. | 2.78% | 22,530 | $4.6M | No change |
| QQQ Invesco QQQ Trust Series 1 | 2.03% | 7,216 | $3.4M | Reduce -0.5% |
| IAK iShares U.S. Insurance ETF | 2.02% | 24,466 | $3.4M | Reduce -0.2% |
| AMGN Amgen Inc. | 1.93% | 10,330 | $3.2M | Reduce -0.7% |
| ALL Allstate Corp. | 1.89% | 15,233 | $3.2M | Add +0.0% |
| IGV iShares Expanded Tech-Softwa | 1.82% | 34,150 | $3.0M | Add +0.3% |
| ITA iShares U.S. Aerospace & Def | 1.81% | 19,716 | $3.0M | Add +0.1% |
| IAI iShares U.S. Broker-Dealers | 1.59% | 18,851 | $2.6M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 4,528 | $2.5M | Reduce -8.8% |
| AAPL Apple Inc. | 1.49% | 11,195 | $2.5M | Reduce -4.8% |
| IVV iShares Core S&P 500 ETF | 1.47% | 4,352 | $2.4M | Reduce -38.4% |
| IYJ iShares U.S. Industrials ETF | 1.47% | 18,767 | $2.4M | Add +1.1% |
| RSP Invesco S&P 500 Equal Weight | 1.23% | 11,800 | $2.0M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 1.22% | 10,444 | $2.0M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.20% | 8,163 | $2.0M | Add +0.7% |
| LOW Lowe's Cos Inc. | 1.20% | 8,557 | $2.0M | No change |
| IAT iShares US Regional Banks Et | 1.14% | 40,841 | $1.9M | Add +2.8% |
| MSFT Microsoft Corp. | 1.14% | 5,062 | $1.9M | Add +0.0% |
| PG The Procter & Gamble Co. | 1.10% | 10,792 | $1.8M | Reduce -0.3% |
| PGX Invesco Preferred ETF | 1.03% | 152,370 | $1.7M | Reduce -2.4% |
| PFF iShares Preferred & Income S | 0.99% | 53,586 | $1.6M | Reduce -3.5% |
| APD Air Products & Chemicals Inc. | 0.98% | 5,556 | $1.6M | No change |
| NVDA Nvidia Corp. | 0.96% | 14,802 | $1.6M | Reduce -4.7% |
| AEP American Electric Power | 0.86% | 13,135 | $1.4M | No change |
| V Visa Inc. Class A | 0.85% | 4,060 | $1.4M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.81% | 21,934 | $1.4M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.76% | 8,098 | $1.3M | Reduce -4.4% |
| IJR iShares Core S&P Small-Cap E | 0.76% | 12,052 | $1.3M | Add +0.8% |
| FDN First Trust DJ Internet Ind | 0.73% | 5,447 | $1.2M | Reduce -4.2% |
| HD Home Depot Inc. | 0.70% | 3,159 | $1.2M | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.69% | 9,615 | $1.1M | Add +0.1% |
| TRV The Travelers Cos Inc. | 0.67% | 4,200 | $1.1M | No change |
| NOC Northrop Grumman Corp. | 0.67% | 2,165 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.66% | 6,583 | $1.1M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.64% | 18,403 | $1.1M | Add +0.1% |
| CMCSA Comcast Corp. Class A | 0.64% | 28,961 | $1.1M | Add +0.5% |
| VT Vanguard Tot World STK ETF | 0.64% | 9,210 | $1.1M | Add +13.8% |
| FXR First Trust Indst/Producers | 0.63% | 14,986 | $1.0M | Reduce -0.0% |
| HRL Hormel Foods Corp. | 0.62% | 33,440 | $1.0M | No change |
| PEP Pepsico Inc. | 0.62% | 6,834 | $1.0M | Add +10.6% |
| QTEC First Trust Nasdq 100 Tech I | 0.59% | 5,697 | $989K | No change |
| IYC iShares US Consumer Discreti | 0.59% | 11,195 | $989K | Reduce -1.4% |
| SCHB Schwab US Broad Market ETF | 0.59% | 45,340 | $976K | No change |
| ORCL Oracle Corp. | 0.57% | 6,828 | $955K | Reduce -11.2% |
| CAT Caterpillar Inc. | 0.57% | 2,853 | $941K | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.55% | 4,829 | $919K | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.54% | 1,728 | $905K | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.54% | 1,087 | $898K | Add +0.1% |
| RTX RTX Corp. | 0.54% | 6,750 | $894K | Add +1.0% |
| OEF iShares S&P 100 ETF | 0.53% | 3,273 | $886K | Reduce -2.7% |
| CVX Chevron Corp. | 0.53% | 5,275 | $882K | Add +0.2% |
| FXO First Trust Financial Alphad | 0.53% | 16,519 | $875K | Add +8.7% |
| ABBV Abbvie Inc. | 0.51% | 4,026 | $844K | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 20,040 | $836K | Reduce -1.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.50% | 12,021 | $828K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.47% | 3,228 | $790K | New |
| IEMG iShares Core MSCI Emerging | 0.47% | 14,567 | $786K | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 0.47% | 15,362 | $781K | New |
| VOX Vanguard Communication Servi | 0.46% | 5,193 | $771K | New |
| VHT Vanguard Health Care ETF | 0.45% | 2,849 | $754K | New |
| MPC Marathon Petroleum Corp. | 0.45% | 5,100 | $743K | Add +0.7% |
| ITW Illinois Tool Works | 0.44% | 2,978 | $739K | Add +2.8% |
| VPU Vanguard Utilities ETF | 0.44% | 4,290 | $733K | Add +1.1% |
| WMT Walmart Inc. | 0.43% | 8,075 | $709K | Add +0.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.42% | 8,472 | $706K | No change |
| VFH Vanguard Financials ETF | 0.41% | 5,733 | $685K | Add +2.6% |
| NEE Nextera Energy Inc. | 0.40% | 9,357 | $663K | Reduce -1.3% |
| DUK Duke Energy Corp. | 0.39% | 5,359 | $654K | Reduce -0.5% |
| WFC Wells Fargo & Co. | 0.39% | 9,044 | $649K | Add +0.0% |
| VZ Verizon Communications Inc. | 0.39% | 14,232 | $646K | Add +0.2% |
| ABT Abbott Laboratories | 0.37% | 4,704 | $624K | Add +0.0% |
| FV First Trust DW Focus 5 Fund | 0.37% | 11,279 | $619K | Reduce -1.1% |
| WSO Watsco Inc. | 0.36% | 1,195 | $607K | No change |
| IWD iShares Russell 1000 Value E | 0.36% | 3,199 | $602K | No change |
| TXN Texas Instruments Inc. | 0.35% | 3,201 | $575K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 2,307 | $574K | Add +46.6% |
| AEE Ameren Corporation | 0.33% | 5,496 | $552K | No change |
| SOXX iShares Semiconductor ETF | 0.33% | 2,880 | $542K | Reduce -2.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.32% | 5,779 | $531K | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 3,150 | $523K | No change |
| MDT Medtronic PLC | 0.30% | 5,480 | $492K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.30% | 1,425 | $492K | No change |
| LMT Lockheed Martin Corp. | 0.29% | 1,085 | $485K | Add +0.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.29% | 11,336 | $482K | Add +0.1% |
| MCD McDonald's Corp. | 0.27% | 1,416 | $442K | Add +0.1% |
| HON Honeywell International Inc. | 0.26% | 2,057 | $436K | No change |
| MDY State Street SPDR S&P Midcap | 0.26% | 796 | $425K | Reduce -68.1% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 6,957 | $424K | Add +6.0% |
| FPE FT-Preferred Secur & Inc. ETF | 0.25% | 24,043 | $423K | Add +0.5% |
| ADP Automatic Data Processing | 0.25% | 1,382 | $422K | Add +0.1% |
| CSX CSX Corp. | 0.25% | 14,157 | $417K | Reduce -6.6% |
| META Meta Platforms Inc. Class A | 0.25% | 722 | $416K | Reduce -1.2% |
| INFY Infosys Ltd.-SP ADR | 0.24% | 22,270 | $406K | No change |
| MRK Merck & Co. Inc. | 0.24% | 4,479 | $402K | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -38.4% | 1.47% | −0.96 |
| MDY State Street SPDR S&P Midcap | Reduce -68.1% | 0.26% | −0.58 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.55 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.54 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.54 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.50 |
| FXD First Trust Consumer Discret | Sold out | 0.00% | −0.41 |
| NVDA Nvidia Corp. | Reduce -4.7% | 0.96% | −0.26 |
| AAPL Apple Inc. | Reduce -4.8% | 1.49% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -4.4% | 0.76% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.8% | 1.52% | −0.18 |
| ORCL Oracle Corp. | Reduce -11.2% | 0.57% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 5.09% | −0.17 |
| MMM 3M Co. | Sold out | 0.00% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 2.03% | −0.14 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.12 |
| IWB iShares Russell 1000 ETF | Reduce -0.1% | 4.59% | −0.11 |
| FDN First Trust DJ Internet Ind | Reduce -4.2% | 0.73% | −0.08 |
| CAT Caterpillar Inc. | Reduce -0.9% | 0.57% | −0.05 |
| SOXX iShares Semiconductor ETF | Reduce -2.0% | 0.33% | −0.05 |
| IYC iShares US Consumer Discreti | Reduce -1.4% | 0.59% | −0.04 |
| DHR Danaher Corp. | Reduce -12.9% | 0.16% | −0.04 |
| OEF iShares S&P 100 ETF | Reduce -2.7% | 0.53% | −0.04 |
| CSX CSX Corp. | Reduce -6.6% | 0.25% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -3.5% | 0.99% | −0.03 |
| FXR First Trust Indst/Producers | Reduce -0.0% | 0.63% | −0.03 |
| PGX Invesco Preferred ETF | Reduce -2.4% | 1.03% | −0.03 |
| FV First Trust DW Focus 5 Fund | Reduce -1.1% | 0.37% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.0% | 0.50% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.8% | 0.15% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.25% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -1.3% | 0.40% | +0.00 |
| DE Deere & Co. | Reduce -7.6% | 0.15% | +0.01 |
| FTXN First Trust Nasdaq Oil & Gas | Reduce -0.9% | 0.15% | +0.01 |
| UNH Unitedhealth Group Inc. | Reduce -2.8% | 0.54% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 1.22% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.6% | 4.79% | +0.03 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 1.10% | +0.04 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.81% | +0.05 |
| DUK Duke Energy Corp. | Reduce -0.5% | 0.39% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.8% | 4.61% | +0.10 |
| IAK iShares U.S. Insurance ETF | Reduce -0.2% | 2.02% | +0.21 |
| SCHF Schwab Intl Equity ETF | Reduce -0.7% | 3.11% | +0.26 |
| AMGN Amgen Inc. | Reduce -0.7% | 1.93% | +0.35 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHD Schwab US DVD Equity ETF | Add +10.8% | 4.18% | +0.59 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.47% | +0.47 |
| VEA Vanguard Ftse Developed ETF | New | 0.47% | +0.47 |
| VOX Vanguard Communication Servi | New | 0.46% | +0.46 |
| VHT Vanguard Health Care ETF | New | 0.45% | +0.45 |
| HSY The Hershey Co. | New | 0.22% | +0.22 |
| ALL Allstate Corp. | Add +0.0% | 1.89% | +0.18 |
| IBM Intl Business Machines Corp. | Add +46.6% | 0.34% | +0.14 |
| ITA iShares U.S. Aerospace & Def | Add +0.1% | 1.81% | +0.14 |
| CNI Canadian Natl Railway Co. | New | 0.14% | +0.14 |
| PM Philip Morris International | New | 0.13% | +0.13 |
| ELV Elevance Health Inc. | New | 0.13% | +0.13 |
| SO The Southern Co. | New | 0.12% | +0.12 |
| JNJ Johnson & Johnson | Add +2.3% | 0.66% | +0.11 |
| V Visa Inc. Class A | Add +0.5% | 0.85% | +0.11 |
| ABBV Abbvie Inc. | Add +0.0% | 0.51% | +0.09 |
| VT Vanguard Tot World STK ETF | Add +13.8% | 0.64% | +0.09 |
| RTX RTX Corp. | Add +1.0% | 0.54% | +0.08 |
| CVX Chevron Corp. | Add +0.2% | 0.53% | +0.08 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.69% | +0.08 |
| PEP Pepsico Inc. | Add +10.6% | 0.62% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 1.20% | +0.07 |
| ABT Abbott Laboratories | Add +0.0% | 0.37% | +0.06 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.39% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.54% | +0.05 |
| FXO First Trust Financial Alphad | Add +8.7% | 0.53% | +0.04 |
| T AT&T Inc. | Add +5.8% | 0.16% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +6.0% | 0.25% | +0.04 |
| VPU Vanguard Utilities ETF | Add +1.1% | 0.44% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +0.7% | 0.45% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +0.0% | 0.47% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +0.7% | 1.23% | +0.03 |
| MCD McDonald's Corp. | Add +0.1% | 0.27% | +0.03 |
| VFH Vanguard Financials ETF | Add +2.6% | 0.41% | +0.03 |
| CGGR Cap Group Growth Equity | Add +20.8% | 0.20% | +0.03 |
| KMB Kimberly-Clark Corp. | Add +3.8% | 0.17% | +0.02 |
| CGBL Cap Group Core Balanced | Add +17.0% | 0.14% | +0.02 |
| CGGO Cap Group Global Growth | Add +12.7% | 0.18% | +0.02 |
| NFLX Netflix Inc. | Add +5.5% | 0.16% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.39% | +0.02 |
| IYJ iShares U.S. Industrials ETF | Add +1.1% | 1.47% | +0.02 |
| ADP Automatic Data Processing | Add +0.1% | 0.25% | +0.02 |
| ITW Illinois Tool Works | Add +2.8% | 0.44% | +0.01 |
| IAI iShares U.S. Broker-Dealers | Add +0.9% | 1.59% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +0.5% | 0.64% | +0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +0.1% | 0.29% | +0.01 |
| CGCP Cap Group Core Plus Income | Add +0.1% | 0.19% | +0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Add +0.5% | 0.25% | +0.01 |
| PFL PIMCO Income Strategy Fund | Add +0.3% | 0.08% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +2.1% | 0.17% | −0.00 |
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 |