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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q3 2024: $162.4M Q3 2024 Q4 2024: $171.0M Q4 2024 Q1 2025: $166.5M $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 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%
BLK BlackRock Inc. 0.24% 420 $398K No change
VYM Vanguard High DVD Yield ETF 0.23% 3,001 $387K No change
IBB iShares Biotechnology ETF 0.23% 2,947 $377K No change
HSY The Hershey Co. 0.22% 2,130 $364K New
EMR Emerson Electric Co. 0.21% 3,251 $356K Add +0.0%
GD General Dynamics Corp. 0.21% 1,302 $355K No change
DVY iShares Select Dividend ETF 0.21% 2,618 $352K No change
GOOGL Alphabet Inc. Class A 0.20% 2,191 $339K Add +0.1%
CGGR Cap Group Growth Equity 0.20% 9,798 $336K Add +20.8%
SBUX Starbucks Corp. 0.19% 3,253 $319K No change
CGCP Cap Group Core Plus Income 0.19% 14,062 $316K Add +0.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.18% 10,514 $298K Add +12.7%
VEEV Veeva Systems Inc. Class A 0.18% 1,265 $293K No change
KMB Kimberly-Clark Corp. 0.17% 2,042 $290K Add +3.8%
GS Goldman Sachs Group Inc. 0.17% 531 $290K Add +2.1%
NFLX Netflix Inc. 0.16% 290 $270K Add +5.5%
DHR Danaher Corp. 0.16% 1,297 $266K Reduce -12.9%
T AT&T Inc. 0.16% 9,372 $265K Add +5.8%
SHW The Sherwin-Williams Co. 0.15% 738 $258K No change
TD Toronto-Dominion Bank 0.15% 4,240 $254K No change
FTXN First Trust Nasdaq Oil & Gas 0.15% 8,355 $253K Reduce -0.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 2,561 $253K Add +0.0%
FDX FedEx Corp. 0.15% 1,030 $251K No change
DE Deere & Co. 0.15% 522 $245K Reduce -7.6%
VTI VG Morningstar TS MKT ETF-US 0.15% 889 $244K Reduce -3.8%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.14% 7,558 $234K Add +17.0%
CNI Canadian Natl Railway Co. 0.14% 2,350 $229K New
ETN Eaton Corp. PLC 0.14% 841 $229K Add +6.3%
CTSH Cognizant Tech Solutions-A 0.13% 2,920 $223K No change
FIW First Trust Water ETF 0.13% 2,210 $223K No change
PM Philip Morris International 0.13% 1,326 $211K New
ELV Elevance Health Inc. 0.13% 483 $210K New
AVGO Broadcom Inc. 0.13% 1,246 $209K Add +0.1%
SO The Southern Co. 0.12% 2,199 $202K New
PFL PIMCO Income Strategy Fund 0.08% 15,586 $134K Add +0.3%

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

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