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Tudor Financial Inc. Top Holdings and 13F Report (2025)

About Tudor Financial Inc.

Investment Activity

  • Tudor Financial Inc. has $176.49 million in total holdings as of June 30, 2025.
  • Tudor Financial Inc. owns shares of 134 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
  • Approximately 6.38% of the portfolio was purchased this quarter.
  • About 6.64% of the portfolio was sold this quarter.
  • This quarter, Tudor Financial Inc. has purchased 135 new stocks and bought additional shares in 48 stocks.
  • Tudor Financial Inc. sold shares of 50 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

464287465 - iShares MSCI EAFE ETF
$2,187,313 Holding
464285204 - iShares Gold Trust
$1,440,142 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$279,456 Holding

Largest Purchases this Quarter

iShares MSCI EAFE ETF
24,469 shares (about $2.19M)
Hershey
9,785 shares (about $1.62M)
iShares Gold Trust
23,094 shares (about $1.44M)
Canadian National Railway
13,245 shares (about $1.38M)

Largest Sales this Quarter

Invesco Preferred ETF
33,000 shares (about $367.29K)
Vanguard S&P 500 ETF
635 shares (about $360.71K)
SPDR S&P 500 ETF Trust
510 shares (about $315.11K)
iShares S&P 100 ETF
1,018 shares (about $309.83K)
Vanguard Mid-Cap Growth ETF
873 shares (about $248.28K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTudor Financial Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$9,006,922$360,709 -3.9%15,8565.1%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$8,442,205$75,790 0.9%19,1594.8%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$8,213,349$248,221 -2.9%24,1884.7%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$7,905,238$56,536 0.7%98,0194.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,594,605$2,915 0.0%248,8533.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,061,257$267,300 4.6%274,2653.4%ETF
Cintas Corporation stock logo
CTAS
Cintas
$5,022,153$891 0.0%22,5342.8%Business Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,073,445$92,679 2.3%7,3842.3%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$3,678,184$41,124 -1.1%19,4982.1%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$3,605,616$133,809 -3.6%32,9282.0%ETF
iShares U.S. Insurance ETF stock logo
IAK
iShares U.S. Insurance ETF
$3,194,671$95,064 -2.9%23,7591.8%ETF
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$3,116,607$71,885 -2.3%18,4261.8%ETF
The Allstate Corporation stock logo
ALL
Allstate
$3,066,6050.0%15,2331.7%Finance
Amgen Inc. stock logo
AMGN
Amgen
$2,884,690$558 0.0%10,3321.6%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,780,859$78,850 2.9%4,4791.6%ETF
iShares U.S. Industrials ETF stock logo
IYJ
iShares U.S. Industrials ETF
$2,611,521$59,201 -2.2%18,3511.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,482,561$315,109 -11.3%4,0181.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$2,479,654$38,302 -1.5%4,9851.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,390,032$23,483 1.0%8,2441.4%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,348,133$9,637 0.4%14,8631.3%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,247,866$103,407 4.8%12,3691.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,187,313$2,187,313 New Holding24,4691.2%Finance
Apple Inc. stock logo
AAPL
Apple
$2,147,698$149,157 -6.5%10,4681.2%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,111,990$25,584 -1.2%10,3191.2%ETF
Hershey Company (The) stock logo
HSY
Hershey
$1,977,294$1,623,821 459.4%11,9151.1%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,826,615$71,884 -3.8%8,2331.0%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,719,3670.0%10,7921.0%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$1,651,146$214,642 14.9%9,3080.9%Computer and Technology
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$1,622,504$1,378,010 563.6%15,5950.9%Transportation
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,567,2200.0%5,5560.9%Basic Materials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,540,391$18,594 1.2%22,2020.9%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,517,307$126,708 -7.7%49,4560.9%ETF
Visa Inc. stock logo
V
Visa
$1,454,716$13,138 0.9%4,0970.8%Business Services
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,440,142$1,440,142 New Holding23,0940.8%Finance
Oracle Corporation stock logo
ORCL
Oracle
$1,427,378$65,368 -4.4%6,5290.8%Computer and Technology
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$1,393,783$73,258 -5.0%5,1750.8%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,362,8880.0%13,1350.8%Utilities
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$1,328,588$367,290 -21.7%119,3700.8%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,269,778$86,108 7.3%9,8800.7%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,151,910$6,232 -0.5%3,1420.7%Retail/Wholesale
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,123,6680.0%4,2000.6%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,104,346$3,105 -0.3%2,8450.6%Industrials
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,098,365$218,799 -16.6%10,0500.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,088,438$52,902 -4.6%17,5500.6%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$1,069,957$12,499 -1.2%2,1400.6%Aerospace
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,060,531$1,097 0.1%4,8340.6%Retail/Wholesale
First Trust Industrials/Producer Durables AlphaDEX Fund stock logo
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
$1,030,309$81,938 -7.4%13,8820.6%ETF
Comcast Corporation stock logo
CMCSA
Comcast
$1,022,911$10,707 -1.0%28,6610.6%Consumer Discretionary
Hormel Foods Corporation stock logo
HRL
Hormel Foods
$1,011,5600.0%33,4400.6%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,002,502$33,956 -3.3%9,3000.6%Energy
RTX Corporation stock logo
RTX
RTX
$985,788$146 0.0%6,7510.6%Aerospace
Bank of America Corporation stock logo
BAC
Bank of America
$949,843$1,562 0.2%20,0730.5%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$905,782$3,433 0.4%6,8600.5%Consumer Staples
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$900,032$14,068 -1.5%11,8360.5%ETF
First Trust NASDAQ-100 Ex-Technology Sector Index Fund stock logo
QQXT
First Trust NASDAQ-100 Ex-Technology Sector Index Fund
$884,225$884,225 New Holding8,9500.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$883,452$7,640 0.9%15,4960.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$863,791$141,750 -14.1%5,6550.5%Medical
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$861,843$12,606 -1.4%14,3570.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$841,062$6,236 -0.7%1,0790.5%Medical
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$831,061$831,061 New Holding10,3740.5%ETF
Walmart Inc. stock logo
WMT
Walmart
$800,418$10,853 1.4%8,1860.5%Retail/Wholesale
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$770,7830.0%8,4720.4%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$752,982$173,054 -18.7%13,4320.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$741,329$14,033 -1.9%5,1770.4%Energy
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$738,766$108,481 -12.8%4,4470.4%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$736,578$10,767 -1.4%3,9680.4%Medical
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$736,3110.0%2,9780.4%Industrials
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$727,136$39,627 5.8%3,0460.4%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$726,369$30,891 -4.1%4,1150.4%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$724,358$240 0.0%9,0410.4%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$713,4440.0%3,1500.4%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$688,980$8,844 1.3%2,3370.4%Computer and Technology
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$686,309$309,828 -31.1%2,2550.4%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$669,750$248,277 -27.0%2,3550.4%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$664,6240.0%3,2010.4%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$642,393$10,030 1.6%5,4440.4%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$640,043$272 0.0%4,7060.4%Medical
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$621,3420.0%3,1990.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$616,608$779 0.1%14,2500.3%Computer and Technology
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$610,339$58,077 -8.7%10,2990.3%Manufacturing
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$603,241$126,529 -17.3%4,7390.3%ETF
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$557,7150.0%5,7790.3%Finance
Ameren Corporation stock logo
AEE
Ameren
$549,733$21,897 4.1%5,7240.3%Utilities
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$546,069$57,031 11.7%12,6580.3%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$534,595$114,958 -17.7%7,7010.3%Utilities
Meta Platforms, Inc. stock logo
META
Meta Platforms
$534,265$1,476 0.3%7240.3%Computer and Technology
Watsco, Inc. stock logo
WSO
Watsco
$527,7360.0%1,1950.3%Construction
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$512,658$26,522 -4.9%1,6430.3%Medical
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$491,085$11,582 -2.3%1,0600.3%Aerospace
Honeywell International Inc. stock logo
HON
Honeywell International
$479,0340.0%2,0570.3%Multi-Sector Conglomerates
Medtronic PLC stock logo
MDT
Medtronic
$477,6920.0%5,4800.3%Medical
CSX Corporation stock logo
CSX
CSX
$458,828$3,100 -0.7%14,0620.3%Transportation
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$456,811$640 0.1%1,4270.3%Finance
BLACKROCK INC
$440,6850.0%4200.2%COM
Emerson Electric Co. stock logo
EMR
Emerson Electric
$433,746$267 0.1%3,2530.2%Industrials
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$430,103$2,136 0.5%24,1630.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$426,841$13,147 3.2%1,4610.2%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$426,739$617 0.1%1,3840.2%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$415,044$143,827 53.0%14,3420.2%Computer and Technology
American Noble Gas Inc. stock logo
INFY
American Noble Gas
$412,6630.0%22,2700.2%Computer and Technology

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