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CIK: 0002045307
Total reported value
$222.5M
$222.5M
124 檔
17.7%
At the close of Q3 2024, Tudor Financial Inc. disclosed equity holdings valued at approximately $222.5M, spread across 124 reported holdings.
During Q3 2024, Tudor Financial Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DIA, IWB) accounted for 17.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.59% | +0.04% | — | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.98% | -0.02% | — | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.94% | -0.02% | — | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.91% | -0.48% | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.89% | -0.28% | — | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.43% | +0.11% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | +0.02% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.08% | +0.24% | — | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.02% | -0.12% | — | |
| 10 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.89% | — | — | |
| 11 | ITB | Ishares U.s. Home Constructi | ETF-Other | 1.86% | — | — | |
| 12 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.85% | — | — | |
| 13 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.76% | -0.14% | — | |
| 14 | ALL | Allstate CORP | Stock-Financials | 1.75% | +0.02% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | -0.08% | — | |
| 16 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.48% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.46% | -0.02% | — | |
| 18 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.43% | -0.15% | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.38% | -0.04% | — | |
| 20 | PGX | Invesco Preferred ETF | ETF-Other | 1.25% | -0.04% | — | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 1.20% | -0.08% | — | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.16% | -0.17% | — | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | -0.02% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.11% | — | |
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.02% | -0.09% | — | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 1.01% | -0.58% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.03% | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.94% | -0.17% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.03% | — | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.10% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.08% | — | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.83% | — | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | +0.05% | — | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.82% | -0.88% | EXIT | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.80% | -0.21% | — | |
| 37 | FXR | First Trust Indst/producers | ETF-Other | 0.71% | — | — | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.70% | -0.26% | — | |
| 39 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.68% | — | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | -0.01% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.27% | — | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.10% | — | |
| 43 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.66% | — | — | |
| 44 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.65% | -0.14% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.05% | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.61% | — | — | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.61% | -0.01% | — | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.60% | -0.04% | — | |
| 49 | FTXL | First Trust Nasdaq Semicondu | ETF-Tech | 0.59% | +0.31% | — | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.57% | +0.01% | — |
According to official SEC Form 13F filings, Tudor Financial Inc. reported a total U.S. public equity portfolio value of $222.5M across 124 disclosed positions in Q3 2024.
During Q3 2024, Tudor Financial Inc.'s top holdings by market value included VOO (5.6%)、DIA (5.0%)、IWB (4.9%). The largest single position, VOO, represented 5.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q3 2024, Tudor Financial Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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