MondegarAI
Tudor Financial Inc.

Q1 2025 · 13F-HR

Tudor Financial Inc.holdings as filed

Filed 2025-04-16 · accession 0001214659-25-006000

$166.5M
Reported value
135
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$8.5M5.09%16,491CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$8.0M4.79%18,987CommonSOLE
464288513HYGISHARES TR$7.7M4.61%97,318CommonSOLE
464287622IWBISHARES TR$7.6M4.59%24,919CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$7.0M4.18%248,743CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$5.2M3.11%262,170CommonSOLE
172908105CTASCINTAS CORP$4.6M2.78%22,530CommonSOLE
46090E103QQQINVESCO QQQ TR$3.4M2.03%7,216CommonSOLE
464288786IAKISHARES TR$3.4M2.02%24,466CommonSOLE
031162100AMGNAMGEN INC$3.2M1.93%10,330CommonSOLE
020002101ALLALLSTATE CORP$3.2M1.89%15,233CommonSOLE
464287515IGVISHARES TR$3.0M1.82%34,150CommonSOLE
464288760ITAISHARES TR$3.0M1.81%19,716CommonSOLE
464288794IAIISHARES TR$2.6M1.59%18,851CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.5M1.52%4,528CommonSOLE
037833100AAPLAPPLE INC$2.5M1.49%11,195CommonSOLE
464287200IVVISHARES TR$2.4M1.47%4,352CommonSOLE
464287754IYJISHARES TR$2.4M1.47%18,767CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.0M1.23%11,800CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.0M1.22%10,444CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.0M1.20%8,163CommonSOLE
548661107LOWLOWES COS INC$2.0M1.20%8,557CommonSOLE
464288778IATISHARES TR$1.9M1.14%40,841CommonSOLE
594918104MSFTMICROSOFT CORP$1.9M1.14%5,062CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M1.10%10,792CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$1.7M1.03%152,370CommonSOLE
464288687PFFISHARES TR$1.6M0.99%53,586CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.6M0.98%5,556CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.6M0.96%14,802CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.4M0.86%13,135CommonSOLE
92826C839VVISA INC$1.4M0.85%4,060CommonSOLE
17275R102CSCOCISCO SYS INC$1.4M0.81%21,934CommonSOLE
02079K107GOOGALPHABET INC$1.3M0.76%8,098CommonSOLE
464287804IJRISHARES TR$1.3M0.76%12,052CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.2M0.73%5,447CommonSOLE
437076102HDHOME DEPOT INC$1.2M0.70%3,159CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.69%9,615CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.1M0.67%4,200CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.1M0.67%2,165CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.66%6,583CommonSOLE
464287507IJHISHARES TR$1.1M0.64%18,403CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.64%28,961CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.1M0.64%9,210CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$1.0M0.63%14,986CommonSOLE
440452100HRLHORMEL FOODS CORP$1.0M0.62%33,440CommonSOLE
713448108PEPPEPSICO INC$1.0M0.62%6,834CommonSOLE
337345102QTECFIRST TR NASDAQ 100 TECH IND$988,8180.59%5,697CommonSOLE
464287580IYCISHARES TR$988,7880.59%11,195CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$976,1700.59%45,340CommonSOLE
68389X105ORCLORACLE CORP$954,6040.57%6,828CommonSOLE
149123101CATCATERPILLAR INC$941,0410.57%2,853CommonSOLE
023135106AMZNAMAZON COM INC$918,7660.55%4,829CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$904,8540.54%1,728CommonSOLE
532457108LLYELI LILLY & CO$897,5050.54%1,087CommonSOLE
75513E101RTXRTX CORPORATION$894,0750.54%6,750CommonSOLE
464287101OEFISHARES TR$886,2910.53%3,273CommonSOLE
166764100CVXCHEVRON CORP NEW$882,3800.53%5,275CommonSOLE
33734X135FXOFIRST TR EXCHANGE TRADED FD$875,4890.53%16,519CommonSOLE
00287Y109ABBVABBVIE INC$843,5850.51%4,026CommonSOLE
060505104BACBANK AMERICA CORP$836,2840.50%20,040CommonSOLE
46435G326IDEVISHARES TR$828,1210.50%12,021CommonSOLE
922908538VOTVANGUARD INDEX FDS$789,7080.47%3,228CommonSOLE
46434G103IEMGISHARES INC$786,1700.47%14,567CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$780,8270.47%15,362CommonSOLE
92204A884VOXVANGUARD WORLD FD$770,6030.46%5,193CommonSOLE
92204A504VHTVANGUARD WORLD FD$754,2360.45%2,849CommonSOLE
56585A102MPCMARATHON PETE CORP$743,0440.45%5,100CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$738,5740.44%2,978CommonSOLE
92204A876VPUVANGUARD WORLD FD$732,7570.44%4,290CommonSOLE
931142103WMTWALMART INC$708,8660.43%8,075CommonSOLE
464287606IJKISHARES TR$705,5480.42%8,472CommonSOLE
92204A405VFHVANGUARD WORLD FD$684,8660.41%5,733CommonSOLE
65339F101NEENEXTERA ENERGY INC$663,2850.40%9,357CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$653,6810.39%5,359CommonSOLE
949746101WMT2WELLS FARGO CO NEW$649,2600.39%9,044CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$645,5820.39%14,232CommonSOLE
002824100ABTABBOTT LABS$624,0130.37%4,704CommonSOLE
33738R605FVFIRST TR EXCHANGE TRADED FD$618,7520.37%11,279CommonSOLE
942622200WSOWATSCO INC$607,4190.36%1,195CommonSOLE
464287598IWDISHARES TR$601,9240.36%3,199CommonSOLE
882508104TXNTEXAS INSTRS INC$575,1590.35%3,201CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$573,7160.34%2,307CommonSOLE
023608102AEEAMEREN CORP$551,7980.33%5,496CommonSOLE
464287523SOXXISHARES TR$541,9740.33%2,880CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$530,8970.32%5,779CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$522,9000.31%3,150CommonSOLE
G5960L103MDTMEDTRONIC PLC$492,4330.30%5,480CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$491,9670.30%1,425CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$484,5610.29%1,085CommonSOLE
46434V407SHYGISHARES TR$481,9940.29%11,336CommonSOLE
580135101MCDMCDONALDS CORP$442,1940.27%1,416CommonSOLE
438516106HONHONEYWELL INTL INC$435,5700.26%2,057CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$424,6500.26%796CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$424,2930.25%6,957CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$422,9250.25%24,043CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$422,3070.25%1,382CommonSOLE
126408103CSXCSX CORP$416,6390.25%14,157CommonSOLE
30303M102METAMETA PLATFORMS INC$415,8970.25%722CommonSOLE
456788108INFYINFOSYS LTD$406,4280.24%22,270CommonSOLE
58933Y105MRKMERCK & CO INC$402,0750.24%4,479CommonSOLE
09290D101BLKBLACKROCK INC$397,5220.24%420CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$387,0090.23%3,001CommonSOLE
464287556IBBISHARES TR$376,9210.23%2,947CommonSOLE
427866108HSYHERSHEY CO$364,2940.22%2,130CommonSOLE
291011104EMREMERSON ELEC CO$356,4930.21%3,251CommonSOLE
369550108GDGENERAL DYNAMICS CORP$354,8990.21%1,302CommonSOLE
464287168DVYISHARES TR$351,5200.21%2,618CommonSOLE
02079K305GOOGLALPHABET INC$338,8250.20%2,191CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$335,5830.20%9,798CommonSOLE
855244109SBUXSTARBUCKS CORP$319,0810.19%3,253CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$315,6990.19%14,062CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$297,8570.18%10,514CommonSOLE
922475108VEEVVEEVA SYS INC$293,0120.18%1,265CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$290,4130.17%2,042CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$290,1350.17%531CommonSOLE
64110L106NFLXNETFLIX INC$270,4340.16%290CommonSOLE
235851102DHRDANAHER CORPORATION$265,9000.16%1,297CommonSOLE
00206R102TAT&T INC$265,0510.16%9,372CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$257,8260.15%738CommonSOLE
891160509TDTORONTO DOMINION BK ONT$254,1460.15%4,240CommonSOLE
33738R845FTXNFIRST TR EXCHANGE TRADED FD$252,9840.15%8,355CommonSOLE
254687106DISDISNEY WALT CO$252,7270.15%2,561CommonSOLE
31428X106FDXFEDEX CORP$251,0930.15%1,030CommonSOLE
244199105DEDEERE & CO$244,9010.15%522CommonSOLE
922908769VTIVANGUARD INDEX FDS$244,3680.15%889CommonSOLE
14021D107CGBLCAPITAL GROUP CORE BALANCED$234,1540.14%7,558CommonSOLE
136375102CNICANADIAN NATL RY CO$229,0310.14%2,350CommonSOLE
G29183103ETNEATON CORP PLC$228,6090.14%841CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$223,3800.13%2,920CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$222,5690.13%2,210CommonSOLE
718172109PMPHILIP MORRIS INTL INC$210,5380.13%1,326CommonSOLE
036752103ELVELEVANCE HEALTH INC$210,0860.13%483CommonSOLE
11135F101AVGOBROADCOM INC$208,6820.13%1,246CommonSOLE
842587107SOSOUTHERN CO$202,1890.12%2,199CommonSOLE
72201H108PFLPIMCO INCOME STRATEGY FD$134,0390.08%15,586CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.