Portfolio (Quarterly)
Guide ↗
Tudor Financial Inc.
· CIK 0002045307| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IGV | ISHARES TR | — | 30,751 | $3.3M | 1.66% | SOLD |
| 2 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 4,400 | $1.2M | 0.61% | SOLD |
| 3 | FXO | FIRST TR EXCHANGE TRADED FD | — | 13,757 | $830K | 0.42% | SOLD |
| 4 | VOT | VANGUARD INDEX FDS | — | 2,916 | $814K | 0.42% | SOLD |
| 5 | VFH | VANGUARD WORLD FD | — | 5,950 | $794K | 0.41% | SOLD |
| 6 | IYC | ISHARES TR | — | 6,710 | $692K | 0.35% | SOLD |
| 7 | FXU | FIRST TR EXCHANGE TRADED FD | — | 14,174 | $638K | 0.33% | SOLD |
| 8 | MDT | MEDTRONIC PLC | Healthcare | 5,880 | $565K | 0.29% | SOLD |
| 9 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 864 | $280K | 0.14% | SOLD |
| 10 | FDX | FEDEX CORP | Industrials | 805 | $233K | 0.12% | SOLD |
| 11 | SCHG | SCHWAB STRATEGIC TR | — | 6,827 | $223K | 0.11% | SOLD |
| 12 | TSLA | TESLA INC | Consumer Cyclical | 482 | $217K | 0.11% | SOLD |
Sector Allocation
Financial Services
31.8%
Technology
16.9%
Industrials
15.3%
Healthcare
8.5%
Consumer Defensive
7.0%
Communication Services
6.1%
Consumer Cyclical
4.8%
Utilities
4.0%
Energy
3.9%
Basic Materials
1.6%