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Claudia Saia

@Friedenthal Financial

Latest period2024 - Q4ReportedManaged Assets$171.081MTotal holdings257
Assets growth rate0.18%Assets growth rate (2-Q avg)3.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Friedenthal Financial's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 257 positions.

Assets under management

The assets under management (AUM) of Friedenthal Financial over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 171.081M in assets, with a quarterly growth rate of 0.18% and a 2-quarter average growth rate of 3.33%. The portfolio is managed by Claudia Saia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EMLCVaneck Etf Trust
Recent Activity
Exited
0%
$4.398M
173,137 shares@ $25.41 avg price
IRMIron Mtn Inc Del
Recent Activity
Exited
0%
$823,611
6,931 shares@ $118.84 avg price
VFCV F Corp
Recent Activity
Exited
0%
$822,818
41,244 shares@ $19.96 avg price
ICEIntercontinental Exchange In
Recent Activity
Exited
0%
$822,317
5,119 shares@ $160.65 avg price
VTRVentas Inc
Recent Activity
Exited
0%
$819,133
12,773 shares@ $64.14 avg price
WELLWelltower Inc
Recent Activity
Exited
0%
$811,327
6,337 shares@ $128.04 avg price
MKTXMarketaxess Hldgs Inc
Recent Activity
Exited
0%
$809,849
3,161 shares@ $256.21 avg price
REGRegency Ctrs Corp
Recent Activity
Exited
0%
$806,810
11,170 shares@ $72.24 avg price
NDAQNasdaq Inc
Recent Activity
Exited
0%
$805,082
11,027 shares@ $73.02 avg price
FICOFair Isaac Corp
Recent Activity
Exited
0%
$804,618
414 shares@ $1943.53 avg price