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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
SCHASchwab Strategic Tr
Recent Activity
Increased 98.7%
3.68%
$6.286M
243,078 shares@ $25.87 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 308.79%
3.45%
$5.888M
141,105 shares@ $41.74 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 100%
2.96%
$5.056M
222,718 shares@ $22.71 avg price
SGOVIshares Tr
Recent Activity
Increased 1263.58%
2.79%
$4.758M
47,425 shares@ $100.32 avg price
STIPIshares Tr
Recent Activity
Increased 2.43%
2.34%
$3.997M
39,730 shares@ $100.6 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 1.2%
2.26%
$3.858M
39,856 shares@ $96.82 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Increased 2.64%
1.81%
$3.08M
105,116 shares@ $29.31 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 2.46%
1.79%
$3.059M
62,371 shares@ $49.06 avg price
SHYGIshares Tr
Recent Activity
Increased 2.82%
1.75%
$2.984M
70,022 shares@ $42.62 avg price
IAGGIshares Tr
Recent Activity
Increased 0.95%
1.11%
$1.896M
37,977 shares@ $49.93 avg price