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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
RSPDInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.08%
0.82%
$1.402M
26,235 shares@ $53.44 avg price
APPApplovin Corp
Recent Activity
Decreased -58.9%
0.46%
$786,584
2,429 shares@ $323.84 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
Decreased -12.65%
0.46%
$785,928
6,185 shares@ $127.08 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -53.9%
0.46%
$783,679
10,362 shares@ $75.64 avg price
DOCSDoximity Inc
Recent Activity
Decreased -24.78%
0.44%
$736,569
13,796 shares@ $53.4 avg price
AFRMAffirm Hldgs Inc
Recent Activity
Decreased -31.65%
0.43%
$734,637
12,063 shares@ $60.91 avg price
RSPFInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.75%
0.42%
$703,875
9,726 shares@ $72.38 avg price
RSPGInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.74%
0.36%
$607,826
7,960 shares@ $76.37 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -5.07%
0.35%
$596,357
28,317 shares@ $21.07 avg price
MLPAGlobal X Fds
Recent Activity
Decreased -2.04%
0.35%
$583,681
11,813 shares@ $49.42 avg price