test

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
UNMUnum Group
Recent Activity
New Position
0.47%
$796,466
10,906 shares@ $73.04 avg price
UALUnited Airls Hldgs Inc
Recent Activity
New Position
0.47%
$796,220
8,200 shares@ $97.1 avg price
NCLHNorwegian Cruise Line Hldg L
Recent Activity
New Position
0.47%
$788,033
30,627 shares@ $25.74 avg price
TOSTToast Inc
Recent Activity
New Position
0.46%
$780,468
21,412 shares@ $36.46 avg price
VSTVistra Corp
Recent Activity
New Position
0.46%
$778,139
5,644 shares@ $137.88 avg price
MDUMdu Res Group Inc
Recent Activity
New Position
0.46%
$777,527
43,148 shares@ $18.03 avg price
PAYCPaycom Software Inc
Recent Activity
New Position
0.46%
$775,812
3,785 shares@ $204.98 avg price
IBKRInteractive Brokers Group In
Recent Activity
New Position
0.46%
$775,228
4,388 shares@ $176.68 avg price
WBDWarner Bros Discovery Inc
Recent Activity
New Position
0.46%
$773,756
73,203 shares@ $10.58 avg price
LITELumentum Hldgs Inc
Recent Activity
New Position
0.46%
$773,432
9,213 shares@ $83.96 avg price