Claudia Saia

@Friedenthal Financial

Latest period2024 - Q4

Reported5d ago

Managed Assets$171.081M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HYSPimco Etf Tr Recent Activity Increased 2.08%	1.09%	$1.855M 19,802 shares@ $93.69 avg price	Increased 2.08%
VCITVanguard Scottsdale Fds Recent Activity Increased 2.79%	1.08%	$1.835M 22,861 shares@ $80.28 avg price	Increased 2.79%
SCHBSchwab Strategic Tr Recent Activity Increased 3120.08%	0.98%	$1.675M 73,772 shares@ $22.71 avg price	Increased 3120.08%
RSPTInvesco Exchange Traded Fd T Recent Activity Increased 0.17%	0.96%	$1.631M 43,599 shares@ $37.43 avg price	Increased 0.17%
SCHPSchwab Strategic Tr Recent Activity Increased 100.85%	0.7%	$1.195M 46,281 shares@ $25.84 avg price	Increased 100.85%
AAPLApple Inc Recent Activity Increased 704.16%	0.69%	$1.164M 4,648 shares@ $250.44 avg price	Increased 704.16%
VCSHVanguard Scottsdale Fds Recent Activity Increased 2.17%	0.65%	$1.106M 14,174 shares@ $78.02 avg price	Increased 2.17%
SHMSpdr Ser Tr Recent Activity Increased 0.56%	0.55%	$927,660 19,575 shares@ $47.4 avg price	Increased 0.56%
EAGGIshares Tr Recent Activity Increased 1.52%	0.54%	$917,562 19,758 shares@ $46.45 avg price	Increased 1.52%
AALAmerican Airls Group Inc Recent Activity Increased 1039.92%	0.5%	$842,828 48,355 shares@ $17.44 avg price	Increased 1039.92%