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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
VCITVanguard Scottsdale Fds
Recent Activity
Increased 2.79%
1.08%
$1.835M
22,861 shares@ $80.28 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 3120.08%
0.98%
$1.675M
73,772 shares@ $22.71 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Increased 0.17%
0.96%
$1.631M
43,599 shares@ $37.43 avg price
SUSLIshares Tr
Recent Activity
0.87%
$1.472M
14,290 shares@ $103.05 avg price
RSPSInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.29%
0.86%
$1.455M
48,337 shares@ $30.11 avg price
RSPNInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.4%
0.85%
$1.454M
28,966 shares@ $50.21 avg price
SPYSpdr Sp 500 Etf Tr
Recent Activity
Decreased -0.28%
0.84%
$1.436M
2,450 shares@ $586.08 avg price
RSPDInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.08%
0.82%
$1.402M
26,235 shares@ $53.44 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 100.85%
0.7%
$1.195M
46,281 shares@ $25.84 avg price
AAPLApple Inc
Recent Activity
Increased 704.16%
0.69%
$1.164M
4,648 shares@ $250.44 avg price