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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
IJHIshares Tr
Recent Activity
Decreased -0.27%
0.28%
$473,681
7,602 shares@ $62.32 avg price
MBBIshares Tr
Recent Activity
Decreased -15.6%
0.27%
$458,309
4,999 shares@ $91.69 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -19.05%
0.22%
$364,579
31,620 shares@ $11.54 avg price
IWMIshares Tr
Recent Activity
Decreased -3.15%
0.21%
$352,653
1,596 shares@ $220.97 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -85.66%
0.18%
$298,977
3,270 shares@ $91.44 avg price
ACWIIshares Tr
Recent Activity
Decreased -2.64%
0.18%
$298,215
2,538 shares@ $117.5 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -93.13%
0.18%
$297,490
3,850 shares@ $77.28 avg price
PCYInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -25.82%
0.14%
$235,799
11,897 shares@ $19.83 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -0.46%
0.12%
$197,245
1,497 shares@ $131.77 avg price
AGGIshares Tr
Recent Activity
Decreased -18.46%
0.08%
$126,261
1,303 shares@ $96.91 avg price