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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
ADCAgree Rlty Corp
Recent Activity
Exited
0%
$768,894
10,207 shares@ $75.34 avg price
BOXBox Inc
Recent Activity
Exited
0%
$768,272
23,473 shares@ $32.74 avg price
PMPhilip Morris Intl Inc
Recent Activity
Exited
0%
$763,971
6,293 shares@ $121.41 avg price
FTDRFrontdoor Inc
Recent Activity
Exited
0%
$763,761
15,915 shares@ $48.0 avg price
HALOHalozyme Therapeutics Inc
Recent Activity
Exited
0%
$762,552
13,322 shares@ $57.25 avg price
KVUEKenvue Inc
Recent Activity
Exited
0%
$761,995
32,944 shares@ $23.14 avg price
OHIOmega Healthcare Invs Inc
Recent Activity
Exited
0%
$760,968
18,697 shares@ $40.71 avg price
BRXBrixmor Ppty Group Inc
Recent Activity
Exited
0%
$760,216
27,287 shares@ $27.87 avg price
AJGGallagher Arthur J Co
Recent Activity
Exited
0%
$759,137
2,698 shares@ $281.38 avg price
PSAPublic Storage Oper Co
Recent Activity
Exited
0%
$757,214
2,081 shares@ $363.88 avg price