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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
CCLCarnival Corp
Recent Activity
Increased 2026.52%
0.48%
$811,321
32,557 shares@ $24.93 avg price
AXONAxon Enterprise Inc
Recent Activity
Increased 961.72%
0.48%
$807,681
1,359 shares@ $594.33 avg price
TSLATesla Inc
Recent Activity
Increased 98400%
0.47%
$795,565
1,970 shares@ $403.85 avg price
IVVIshares Tr
Recent Activity
Increased 586.49%
0.44%
$747,807
1,270 shares@ $588.83 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 21565.22%
0.42%
$716,656
9,966 shares@ $71.92 avg price
VEAVanguard Taxmanaged Fds
Recent Activity
Increased 1.42%
0.36%
$615,253
12,866 shares@ $47.83 avg price
TFISpdr Ser Tr
Recent Activity
Increased 0.71%
0.33%
$548,444
12,022 shares@ $45.63 avg price
SJNKSpdr Ser Tr
Recent Activity
Increased 0.33%
0.31%
$514,545
20,378 shares@ $25.26 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 102.53%
0.3%
$505,260
21,000 shares@ $24.06 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 46.78%
0.21%
$355,468
7,355 shares@ $48.34 avg price