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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
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 2.17%
0.65%
$1.106M
14,174 shares@ $78.02 avg price
SHMSpdr Ser Tr
Recent Activity
Increased 0.56%
0.55%
$927,660
19,575 shares@ $47.4 avg price
EAGGIshares Tr
Recent Activity
Increased 1.52%
0.54%
$917,562
19,758 shares@ $46.45 avg price
IONQIonq Inc
Recent Activity
New Position
0.5%
$850,479
20,361 shares@ $41.78 avg price
TWLOTwilio Inc
Recent Activity
New Position
0.5%
$844,430
7,813 shares@ $108.09 avg price
AALAmerican Airls Group Inc
Recent Activity
Increased 1039.92%
0.5%
$842,828
48,355 shares@ $17.44 avg price
RJFRaymond James Finl Inc
Recent Activity
New Position
0.49%
$837,385
5,391 shares@ $155.34 avg price
DALDelta Air Lines Inc Del
Recent Activity
New Position
0.49%
$834,053
13,786 shares@ $60.5 avg price
SYFSynchrony Financial
Recent Activity
New Position
0.49%
$833,040
12,816 shares@ $65.0 avg price
DAYDayforce Inc
Recent Activity
New Position
0.49%
$824,101
11,345 shares@ $72.65 avg price