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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
KRESpdr Ser Tr
Recent Activity
Decreased -14.85%
0.07%
$108,630
1,800 shares@ $60.35 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Decreased -34.03%
0.07%
$105,782
1,994 shares@ $53.06 avg price
GLTRAbrdn Precious Metals Basket
Recent Activity
Decreased -4.18%
0.05%
$75,433
687 shares@ $109.81 avg price
TFLOIshares Tr
Recent Activity
Decreased -49.13%
0.05%
$70,961
1,406 shares@ $50.48 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -49.24%
0.05%
$70,844
709 shares@ $99.93 avg price
SHVIshares Tr
Recent Activity
Decreased -49.16%
0.05%
$70,801
643 shares@ $110.12 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -49.49%
0.05%
$70,801
1,407 shares@ $50.33 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.19%
0.04%
$55,844
2,097 shares@ $26.64 avg price
CBRECbre Group Inc
Recent Activity
Decreased -94.1%
0.03%
$51,072
389 shares@ $131.3 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -9.74%
0.03%
$49,603
537 shares@ $92.38 avg price