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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
AMZNAmazon Com Inc
Recent Activity
Increased 134.87%
0.17%
$280,820
1,280 shares@ $219.4 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.05%
0.16%
$272,417
2,029 shares@ $134.27 avg price
NUHYNushares Etf Tr
Recent Activity
Increased 0.04%
0.14%
$226,873
10,737 shares@ $21.14 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.45%
0.13%
$209,984
9,966 shares@ $21.08 avg price
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.61%
0.13%
$209,057
8,982 shares@ $23.28 avg price
PHBInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 1.08%
0.12%
$203,382
11,249 shares@ $18.09 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 237.56%
0.1%
$167,366
746 shares@ $224.36 avg price
EEMIshares Tr
Recent Activity
Increased 0.03%
0.1%
$167,155
3,997 shares@ $41.83 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 300%
0.07%
$106,575
3,824 shares@ $27.88 avg price
GEVGe Vernova Inc
Recent Activity
Increased 2.29%
0.07%
$102,956
313 shares@ $328.94 avg price