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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
TPRTapestry Inc
Recent Activity
New Position
0.47%
$801,796
12,273 shares@ $65.34 avg price
EXPEExpedia Group Inc
Recent Activity
New Position
0.47%
$799,915
4,293 shares@ $186.34 avg price
UNMUnum Group
Recent Activity
New Position
0.47%
$796,466
10,906 shares@ $73.04 avg price
UALUnited Airls Hldgs Inc
Recent Activity
New Position
0.47%
$796,220
8,200 shares@ $97.1 avg price
TSLATesla Inc
Recent Activity
Increased 98400%
0.47%
$795,565
1,970 shares@ $403.85 avg price
NCLHNorwegian Cruise Line Hldg L
Recent Activity
New Position
0.47%
$788,033
30,627 shares@ $25.74 avg price
APPApplovin Corp
Recent Activity
Decreased -58.9%
0.46%
$786,584
2,429 shares@ $323.84 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
Decreased -12.65%
0.46%
$785,928
6,185 shares@ $127.08 avg price