Claudia Saia

@Friedenthal Financial

Latest period2024 - Q4

Reported5d ago

Managed Assets$171.081M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ISRGIntuitive Surgical Inc Recent Activity Decreased -9.61%	0.03%	$49,065 94 shares@ $521.97 avg price	Decreased -9.61%
XLUSelect Sector Spdr Tr Recent Activity Decreased -74.53%	0.03%	$39,435 521 shares@ $75.7 avg price	Decreased -74.53%
TAtt Inc Recent Activity Decreased -98.46%	0.01%	$12,308 541 shares@ $22.76 avg price	Decreased -98.46%
DBEFDbx Etf Tr Recent Activity Decreased -66.25%	0.01%	$11,261 272 shares@ $41.41 avg price	Decreased -66.25%
VNQVanguard Index Fds Recent Activity Decreased -92.07%	0.01%	$9,443 106 shares@ $89.09 avg price	Decreased -92.07%
PFFIshares Tr Recent Activity Decreased -99.83%	0.01%	$6,792 216 shares@ $31.45 avg price	Decreased -99.83%
MMM3m Co Recent Activity Decreased -99.44%	0.01%	$4,260 33 shares@ $129.1 avg price	Decreased -99.44%
LCIDLucid Group Inc Recent Activity Decreased -99.28%	0.01%	$302 100 shares@ $3.02 avg price	Decreased -99.28%