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
LYVLive Nation Entertainment In Recent Activity New Position	0.45%	$754,338 5,825 shares@ $129.51 avg price	New Position
ZZillow Group Inc Recent Activity New Position	0.45%	$754,200 10,185 shares@ $74.06 avg price	New Position
SQBlock Inc Recent Activity New Position	0.44%	$743,663 8,750 shares@ $85.0 avg price	New Position
JETSEtf Ser Solutions Recent Activity New Position	0.08%	$123,379 4,867 shares@ $25.36 avg price	New Position
LITGlobal X Fds Recent Activity New Position	0.07%	$108,924 2,671 shares@ $40.79 avg price	New Position
PAVEGlobal X Fds Recent Activity New Position	0.07%	$108,582 2,687 shares@ $40.42 avg price	New Position
VXFVanguard Index Fds Recent Activity New Position	0.07%	$105,629 556 shares@ $189.99 avg price	New Position
BINCBlackrock Etf Trust Ii Recent Activity New Position	0.05%	$84,694 1,628 shares@ $52.03 avg price	New Position
EQIXEquinix Inc Recent Activity New Position	0.04%	$57,517 61 shares@ $942.91 avg price	New Position
AMPAmeriprise Finl Inc Recent Activity New Position	0.04%	$57,503 108 shares@ $532.44 avg price	New Position