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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
EVHEvolent Health Inc
Recent Activity
Exited
0%
$722,526
25,549 shares@ $28.29 avg price
UHSUniversal Hlth Svcs Inc
Recent Activity
Exited
0%
$721,840
3,152 shares@ $229.02 avg price
NOVASunnova Energy Intl Inc.
Recent Activity
Exited
0%
$720,118
73,934 shares@ $9.75 avg price
XHBSpdr Ser Tr
Recent Activity
Exited
0%
$127,799
1,026 shares@ $124.57 avg price
GDXVaneck Etf Trust
Recent Activity
Exited
0%
$125,991
3,164 shares@ $39.83 avg price
INDAIshares Tr
Recent Activity
Exited
0%
$118,231
2,020 shares@ $58.54 avg price
EWLIshares Inc
Recent Activity
Exited
0%
$118,111
2,267 shares@ $52.11 avg price
XBISpdr Ser Tr
Recent Activity
Exited
0%
$117,474
1,189 shares@ $98.81 avg price
ARMKAramark
Recent Activity
Exited
0%
$51,744
1,336 shares@ $38.74 avg price
ORCLOracle Corp
Recent Activity
Exited
0%
$51,120
300 shares@ $170.4 avg price