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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
HYMBSpdr Ser Tr
Recent Activity
Increased 0.04%
0.05%
$71,241
2,785 shares@ $25.59 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 102.44%
0.04%
$55,426
2,996 shares@ $18.5 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 191.15%
0.03%
$43,943
559 shares@ $78.62 avg price
VTIVanguard Index Fds
Recent Activity
Increased 12.2%
0.03%
$40,032
138 shares@ $290.09 avg price
LQDIshares Tr
Recent Activity
Increased 4.34%
0.02%
$30,877
289 shares@ $106.85 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 25.44%
0.02%
$18,180
360 shares@ $50.5 avg price
FTSMFirst Tr Exchangetraded Fd
Recent Activity
Increased 24.09%
0.02%
$18,171
304 shares@ $59.78 avg price
FLOTIshares Tr
Recent Activity
Increased 23.96%
0.02%
$18,165
357 shares@ $50.89 avg price
FLRNSpdr Ser Tr
Recent Activity
Increased 23.65%
0.02%
$18,162
591 shares@ $30.74 avg price
MINTPimco Etf Tr
Recent Activity
Increased 23.29%
0.02%
$18,062
180 shares@ $100.35 avg price