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
WYNNWynn Resorts Ltd Recent Activity Increased 0.56%	0.01%	$15,687 182 shares@ $86.2 avg price	Increased 0.56%
COINCoinbase Global Inc Recent Activity Increased 600%	0.01%	$8,691 35 shares@ $248.32 avg price	Increased 600%
SCHRSchwab Strategic Tr Recent Activity Increased 104.43%	0.01%	$5,611 231 shares@ $24.3 avg price	Increased 104.43%
STXEEa Series Trust Recent Activity Increased 1.53%	0.01%	$5,516 200 shares@ $27.58 avg price	Increased 1.53%
DRLLEa Series Trust Recent Activity Increased 0.59%	0.01%	$4,692 172 shares@ $27.28 avg price	Increased 0.59%
FTWOEa Series Trust Recent Activity Increased 1.64%	0.01%	$1,767 62 shares@ $28.5 avg price	Increased 1.64%
FLGFlagstar Financial Inc Recent Activity Increased 77.9%	0.01%	$1,579 169 shares@ $9.35 avg price	Increased 77.9%