Claudia Saia

@Friedenthal Financial

Latest period2024 - Q4

Reported6d 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
NOWServicenow Inc Recent Activity New Position	0.04%	$55,127 52 shares@ $1060.14 avg price	New Position
PYPLPaypal Hldgs Inc Recent Activity New Position	0.04%	$55,051 645 shares@ $85.36 avg price	New Position
DDOGDatadog Inc Recent Activity New Position	0.04%	$54,442 381 shares@ $142.9 avg price	New Position
DOCUDocusign Inc Recent Activity New Position	0.04%	$54,414 605 shares@ $89.95 avg price	New Position
ETREntergy Corp New Recent Activity New Position	0.04%	$51,406 678 shares@ $75.83 avg price	New Position
MSMorgan Stanley Recent Activity New Position	0.03%	$51,169 407 shares@ $125.73 avg price	New Position
DFSDiscover Finl Svcs Recent Activity New Position	0.03%	$50,757 293 shares@ $173.24 avg price	New Position
TTWOTaketwo Interactive Softwar Recent Activity New Position	0.03%	$50,254 273 shares@ $184.09 avg price	New Position
EMREmerson Elec Co Recent Activity New Position	0.03%	$50,192 405 shares@ $123.94 avg price	New Position
HUBSHubspot Inc Recent Activity New Position	0.03%	$50,168 72 shares@ $696.78 avg price	New Position