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
WHRWhirlpool Corp Recent Activity New Position	0.03%	$50,143 438 shares@ $114.49 avg price	New Position
IPInternational Paper Co Recent Activity New Position	0.03%	$50,107 931 shares@ $53.83 avg price	New Position
FFIVF5 Inc Recent Activity New Position	0.03%	$49,792 198 shares@ $251.48 avg price	New Position
BMYBristolmyers Squibb Co Recent Activity New Position	0.03%	$49,717 879 shares@ $56.57 avg price	New Position
BKNGBooking Holdings Inc Recent Activity New Position	0.03%	$49,685 10 shares@ $4968.5 avg price	New Position
DLRDigital Rlty Tr Inc Recent Activity New Position	0.03%	$49,653 280 shares@ $177.34 avg price	New Position
STTState Str Corp Recent Activity New Position	0.03%	$49,468 504 shares@ $98.16 avg price	New Position
TRMBTrimble Inc Recent Activity New Position	0.03%	$49,462 700 shares@ $70.66 avg price	New Position
JCIJohnson Ctls Intl Plc Recent Activity New Position	0.03%	$49,411 626 shares@ $78.94 avg price	New Position
GDDYGodaddy Inc Recent Activity New Position	0.03%	$49,343 250 shares@ $197.38 avg price	New Position