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
DISDisney Walt Co Recent Activity New Position	0.03%	$49,329 443 shares@ $111.36 avg price	New Position
FIFiserv Inc Recent Activity New Position	0.03%	$49,301 240 shares@ $205.43 avg price	New Position
HLTHilton Worldwide Hldgs Inc Recent Activity New Position	0.03%	$49,185 199 shares@ $247.17 avg price	New Position
PWRQuanta Svcs Inc Recent Activity New Position	0.03%	$48,988 155 shares@ $316.06 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.02%	$18,930 100 shares@ $189.3 avg price	New Position
ADBEAdobe Inc Recent Activity New Position	0.01%	$13,341 30 shares@ $444.7 avg price	New Position
KMIKinder Morgan Inc Del Recent Activity New Position	0.01%	$9,508 347 shares@ $27.41 avg price	New Position
EQTEqt Corp Recent Activity New Position	0.01%	$9,499 206 shares@ $46.12 avg price	New Position
WMBWilliams Cos Inc Recent Activity New Position	0.01%	$9,201 170 shares@ $54.13 avg price	New Position
WFCWells Fargo Co New Recent Activity New Position	0.01%	$7,594 108 shares@ $70.32 avg price	New Position