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
TGTTarget Corp Recent Activity New Position	0.01%	$6,759 50 shares@ $135.18 avg price	New Position
EQALInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.01%	$6,038 125 shares@ $48.31 avg price	New Position
ADSKAutodesk Inc Recent Activity New Position	0.01%	$5,912 20 shares@ $295.6 avg price	New Position
GEGe Aerospace Recent Activity New Position	0.01%	$5,233 31 shares@ $168.81 avg price	New Position
CCitigroup Inc Recent Activity New Position	0.01%	$5,153 73 shares@ $70.59 avg price	New Position
RIVNRivian Automotive Inc Recent Activity New Position	0.01%	$4,655 350 shares@ $13.3 avg price	New Position
CMCSAComcast Corp New Recent Activity New Position	0.01%	$1,950 52 shares@ $37.5 avg price	New Position
BABAAlibaba Group Hldg Ltd Recent Activity New Position	0.01%	$1,696 20 shares@ $84.8 avg price	New Position
HMCHonda Motor Ltd Recent Activity New Position	0.01%	$1,492 52 shares@ $28.7 avg price	New Position
MTTRMatterport Inc Recent Activity New Position	0.01%	$948 200 shares@ $4.74 avg price	New Position