Friedenthal Financial Portfolio Holdings
Friedenthal Financial
- $154 Million
- Q4 2024
Friedenthal Financial has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $154 Million distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $18.4M, Ishares Msci Emerging Markets with a value of $9.31M, Ishares Msci Eafe Min Vol Fact with a value of $6.82M, Schwab Strategic Tr Us Small C with a value of $6.29M, and Ssga Active Trust with a value of $5.89M.
Examining the 13F form we can see an increase of $1.51M in the current position value, from $152M to 154M.
Below you can find more details about Friedenthal Financial portfolio as well as his latest detailed transactions.
Portfolio value
$154 Million
ETFs: $111 Million
Technology: $13.5 Million
Communication Services: $6.33 Million
Consumer Cyclical: $6.09 Million
Industrials: $5.52 Million
Financial Services: $5.52 Million
Consumer Defensive: $2.58 Million
Healthcare: $993,000
Other: $2.57 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 257
- Current Value $154 Million
- Prior Value $152 Million
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 108 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks