Friedenthal Financial Portfolio Holdings
Friedenthal Financial
- $164 Million
- Q2 2025
Friedenthal Financial has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $164 Million distributed in 260 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 $20.5M, Ishares Msci Eafe Min Vol Fact with a value of $6.4M, Schwab Strategic Tr Us Small C with a value of $6.32M, Ishares Msci Emerging Markets with a value of $6.23M, and Ishares Core S&P Mid Cap ETF with a value of $5.64M.
Examining the 13F form we can see an increase of $18.1M in the current position value, from $146M to 164M.
Below you can find more details about Friedenthal Financial portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 260
- Current Value $164 Million
- Prior Value $146 Million
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 108 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 52 stocks