FF

Friedenthal Financial

13F
Friedenthal Financial
Last update 2024-10-17 228 Stocks (94 new)
Value $171.00 Mil Turnover 35 %
Countries:
Top Holdings: ITOT(10.66%)EEMV(5.90%)EFAV(4.35%)LMBS(4.19%)SCHA(3.69%)
Portfolio Report
Summary Stock Picks Current Portfolio
Friedenthal Financial Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
144,974
18211.630
+1.88%
10.660
+0.20%
0.030
+12.77%
+25.01%
64881.137
 
EEMV 		iShares MSCI Emerging Markets Min Vol Factor ETF
160,805
10082.470
+1.19%
5.900
+0.07%
0.230
+2.44%
+7.12%
4174.281
 
EFAV 		iShares MSCI EAFE Min Vol Factor ETF
96,861
7429.240
+4.00%
4.350
+0.17%
0.120
+1.13%
+4.93%
5936.937
 
LMBS 		First Trust Low Duration Mortgage Opportunities ET
144,833
7156.200
+155.71%
4.190
+2.55%
0.160
-0.49%
+0.75%
4568.618
 
SCHA 		Schwab U.S. Small-Cap ETF
122,337
6300.360
+0.76%
3.690
+0.03%
0.030
+15.83%
+16.81%
19383.355
 
SCHZ 		Schwab US Aggregate Bond ETF
111,359
5291.780
-4.01%
3.100
-0.13%
0.030
-2.14%
-1.72%
8352.986
 
BSV 		Vanguard Short-Term Bond ETF
56,055
4410.970
New Holding
2.580
+2.58%
0.010
-0.87%
+0.27%
33027.300
 
EMLC 		VanEck J.P. Morgan EM Local Currency Bond ETF
173,137
4397.680
New Holding
2.570
+2.57%
0.150
-3.19%
-6.59%
2716.825
 
PFF 		iShares U.S. Preferred Stock
132,068
4388.620
+59,930.91%
2.570
+2.57%
0.030
+4.21%
+4.81%
15229.448
 
STIP 		iShares 0-5 Year TIPS Bond ETF
38,791
3930.310
+1.93%
2.300
+0.04%
0.050
+0.52%
+2.01%
8653.964
 

Friedenthal Financial's Historical Top Holdings Breakdowns

Friedenthal Financial's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLOT 		iShares Floating Rate Bond ETF2024-09-30Reduce
-2.70%
●
50.63 ($50.94) 51.11
$50.94
0%
Reduce -99.66%
288
-84,687
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2024-09-30Reduce
-2.70%
●
100.09 ($100.43) 100.69
$100.43
0%
Reduce -99.66%
146
-42,988
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF2024-09-30Reduce
-2.70%
●
30.55 ($30.76) 30.85
$30.77
0.03%
Reduce -99.66%
478
-140,361
FTSL 		First Trust Senior Loan Fund2024-09-30Sold Out
-2.68%
●
45.51 ($45.98) 46.26
$46.36
0.83%
Sold Out
0
-93,894
BSV 		Vanguard Short-Term Bond ETF2024-09-30New Buy
+2.58%
●
76.38 ($77.89) 78.87
$77.22
-0.86%
New holding
56,055
56,055
PFF 		iShares U.S. Preferred Stock2024-09-30Add
+2.57%
●
31.18 ($32.18) 33.51
$32.70
1.62%
Add 59930.91%
132,068
131,848
EMLC 		VanEck J.P. Morgan EM Local Currency Bond ETF2024-09-30New Buy
+2.57%
●
23.58 ($24.59) 25.5
$23.68
-3.70%
New holding
173,137
173,137
LMBS 		First Trust Low Duration Mortgage Opportunities ET2024-09-30Add
+2.55%
●
47.95 ($48.95) 49.61
$48.68
-0.55%
Add 155.71%
144,833
88,194
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Add
+1.16%
●
91.42 ($91.63) 91.82
$91.58
-0.05%
Add 1723.18%
22,808
21,557
SNX 		TD Synnex Corp2024-09-30Sold Out
-0.60%
●
109.37 ($115.66) 122.34
$118.55
2.50%
Sold Out
0
-8,378

Friedenthal Financial Total Holding History ($B)

To

Friedenthal Financial's Asset Allocation

To

Friedenthal Financial Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Friedenthal Financial's Hypothetical Growth since 2024-09-30

Friedenthal Financial's Yearly Returns

Year Portfolio % % Excess Gain %

Friedenthal Financial's Holdings Heat Map

Size field:

Friedenthal Financial's Holdings Bubble Chart

Friedenthal Financial News

  • 1

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