Friedenthal Financial

CIK: 0001598611SEC EDGAR →

Portfolio Value

$194.4M

Holdings

250

As of

Q4 2025

New Positions

65

Closed Positions

59

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

148,643$22.1M
11.37%
2

FIRST TR EXCHANGE-TRADED FD

165,186$8.3M
4.25%
3

SCHWAB STRATEGIC TR

244,365$7.0M
3.58%
4

ISHARES TR

95,000$6.3M
3.22%
5

ISHARES TR

54,894$5.6M
2.89%
6

ISHARES INC

136,762$4.8M
2.44%
7

SELECT SECTOR SPDR TR

39,922$4.7M
2.42%
8

ISHARES TR

112,097$4.6M
2.38%
9

ISHARES TR

103,432$4.4M
2.28%
10

INVESCO EXCHANGE TRADED FD T

128,356$4.4M
2.25%

Quarterly Changes

Top Buys

LMBS↑ Increased
$4.5M
VNLANEW
$4.2M
EMB↑ Increased
$4.2M
ICVTNEW
$4.2M
BOXXNEW
$2.1M

Top Sells

MBB↓ Decreased
$4.2M
EMLCCLOSED
$4.1M
VCIT↓ Decreased
$4.0M
SHYG↓ Decreased
$3.8M
SPYCLOSED
$1.5M

New Positions (63)

$4.2M · 86K shares
$4.2M · 43K shares
$2.1M · 18K shares
$1.8M · 3K shares
$1.0M · 13K shares
$1.0M · 51K shares
$1.0M · 12K shares
$1.0M · 7K shares
$1.0M · 12K shares
$1.0M · 18K shares
$1.0M · 10K shares
$1.0M · 77K shares
$1.0M · 5K shares
$1.0M · 26K shares
$1.0M · 2K shares
$1.0M · 16K shares
$1.0M · 4K shares
$964K · 95K shares
$958K · 49K shares
$953K · 6K shares
$947K · 10K shares
$942K · 23K shares
$942K · 36K shares
$941K · 21K shares
$937K · 38K shares
$936K · 9K shares
$933K · 15K shares
$933K · 25K shares
$932K · 3K shares
$932K · 8K shares
$929K · 6K shares
$925K · 35K shares
$918K · 8K shares
$914K · 18K shares
$165K · 7K shares
$150K · 2K shares
$150K · 9K shares
$150K · 1K shares
$149K · 414 shares
$144K · 508 shares
$98K · 6K shares
$98K · 375 shares
$98K · 4K shares
$97K · 3K shares
$97K · 264 shares
$97K · 536 shares
$97K · 2K shares
$96K · 1K shares
$86K · 1K shares
$85K · 349 shares
$49K · 869 shares
$45K · 429 shares
$32K · 2K shares
$19K · 438 shares
$15K · 890 shares
$5K · 42 shares
$3K · 365 shares
$1K · 21 shares
$0 · 1 shares
$0 · 200 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares

Closed Positions (79)

$4.1M · 163K shares
$1.5M · 2K shares
$1.1M · 12K shares
$1.1M · 5K shares
$1.1M · 4K shares
$1.0M · 6K shares
$1.0M · 8K shares
$1.0M · 18K shares
$1.0M · 26K shares
$1.0M · 29K shares
$1.0M · 7K shares
$993K · 12K shares
$986K · 5K shares
$980K · 7K shares
$979K · 20K shares
$971K · 17K shares
$965K · 34K shares
$965K · 7K shares
$959K · 7K shares
$956K · 28K shares
$953K · 49K shares
$943K · 9K shares
$939K · 13K shares
$939K · 3K shares
$931K · 15K shares
$928K · 26K shares
$927K · 6K shares
$924K · 79K shares
$920K · 12K shares
$919K · 14K shares
$918K · 8K shares
$915K · 5K shares
$912K · 5K shares
$904K · 22K shares
$890K · 55K shares
$158K · 3K shares
$155K · 5K shares
$154K · 4K shares
$152K · 724 shares
$151K · 1K shares
$116K · 3K shares
$110K · 1K shares
$93K · 779 shares
$90K · 287 shares
$88K · 1K shares
$87K · 320 shares
$87K · 1K shares
$87K · 2K shares
$85K · 4K shares
$84K · 242 shares
$83K · 670 shares
$83K · 6K shares
$82K · 1K shares
$38K · 80 shares
$36K · 1K shares
$26K · 360 shares
$25K · 823 shares
$25K · 497 shares
$25K · 495 shares
$25K · 422 shares
$22K · 157 shares
$20K · 226 shares
$12K · 300 shares
$11K · 32 shares
$10K · 106 shares
$9K · 124 shares
$8K · 49 shares
$8K · 101 shares
$7K · 216 shares
$7K · 52 shares
$5K · 33 shares
$4K · 28 shares
$4K · 73 shares
$3K · 171 shares
$3K · 22 shares
$1K · 21 shares
$1K · 28 shares
$151 · 3 shares
$45 · 1 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services124$146.9M75.6%
Unknown14$9.0M4.6%
Technology22$8.1M4.1%
Consumer Cyclical23$5.2M2.7%
Real Estate8$4.0M2.1%
Energy6$3.8M2.0%
Healthcare9$3.4M1.8%
Utilities6$3.3M1.7%
Consumer Defensive8$3.2M1.6%
Industrials17$3.2M1.6%
Communication Services9$2.2M1.1%
Basic Materials4$2.1M1.1%