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CIK: 0001598611
Total reported value
$216.6M
$216.6M
212 檔
19.7%
As reported in its official Q1 2025 Form 13F filing, Friedenthal Financial's tracked investment portfolio stood at $216.6M with 212 total positions.
In Q1 2025, Friedenthal Financial displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.48% | +0.89% | +0.33% | |
| 2 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.53% | -0.05% | +168.39% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.67% | -0.14% | -18.22% | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 3.49% | +0.05% | -37.59% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.27% | +0.51% | -3.82% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.93% | +0.25% | +1003.83% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.73% | -0.11% | +11.19% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.64% | — | — | |
| 9 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.62% | — | -1.21% | |
| 10 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.62% | — | — | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.35% | -0.12% | -23.67% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.25% | -0.16% | -2.00% | |
| 13 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.10% | -0.15% | +5.50% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.07% | -0.04% | +14.06% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.06% | -0.01% | +15.62% | |
| 16 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.85% | +0.15% | -0.72% | |
| 17 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.64% | -0.09% | -1.38% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.27% | -0.02% | +14.18% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.25% | -0.01% | +12.79% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.23% | -0.02% | -9.18% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.99% | -0.04% | -71.48% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.98% | -0.05% | -13.57% | |
| 23 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.91% | -0.01% | +2.23% | |
| 24 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | +0.02% | -7.08% | |
| 25 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.82% | +0.04% | — | |
| 26 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | +0.03% | -6.38% | |
| 27 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.76% | +0.01% | -2.33% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.01% | +13.37% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | +0.02% | -10.65% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.46% | +6.33% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.62% | +0.03% | +990.42% | |
| 32 | KD | Kyndryl Holdings Inc | Stock-Tech | 0.62% | — | — | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | — | — | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.60% | -0.04% | -19.63% | |
| 35 | PPG | Ppg Industries Inc | Stock-Materials | 0.59% | — | — | |
| 36 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 0.59% | — | — | |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.59% | — | — | |
| 38 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.58% | — | — | |
| 39 | REG | Regency Centers CORP | Stock-Real Estate | 0.58% | — | — | |
| 40 | FISV | Fiserv Inc | Stock-Other | 0.58% | — | +1727.50% | |
| 41 | G | Genpact Limited | Stock-Tech | 0.58% | — | — | |
| 42 | BKR | Baker Hughes Co | Stock-Energy | 0.58% | — | — | |
| 43 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.58% | -0.03% | +2.62% | |
| 44 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.58% | — | — | |
| 45 | CRH | CRH plc | Stock-Materials | 0.57% | — | — | |
| 46 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.57% | +0.47% | +10.76% | |
| 47 | ETR | Entergy CORP | Stock-Utilities | 0.57% | — | +1541.45% | |
| 48 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.57% | — | — | |
| 49 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.56% | — | +3518.63% | |
| 50 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.56% | — | — |
According to official SEC Form 13F filings, Friedenthal Financial reported a total U.S. public equity portfolio value of $216.6M across 212 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, LMBS, EFAV) accounted for 19.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
ITOT
市值: $17.5M
During Q1 2025, Friedenthal Financial's top holdings by market value included ITOT (10.5%)、LMBS (4.5%)、EFAV (3.7%). The largest single position, ITOT, represented 10.5% of total portfolio value.
In Q1 2025, Friedenthal Financial made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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