Friedenthal Financial Top Holdings and 13F Report (2025) About Friedenthal FinancialInvestment ActivityFriedenthal Financial has $182.44 million in total holdings as of June 30, 2025.Friedenthal Financial owns shares of 260 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 33.56% of the portfolio was purchased this quarter.About 28.89% of the portfolio was sold this quarter.This quarter, Friedenthal Financial has purchased 212 new stocks and bought additional shares in 60 stocks.Friedenthal Financial sold shares of 52 stocks and completely divested from 60 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $20,495,990iShares MSCI EAFE Min Vol Factor ETF $6,403,757Schwab US Small-Cap ETF $6,318,335iShares MSCI Emerging Markets Min Vol Factor ETF $6,232,631iShares Core S&P Mid-Cap ETF $5,644,937 Largest New Holdings this Quarter 46435G102 - iShares Convertible Bond ETF $4,289,481 Holding04626A103 - ASTERA LABS INC $1,017,678 Holding375558103 - Gilead Sciences $1,014,683 Holding254687106 - Walt Disney $1,001,009 Holding461202103 - Intuit $996,352 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 54,618 shares (about $4.34M)iShares J.P. Morgan USD Emerging Markets Bond ETF 46,402 shares (about $4.30M)iShares Convertible Bond ETF 47,608 shares (about $4.29M)Vanguard Total Bond Market ETF 29,386 shares (about $2.16M)Invesco Russell 1000 Equal Weight ETF 30,000 shares (about $1.48M) Largest Sales this Quarter iShares 3-7 Year Treasury Bond ETF 37,319 shares (about $4.44M)First Trust Low Duration Opportunities ETF 84,044 shares (about $4.14M)GE VERNOVA INC 3,107 shares (about $1.64M)Essential Utilities 23,402 shares (about $869.15K)iShares ESG MSCI USA Leaders ETF 6,410 shares (about $694.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFriedenthal Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$20,495,990$1,083,697 ▲5.6%151,77711.2%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$6,403,757$230,324 ▼-3.5%76,1813.5%ETFSCHASchwab US Small-Cap ETF$6,318,335$403,610 ▲6.8%249,7373.5%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$6,232,631$57,776 ▼-0.9%99,2463.4%ETFIJHiShares Core S&P Mid-Cap ETF$5,644,937$440,652 ▲8.5%91,0183.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,619,617$4,342,131 ▲339.9%70,6873.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,841,813$295,660 ▲6.5%47,0492.7%ETFXLCCommunication Services Select Sector SPDR Fund$4,395,042$156,175 ▲3.7%40,4962.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,315,166$4,297,753 ▲24,681.9%46,5902.4%ETFICVTiShares Convertible Bond ETF$4,289,481$4,289,481 ▲New Holding47,6082.4%ETFVNLAJanus Henderson Short Duration Income ETF$4,262,246$130,724 ▼-3.0%86,6312.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,878,756$72,114 ▼-1.8%166,9002.1%ETFRSPMInvesco S&P 500 Equal Weight Materials ETF$3,814,000$221,230 ▲6.2%117,6802.1%ETFBNDXVanguard Total International Bond ETF$3,811,478$289,237 ▲8.2%76,9842.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,712,758$220,273 ▲6.3%86,0632.0%ETFLMBSFirst Trust Low Duration Opportunities ETF$3,450,811$4,140,008 ▼-54.5%70,0531.9%ManufacturingRSPHInvesco S&P 500 Equal Weight Health Care ETF$3,207,877$162,737 ▲5.3%109,9341.8%ETFBNDVanguard Total Bond Market ETF$2,897,488$2,163,691 ▲294.9%39,3521.6%ETFRSPUInvesco S&P 500 Equal Weight Utilities ETF$2,858,481$59,172 ▲2.1%40,1921.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,364,133$199,671 ▲9.2%28,5111.3%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$2,345,322$223,369 ▲10.5%24,6851.3%ETFEQALInvesco Russell 1000 Equal Weight ETF$2,266,862$1,477,200 ▲187.1%46,0371.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,036,135$26,002 ▼-1.3%21,6911.1%ETFSRLNSPDR Blackstone Senior Loan ETF$1,819,563$145,773 ▲8.7%43,7501.0%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$1,708,822$56,644 ▲3.4%41,9030.9%ETFIAGGiShares Core International Aggregate Bond ETF$1,591,301$85,678 ▼-5.1%31,1470.9%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$1,503,703$22,807 ▲1.5%50,1740.8%ETFRSPNInvesco S&P 500 Equal Weight Industrials ETF$1,478,039$26,391 ▲1.8%27,6110.8%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$1,399,724$36,236 ▲2.7%26,3060.8%ETFSPYSPDR S&P 500 ETF Trust$1,341,353$11,121 ▼-0.8%2,1710.7%FinanceUSFRWisdomTree Floating Rate Treasury Fund$1,098,016$819,449 ▲294.2%21,8250.6%FinanceASTERA LABS INC$1,017,678$1,017,678 ▲New Holding11,2550.6%COMGILDGilead Sciences$1,014,683$1,014,683 ▲New Holding9,1520.6%MedicalLPLALPL Financial$1,002,670$85,493 ▼-7.9%2,6740.5%FinanceVNOVornado Realty Trust$1,001,047$923,420 ▲1,189.6%26,1780.5%FinanceDISWalt Disney$1,001,009$1,001,009 ▲New Holding8,0720.5%Consumer DiscretionaryINTUIntuit$996,352$996,352 ▲New Holding1,2650.5%Computer and TechnologyVMCVulcan Materials$977,815$977,815 ▲New Holding3,7490.5%ConstructionPINCPremier$975,535$975,535 ▲New Holding44,4840.5%MedicalKOCocaCola$972,035$972,035 ▲New Holding13,7390.5%Consumer StaplesVVisa$969,287$969,287 ▲New Holding2,7300.5%Business ServicesMCKMcKesson$966,537$966,537 ▲New Holding1,3190.5%MedicalDEDeere & Company$965,115$965,115 ▲New Holding1,8980.5%IndustrialsWECWEC Energy Group$964,684$887,576 ▲1,151.1%9,2580.5%UtilitiesINGRIngredion$961,546$961,546 ▲New Holding7,0900.5%Consumer StaplesRSGRepublic Services$960,546$960,546 ▲New Holding3,8950.5%Business ServicesDLRDigital Realty Trust$958,641$958,641 ▲New Holding5,4990.5%FinanceBABoeing$957,972$920,885 ▲2,483.1%4,5720.5%AerospaceWMWaste Management$957,383$957,383 ▲New Holding4,1840.5%Business ServicesBXPBXP$946,605$946,605 ▲New Holding14,0300.5%FinanceETREntergy$942,498$17,455 ▲1.9%11,3390.5%UtilitiesSCHPSchwab U.S. TIPS ETF$938,896$53,493 ▼-5.4%35,1910.5%ETFMSTRMicroStrategy$934,580$934,580 ▲New Holding2,3120.5%Computer and TechnologyAMAntero Midstream$922,070$922,070 ▲New Holding48,6580.5%EnergyCVSCVS Health$916,607$916,607 ▲New Holding13,2880.5%MedicalVEAVanguard FTSE Developed Markets ETF$913,301$13,112 ▼-1.4%16,0200.5%ETFATIATI$907,348$907,348 ▲New Holding10,5090.5%Basic MaterialsTAT&T$906,749$906,749 ▲New Holding31,3320.5%Computer and TechnologyLYVLive Nation Entertainment$905,411$905,411 ▲New Holding5,9850.5%Consumer DiscretionaryUNMUnum Group$904,512$904,512 ▲New Holding11,2000.5%FinanceETSYEtsy$902,830$902,830 ▲New Holding17,9990.5%Retail/WholesalePULSPGIM Ultra Short Bond ETF$901,801$901,801 ▲New Holding18,1230.5%ETFNYTNew York Times$897,472$897,472 ▲New Holding16,0320.5%Consumer StaplesCNPCenterPoint Energy$891,974$891,974 ▲New Holding24,2780.5%UtilitiesOVVOvintiv$891,131$891,131 ▲New Holding23,4200.5%EnergyAPPLOVIN CORP$890,604$234,554 ▼-20.8%2,5440.5%COM CL ADTEDTE Energy$889,469$889,469 ▲New Holding6,7150.5%UtilitiesORLYO'Reilly Automotive$889,133$889,133 ▲New Holding9,8650.5%Retail/WholesaleCMECME Group$886,119$886,119 ▲New Holding3,2150.5%FinanceRGLDRoyal Gold$881,909$881,909 ▲New Holding4,9590.5%Basic MaterialsSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$879,403$13,871 ▼-1.6%18,3860.5%FinanceHESHess$878,898$878,898 ▲New Holding6,3440.5%EnergyACIAlbertsons Companies$878,168$36,890 ▼-4.0%40,8260.5%Consumer StaplesPERMIAN RESOURCES CORP$871,163$871,163 ▲New Holding63,9620.5%CLASS A COMADCAgree Realty$868,976$20,311 ▲2.4%11,8940.5%FinanceAAPAdvance Auto Parts$868,759$868,759 ▲New Holding18,6870.5%Retail/WholesaleCFCF Industries$868,020$868,020 ▲New Holding9,4350.5%Basic MaterialsSUSLiShares ESG MSCI USA Leaders ETF$853,798$694,524 ▼-44.9%7,8800.5%ManufacturingBROSDutch Bros$851,617$851,617 ▲New Holding12,4560.5%Retail/WholesaleBJBJ's Wholesale Club$833,742$833,742 ▲New Holding7,7320.5%Consumer StaplesAAPLApple$831,609$182,408 ▼-18.0%4,0530.5%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$762,827$201,047 ▼-20.9%16,0460.4%ETFRSPFInvesco S&P 500 Equal Weight Financials ETF$629,613$9,590 ▼-1.5%8,2720.3%ETFMLPAGlobal X MLP ETF$569,168$7,982 ▼-1.4%11,3380.3%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$532,086$11,991 ▲2.3%7,1440.3%ETFSCHHSchwab U.S. REIT ETF$531,455$5,671 ▼-1.1%25,1160.3%ETFTFISPDR Nuveen ICE Municipal Bond ETF$507,720$179 ▼0.0%11,3660.3%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$449,995$116,420 ▼-20.6%4,4760.2%ETFCOSTCostco Wholesale$430,333$106,841 ▲33.0%4350.2%Retail/WholesaleBRK.BBerkshire Hathaway$388,6160.0%8000.2%FinanceMBBiShares MBS ETF$370,960$13,520 ▼-3.5%3,9510.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$362,190$52,466 ▼-12.7%14,8560.2%ETFIWMiShares Russell 2000 ETF$345,480$2,805 ▼-0.8%1,6010.2%FinanceNVDANVIDIA$342,694$22,119 ▲6.9%2,1690.2%Computer and TechnologyPGXInvesco Preferred ETF$321,836$267 ▼-0.1%28,9160.2%ETFTLTiShares 20+ Year Treasury Bond ETF$320,701$297,668 ▲1,292.3%3,6340.2%ETFACWIiShares MSCI ACWI ETF$317,385$9,002 ▼-2.8%2,4680.2%ManufacturingXLFFinancial Select Sector SPDR Fund$305,8940.0%5,8410.2%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$298,422$10,676 ▲3.7%11,7120.2%ETFAMZNAmazon.com$285,866$49,363 ▲20.9%1,3030.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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