Friedenthal Financial Top Holdings and 13F Report (2025) About Friedenthal FinancialInvestment ActivityFriedenthal Financial has $167.39 million in total holdings as of March 31, 2025.Friedenthal Financial owns shares of 212 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 33.74% of the portfolio was purchased this quarter.About 34.89% of the portfolio was sold this quarter.This quarter, Friedenthal Financial has purchased 257 new stocks and bought additional shares in 69 stocks.Friedenthal Financial sold shares of 54 stocks and completely divested from 101 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $17,539,130First Trust Low Duration Opportunities ETF $7,575,409iShares MSCI EAFE Min Vol Factor ETF $6,149,525iShares MSCI Emerging Markets Min Vol Factor ETF $5,843,685Schwab US Small-Cap ETF $5,477,568 Largest New Holdings this Quarter 464288661 - iShares 3-7 Year Treasury Bond ETF $4,424,275 Holding92189H300 - VanEck J.P. Morgan EM Local Currency Bond ETF $4,386,494 Holding50155Q100 - Kyndryl $1,032,213 Holding26441C204 - Duke Energy $1,003,326 Holding693506107 - PPG Industries $985,135 Holding Largest Purchases this Quarter First Trust Low Duration Opportunities ETF 96,682 shares (about $4.75M)iShares Core S&P Mid-Cap ETF 76,311 shares (about $4.45M)iShares 3-7 Year Treasury Bond ETF 37,451 shares (about $4.42M)VanEck J.P. Morgan EM Local Currency Bond ETF 183,843 shares (about $4.39M)Kyndryl 32,873 shares (about $1.03M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 44,690 shares (about $4.50M)SPDR Blackstone Senior Loan ETF 100,860 shares (about $4.15M)iShares MSCI Emerging Markets Min Vol Factor ETF 60,339 shares (about $3.52M)Schwab US Broad Market ETF 66,775 shares (about $1.44M)iShares MSCI EAFE Min Vol Factor ETF 17,585 shares (about $1.37M) 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$17,539,130$57,589 ▲0.3%143,75210.5%ETFLMBSFirst Trust Low Duration Opportunities ETF$7,575,409$4,752,887 ▲168.4%154,0974.5%ManufacturingEFAViShares MSCI EAFE Min Vol Factor ETF$6,149,525$1,370,223 ▼-18.2%78,9213.7%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$5,843,685$3,520,178 ▼-37.6%100,1663.5%ETFSCHASchwab US Small-Cap ETF$5,477,568$217,759 ▼-3.8%233,7843.3%ETFIJHiShares Core S&P Mid-Cap ETF$4,896,324$4,452,747 ▲1,003.8%83,9132.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,570,891$460,028 ▲11.2%44,1762.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,424,275$4,424,275 ▲New Holding37,4512.6%ETFVNLAJanus Henderson Short Duration Income ETF$4,388,506$53,819 ▼-1.2%89,2882.6%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$4,386,494$4,386,494 ▲New Holding183,8432.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,937,270$1,220,880 ▼-23.7%170,0032.4%ETFXLCCommunication Services Select Sector SPDR Fund$3,767,010$77,063 ▼-2.0%39,0572.3%ETFRSPMInvesco S&P 500 Equal Weight Materials ETF$3,518,498$183,298 ▲5.5%110,8542.1%ETFBNDXVanguard Total International Bond ETF$3,473,153$428,200 ▲14.1%71,1422.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,442,292$464,956 ▲15.6%80,9572.1%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$3,104,622$22,580 ▼-0.7%104,3571.9%ETFRSPUInvesco S&P 500 Equal Weight Utilities ETF$2,741,438$38,447 ▼-1.4%39,3601.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,134,182$265,066 ▲14.2%26,1031.3%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$2,091,803$237,147 ▲12.8%22,3341.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,057,523$207,925 ▼-9.2%21,9681.2%ETFSRLNSPDR Blackstone Senior Loan ETF$1,655,277$4,148,372 ▼-71.5%40,2451.0%ETFIAGGiShares Core International Aggregate Bond ETF$1,640,872$257,599 ▼-13.6%32,8241.0%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$1,522,919$33,163 ▲2.2%49,4130.9%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$1,385,586$105,508 ▼-7.1%40,5140.8%ETFSUSLiShares ESG MSCI USA Leaders ETF$1,369,1250.0%14,2900.8%ManufacturingRSPNInvesco S&P 500 Equal Weight Industrials ETF$1,326,894$90,423 ▼-6.4%27,1180.8%ETFRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$1,278,703$30,439 ▼-2.3%25,6250.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,268,487$149,591 ▲13.4%16,0690.8%ETFSPYSPDR S&P 500 ETF Trust$1,224,505$146,001 ▼-10.7%2,1890.7%FinanceAAPLApple$1,097,870$65,312 ▲6.3%4,9420.7%Computer and TechnologyGE VERNOVA INC$1,041,921$946,368 ▲990.4%3,4130.6%COMKDKyndryl$1,032,213$1,032,213 ▲New Holding32,8730.6%Business ServicesDUKDuke Energy$1,003,326$1,003,326 ▲New Holding8,2260.6%UtilitiesSCHPSchwab U.S. TIPS ETF$1,000,201$244,296 ▼-19.6%37,1960.6%ETFPPGPPG Industries$985,135$985,135 ▲New Holding9,0090.6%Basic MaterialsAMER SPORTS INC$985,081$985,081 ▲New Holding36,8530.6%COM SHSMKCMcCormick & Company, Incorporated$980,313$980,313 ▲New Holding11,9100.6%Consumer StaplesLABCORP HOLDINGS INC$977,741$977,741 ▲New Holding4,2010.6%COM SHSREGRegency Centers$975,181$975,181 ▲New Holding13,2210.6%FinanceFIFiserv$968,561$915,562 ▲1,727.5%4,3860.6%Business ServicesGGenpact$968,153$968,153 ▲New Holding19,2170.6%Business ServicesBKRBaker Hughes$963,341$963,341 ▲New Holding21,9190.6%EnergyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$962,657$24,547 ▲2.6%20,2750.6%ETFAPDAir Products and Chemicals$962,619$962,619 ▲New Holding3,2640.6%Basic MaterialsCRH PLC$957,818$957,818 ▲New Holding10,8880.6%ORDTPRTapestry$957,154$93,012 ▲10.8%13,5940.6%Retail/WholesaleETREntergy$951,419$893,457 ▲1,541.4%11,1290.6%UtilitiesLPLALPL Financial$949,361$949,361 ▲New Holding2,9020.6%FinanceWTRGEssential Utilities$936,941$911,049 ▲3,518.6%23,7020.6%UtilitiesACIAlbertsons Companies$935,477$935,477 ▲New Holding42,5410.6%Consumer StaplesPPCPilgrim's Pride$928,851$928,851 ▲New Holding17,0400.6%Consumer StaplesPHParker-Hannifin$927,580$927,580 ▲New Holding1,5260.6%IndustrialsEQTEQT$925,622$914,615 ▲8,309.7%17,3240.6%EnergyTRGPTarga Resources$915,146$915,146 ▲New Holding4,5650.5%EnergyAEEAmeren$903,199$903,199 ▲New Holding8,9960.5%UtilitiesSNXTD SYNNEX$902,061$902,061 ▲New Holding8,6770.5%Computer and TechnologyADCAgree Realty$896,640$896,640 ▲New Holding11,6160.5%FinanceTKO GROUP HOLDINGS INC$895,314$895,314 ▲New Holding5,8590.5%CL ABRBRBellRing Brands$890,095$890,095 ▲New Holding11,9540.5%MedicalSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$888,978$42,792 ▼-4.6%18,6760.5%FinanceFFIVF5$887,745$835,023 ▲1,583.8%3,3340.5%Computer and TechnologyHOODRobinhood Markets$885,258$32,380 ▲3.8%21,2700.5%FinanceFRFirst Industrial Realty Trust$881,491$881,491 ▲New Holding16,3360.5%FinanceEXPEExpedia Group$881,349$159,695 ▲22.1%5,2430.5%Retail/WholesaleCUZCousins Properties$879,189$879,189 ▲New Holding29,8030.5%FinanceUPSUnited Parcel Service$878,381$878,381 ▲New Holding7,9860.5%TransportationAGNCAGNC Investment$875,967$875,967 ▲New Holding91,4370.5%FinanceDTMDT Midstream$873,627$132,564 ▲17.9%9,0550.5%EnergyIPInternational Paper$872,433$822,764 ▲1,656.5%16,3530.5%Basic MaterialsPODDInsulet$866,876$809,102 ▲1,400.5%3,3010.5%MedicalDOCSDoximity$862,152$61,570 ▲7.7%14,8570.5%MedicalJAZZJazz Pharmaceuticals$858,498$858,498 ▲New Holding6,9150.5%MedicalRBLXRoblox$852,667$84,229 ▲11.0%14,6280.5%Consumer DiscretionaryAPPLOVIN CORP$851,614$208,002 ▲32.3%3,2140.5%COM CL ANFLXNetflix$836,480$44,761 ▲5.7%8970.5%Consumer DiscretionaryRCLRoyal Caribbean Cruises$827,924$142,165 ▲20.7%4,0300.5%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$825,988$172,009 ▲26.3%16,2500.5%ETFEQALInvesco Russell 1000 Equal Weight ETF$757,909$752,001 ▲12,729.6%16,0370.5%ETFBNDVanguard Total Bond Market ETF$732,0030.0%9,9660.4%ETFMLPAGlobal X MLP ETF$611,986$16,821 ▼-2.7%11,4970.4%ETFRSPFInvesco S&P 500 Equal Weight Financials ETF$609,107$96,320 ▼-13.7%8,3980.4%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$571,699$79,987 ▼-12.3%6,9830.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$566,894$548,782 ▲3,030.0%5,6340.3%ETFSCHHSchwab U.S. REIT ETF$546,010$63,089 ▼-10.4%25,3840.3%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$512,446$29,386 ▼-5.4%11,3700.3%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$445,3640.0%11,5950.3%ETFBRK.BBerkshire Hathaway$426,0640.0%8000.3%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$413,975$97,165 ▼-19.0%17,0080.2%ETFMBBiShares MBS ETF$384,030$84,777 ▼-18.1%4,0950.2%ETFPGXInvesco Preferred ETF$324,707$30,070 ▼-8.5%28,9400.2%ETFIWMiShares Russell 2000 ETF$321,977$3,591 ▲1.1%1,6140.2%FinanceCOSTCostco Wholesale$309,565$39,761 ▲14.7%3270.2%Retail/WholesaleACWIiShares MSCI ACWI ETF$295,3980.0%2,5380.2%ManufacturingXLFFinancial Select Sector SPDR Fund$290,941$75,413 ▼-20.6%5,8410.2%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$284,132$228,579 ▼-44.6%11,2930.2%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$278,678$207,863 ▲293.5%5,5370.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$275,333$4,498,951 ▼-94.2%2,7350.2%ETFNUHYNuveen ESG High Yield Corporate Bond ETF$227,4100.0%10,7370.1%ETFPCYInvesco Emerging Markets Sovereign Debt ETF$224,029$15,934 ▼-6.6%11,1070.1%ETFNVDANVIDIA$219,8930.0%2,0290.1%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
