$134 Million is the total value of Friedenthal Financial's 50 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLI | New | SELECT SECTOR SPDR TRsector spdr industrials - etf | $6,007,000 | – | 68,150 | +100.0% | 4.48% | – |
| ASHR | New | XTRACKERxtracker harvest csi china - etf | $5,774,000 | – | 146,217 | +100.0% | 4.31% | – |
| XLY | New | SELECT SECTOR SPDR TRsector spdr consumer discretionary - etf | $5,641,000 | – | 35,102 | +100.0% | 4.21% | – |
| TIP | New | ISHARES TRishares barclays tips - etf | $5,239,000 | – | 41,125 | +100.0% | 3.91% | – |
| IGIB | New | ISHARES TRishares barclays intermediate credit - etf | $5,050,000 | – | 81,721 | +100.0% | 3.77% | – |
| XLU | New | SELECT SECTOR SPDR TRsector spdr utility select - etf | $4,703,000 | – | 76,118 | +100.0% | 3.51% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD TRinvesco s&p 500 equal weight - etf | $766,000 | – | 6,048 | +100.0% | 0.57% | – |
| IWM | New | ISHARES TRishares russell 2000 - etf | $418,000 | – | 2,129 | +100.0% | 0.31% | – |
| KRE | New | SELECT SECTOR SPDR TRsector spdr regional banking - etf | $226,000 | – | 4,371 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 40 | Q3 2023 | 5.4% |
| SCHWAB STRATEGIC TR | 39 | Q3 2023 | 10.9% |
| Schwab US REIT ETF | 39 | Q3 2023 | 1.9% |
| ISHARES TR | 34 | Q3 2023 | 0.3% |
| ISHARES TR | 32 | Q3 2023 | 5.2% |
| ISHARES TR | 32 | Q3 2023 | 4.9% |
| ISHARES TR | 32 | Q3 2023 | 8.9% |
| VANGUARD INDEX FUNDS | 32 | Q3 2023 | 4.6% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 6.3% |
| SPDR SP 500 ETF TR | 31 | Q3 2021 | 7.2% |
View Friedenthal Financial's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-03-10 |
View Friedenthal Financial's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.