$147 Million is the total value of Friedenthal Financial's 104 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $283,743 | +2.7% | 810 | 0.0% | 0.19% | +4.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-17
Signatures
The EDGAR filing(s) were signed by:
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.