Friedenthal Financial

data from 30/09/2025

Capitalization

$ 193.669 M 6.15 %

Average holding period

6 ans

Performance

$ 48.812 M 41.33 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Friedenthal Financial

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ITOT ISHARES TR 11.88% 23.011 M $ 157988 2020/06/30 1.610 M $ 7.86 %
2025/09/30 SHYG ISHARES TR 4.23% 8.192 M $ 189198 2022/06/30 13.770 K $ 0.37 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 3.70% 7.172 M $ 257057 2013/12/31 649.316 K $ 10.28 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 3.46% 6.701 M $ 79672 2019/06/30 33.928 K $ 1.44 %
2025/09/30 IJH ISHARES TR 3.30% 6.390 M $ 97922 2024/03/31 294.898 K $ 5.22 %
2025/09/30 STIP ISHARES TR 2.71% 5.253 M $ 50823 2021/12/31 21.172 K $ 0.44 %
2025/09/30 XLC SELECT SECTOR SPDR TR 2.49% 4.826 M $ 40769 2021/12/31 398.480 K $ 9.07 %
2025/09/30 HEEM ISHARES INC 2.41% 4.662 M $ 138541 2024/12/31 5.559 K $ 11.80 %
2025/09/30 MBB ISHARES TR 2.34% 4.523 M $ 47536 2020/06/30 4.978 K $ 1.34 %
2025/09/30 HEFA ISHARES TR 2.30% 4.455 M $ 112470 2024/12/31 1.981 K $ 4.35 %
2025/09/30 EMLC VANECK ETF TRUST 2.14% 4.148 M $ 162619 2024/09/30 0.000 $ 0.00 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 2.14% 4.142 M $ 83752 2015/12/31 -3.849 K $ -0.10 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 2.12% 4.113 M $ 125599 2019/12/31 40.011 K $ 1.05 %
2025/09/30 SCHZ SCHWAB STRATEGIC TR 2.00% 3.870 M $ 164888 2013/12/31 38.387 K $ 0.99 %
2025/09/30 LMBS FIRST TR EXCHANGE-TRADED FD 1.94% 3.758 M $ 75480 2022/03/31 37.128 K $ 1.08 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 1.87% 3.621 M $ 123188 2021/12/31 23.086 K $ 0.72 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 1.65% 3.196 M $ 41690 2019/12/31 222.663 K $ 7.79 %
2025/09/30 BND VANGUARD BD INDEX FDS 1.52% 2.951 M $ 39677 2023/12/31 29.120 K $ 1.01 %
2025/09/30 HYS PIMCO ETF TR 1.31% 2.532 M $ 26461 2021/03/31 16.538 K $ 0.71 %
2025/09/30 EQAL INVESCO EXCH TRADED FD TR II 1.23% 2.387 M $ 45899 2024/12/31 127.062 K $ 5.61 %
2025/09/30 EFAV ISHARES TR 1.17% 2.271 M $ 26768 2015/12/31 58.659 K $ 0.92 %
2025/09/30 EEMV ISHARES INC 1.14% 2.206 M $ 34564 2015/12/31 102.223 K $ 1.64 %
2025/09/30 USMV ISHARES TR 1.06% 2.057 M $ 21621 2015/12/31 27.547 K $ 1.35 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 1.01% 1.962 M $ 47183 2022/06/30 -437.000 $ -0.02 %
2025/09/30 RSPT INVESCO EXCHANGE TRADED FD T 0.98% 1.906 M $ 42760 2019/12/31 159.231 K $ 9.32 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 0.82% 1.594 M $ 28416 2019/12/31 70.960 K $ 4.80 %
2025/09/30 RCD INVESCO EXCHANGE TRADED FD T 0.81% 1.560 M $ 27045 2019/12/31 26.569 K $ 1.90 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 0.80% 1.551 M $ 53064 2019/12/31 -37.128 K $ -2.47 %
2025/09/30 IAGG ISHARES TR 0.80% 1.544 M $ 30129 2019/06/30 4.360 K $ 0.27 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.79% 1.524 M $ 2287 2022/03/31 104.924 K $ 7.82 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.76% 1.464 M $ 18310 2022/06/30 30.395 K $ 0.54 %
2025/09/30 GEV GE VERNOVA INC 0.62% 1.210 M $ 1967 2024/06/30 26.239 K $ 16.21 %
2025/09/30 USFR WISDOMTREE TR 0.58% 1.120 M $ 22276 2022/12/31 -872.000 $ -0.08 %
2025/09/30 BEPC BROOKFIELD RENEWABLE CORP 0.57% 1.098 M $ 31914 2025/09/30 0.000 $ 0.00 %
2025/09/30 EL LAUDER ESTEE COS INC 0.55% 1.068 M $ 12125 2025/09/30 0.000 $ 0.00 %
2025/09/30 JBL JABIL INC 0.55% 1.060 M $ 4881 2025/03/31 0.000 $ 0.00 %
2025/09/30 RMD RESMED INC 0.55% 1.059 M $ 3869 2025/09/30 0.000 $ 0.00 %
2025/09/30 IDXX IDEXX LABS INC 0.55% 1.059 M $ 1657 2025/09/30 0.000 $ 0.00 %
2025/09/30 DHI D R HORTON INC 0.54% 1.047 M $ 6177 2025/09/30 0.000 $ 0.00 %
2025/09/30 OSK OSHKOSH CORP 0.54% 1.039 M $ 8013 2025/09/30 0.000 $ 0.00 %
2025/09/30 CELH CELSIUS HLDGS INC 0.54% 1.036 M $ 18029 2025/09/30 0.000 $ 0.00 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.53% 1.035 M $ 26382 2025/09/30 0.000 $ 0.00 %
2025/09/30 RPRX ROYALTY PHARMA PLC 0.53% 1.034 M $ 29322 2025/03/31 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 0.53% 1.033 M $ 4057 2023/12/31 200.461 K $ 24.11 %
2025/09/30 CBRE CBRE GROUP INC 0.53% 1.033 M $ 6555 2024/09/30 0.000 $ 0.00 %
2025/09/30 REXR REXFORD INDL RLTY INC 0.52% 1.016 M $ 24719 2025/09/30 0.000 $ 0.00 %
2025/09/30 ATI ATI INC 0.51% 992.674 K $ 12204 2025/06/30 -52.545 K $ -5.79 %
2025/09/30 ALAB ASTERA LABS INC 0.51% 986.441 K $ 5038 2025/06/30 1.186 M $ 116.54 %
2025/09/30 RBLX ROBLOX CORP 0.51% 979.752 K $ 7073 2024/12/31 0.000 $ 0.00 %
2025/09/30 ALK ALASKA AIR GROUP INC 0.51% 979.173 K $ 19670 2025/09/30 0.000 $ 0.00 %
2025/09/30 EPR EPR PPTYS 0.50% 971.088 K $ 16740 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVNA CARVANA CO 0.50% 967.998 K $ 2566 2025/06/30 1.409 K $ 11.95 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.50% 967.349 K $ 16144 2023/12/31 46.618 K $ 5.10 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.50% 965.456 K $ 34103 2025/09/30 0.000 $ 0.00 %
2025/09/30 ELF E L F BEAUTY INC 0.50% 964.587 K $ 7281 2025/09/30 0.000 $ 0.00 %
2025/09/30 ANET ARISTA NETWORKS INC 0.50% 959.209 K $ 6583 2025/09/30 0.000 $ 0.00 %
2025/09/30 APG API GROUP CORP 0.49% 956.140 K $ 27819 2025/09/30 0.000 $ 0.00 %
2025/09/30 RKT ROCKET COS INC 0.49% 953.167 K $ 49183 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESI ELEMENT SOLUTIONS INC 0.49% 948.079 K $ 37667 2025/09/30 0.000 $ 0.00 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.49% 943.173 K $ 9126 2025/09/30 0.000 $ 0.00 %
2025/09/30 AFRM AFFIRM HLDGS INC 0.49% 939.444 K $ 12855 2025/09/30 0.000 $ 0.00 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.48% 938.706 K $ 2901 2022/12/31 0.000 $ 0.00 %
2025/09/30 CCL CARNIVAL CORP 0.48% 936.598 K $ 32397 2023/12/31 1.209 K $ 2.81 %
2025/09/30 CG CARLYLE GROUP INC 0.48% 930.907 K $ 14847 2025/09/30 0.000 $ 0.00 %
2025/09/30 MTCH MATCH GROUP INC NEW 0.48% 928.104 K $ 26277 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVX CHEVRON CORP NEW 0.48% 927.237 K $ 5971 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 0.48% 925.598 K $ 34345 2015/12/31 9.501 K $ 1.01 %
2025/09/30 PULS PGIM ETF TR 0.48% 924.895 K $ 18561 2025/06/30 1.268 K $ 0.14 %
2025/09/30 TXG 10X GENOMICS INC 0.48% 923.896 K $ 79033 2025/09/30 0.000 $ 0.00 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.48% 923.700 K $ 2807 2025/09/30 0.000 $ 0.00 %
2025/09/30 SUSL ISHARES TR 0.48% 922.308 K $ 7880 2021/06/30 68.477 K $ 8.02 %
2025/09/30 NET CLOUDFLARE INC 0.48% 921.450 K $ 4294 2025/09/30 0.000 $ 0.00 %
2025/09/30 NRG NRG ENERGY INC 0.48% 920.491 K $ 5684 2025/06/30 31.000 $ 0.86 %
2025/09/30 Z ZILLOW GROUP INC 0.48% 920.363 K $ 11945 2025/09/30 0.000 $ 0.00 %
2025/09/30 CTVA CORTEVA INC 0.47% 918.619 K $ 13583 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM EXXON MOBIL CORP 0.47% 918.349 K $ 8145 2025/09/30 0.000 $ 0.00 %
2025/09/30 BX BLACKSTONE INC 0.47% 914.561 K $ 5353 2025/09/30 0.000 $ 0.00 %
2025/09/30 VST VISTRA CORP 0.47% 912.204 K $ 4656 2025/09/30 0.000 $ 0.00 %
2025/09/30 OVV OVINTIV INC 0.47% 904.149 K $ 22391 2025/06/30 54.568 K $ 6.12 %
2025/09/30 TRIP TRIPADVISOR INC 0.46% 890.317 K $ 54755 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHM SPDR SERIES TRUST 0.45% 866.128 K $ 17962 2021/12/31 7.170 K $ 0.82 %
2025/09/30 EAGG ISHARES TR 0.40% 770.738 K $ 16047 2023/09/30 7.862 K $ 1.03 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 0.33% 631.247 K $ 8116 2019/12/31 13.814 K $ 2.19 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 0.30% 583.303 K $ 7327 2019/12/31 36.648 K $ 6.89 %
2025/09/30 MLPA GLOBAL X FDS 0.29% 561.672 K $ 11600 2021/12/31 -20.181 K $ -3.55 %
2025/09/30 SCHH SCHWAB STRATEGIC TR 0.28% 541.278 K $ 25094 2014/03/31 10.297 K $ 1.94 %
2025/09/30 TFI SPDR SERIES TRUST 0.27% 521.412 K $ 11442 2021/12/31 10.229 K $ 2.01 %
2025/09/30 NVDA NVIDIA CORPORATION 0.21% 405.293 K $ 2172 2022/12/31 62.011 K $ 18.10 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.21% 402.192 K $ 800 2021/09/30 13.576 K $ 3.49 %
2025/09/30 IWM ISHARES TR 0.20% 382.539 K $ 1581 2023/12/31 41.898 K $ 12.13 %
2025/09/30 SCHO SCHWAB STRATEGIC TR 0.19% 369.124 K $ 15128 2016/06/30 297.000 $ 0.08 %
2025/09/30 MINT PIMCO ETF TR 0.19% 364.096 K $ 3616 2023/03/31 671.000 $ 0.15 %
2025/09/30 ACWI ISHARES TR 0.17% 332.053 K $ 2402 2015/06/30 23.791 K $ 7.50 %
2025/09/30 PGX INVESCO EXCH TRADED FD TR II 0.17% 323.559 K $ 27893 2021/12/31 13.590 K $ 4.22 %
2025/09/30 TLT ISHARES TR 0.17% 323.162 K $ 3616 2025/03/31 4.070 K $ 1.27 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.16% 314.601 K $ 5840 2024/09/30 8.761 K $ 2.86 %
2025/09/30 ABBV ABBVIE INC 0.16% 310.727 K $ 1342 2023/12/31 59.741 K $ 24.74 %
2025/09/30 ESML ISHARES TR 0.16% 306.815 K $ 6806 2023/09/30 25.522 K $ 9.07 %
2025/09/30 AMZN AMAZON COM INC 0.15% 299.494 K $ 1364 2023/06/30 234.000 $ 0.08 %
2025/09/30 SJNK SPDR SERIES TRUST 0.15% 297.677 K $ 11628 2023/12/31 1.405 K $ 0.47 %