Fund HoldingsFriedenthal Financial

Total Portfolio Value
$167.39M
Total Bought
$101.68M
Total Sold
$105.10M
Net Transaction
-$3.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR0143,752+143,752017,53910.48%+17,539
ISHARES TR083,913+83,91304,8962.93%+4,896
FIRST TR EXCHANGE TRADED FD
FST LOW OPPT EFT
0154,097+154,09707,5754.53%+7,575
ISHARES TR
0-5 YR TIPS ETF
044,176+44,17604,5712.73%+4,571
ISHARES TR037,451+37,45104,4242.64%+4,424
VANECK ETF TRUST
JP MRGAN EM LOC
0183,843+183,84304,3862.62%+4,386
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
0110,854+110,85403,5182.10%+3,518
ISHARES TR
0-5YR HI YL CP
080,957+80,95703,4422.06%+3,442
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
0104,357+104,35703,1051.85%+3,105
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
039,360+39,36002,7411.64%+2,741
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
026,103+26,10302,1341.27%+2,134
PIMCO ETF TR
0-5 HIGH YIELD
022,334+22,33402,0921.25%+2,092
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
049,413+49,41301,5230.91%+1,523
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
040,514+40,51401,3860.83%+1,386
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
027,118+27,11801,3270.79%+1,327
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
025,625+25,62501,2790.76%+1,279
KYNDRYL HLDGS INC(KD)032,873+32,87301,0320.62%+1,032
DUKE ENERGY CORP NEW(DUK)08,226+8,22601,0030.60%+1,003
PPG INDS INC(PPG)09,009+9,00909850.59%+985
AMER SPORTS INC(AS)036,853+36,85309850.59%+985
MCCORMICK CO INC(MKC)011,910+11,91009800.59%+980
LABCORP HOLDINGS INC(LH)04,201+4,20109780.58%+978
REGENCY CTRS CORP(REG)013,221+13,22109750.58%+975
GENPACT LIMITED
SHS
019,217+19,21709680.58%+968
BAKER HUGHES COMPANY(BKR)021,919+21,91909630.58%+963
AIR PRODS CHEMS INC03,264+3,26409630.58%+963
CRH PLC
ORD
010,888+10,88809580.57%+958
LPL FINL HLDGS INC(LPLA)02,902+2,90209490.57%+949
GE VERNOVA INC(GEV)03,413+3,41301,0420.62%+1,042
ALBERTSONS COS INC042,541+42,54109350.56%+935
PILGRIMS PRIDE CORP(PPC)017,040+17,04009290.55%+929
PARKER HANNIFIN CORP(PH)01,526+1,52609280.55%+928
FISERV INC(FISV)04,386+4,38609690.58%+969
EQT CORP(EQT)017,324+17,32409260.55%+926
TARGA RES CORP(TRGP)04,565+4,56509150.55%+915
ESSENTIAL UTILS INC(WTRG)023,702+23,70209370.56%+937
AMEREN CORP(AEE)08,996+8,99609030.54%+903
TD SYNNEX CORPORATION(SNX)08,677+8,67709020.54%+902
ENTERGY CORP NEW(ETR)67811,129+10,451519510.57%+900
AGREE RLTY CORP011,616+11,61608970.54%+897
TKO GROUP HOLDINGS INC(TKO)05,859+5,85908950.53%+895
BELLRING BRANDS INC(BRBR)011,954+11,95408900.53%+890
FIRST INDL RLTY TR INC(FR)016,336+16,33608810.53%+881
COUSINS PPTYS INC(CUZ)029,803+29,80308790.53%+879
UNITED PARCEL SERVICE INC(UPS)07,986+7,98608780.52%+878
AGNC INVT CORP(AGNC)091,437+91,43708760.52%+876
JAZZ PHARMACEUTICALS PLC(JAZZ)06,915+6,91508580.51%+858
F5 INC(FFIV)1983,334+3,136508880.53%+838
INTERNATIONAL PAPER CO(IP)93116,353+15,422508720.52%+822
INSULET CORP(PODD)2203,301+3,081578670.52%+809
INVESCO EXCH TRADED FD TR II016,037+16,03707580.45%+758
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
08,398+8,39806090.36%+609
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
06,983+6,98305720.34%+572
PIMCO ETF TR
ENHAN SHRT MA AC
05,634+5,63405670.34%+567
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
071,142+71,14203,4732.07%+3,473
ISHARES TR02,735+2,73502750.16%+275
VANGUARD TAX MANAGED FDS016,250+16,25008260.49%+826
WISDOMTREE TR(WT)05,537+5,53702790.17%+279
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
016,069+16,06901,2680.76%+1,268
TAPESTRY INC(TPR)12,27313,594+1,3218029570.57%+155
VANECK ETF TRUST
GOLD MINERS ETF
02,747+2,74701260.08%+126
DOXIMITY INC(DOCS)014,857+14,85708620.52%+862
ALPS ETF TR
ALERIAN MLP
03,509+3,50901820.11%+182
ROBINHOOD MKTS INC(HOOD)20,49221,270+7787648850.53%+122
ISHARES TR0212+21201190.07%+119
ISHARES TR04,087+4,08701160.07%+116
SELECT SECTOR SPDR TR
ST STR ENERG ETF
01,238+1,23801160.07%+116
ISHARES INC02,200+2,20001140.07%+114
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
01,802+1,80201140.07%+114
SPDR INDEX SHS FDS
ST STR EU 50 ETF
02,061+2,06101120.07%+112
KRANESHARES TRUST03,202+3,20201120.07%+112
DT MIDSTREAM INC(DTM)7,6819,055+1,3747648740.52%+110
ROBLOX CORP(RBLX)13,18314,628+1,4457638530.51%+90
EXPEDIA GROUP INC(EXPE)4,2935,243+9508008810.53%+81
WEC ENERGY GROUP INC(WEC)0740+7400810.05%+81
CHURCH DWIGHT CO INC(CHD)0732+7320810.05%+81
NISOURCE INC(NI)02,003+2,0030800.05%+80
PROCTER AND GAMBLE CO(PG)0502+5020860.05%+86
NETFLIX INC(NFLX)849897+487578360.50%+80
LIBERTY GLOBAL LTD(LBTYA)06,736+6,7360780.05%+78
ROYALTY PHARMA PLC(RPRX)02,479+2,4790770.05%+77
JABIL INC(JBL)0561+5610760.05%+76
PLANET FITNESS INC(PLNT)0789+7890760.05%+76
VORNADO RLTY TR(VNO)02,030+2,0300750.04%+75
APPLOVIN CORP(APP)03,214+3,21408520.51%+852
BERKSHIRE HATHAWAY INC DEL0800+80004260.25%+426
ROYAL CARIBBEAN GROUP
COM
3,3384,030+6927708280.49%+58
MCDONALDS CORP(MCD)0165+1650520.03%+52
COSTCO WHSL CORP NEW(COST)0327+32703100.18%+310
ISHARES TR
ESG AWR US AGRGT
020,275+20,27509630.58%+963
ISHARES INC
CUR HD MSCI EM
01,565+1,5650440.03%+44
ISHARES TR
HDG MSCI EAFE
01,201+1,2010440.03%+44
INVESCO EXCH TRADED FD TR II0543+5430410.02%+41
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0479+4790380.02%+38
SPDR SER TR
ST STR SP DIV
0263+2630360.02%+36
BRISTOL MYERS SQUIBB CO(BMY)8791,331+45250810.05%+31
GLOBAL X FDS
GLBL X MLP ETF
011,497+11,49706120.37%+612
CBRE GROUP INC(CBRE)0592+5920770.05%+77
TRIMBLE INC(TRMB)7001,153+45349760.05%+26
ISHARES TR0261+2610240.01%+24
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