Fund HoldingsFriedenthal Financial

Total Portfolio Value
$160.39M
Total Bought
$51.32M
Total Sold
$52.89M
Net Transaction
-$1.57M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR SER TR
ST STR RATE ETF
0140,839+140,83904,3452.71%+4,345
PIMCO ETF TR
ENHAN SHRT MA AC
043,134+43,13404,3412.71%+4,341
ISHARES TR
FLTG RATE NT ETF
084,975+84,97504,3412.71%+4,341
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
093,894+93,89404,2922.68%+4,292
TD SYNNEX CORPORATION(SNX)08,378+8,37809670.60%+967
ALCOA CORP(AA)021,579+21,57908580.54%+858
TERADYNE INC(TER)05,677+5,67708420.52%+842
EQUITABLE HLDGS INC020,344+20,34408310.52%+831
ROYAL CARIBBEAN GROUP
COM
05,100+5,10008130.51%+813
INTERNATIONAL FLAVORSandFRAGRA(IFF)08,527+8,52708120.51%+812
GODADDY INC(GDDY)05,793+5,79308090.50%+809
SPROUTS FMRS MKT INC(SFM)09,656+9,65608080.50%+808
JACKSON FINANCIAL INC(JXN)010,805+10,80508020.50%+802
GENERAC HLDGS INC(GNRC)06,026+6,02607970.50%+797
WABTEC(WAB)04,999+4,99907900.49%+790
ATI INC(ATI)014,097+14,09707820.49%+782
DELTA AIR LINES INC DEL(DAL)016,430+16,43007790.49%+779
NEXTERA ENERGY INC(NEE)010,976+10,97607770.48%+777
FREEPORT-MCMORAN INC(FCX)015,967+15,96707760.48%+776
VANECK ETF TRUST
GOLD MINERS ETF
022,823+22,82307740.48%+774
COUPANG INC(CPNG)036,858+36,85807720.48%+772
SOUTHERN COPPER CORP(SCCO)07,155+7,15507710.48%+771
ORGANON and CO(OGN)037,127+37,12707690.48%+769
HASHICORP INC022,598+22,59807610.47%+761
AES CORP(AES)043,162+43,16207580.47%+758
C3 AI INC(AI)026,118+26,11807560.47%+756
ANTERO RESOURCES CORP(AR)023,150+23,15007550.47%+755
CNX RES CORP(CNX)030,836+30,83607490.47%+749
SEMTECH CORP(SMTC)025,026+25,02607480.47%+748
NRG ENERGY INC(NRG)09,577+9,57707460.46%+746
GE AEROSPACE(GE)04,650+4,65007390.46%+739
UNITED AIRLS HLDGS INC(UAL)015,045+15,04507320.46%+732
COMSTOCK RES INC(CRK)068,874+68,87407150.45%+715
PURE STORAGE INC(P)011,096+11,09607120.44%+712
CLEARWAY ENERGY INC(CWEN)028,831+28,83107120.44%+712
LOUISIANA PAC CORP(LPX)08,603+8,60307080.44%+708
FIRST SOLAR INC(FSLR)03,137+3,13707070.44%+707
SUNRUN INC(RUN)059,226+59,22607020.44%+702
MEDICAL PPTYS TRUST INC(MPT)0159,272+159,27206860.43%+686
BLOOM ENERGY CORP054,653+54,65306690.42%+669
MODERNA INC(MRNA)05,430+5,43006450.40%+645
ISHARES TR141,934142,300+36616,36516,90210.54%+537
ISHARES INC151,536158,914+7,3788,5759,0915.67%+516
ISHARES TR
0-5 YR TIPS ETF
35,10038,057+2,9573,4903,7862.36%+296
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,760+4,76003240.20%+324
ISHARES TR
0-5YR HI YL CP
62,76069,329+6,5692,6702,9261.82%+255
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
55,72460,588+4,8642,7412,9491.84%+208
PIMCO ETF TR
0-5 HIGH YIELD
18,20420,104+1,9001,7021,8641.16%+162
SSGA ACTIVE ETF TR
ST STR BL LN ETF
033,779+33,77901,4120.88%+1,412
WISDOMTREE TR(WT)01,113+1,11301260.08%+126
ISHARES INC
MSCI TAIWAN ETF
02,286+2,28601240.08%+124
ISHARES SILVER TR(SLV)04,661+4,66101240.08%+124
ISHARES TR05,518+5,51801230.08%+123
GLOBAL X FDS
GLOBAL X COPPER
02,695+2,69501220.08%+122
KRANESHARES TRUST04,400+4,40001190.07%+119
SPDR SER TR
ST TERM HIGH ETF
13,25617,847+4,5913344460.28%+111
MICRON TECHNOLOGY INC(MU)0595+5950780.05%+78
SCHWAB STRATEGIC TR027,311+27,31101,4200.89%+1,420
NVIDIA CORPORATION(NVDA)1,1709,067+7,8971,0571,1200.70%+63
ISHARES TR
CORE INTL AGGR
044,007+44,00702,1971.37%+2,197
3M CO(MMM)0569+5690580.04%+58
BANK AMERICA CORP01,346+1,3460540.03%+54
NEWMONT CORP(NEM)01,271+1,2710530.03%+53
AMPHENOL CORP NEW0783+7830530.03%+53
GE VERNOVA INC(GEV)0306+3060520.03%+52
GOLDMAN SACHS GROUP INC(GS)0116+1160520.03%+52
SOUTHERN CO(SO)0675+6750520.03%+52
PUBLIC SVC ENTERPRISE GRP IN(PEG)0708+7080520.03%+52
DELL TECHNOLOGIES INC(DELL)0375+3750520.03%+52
FOX CORP(FOX)01,494+1,4940510.03%+51
FOX CORP(FOX)01,597+1,5970510.03%+51
INTERNATIONAL PAPER CO(IP)01,185+1,1850510.03%+51
VENTAS INC(VTR)0995+9950510.03%+51
LINCOLN NATL CORP IND(LNC)01,632+1,6320510.03%+51
EBAY INC.(EBAY)0942+9420510.03%+51
QUALCOMM INC(QCOM)0254+2540510.03%+51
NETAPP INC(NTAP)0389+3890500.03%+50
TEXAS INSTRS INC(TXN)0256+2560500.03%+50
WELLTOWER INC(WELL)0476+4760500.03%+50
ISHARES TR06,574+6,57406040.38%+604
DOMINION ENERGY INC(D)01,006+1,0060490.03%+49
WESTERN DIGITAL CORP.(WDC)0648+6480490.03%+49
VERTEX PHARMACEUTICALS INC(VRTX)0104+1040490.03%+49
EASTMAN CHEM CO(EMN)0496+4960490.03%+49
OWENS CORNING NEW(OC)0279+2790480.03%+48
DAVITA INC(DVA)0347+3470480.03%+48
RESMED INC(RMD)0251+2510480.03%+48
RTX CORPORATION(RTX)0475+4750480.03%+48
JOHNSON CTLS INTL PLC
SHS
0708+7080470.03%+47
BALL CORP0776+7760470.03%+47
QUANTA SVCS INC0179+1790450.03%+45
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
37,50826,213-11,2957958370.52%+42
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
21,53422,117+5831,7341,7681.10%+34
SCHWAB STRATEGIC TR011,061+11,06105320.33%+532
ISHARES TR01,598+1,59801700.11%+170
ISHARES TR01,625+1,62501700.11%+170
ISHARES TR
ESG AWR US AGRGT
019,237+19,23708970.56%+897
APPLE INC(AAPL)0578+57801220.08%+122
INVESCO EXCH TRADED FD TR II
SR LN ETF
014,126+14,12602970.19%+297
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
94,289100,443+6,1542,9973,0161.88%+19
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