Fund HoldingsFriedenthal Financial

Total Portfolio Value
$171.08M
Total Bought
$72.22M
Total Sold
$71.18M
Net Transaction
+$1.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR047,425+47,42504,7582.78%+4,758
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0141,105+141,10505,8883.44%+5,888
JANUS DETROIT STR TR
HENDRSN SHRT ETF
090,383+90,38304,4212.58%+4,421
ISHARES TR
CONV BD ETF
051,972+51,97204,4162.58%+4,416
ISHARES TR
0-5 YR TIPS ETF
039,730+39,73003,9972.34%+3,997
ISHARES TR
0-5YR HI YL CP
070,022+70,02202,9841.74%+2,984
PIMCO ETF TR
0-5 HIGH YIELD
019,802+19,80201,8551.08%+1,855
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
022,861+22,86101,8351.07%+1,835
SCHWAB STRATEGIC TR073,772+73,77201,6750.98%+1,675
APPLE INC(AAPL)04,648+4,64801,1640.68%+1,164
IONQ INC(IONQ)020,361+20,36108500.50%+850
TWILIO INC(TWLO)07,813+7,81308440.49%+844
RAYMOND JAMES FINL INC(RJF)05,391+5,39108370.49%+837
DELTA AIR LINES INC DEL(DAL)013,786+13,78608340.49%+834
SYNCHRONY FINANCIAL(SYF)012,816+12,81608330.49%+833
DAYFORCE INC011,345+11,34508240.48%+824
TAPESTRY INC(TPR)012,273+12,27308020.47%+802
EXPEDIA GROUP INC(EXPE)04,293+4,29308000.47%+800
UNUM GROUP(UNM)010,906+10,90607960.47%+796
UNITED AIRLS HLDGS INC(UAL)08,200+8,20007960.47%+796
AMERICAN AIRLS GROUP INC(AAL)048,355+48,35508430.49%+843
TESLA INC(TSLA)01,970+1,97007960.47%+796
NORWEGIAN CRUISE LINE HLDG L
SHS
030,627+30,62707880.46%+788
CARNIVAL CORP032,557+32,55708110.47%+811
TOAST INC(TOST)021,412+21,41207800.46%+780
VISTRA CORP(VST)05,644+5,64407780.45%+778
MDU RES GROUP INC(MDU)043,148+43,14807780.45%+778
PAYCOM SOFTWARE INC(PAYC)03,785+3,78507760.45%+776
INTERACTIVE BROKERS GROUP IN(IBKR)04,388+4,38807750.45%+775
WARNER BROS DISCOVERY INC(WBD)073,203+73,20307740.45%+774
LUMENTUM HLDGS INC(LITE)09,213+9,21307730.45%+773
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
011,499+11,49907730.45%+773
JEFFERIES FINL GROUP INC(JEF)09,845+9,84507720.45%+772
ALASKA AIR GROUP INC011,920+11,92007720.45%+772
MACERICH CO(MAC)038,697+38,69707710.45%+771
ROYAL CARIBBEAN GROUP
COM
03,338+3,33807700.45%+770
DOORDASH INC(DASH)04,586+4,58607690.45%+769
CARGURUS INC(CARG)020,984+20,98407670.45%+767
VERTIV HOLDINGS CO(VRT)06,746+6,74607660.45%+766
URBAN OUTFITTERS INC(URBN)013,936+13,93607650.45%+765
CAL MAINE FOODS INC(CALM)07,430+7,43007650.45%+765
DT MIDSTREAM INC(DTM)07,681+7,68107640.45%+764
ROBINHOOD MKTS INC(HOOD)020,492+20,49207640.45%+764
ROBLOX CORP(RBLX)013,183+13,18307630.45%+763
NEWELL BRANDS INC(NWL)076,546+76,54607620.45%+762
ASANA INC(ASAN)037,599+37,59907620.45%+762
APOLLO GLOBAL MGMT INC(APO)04,599+4,59907600.44%+760
CONFLUENT INC027,103+27,10307580.44%+758
C3 AI INC(AI)021,999+21,99907570.44%+757
NETFLIX INC(NFLX)0849+84907570.44%+757
AXON ENTERPRISE INC(AXON)1281,359+1,231518080.47%+757
SEMTECH CORP(SMTC)012,204+12,20407550.44%+755
LIVE NATION ENTERTAINMENT IN(LYV)05,825+5,82507540.44%+754
ZILLOW GROUP INC(Z)010,185+10,18507540.44%+754
BLOCK INC(XYZ)08,750+8,75007440.43%+744
VANGUARD BD INDEX FDS09,966+9,96607170.42%+717
ISHARES TR1851,270+1,0851077480.44%+641
SPDR SER TR
ST STR BLO 1 ETF
03,270+3,27002990.17%+299
SELECT SECTOR SPDR TR
ST STR SVC ETF
39,38439,856+4723,5603,8582.26%+298
ISHARES TR144,974143,280-1,69418,21218,42910.77%+217
AMAZON COM INC(AMZN)01,280+1,28002810.16%+281
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,0117,355+2,3442273550.21%+128
ETF SER SOLUTIONS
US GLB JETS
04,867+4,86701230.07%+123
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0746+74601670.10%+167
GLOBAL X FDS
LITHIUM BTRY ETF
02,671+2,67101090.06%+109
GLOBAL X FDS
US INFR DEV ETF
02,687+2,68701090.06%+109
VANGUARD INDEX FDS0556+55601060.06%+106
BLACKROCK ETF TRUST II01,628+1,6280850.05%+85
EQUINIX INC(EQIX)061+610580.03%+58
AMERIPRISE FINL INC(AMP)0108+1080580.03%+58
INSULET CORP(PODD)0220+2200570.03%+57
BATH BODY WORKS INC01,481+1,4810570.03%+57
NORTHERN TR CORP(NTRS)0558+5580570.03%+57
MARVELL TECHNOLOGY INC(MRVL)0516+5160570.03%+57
BANK NEW YORK MELLON CORP0735+7350560.03%+56
PENTAIR PLC(PNR)0557+5570560.03%+56
ROBERT HALF INC.(RHI)0793+7930560.03%+56
WABTEC(WAB)0293+2930560.03%+56
CUMMINS INC(CMI)0159+1590550.03%+55
SALESFORCE INC(CRM)0165+1650550.03%+55
SERVICENOW INC(NOW)052+520550.03%+55
PAYPAL HLDGS INC(PYPL)0645+6450550.03%+55
DATADOG INC(DDOG)0381+3810540.03%+54
DOCUSIGN INC(DOCU)0605+6050540.03%+54
ENTERGY CORP NEW(ETR)0678+6780510.03%+51
MORGAN STANLEY(MS)0407+4070510.03%+51
DISCOVER FINL SVCS0293+2930510.03%+51
TAKETWO INTERACTIVE SOFTWAR(TTWO)0273+2730500.03%+50
EMERSON ELEC CO(EMR)0405+4050500.03%+50
HUBSPOT INC(HUBS)072+720500.03%+50
WHIRLPOOL CORP(WHR)0438+4380500.03%+50
INTERNATIONAL PAPER CO(IP)0931+9310500.03%+50
F5 INC(FFIV)0198+1980500.03%+50
BRISTOLMYERS SQUIBB CO(BMY)0879+8790500.03%+50
BOOKING HOLDINGS INC(BKNG)010+100500.03%+50
DIGITAL RLTY TR INC(DLR)0280+2800500.03%+50
STATE STR CORP(STT)0504+5040490.03%+49
TRIMBLE INC(TRMB)0700+7000490.03%+49
JOHNSON CTLS INTL PLC
SHS
0626+6260490.03%+49
GODADDY INC(GDDY)0250+2500490.03%+49
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