Fund HoldingsFriedenthal Financial

Total Portfolio Value
$194.45M
Total Bought
$68.06M
Total Sold
$68.57M
Net Transaction
-$513.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR SVC ETF
039,922+39,92204,7002.42%+4,700
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
75,480165,186+89,7063,7588,2584.25%+4,499
JANUS DETROIT STR TR
HENDRSN SHRT ETF
085,761+85,76104,2142.17%+4,214
ISHARES TR043,768+43,76804,2142.17%+4,214
ISHARES TR
CONV BD ETF
042,557+42,55704,1922.16%+4,192
SSGA ACTIVE ETF TR
ST STR BL LN ETF
051,556+51,55602,1281.09%+2,128
EA SERIES TRUST
ALPHA ARCH 1-3
018,169+18,16902,0911.08%+2,091
HERSHEY CO(HSY)05,755+5,75501,0470.54%+1,047
IONIS PHARMACEUTICALS INC(IONS)013,115+13,11501,0380.53%+1,038
KOHLS CORP(KSS)050,747+50,74701,0360.53%+1,036
BUNGE GLOBAL SA(BG)011,615+11,61501,0350.53%+1,035
NEUROCRINE BIOSCIENCES INC(NBIX)07,276+7,27601,0320.53%+1,032
SEMPRA(SRE)011,673+11,67301,0310.53%+1,031
ARCHER DANIELS MIDLAND CO017,921+17,92101,0300.53%+1,030
NVENT ELECTRIC PLC(NVT)010,033+10,03301,0230.53%+1,023
CLEVELAND-CLIFFS INC NEW(CLF)076,752+76,75201,0190.52%+1,019
WELLTOWER INC(WELL)05,477+5,47701,0170.52%+1,017
IAC INC(PPLI)025,963+25,96301,0150.52%+1,015
POLARIS INC(PII)016,045+16,04501,0150.52%+1,015
QUANTA SVCS INC02,403+2,40301,0140.52%+1,014
VULCAN MATLS CO(VMC)03,536+3,53601,0090.52%+1,009
PALANTIR TECHNOLOGIES INC(PLTR)05,504+5,50409780.50%+978
ZOOMINFO TECHNOLOGIES INC(GTM)094,789+94,78909640.50%+964
LYFT INC(LYFT)049,483+49,48309580.49%+958
PHILLIPS 66(PSX)07,589+7,58909790.50%+979
ALPHABET INC(GOOG)03,124+3,12409780.50%+978
VALERO ENERGY CORP(VLO)05,860+5,86009540.49%+954
INCYTE CORP(INCY)09,598+9,59809480.49%+948
ADVANCED MICRO DEVICES INC(AMD)5804,852+4,272941,0390.53%+945
SEALED AIR CORP NEW022,757+22,75709430.48%+943
BROWN FORMAN CORP(BF-A)036,161+36,16109420.48%+942
TECHNIPFMC PLC(FTI)021,121+21,12109410.48%+941
BROADCOM INC(AVGO)02,787+2,78709650.50%+965
APA CORPORATION(APA)038,336+38,33609380.48%+938
WAYFAIR INC(W)09,325+9,32509360.48%+936
STAG INDL INC(STAG)025,405+25,40509340.48%+934
WP CAREY INC(WPC)014,504+14,50409330.48%+933
EVERCORE INC(EVR)02,741+2,74109330.48%+933
WYNN RESORTS LTD(WYNN)07,750+7,75009330.48%+933
VERTIV HOLDINGS CO(VRT)05,740+5,74009300.48%+930
SOFI TECHNOLOGIES INC(SOFI)035,354+35,35409260.48%+926
ROBINHOOD MKTS INC(HOOD)08,119+8,11909180.47%+918
SYNOVUS FINL CORP018,280+18,28009150.47%+915
SPDR SERIES TRUST
ST NUVE TERM ETF
017,788+17,78808540.44%+854
LIBERTY GLOBAL LTD(LBTYA)8,57984,609+76,030989430.48%+844
SPDR SERIES TRUST
ST STR NUVEE ETF
010,066+10,06604600.24%+460
SPDR S&P 500 ETF TR(SPY)(Put)0000409+409
ISHARES TR
0-5 YR TIPS ETF
50,82354,894+4,0715,2535,6212.89%+368
SPDR SERIES TRUST
ST TERM HIGH ETF
011,683+11,68302960.15%+296
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,814+1,81402610.13%+261
INVESCO EXCHANGE TRADED FD T
S&P500 EQL MAT
125,599128,356+2,7574,1134,3742.25%+261
INVESCO EXCH TRADED FD TR II45,89950,093+4,1942,3872,6371.36%+250
ISHARES TR
HDG MSCI EAFE
112,470112,097-3734,4554,6362.38%+181
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
123,188119,056-4,1323,6213,7921.95%+171
ISHARES TR07,424+7,42401660.09%+166
SELECT SECTOR SPDR TR
ST STR FINL ETF
02,913+2,91301600.08%+160
SPDR SERIES TRUST
ST STR SP METAL
01,495+1,49501550.08%+155
PIMCO ETF TR
0-5 HIGH YIELD
26,46128,316+1,8552,5322,6851.38%+153
GLOBAL X FDS
LITHIUM BTRY ETF
02,321+2,32101510.08%+151
SPDR SERIES TRUST
ST STR SP BIOT
01,231+1,23101500.08%+150
ISHARES TR09,134+9,13401500.08%+150
VANECK ETF TRUST
SEMICONDUCTR ETF
0414+41401490.08%+149
VANECK ETF TRUST
OIL SERVICES ETF
0508+50801450.07%+145
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
019,993+19,99301,5940.82%+1,594
ECOLAB INC(ECL)0375+3750980.05%+98
MACYS INC(M)04,454+4,4540980.05%+98
HUNTINGTON BANCSHARES INC(HBAN)05,652+5,6520980.05%+98
HENRY JACK & ASSOC INC(JKHY)0536+5360980.05%+98
AMERICAN EXPRESS CO(AXP)0264+2640980.05%+98
UNITY SOFTWARE INC(U)02,206+2,2060970.05%+97
INTEL CORP(INTC)02,635+2,6350970.05%+97
BXP INC(BXP)01,433+1,4330970.05%+97
ISHARES INC
CUR HD MSCI EM
138,541136,762-1,7794,6624,7542.44%+92
EVERGY INC(EVRG)01,194+1,1940870.04%+87
WESCO INTL INC(WCC)0349+3490850.04%+85
NRG ENERGY INC(NRG)5,6846,266+5829209980.51%+77
SPDR SERIES TRUST
ST NUVE HIGH ETF
03,031+3,0310760.04%+76
APPLE INC(AAPL)4,0574,061+41,0331,1040.57%+71
NVIDIA CORPORATION(NVDA)2,1722,472+3004054610.24%+56
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0869+8690500.03%+50
PIMCO ETF TR
ENHAN SHRT MA AC
04,112+4,11204130.21%+413
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
53,06455,026+1,9621,5511,5970.82%+46
ISHARES TR0429+4290460.02%+46
ISHARES TR0401+4010440.02%+44
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0958+9580410.02%+41
VANGUARD TAX-MANAGED FDS16,14416,034-1109671,0020.52%+34
SPDR SERIES TRUST
ST STR SP DIV
0240+2400330.02%+33
WISDOMTREE TR(WT)22,27622,906+6301,1201,1530.59%+33
GLOBAL X FDS
NASDAQ 100 COVER
01,824+1,8240320.02%+32
ABRDN PRECIOUS METALS BASKET0687+68701410.07%+141
ALPHABET INC(GOOG)0254+2540800.04%+80
AMPLIFY ETF TR0438+4380190.01%+19
ANTERO MIDSTREAM CORP(AM)0890+8900160.01%+16
AMERICAN AIRLS GROUP INC(AAL)04,099+4,0990630.03%+63
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0194+1940150.01%+15
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0106+1060130.01%+13
SELECT SECTOR SPDR TR
ST STR INDL ETF
080+800120.01%+12
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
0468+4680350.02%+35
CLOUDFLARE INC(NET)4,2944,728+4349219320.48%+11
VANGUARD INDEX FDS020+200130.01%+13
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