Portfolio (Quarterly)
Guide ↗
Friedenthal Financial
· CIK 0001598611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | IEI | ISHARES TR | — | 132.0 | $16K | 0.01% | NEW | — | $119.52 | -2.0% |
| 182 | SCHE | SCHWAB STRATEGIC TR | — | 452.0 | $15K | 0.01% | NEW | — | $33.37 | +6.6% |
| 183 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 220.0 | $14K | 0.01% | NEW | — | $65.00 | -32.3% |
| 184 | TSLA | TESLA INC | Consumer Cyclical | 30.0 | $13K | 0.01% | NEW | — | $444.73 | -6.2% |
| 185 | XLY | SELECT SECTOR SPDR TR | — | 53.0 | $13K | 0.01% | NEW | — | $239.64 | -50.5% |
| 186 | XLI | SELECT SECTOR SPDR TR | — | 82.0 | $13K | 0.01% | NEW | — | $154.23 | +10.6% |
| 187 | DBEF | DBX ETF TR | — | 272.0 | $13K | 0.01% | NEW | — | $46.42 | +13.7% |
| 188 | WTRG | ESSENTIAL UTILS INC | Utilities | 300.0 | $12K | 0.01% | NEW | — | $39.90 | -8.4% |
| 189 | UBER | UBER TECHNOLOGIES INC | Technology | 120.0 | $12K | 0.01% | NEW | — | $97.97 | -23.9% |
| 190 | TJX | TJX COS INC NEW | Consumer Cyclical | 81.0 | $12K | 0.01% | NEW | — | $144.54 | +10.1% |
| 191 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 32.0 | $11K | 0.01% | NEW | — | $345.31 | +11.0% |
| 192 | JPM | JPMORGAN CHASE & CO. | Financial Services | 33.0 | $10K | 0.01% | NEW | — | $315.45 | -3.9% |
| 193 | VNQ | VANGUARD INDEX FDS | — | 106.0 | $10K | 0.01% | NEW | — | $91.42 | +5.7% |
| 194 | ITW | ILLINOIS TOOL WKS INC | Industrials | 36.0 | $9K | 0.01% | NEW | — | $260.78 | -4.2% |
| 195 | JNK | SPDR SERIES TRUST | — | 95.0 | $9K | 0.01% | NEW | — | $98.00 | -1.8% |
| 196 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 50.0 | $9K | 0.01% | NEW | — | $182.42 | -24.8% |
| 197 | IPAC | ISHARES TR | — | 124.0 | $9K | 0.01% | NEW | — | $73.42 | +11.5% |
| 198 | VT | VANGUARD INTL EQUITY INDEX F | — | 66.0 | $9K | 0.01% | NEW | — | $137.80 | +12.6% |
| 199 | DOV | DOVER CORP | Industrials | 49.0 | $8K | 0.00% | NEW | — | $166.84 | +24.5% |
| 200 | — | ASTRAZENECA PLC | — | 101.0 | $8K | 0.00% | NEW | — | $76.72 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
16.0%
Consumer Cyclical
11.1%
Utilities
11.0%
Financial Services
9.7%
Healthcare
9.5%
Consumer Defensive
8.9%
Industrials
8.6%
Energy
7.8%
Real Estate
6.5%
Basic Materials
6.4%