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Portfolio (Quarterly) Guide ↗

Friedenthal Financial

· CIK 0001598611
13F Portfolio $194M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 266 New
Page 8 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DVY ISHARES TR 557.0 $79K 0.04% NEW $142.10 +8.5%
142 HYMB SPDR SERIES TRUST 3,031.0 $76K 0.04% NEW $24.93 -0.0%
143 PGF INVESCO EXCHANGE TRADED FD T 5,121.0 $75K 0.04% NEW $14.62 -5.7%
144 COST COSTCO WHSL CORP NEW Consumer Defensive 72.0 $67K 0.03% NEW $927.08 +13.3%
145 TFLO ISHARES TR 1,200.0 $61K 0.03% NEW $50.59 +0.0%
146 GBIL GOLDMAN SACHS ETF TR 605.0 $61K 0.03% NEW $100.23 -0.1%
147 SHV ISHARES TR 548.0 $61K 0.03% NEW $110.49 -0.2%
148 AMLP ALPS ETF TR 1,241.0 $58K 0.03% NEW $46.93 +15.4%
149 GOOG ALPHABET INC Communication Services 233.0 $57K 0.03% NEW $243.05 +57.8%
150 VTI VANGUARD INDEX FDS 167.0 $55K 0.03% NEW $327.20 +11.6%
151 LNC LINCOLN NATL CORP IND Financial Services 1,210.0 $49K 0.03% NEW $40.33 -10.8%
152 AAL AMERICAN AIRLS GROUP INC Industrials 4,242.0 $48K 0.03% NEW $11.24 +20.9%
153 XLU SELECT SECTOR SPDR TR 479.0 $42K 0.02% NEW $87.21 -48.4%
154 SPLV INVESCO EXCH TRADED FD TR II 543.0 $40K 0.02% NEW $73.48 +0.3%
155 VUG VANGUARD INDEX FDS 80.0 $38K 0.02% NEW $479.61 -81.8%
156 BA BOEING CO Industrials 177.0 $38K 0.02% NEW $215.83 +1.8%
157 SPSB SPDR SERIES TRUST 1,191.0 $36K 0.02% NEW $30.29 -1.0%
158 SDY SPDR SERIES TRUST 240.0 $34K 0.02% NEW $140.05 +6.2%
159 LQD ISHARES TR 271.0 $30K 0.02% NEW $111.47 -3.0%
160 IAU ISHARES GOLD TR Financial Services 360.0 $26K 0.01% NEW $72.77 +17.4%
Page 8 of 14  ·  266 positions

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%