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FRIEDENTHAL FINANCIAL

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MARLTON NJ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Friedenthal Financial is based out of Marlton. Friedenthal Financial is a large advisory firm with 196 clients and discretionary assets under management (AUM) of $155,617,206 (Form ADV from 2023-12-22). Their last reported 13F filing for Q4 2023 included $153,309,419 in managed 13F securities and a top 10 holdings concentration of 40.93%. Friedenthal Financial's largest holding is iShares Core S&P Total U.S. Stock Market ETF-iShares Core S&P Total U.S. Stock Market ETF with shares held of 139,634. Whalewisdom has at least 41 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
ITOT iShares Core S&P Tot 9.58%
EEMV iShares MSCI Emergin 5.28%
SHYG iShares 0-5 Year Hig 4.34%
EFAV iShares MSCI EAFE Mi 4.09%
SCHA Schwab U.S. Small-Ca 3.81%

2023-12-31

13F Activity

Market Value $153m, Prior: $147m
New Purchases 170 stocks
Added To 23 stocks
Sold out of 45 stocks
Reduced holdings in 34 stocks
Top 10 Holdings % 40.93%
Turnover %[1] 94.3%
Turnover Alt %[2] 37.97%
Time Held Top 20 8.6 quarters
Time Held Top 10 6.2 quarters
Time Held All 4.53 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance