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  Name: Friedenthal Financial
  City: VOORHEES
  State: NJ
  Zip: 08043
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $162,524,000
  Total Value Change : $9,215,000
  Securities Held Change : -7
   
All Securities Held : 221
  New Positions : 64
  Closed Positions : 81
  Increased Positions : 64
  Unchanged Positions : 40
  Decreased Positions : 53

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Holdings Found : 40     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SUSL)1 Year Chart         SUSL Ishares Esg Msci Usa Leader... 22 - $0.00 $1,486,000 15,835 0.91% 150,000 0 0.037    N/A
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 93 - $0.00 $476,000 11,822 0.29% 27,000 0 0.013    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 95 - $413.12 $336,000 800 0.21% 51,000 0 0    Property & Casualty I...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 110 - $97.08 $156,000 1,596 0.1% -2,000 0 0    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 122 - $189.84 $99,000 578 0.06% -12,000 0 0    Personal Computers
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 123 - $94.70 $96,000 1,039 0.06% 10,000 0 0    Closed - End Fund - Debt
   (DVY)1 Year Chart         DVY iShares Dow Select Div 129 - $125.53 $68,000 553 0.04% 3,000 0 0    Closed - End Fund - E...
   (AAL)1 Year Chart         AAL American Airlines Group Inc 131 - $14.79 $65,000 4,242 0.04% 7,000 0 0.001    Major Airlines
   (ARWR)1 Year Chart         ARWR Arrowhead Pharmaceuticals Inc 162 - $25.00 $48,000 1,670 0.03% -3,000 0 0    Business Services
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... 170 - $41.87 $43,000 1,039 0.03% 5,000 0 0.001    N/A
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 171 - $177.79 $38,000 209 0.02% 1,000 0 0    Closed - End Fund - E...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 172 - $65.98 $36,000 547 0.02% 2,000 0 0    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 175 - $132.14 $31,000 236 0.02% 2,000 0 0    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 177 - $261.93 $29,000 110 0.02% 3,000 0 0    Closed - End Fund - E...
   (CCL)1 Year Chart         CCL Carnival Corp 178 - $14.90 $25,000 1,531 0.02% -3,000 0 0    Sporting and Park Ent...
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 186 - $51.20 $17,000 329 0.01% 0 0 0    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 190 - $125.19 $14,000 109 0.01% 2,000 0 0    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 189 - $78.40 $14,000 179 0.01% 1,000 0 0    Closed - End Fund - E...
   (DOV)1 Year Chart         DOV Dover Corp 192 - $184.14 $9,000 49 0.01% 1,000 0 0    Conglomerates
   (SHOC)1 Year Chart         SHOC Strive Us Semiconductor Etf 195 - $0.00 $8,000 186 0% 1,000 0 0    N/A
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 194 - $94.50 $8,000 86 0% 0 0 0.002    Closed - End Fund - E...
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 197 - $77.04 $7,000 101 0% 0 0 0    Drug Manufacturers - ...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 199 - $112.17 $7,000 64 0% 0 0 0    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 198 - $164.35 $7,000 40 0% 1,000 0 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 204 - $167.86 $5,000 33 0% 0 0 0    Cleaning Products
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 201 - $249.77 $5,000 17 0% 1,000 0 0.002    Diversified Machinery
   (ABT)1 Year Chart         ABT Abbott Laboratories 205 - $104.87 $5,000 40 0% 1,000 0 0    Drug Manufacturers - ...
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 203 - $102.69 $5,000 52 0% 0 0 0    Drug Manufacturers - ...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 209 - $134.34 $4,000 28 0% 0 0 0    Restaurants
   (MMM)1 Year Chart         MMM 3M Co 207 - $104.86 $4,000 33 0% 0 0 0    Conglomerates
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 206 - $21.06 $4,000 174 0% 0 0 0    N/A
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 210 - $36.76 $3,000 73 0% 0 0 0    Oil & Gas Pipelines &...
   (NKE)1 Year Chart         NKE Nike Inc B 211 - $91.77 $3,000 33 0% -1,000 0 0    Textile - Apparel Foo...
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 215 - $44.96 $1,000 13 0% 0 0 0    N/A
   (DRIV)1 Year Chart         DRIV Global X Autonomous & Elect... 214 - $0.00 $1,000 53 0% 0 0 0.001    N/A
   (YUMC)1 Year Chart         YUMC Yum China Holdings, Inc. 218 - $39.14 $1,000 28 0% 0 0 0    N/A
   (STXE)1 Year Chart         STXE Strive Emerging Markets Ex-... 217 - $0.00 $1,000 51 0% 0 0 0    N/A
   (ES)1 Year Chart         ES Eversource Energy 216 - $61.46 $1,000 21 0% 0 0 0    Electric Utilities
   (XLE)1 Year Chart         XLE SPDR Energy Sector 265 - $93.65 $0 1 0% 0 0 0    Closed - End Fund - E...
   (PTON)1 Year Chart         PTON Peloton Interactive, Inc. 225 - $0.00 $0 42 0% 0 0 0    N/A

      40 Records Found
  1    
Page 1 of 1
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