Portfolio (Quarterly)
Guide ↗
Friedenthal Financial
· CIK 0001598611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PANW | PALO ALTO NETWORKS INC | Technology | 50.0 | $9K | 0.01% | +29.0 | +138.1% | $184.20 | +37.3% |
| 42 | DVN | DEVON ENERGY CORP NEW | Energy | 174.0 | $6K | 0.00% | +21.0 | +13.7% | $36.67 | +28.5% |
| 43 | JNJ | JOHNSON & JOHNSON | Healthcare | 31.0 | $6K | 0.00% | +1.0 | +3.3% | $204.23 | +13.5% |
| 44 | LCID | LUCID GROUP INC | Consumer Cyclical | 195.0 | $2K | 0.00% | +32.0 | +19.6% | $10.57 | -44.8% |
| 45 | SCHX | SCHWAB STRATEGIC TR | — | 14.0 | $377.0 | — | +2.0 | +16.7% | $26.93 | +8.4% |
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
20.7%
Financial Services
10.8%
Healthcare
10.4%
Consumer Cyclical
10.0%
Utilities
9.9%
Real Estate
9.3%
Industrials
7.4%
Basic Materials
7.1%
Energy
6.7%
Consumer Defensive
5.0%