Portfolio (Quarterly)
Guide ↗
Friedenthal Financial
· CIK 0001598611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 150.0 | $5K | 0.00% | NEW | — | $34.67 | -16.7% |
| 202 | COF | CAPITAL ONE FINL CORP | Financial Services | 25.0 | $5K | 0.00% | NEW | — | $201.52 | +7.5% |
| 203 | HOOD | ROBINHOOD MKTS INC | Financial Services | 50.0 | $5K | 0.00% | -8K | -99.4% | $100.28 | +5.6% |
| 204 | BLK | BLACKROCK INC | Financial Services | 5.0 | $5K | 0.00% | — | — | $967.00 | +15.6% |
| 205 | IREN | IREN LIMITED | Financial Services | 105.0 | $5K | 0.00% | NEW | — | $45.73 | -17.9% |
| 206 | VCR | VANGUARD WORLD FD | — | 12.0 | $5K | 0.00% | — | — | $397.58 | -2.9% |
| 207 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 16.0 | $5K | 0.00% | — | — | $291.88 | -10.4% |
| 208 | MCD | MCDONALDS CORP | Consumer Cyclical | 17.0 | $5K | 0.00% | — | — | $272.06 | -3.8% |
| 209 | SHY | ISHARES TR | — | 55.0 | $5K | 0.00% | NEW | — | $82.13 | -0.6% |
| 210 | VXUS | VANGUARD STAR FDS | — | 50.0 | $4K | 0.00% | NEW | — | $85.98 | +1.2% |
| 211 | SBUX | STARBUCKS CORP | Consumer Cyclical | 39.0 | $4K | 0.00% | — | — | $102.85 | +4.4% |
| 212 | EMR | EMERSON ELEC CO | Industrials | 27.0 | $4K | 0.00% | — | — | $143.70 | +3.9% |
| 213 | VWO | VANGUARD INTL EQUITY INDEX F | — | 64.0 | $4K | 0.00% | — | — | $59.70 | +1.7% |
| 214 | HAL | HALLIBURTON CO | Energy | 101.0 | $3K | 0.00% | NEW | — | $33.93 | +10.3% |
| 215 | NRG | NRG ENERGY INC | Utilities | 23.0 | $3K | 0.00% | -6K | -99.6% | $146.09 | -25.4% |
| 216 | NFLX | NETFLIX INC. | Communication Services | 43.0 | $3K | 0.00% | NEW | — | $71.42 | +15.0% |
| 217 | WFC | WELLS FARGO & CO | Financial Services | 34.0 | $3K | 0.00% | +1.0 | +3.0% | $81.74 | +9.3% |
| 218 | HSY | HERSHEY CO | Consumer Defensive | 15.0 | $3K | 0.00% | -6K | -99.7% | $176.93 | +0.6% |
| 219 | VBK | VANGUARD INDEX FDS | — | 7.0 | $3K | 0.00% | — | — | $366.43 | -5.9% |
| 220 | — | FLAGSTAR BANK NATIONAL ASSOC | — | 170.0 | $3K | 0.00% | — | — | $14.94 | — |
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
13.8%
Industrials
11.8%
Healthcare
10.8%
Consumer Cyclical
9.8%
Real Estate
9.5%
Basic Materials
9.3%
Energy
9.1%
Utilities
7.7%
Consumer Defensive
7.3%
Financial Services
6.1%