Friedenthal Financial Q1 2023 vs. Q2 2023 Fund Holdings Comparison

Investment Funds are an essential part of the finance industry. They allow individuals and institutions to pool their money together and invest in various assets to diversify their portfolios. One such investment firm is Friedenthal Financial, which recently released its Q1 2023 and Q2 2023 13F Holdings comparison.

ITOT: ISHARES TR

One of the notable changes in holdings is in ITOT, an ETF managed by iShares. In Q1 2023, Friedenthal Financial held 135,636 shares in ITOT, with a total value of $12,282,000. However, in Q2 2023, the number of shares increased to 138,469, with a total value of $13,547,000. This represents a 10.3% increase in holdings for Friedenthal Financial.

EEMV: ISHARES INC

Another ETF, EEMV, also experienced an increase in holdings. In Q1 2023, Friedenthal Financial held 134,570 shares in EEMV, valued at $7,343,000. By Q2 2023, the holdings increased to 138,677 shares, valued at $7,624,000. This represents a 3.8% increase in holdings.

SCHZ: SCHWAB STRATEGIC TR

However, not all holdings saw an increase. SCHZ, managed by Schwab Strategic Trust, experienced a decrease in holdings. In Q1 2023, Friedenthal Financial held 137,901 shares of SCHZ, valued at $6,469,000. By Q2 2023, the number of shares decreased to 130,082, with a total value of $6,004,000. This represents a 7.2% decrease in holdings.

EFAV: ISHARES TR

On the other hand, EFAV, an ETF managed by iShares, saw a minimal change in holdings. In Q1 2023, Friedenthal Financial held 87,209 shares in EFAV, valued at $5,900,000. In Q2 2023, the number of shares increased slightly to 87,784, with a total value of $5,925,000. This represents a 0.4% increase in holdings.

SCHA: SCHWAB STRATEGIC TR

SCHA, another ETF managed by Schwab Strategic Trust, also experienced a small increase in holdings. In Q1 2023, Friedenthal Financial held 121,811 shares in SCHA, with a total value of $5,108,000. By Q2 2023, the number of shares increased to 121,580, with a total value of $5,325,000. This represents a 4.3% increase in holdings.

Changes in Other Holdings

Although not all changes in holdings are significant, Friedenthal Financial made adjustments to several other funds in its portfolio. For instance, the firm sold all its shares in ICVT during Q1 2023 and acquired 51,705 shares in Q2 2023. It also completely divested FLOT holdings in Q2 2023, acquiring 76,773 shares of the ETF.

Market Insights

These changes in holdings reflect the dynamic nature of the investment landscape. Fund managers constantly assess market conditions, industry trends, and individual company performance to optimize their portfolios. By adjusting their holdings, Friedenthal Financial can seize opportunities and minimize risks in a rapidly changing market.

Conclusion

Friedenthal Financial's Q1 2023 vs. Q2 2023 13F Holdings comparison highlights the fund's strategic decision-making process. While some holdings saw significant increases, others experienced slight decreases or remained relatively stable. These adjustments are a testament to the firm's commitment to adapt to market conditions and actively manage its portfolio for the benefit of its clients.

Note: The information provided in this article is for informational purposes only and does not constitute financial advice.