Friedenthal Financial Q2 2023 vs. Q3 2023 13F Holdings Comparison

ITOT, EEMV, EFAV, SRLN, SCHZ, SCHA, SPY, SPY, MINT, FLOT, FTSL, STIP, RTM, XLC, BNDX, SHYG, RYH, LMBS, USMV, IAGG, RYU, EFA, VCIT, HYS, VXF, RYT, BIL, SCHP, RHS, RGI, SUSL, RCD, XLV, VCSH, SHM, SPYV, NVDA, EAGG, AEO, ANF, ODFL, OC, ANET, HAS, RIVN, CARR, URI, CAT, BLDR, ETN, PHM, TSLA, CNX, RYE, PR, ADBE, ELAN, VST, NOV, SM, NCR, FRSH, AEL, DLR, ZWS, NOG, VRT, SLG, CRC, DASH, RPM, PSTG, AZEK, CVI, APP

Friedenthal Financial recently released its 13F holdings comparison report for Q2 2023 and Q3 2023. The report outlines the changes in holdings for various funds, providing valuable insights into the current investment landscape. In this article, we will take a closer look at some of the significant changes in holdings and their potential implications.

One of the notable changes in holdings was observed in the ITOT fund, managed by iShares Trust. The fund's holdings remained relatively stable, with a minimal decrease of 3.6% in the number of shares. This slight change could be attributed to various market factors, including fluctuations in stock prices or strategic portfolio adjustments.

Similarly, the EEMV fund, also managed by iShares Inc., experienced a marginal increase in shares by 3.6%. This change suggests a positive sentiment towards the fund's investment strategy during the observed period.

Another interesting change in holdings was seen in the SRLN fund, managed by SSGA Active ETF Trust. The fund experienced a significant increase in shares by 309.8%. This substantial growth indicates strong investor confidence in the fund's investment choices, potentially driven by positive market conditions or attractive investment opportunities.

Conversely, the SCHZ fund, managed by Schwab Strategic Trust, witnessed a decrease of 12.7% in shares during the analyzed period. This decline could be a result of various factors, such as a shift in the fund's investment strategy or the reallocation of assets to other funds.

The SPY fund, managed by SPDR S&P 500 ETF Trust, showed an interesting contrast in holdings. While there was a significant increase in shares by 18.3%, there was also a unique case where the number of shares surged by 360.6%. These drastic changes could be indicative of specific trading activities undertaken by the fund or changes in its investment objectives.

Moving on to the MINT fund, managed by PIMCO ETF Trust, it registered a modest increase of 4.6% in the number of shares. This growth signals a potential positive outlook for the fund, indicating investor confidence in its fixed income investment strategy.

Similarly, the FLOT fund, managed by iShares Trust, experienced a comparable increase of 4.6% in shares. This change suggests that investors have shown confidence in the fund's investment choices, potentially backed by attractive yield opportunities in the market.

In contrast, the FTSL fund, managed by First Trust Exchange-Traded Fund, witnessed a substantial increase in shares, reaching 88,252. This change implies a significant reallocation of assets within the fund or the inclusion of new securities in its investment portfolio.

The analysis of the Q2 2023 vs. Q3 2023 13F holdings comparison provides valuable information for investors and financial professionals. It helps them gauge market sentiment, identify trends, and make informed investment decisions. However, it is important to note that past performance is not indicative of future results, and investors should consider their own financial goals and risk tolerance before making any investment choices.

In conclusion, the Q2 2023 vs. Q3 2023 13F holdings comparison report by Friedenthal Financial highlights the various changes in holdings among different funds. From minor fluctuations to significant increases or decreases, these changes reflect market dynamics and investment strategies employed by fund managers. Investors can utilize this information to gain insights into the current investment landscape and make well-informed decisions based on their individual financial objectives.