- New Purchases: CIBR, INDA, XLY, XLE, XOP, RSP, RYH, XLC, VEA, IJR, SHM, RRH, MLPA, TFI, GOOG, PGX, BKLN, AMLP, AAPL, STIP, SPHD, SPLV,
- Added Positions: XLF, SJNK, IJJ, SCHZ, MBB, FLOT, RYU, SCHO, SUSL, PCY, TIP, BIV, BNDX, BSJN, PHB, SCHH,
- Reduced Positions: USMV, XLK, RHS, VOO, VTIP, SCHP, HYS, ITOT, ANGL, SCHA, VNQ, EFAV, RTM, RGI, RYF, RYT, RCD, ACWI, XLP,
- Sold Out: SPTL, XLV, EWC, EWL, VEU, IWM, IEMG, AGG,
For the details of Friedenthal Financial's stock buys and sells, go to https://www.gurufocus.com/guru/friedenthal+financial/current-portfolio/portfolio
These are the top 5 holdings of Friedenthal Financial- iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 108,583 shares, 7.21% of the total portfolio. Shares reduced by 4.3%
- Schwab US Aggregate Bond ETF (SCHZ) - 199,914 shares, 6.68% of the total portfolio. Shares added by 1.14%
- Schwab U.S. Tips ETF (SCHP) - 149,867 shares, 5.85% of the total portfolio. Shares reduced by 11.59%
- iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) - 111,978 shares, 4.36% of the total portfolio. Shares added by 0.38%
- Financial Select Sector SPDR (XLF) - 170,906 shares, 4.14% of the total portfolio. Shares added by 456.05%
Friedenthal Financial initiated holding in First Trust NASDAQ CEA Cybersecurity ETF. The purchase prices were between $48.14 and $55.81, with an estimated average price of $52.34. The stock is now traded at around $49.190000. The impact to a portfolio due to this purchase was 3.53%. The holding were 107,811 shares as of 2021-12-31.
New Purchase: iShares MSCI India ETF (INDA)Friedenthal Financial initiated holding in iShares MSCI India ETF. The purchase prices were between $43.6 and $47.74, with an estimated average price of $46.02. The stock is now traded at around $42.490000. The impact to a portfolio due to this purchase was 3.2%. The holding were 112,628 shares as of 2021-12-31.
New Purchase: Consumer Discretionary Select Sector SPDR (XLY)Friedenthal Financial initiated holding in Consumer Discretionary Select Sector SPDR. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $169.990000. The impact to a portfolio due to this purchase was 3.1%. The holding were 24,445 shares as of 2021-12-31.
New Purchase: The Energy Select Sector SPDR Fund (XLE)Friedenthal Financial initiated holding in The Energy Select Sector SPDR Fund. The purchase prices were between $53.01 and $58.38, with an estimated average price of $55.93. The stock is now traded at around $77.470000. The impact to a portfolio due to this purchase was 3.1%. The holding were 90,109 shares as of 2021-12-31.
New Purchase: SPDR Oil & Gas Exploration and Production ETF (XOP)Friedenthal Financial initiated holding in SPDR Oil & Gas Exploration and Production ETF. The purchase prices were between $90.95 and $110.89, with an estimated average price of $102.02. The stock is now traded at around $128.330000. The impact to a portfolio due to this purchase was 2.99%. The holding were 50,283 shares as of 2021-12-31.
New Purchase: Invesco S&P 500 Equal Weight ETF (RSP)Friedenthal Financial initiated holding in Invesco S&P 500 Equal Weight ETF. The purchase prices were between $150.44 and $163.01, with an estimated average price of $157.71. The stock is now traded at around $151.110000. The impact to a portfolio due to this purchase was 2.3%. The holding were 22,748 shares as of 2021-12-31.
Added: Financial Select Sector SPDR (XLF)Friedenthal Financial added to a holding in Financial Select Sector SPDR by 456.05%. The purchase prices were between $37.36 and $40.43, with an estimated average price of $39.16. The stock is now traded at around $36.660000. The impact to a portfolio due to this purchase was 3.4%. The holding were 170,906 shares as of 2021-12-31.
Added: SPDR Bloomberg Short Term High Yield Bond ETF (SJNK)Friedenthal Financial added to a holding in SPDR Bloomberg Short Term High Yield Bond ETF by 119.95%. The purchase prices were between $26.53 and $27.01, with an estimated average price of $26.8. The stock is now traded at around $25.970000. The impact to a portfolio due to this purchase was 0.29%. The holding were 31,558 shares as of 2021-12-31.
Sold Out: SPDR Portfolio Long Term Treasury ETF (SPTL)Friedenthal Financial sold out a holding in SPDR Portfolio Long Term Treasury ETF. The sale prices were between $40.23 and $43.53, with an estimated average price of $41.77.
Sold Out: Health Care Select Sector SPDR (XLV)Friedenthal Financial sold out a holding in Health Care Select Sector SPDR. The sale prices were between $124.86 and $141.49, with an estimated average price of $132.44.
Sold Out: iShares MSCI Canada ETF (EWC)Friedenthal Financial sold out a holding in iShares MSCI Canada ETF. The sale prices were between $36.19 and $39.5, with an estimated average price of $38.1.
Sold Out: iShares MSCI Switzerland ETF (EWL)Friedenthal Financial sold out a holding in iShares MSCI Switzerland ETF. The sale prices were between $46.84 and $53.02, with an estimated average price of $50.13.
Sold Out: Vanguard FTSE All-World ex-US ETF (VEU)Friedenthal Financial sold out a holding in Vanguard FTSE All-World ex-US ETF. The sale prices were between $58.93 and $62.73, with an estimated average price of $61.15.
Sold Out: iShares Russell 2000 ETF (IWM)Friedenthal Financial sold out a holding in iShares Russell 2000 ETF. The sale prices were between $212.12 and $241.83, with an estimated average price of $225.48.
Reduced: iShares MSCI USA Min Vol Factor ETF (USMV)Friedenthal Financial reduced to a holding in iShares MSCI USA Min Vol Factor ETF by 73.35%. The sale prices were between $73.05 and $81.04, with an estimated average price of $77.29. The stock is now traded at around $73.750000. The impact to a portfolio due to this sale was -4.06%. Friedenthal Financial still held 32,195 shares as of 2021-12-31.
Reduced: Technology Select Sector SPDR ETF (XLK)Friedenthal Financial reduced to a holding in Technology Select Sector SPDR ETF by 78.15%. The sale prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $146.640000. The impact to a portfolio due to this sale was -3.63%. Friedenthal Financial still held 10,900 shares as of 2021-12-31.
Reduced: Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)Friedenthal Financial reduced to a holding in Invesco S&P 500 Equal Weight Consumer Staples ETF by 54.83%. The sale prices were between $152.62 and $169.78, with an estimated average price of $159.04. The stock is now traded at around $162.420000. The impact to a portfolio due to this sale was -1.31%. Friedenthal Financial still held 7,590 shares as of 2021-12-31.
Reduced: Vanguard S&P 500 ETF (VOO)Friedenthal Financial reduced to a holding in Vanguard S&P 500 ETF by 27.74%. The sale prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $391.150000. The impact to a portfolio due to this sale was -1.06%. Friedenthal Financial still held 11,266 shares as of 2021-12-31.
Reduced: Vanguard Short-Term Inflation-Protected Securities (VTIP)Friedenthal Financial reduced to a holding in Vanguard Short-Term Inflation-Protected Securities by 27.53%. The sale prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $51.940000. The impact to a portfolio due to this sale was -0.92%. Friedenthal Financial still held 74,421 shares as of 2021-12-31.
Reduced: PIMCO 0-5 Year High Yield Corporate Bond Index Exc (HYS)Friedenthal Financial reduced to a holding in PIMCO 0-5 Year High Yield Corporate Bond Index Exc by 21.67%. The sale prices were between $96.6 and $98.55, with an estimated average price of $97.69. The stock is now traded at around $95.030000. The impact to a portfolio due to this sale was -0.76%. Friedenthal Financial still held 44,681 shares as of 2021-12-31.
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