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Solitude Financial Services

Latest statistics and disclosures from Solitude Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, SPY, FNDA, FNDX, FNDF, and represent 64.88% of Solitude Financial Services's stock portfolio.
Added to shares of these 10 stocks: BRK.B, CVX, XOM, MKL, JPM, FNDF, XLE, SPY, FNDA, TSLA.
Started 1 new stock position in TSLA.
Reduced shares in these 10 stocks: BSCP, BSCO, BSCQ, BSCS, PRF, AAPL, NFLX, PRFZ, AMZN, XLU.
Sold out of its positions in BSCS, BSCP.
Solitude Financial Services was a net buyer of stock by $4.1M.
Solitude Financial Services has $234M in assets under management (AUM), dropping by 8.86%.
Central Index Key (CIK): 0001839890

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Positions held by Solitude Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Solitude Financial Services

Solitude Financial Services holds 34 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	17.8	$42M	+2%	90k	460.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	15.1	$35M		62k	573.76	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	13.8	$32M		542k	59.57	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	9.2	$22M		301k	71.76	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	9.0	$21M		563k	37.37	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	8.4	$20M		361k	54.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	5.2	$12M		406k	29.89	View chart
Select Sector Spdr Tr Energy (XLE)	4.8	$11M	+3%	129k	87.80	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	3.5	$8.1M		72k	113.29	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	3.0	$7.1M	+2%	300k	23.69	View chart
Exxon Mobil Corporation (XOM)	1.4	$3.3M	+35%	28k	117.22	View chart
Chevron Corporation (CVX)	1.3	$3.0M	+42%	20k	147.27	View chart
Apple (AAPL)	1.2	$2.8M	-6%	12k	233.00	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.9M	+29%	9.0k	210.86	View chart
Markel Corporation (MKL)	0.7	$1.7M	+43%	1.1k	1568.58	View chart
At&t (T)	0.6	$1.4M		63k	22.00	View chart
Verizon Communications (VZ)	0.5	$1.3M	+15%	28k	44.91	View chart
American Express Company (AXP)	0.5	$1.2M		4.3k	271.20	View chart
Citigroup Com New (C)	0.5	$1.1M		17k	62.60	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.3	$721k	+6%	11k	66.29	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$683k	-22%	17k	40.63	View chart
United Parcel Service CL B (UPS)	0.3	$654k		4.8k	136.34	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$636k	-5%	7.9k	80.78	View chart
Bristol Myers Squibb (BMY)	0.2	$533k	+17%	10k	51.74	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$527k		7.4k	71.17	View chart
Amazon (AMZN)	0.2	$466k	-9%	2.5k	186.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$413k	-49%	20k	21.12	View chart
Hldgs (UAL)	0.1	$302k		5.3k	57.06	View chart
Netflix (NFLX)	0.1	$284k	-20%	400.00	709.27	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$280k	-51%	14k	19.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$262k	-7%	3.1k	84.53	View chart
Tesla Motors (TSLA)	0.1	$236k	NEW	900.00	261.63	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$235k	-22%	5.7k	41.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$232k		1.3k	174.57	View chart

Past Filings by Solitude Financial Services

SEC 13F filings are viewable for Solitude Financial Services going back to 2020

Solitude Financial Services 2024 Q3 filed Oct. 30, 2024
Solitude Financial Services 2024 Q2 filed July 19, 2024
Solitude Financial Services 2024 Q1 filed April 22, 2024
Solitude Financial Services 2023 Q4 filed Feb. 9, 2024
Solitude Financial Services 2023 Q3 filed Oct. 24, 2023
Solitude Financial Services 2023 Q2 filed July 6, 2023
Solitude Financial Services 2023 Q1 filed April 25, 2023
Solitude Financial Services 2022 Q4 filed Jan. 12, 2023
Solitude Financial Services 2022 Q3 filed Oct. 13, 2022
Solitude Financial Services 2022 Q2 filed July 11, 2022
Solitude Financial Services 2022 Q1 filed April 12, 2022
Solitude Financial Services 2021 Q4 filed Jan. 18, 2022
Solitude Financial Services 2021 Q3 filed Nov. 3, 2021
Solitude Financial Services 2021 Q2 filed Aug. 2, 2021
Solitude Financial Services 2021 Q1 filed April 19, 2021
Solitude Financial Services 2020 Q4 filed Jan. 20, 2021

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