Solitude Financial Services

Solitude Financial Services as of Dec. 31, 2024

Portfolio Holdings for Solitude Financial Services

Solitude Financial Services holds 34 positions in its portfolio as reported in the December 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 $41M 90k 453.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.8 $36M 62k 586.08
Schwab Strategic Tr Fundamental Us S (FNDA) 14.0 $32M 1.1M 29.70
Schwab Strategic Tr Fundamental Us L (FNDX) 9.8 $22M 946k 23.68
Schwab Strategic Tr Fundamental Intl (FNDF) 8.4 $19M 575k 33.21
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 7.8 $18M 354k 50.21
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 5.0 $12M 377k 30.47
Select Sector Spdr Tr Energy (XLE) 4.8 $11M 127k 85.66
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 3.2 $7.4M 67k 109.80
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 3.1 $7.0M 293k 23.93
Exxon Mobil Corporation (XOM) 1.4 $3.3M 31k 107.57
Chevron Corporation (CVX) 1.4 $3.2M 22k 144.84
Apple (AAPL) 1.2 $2.8M 11k 250.42
JPMorgan Chase & Co. (JPM) 1.0 $2.2M 9.2k 239.71
Markel Corporation (MKL) 0.8 $1.8M 1.0k 1726.23
American Express Company (AXP) 0.5 $1.2M 4.0k 296.79
At&t (T) 0.5 $1.2M 52k 22.77
Citigroup Com New (C) 0.5 $1.2M 16k 70.39
Verizon Communications (VZ) 0.4 $814k 20k 39.99
United Parcel Service CL B (UPS) 0.3 $605k 4.8k 126.10
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $601k 7.9k 75.69
Bristol Myers Squibb (BMY) 0.3 $583k 10k 56.56
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $557k 14k 40.34
Rio Tinto Sponsored Adr (RIO) 0.2 $538k 9.2k 58.81
Hldgs (UAL) 0.2 $521k 5.4k 97.10
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $512k 10k 50.07
Amazon (AMZN) 0.2 $439k 2.0k 219.42
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $278k 14k 19.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $249k 9.1k 27.32
Tesla Motors (TSLA) 0.1 $242k 600.00 403.84
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $242k 4.6k 53.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $209k 409.00 511.68
Vanguard Index Fds Value Etf (VTV) 0.1 $207k 1.2k 169.30
Bank of America Corporation (BAC) 0.1 $205k 4.7k 43.95