Solitude Financial Services

Solitude Financial Services as of March 31, 2025

Portfolio Holdings for Solitude Financial Services

Solitude Financial Services holds 36 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 21.0 $54M 97k 559.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 19.9 $51M 96k 532.58
Schwab Strategic Tr Fundamental Us S (FNDA) 10.3 $27M 969k 27.39
Schwab Strategic Tr Fundamental Us L (FNDX) 8.3 $22M 911k 23.61
Schwab Strategic Tr Fundamental Intl (FNDF) 7.9 $20M 560k 36.14
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 4.6 $12M 235k 50.52
Select Sector Spdr Tr Energy (XLE) 4.5 $12M 123k 93.45
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 3.4 $8.8M 68k 129.47
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 3.1 $7.9M 265k 29.69
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 3.0 $7.7M 303k 25.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $7.2M 15k 468.93
Exxon Mobil Corporation (XOM) 1.6 $4.1M 34k 118.93
Chevron Corporation (CVX) 1.5 $3.9M 23k 167.29
Apple (AAPL) 1.0 $2.7M 12k 222.13
JPMorgan Chase & Co. (JPM) 1.0 $2.5M 10k 245.30
NVIDIA Corporation (NVDA) 0.9 $2.2M 21k 108.38
Markel Corporation (MKL) 0.8 $2.1M 1.1k 1869.61
At&t (T) 0.6 $1.4M 50k 28.28
American Express Company (AXP) 0.5 $1.4M 5.1k 269.06
Citigroup Com New (C) 0.5 $1.2M 17k 70.99
Verizon Communications (VZ) 0.4 $977k 22k 45.36
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.3 $771k 13k 61.56
Rio Tinto Sponsored Adr (RIO) 0.3 $760k 13k 60.08
Bristol Myers Squibb (BMY) 0.3 $690k 11k 60.99
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $558k 14k 40.41
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $534k 6.8k 78.85
United Parcel Service CL B (UPS) 0.2 $512k 4.7k 109.99
Broadcom (AVGO) 0.2 $485k 2.9k 167.43
Hldgs (UAL) 0.2 $440k 6.4k 69.05
Occidental Petroleum Corporation (OXY) 0.2 $433k 8.8k 49.36
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $291k 6.2k 46.81
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $279k 14k 19.48
Walt Disney Company (DIS) 0.1 $265k 2.7k 98.69
Amazon (AMZN) 0.1 $261k 1.4k 190.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $253k 9.0k 27.96
Lucid Group 0.0 $24k 10k 2.42