Solitude Financial Services Top Holdings and 13F Report (2025) About Solitude Financial ServicesInvestment ActivitySolitude Financial Services has $257.48 million in total holdings as of March 31, 2025.Solitude Financial Services owns shares of 36 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 13.92% of the portfolio was purchased this quarter.About 5.80% of the portfolio was sold this quarter.This quarter, Solitude Financial Services has purchased 34 new stocks and bought additional shares in 18 stocks.Solitude Financial Services sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $54,147,074Berkshire Hathaway $51,162,042Schwab Fundamental U.S. Small Company Index ETF $26,551,359Schwab Fundamental U.S. Large Company Index ETF $21,498,322Schwab Fundamental International Large Company Index ETF $20,224,775 Largest New Holdings this Quarter 67066G104 - NVIDIA $2,218,082 Holding11135F101 - Broadcom $485,380 Holding674599105 - Occidental Petroleum $433,339 Holding254687106 - Walt Disney $264,778 Holding549498103 - Lucid Group $24,200 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 35,218 shares (about $19.70M)Invesco QQQ 14,918 shares (about $7.00M)Berkshire Hathaway 6,106 shares (about $3.25M)NVIDIA 20,466 shares (about $2.22M)Broadcom 2,899 shares (about $485.38K) Largest Sales this Quarter FT Vest S&P 500 Dividend Aristocrats Target Income ETF 119,237 shares (about $6.02M)FT Vest Laddered Buffer ETF 112,419 shares (about $3.34M)Schwab Fundamental U.S. Small Company Index ETF 107,303 shares (about $2.94M)Schwab Fundamental U.S. Large Company Index ETF 34,911 shares (about $824.25K)Schwab Fundamental International Large Company Index ETF 15,742 shares (about $568.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSolitude Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$54,147,074$19,700,524 ▲57.2%96,79721.0%FinanceBRK.BBerkshire Hathaway$51,162,042$3,251,917 ▲6.8%96,06519.9%FinanceFNDASchwab Fundamental U.S. Small Company Index ETF$26,551,359$2,939,031 ▼-10.0%969,38110.3%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$21,498,322$824,249 ▼-3.7%910,5608.3%ETFFNDFSchwab Fundamental International Large Company Index ETF$20,224,775$568,916 ▼-2.7%559,6237.9%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$11,863,864$6,023,853 ▼-33.7%234,8354.6%ETFXLEEnergy Select Sector SPDR Fund$11,515,424$331,092 ▼-2.8%123,2264.5%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$8,790,625$123,255 ▲1.4%67,8973.4%ETFBUFRFT Vest Laddered Buffer ETF$7,856,746$3,337,720 ▼-29.8%264,6263.1%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$7,735,954$263,877 ▲3.5%303,1333.0%ManufacturingQQQInvesco QQQ$7,187,306$6,995,513 ▲3,647.4%15,3272.8%FinanceXOMExxon Mobil$4,066,603$429,103 ▲11.8%34,1931.6%EnergyCVXChevron$3,916,656$172,981 ▲4.6%23,4121.5%EnergyAAPLApple$2,663,783$187,256 ▲7.6%11,9921.0%Computer and TechnologyJPMJPMorgan Chase & Co.$2,462,812$199,920 ▲8.8%10,0401.0%FinanceNVDANVIDIA$2,218,082$2,218,082 ▲New Holding20,4660.9%Computer and TechnologyMKLMarkel Group$2,114,529$164,526 ▲8.4%1,1310.8%Multi-Sector ConglomeratesTAT&T$1,425,934$35,576 ▼-2.4%50,4220.6%Computer and TechnologyAXPAmerican Express$1,378,407$304,041 ▲28.3%5,1230.5%FinanceCCitigroup$1,171,051$9,939 ▲0.9%16,4960.5%FinanceVZVerizon Communications$977,236$54,432 ▲5.9%21,5440.4%Computer and TechnologyBUDAnheuser-Busch InBev SA/NV$770,731$141,588 ▲22.5%12,5200.3%Consumer StaplesRIORio Tinto Group$760,012$210,280 ▲38.3%12,6500.3%Basic MaterialsBMYBristol-Myers Squibb$689,797$60,990 ▲9.7%11,3100.3%MedicalPRFInvesco FTSE RAFI US 1000 ETF$557,8600.0%13,8050.2%ETFXLUUtilities Select Sector SPDR Fund$533,499$92,964 ▼-14.8%6,7660.2%ETFUPSUnited Parcel Service$511,454$16,499 ▼-3.1%4,6500.2%TransportationAVGOBroadcom$485,380$485,380 ▲New Holding2,8990.2%Computer and TechnologyUALUnited Airlines$439,641$69,050 ▲18.6%6,3670.2%TransportationOXYOccidental Petroleum$433,339$433,339 ▲New Holding8,7790.2%EnergyISHARES BITCOIN TRUST ETF$290,456$77,236 ▲36.2%6,2050.1%SHS BEN INTBSCQInvesco BulletShares 2026 Corporate Bond ETF$278,5640.0%14,3000.1%ETFDISWalt Disney$264,778$264,778 ▲New Holding2,6830.1%Consumer DiscretionaryAMZNAmazon.com$260,712$120,270 ▼-31.6%1,3700.1%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$252,479$2,097 ▼-0.8%9,0300.1%ETFLCIDLucid Group$24,200$24,200 ▲New Holding10,0000.0%Auto/Tires/TrucksTSLATesla$0$242,304 ▼-100.0%00.0%Auto/Tires/TrucksVTVVanguard Value ETF$0$207,223 ▼-100.0%00.0%ETFBACBank of America$0$204,631 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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