Solitude Financial Services Top Holdings and 13F Report (2025) About Solitude Financial ServicesInvestment ActivitySolitude Financial Services has $276.01 million in total holdings as of June 30, 2025.Solitude Financial Services owns shares of 39 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.06% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Solitude Financial Services has purchased 36 new stocks and bought additional shares in 19 stocks.Solitude Financial Services sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $60,178,987Berkshire Hathaway $49,005,701Schwab Fundamental U.S. Small Company ETF $29,432,732Schwab Fundamental U.S. Large Company ETF $23,528,535Schwab Fundamental International Equity ETF $22,173,201 Largest New Holdings this Quarter 025537101 - American Electric Power $487,672 Holding02079K305 - Alphabet $214,657 Holding922908744 - Vanguard Value ETF $202,721 Holding Largest Purchases this Quarter Berkshire Hathaway 4,818 shares (about $2.34M)Schwab Fundamental U.S. Small Company ETF 57,939 shares (about $1.66M)NVIDIA 9,460 shares (about $1.49M)Schwab Fundamental U.S. Large Company ETF 48,223 shares (about $1.18M)Energy Select Sector SPDR Fund 13,262 shares (about $1.12M) Largest Sales this Quarter abrdn Physical Precious Metals Basket Shares ETF 5,961 shares (about $823.51K)AT&T 20,212 shares (about $584.94K)Citigroup 4,296 shares (about $365.68K)Anheuser-Busch InBev SA/NV 4,180 shares (about $287.25K)United Airlines 3,326 shares (about $264.85K) 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$60,178,987$373,180 ▲0.6%97,40121.8%FinanceBRK.BBerkshire Hathaway$49,005,701$2,340,429 ▲5.0%100,88317.8%FinanceFNDASchwab Fundamental U.S. Small Company ETF$29,432,732$1,659,953 ▲6.0%1,027,32010.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$23,528,535$1,183,392 ▲5.3%958,7838.5%ETFFNDFSchwab Fundamental International Equity ETF$22,173,201$222,911 ▼-1.0%554,0538.0%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$12,642,563$1,112,164 ▲9.6%257,4864.6%ETFXLEEnergy Select Sector SPDR Fund$11,575,506$1,124,746 ▲10.8%136,4884.2%ETFBUFRFT Vest Laddered Buffer ETF$8,954,753$539,646 ▲6.4%281,5963.2%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$8,556,458$823,512 ▼-8.8%61,9363.1%ETFQQQInvesco QQQ$8,414,364$40,822 ▼-0.5%15,2533.0%FinanceFTGCFirst Trust Global Tactical Commodity Strategy Fund$7,934,390$456,099 ▲6.1%321,6212.9%ManufacturingNVDANVIDIA$4,727,975$1,494,575 ▲46.2%29,9261.7%Computer and TechnologyXOMExxon Mobil$3,959,137$273,163 ▲7.4%36,7271.4%EnergyCVXChevron$3,626,313$273,924 ▲8.2%25,3251.3%EnergyJPMJPMorgan Chase & Co.$3,179,733$269,036 ▲9.2%10,9681.2%FinanceAAPLApple$2,901,306$440,910 ▲17.9%14,1411.1%Computer and TechnologyMKLMarkel Group$2,396,832$137,818 ▲6.1%1,2000.9%Multi-Sector ConglomeratesAXPAmerican Express$1,975,443$341,309 ▲20.9%6,1930.7%FinanceAVGOBroadcom$1,496,504$697,395 ▲87.3%5,4290.5%Computer and TechnologyCCitigroup$1,038,464$365,676 ▼-26.0%12,2000.4%Financial ServicesTAT&T$874,277$584,935 ▼-40.1%30,2100.3%Computer and TechnologyVZVerizon Communications$837,015$95,194 ▼-10.2%19,3440.3%Computer and TechnologyRIORio Tinto$743,708$5,833 ▲0.8%12,7500.3%Basic MaterialsPRFInvesco RAFI US 1000 ETF$583,5370.0%13,8050.2%ETFBUDAnheuser-Busch InBev SA/NV$573,125$287,250 ▼-33.4%8,3400.2%Consumer StaplesOXYOccidental Petroleum$560,966$192,156 ▲52.1%13,3530.2%EnergyISHARES BITCOIN TRUST ETF$520,469$140,661 ▲37.0%8,5030.2%SHS BEN INTBMYBristol Myers Squibb$500,395$23,145 ▼-4.4%10,8100.2%MedicalAEPAmerican Electric Power$487,672$487,672 ▲New Holding4,7000.2%UtilitiesUPSUnited Parcel Service$454,230$15,141 ▼-3.2%4,5000.2%TransportationXLUUtilities Select Sector SPDR Fund$444,394$108,118 ▼-19.6%5,4420.2%ETFAMZNAmazon.com$297,557$3,072 ▼-1.0%1,3560.1%Retail/WholesaleBSCQInvesco BulletShares 2026 Corporate Bond ETF$279,1360.0%14,3000.1%ETFDISWalt Disney$264,389$68,329 ▼-20.5%2,1320.1%Consumer DiscretionaryUALUnited Airlines$242,155$264,850 ▼-52.2%3,0410.1%TransportationGOOGLAlphabet$214,657$214,657 ▲New Holding1,2180.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$205,932$33,364 ▼-13.9%7,7710.1%ETFVTVVanguard Value ETF$202,721$202,721 ▲New Holding1,1470.1%ETFLCIDLucid Group$21,1000.0%10,0000.0%Auto/Tires/TrucksShowing 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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