Solitude Financial Services Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Solitude Financial ServicesInvestment ActivitySolitude Financial Services has $217.20 million in total holdings as of March 31, 2024.Solitude Financial Services owns shares of 36 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 44.41% of the portfolio was purchased this quarter.About 33.16% of the portfolio was sold this quarter.This quarter, Solitude Financial Services has purchased 45 new stocks and bought additional shares in 19 stocks.Solitude Financial Services sold shares of 10 stocks and completely divested from 14 stocks this quarter.Largest Holdings Berkshire Hathaway $33,986,478SPDR S&P 500 ETF Trust $30,279,330Schwab Fundamental U.S. Small Company Index ETF $29,280,856Schwab Fundamental U.S. Large Company Index ETF $19,625,248Schwab Fundamental International Large Company Index ETF $19,486,326 Largest New Holdings this Quarter FT Vest Fund of Buffer ETFs $10,807,966 HoldingInvesco BulletShares 2027 Corporate Bond ETF $2,224,137 HoldingBristol-Myers Squibb $325,380 HoldingInvesco BulletShares 2028 Corporate Bond ETF $244,051 HoldingVanguard Value ETF $216,604 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Small Company Index ETF 484,570 shares (about $27.64M)Schwab Fundamental U.S. Large Company Index ETF 269,017 shares (about $18.13M)Schwab Fundamental International Large Company Index ETF 493,551 shares (about $17.58M)FT Vest Fund of Buffer ETFs 386,551 shares (about $10.81M)Energy Select Sector SPDR Fund 63,439 shares (about $5.99M) Largest Sales this Quarter Apple 25,126 shares (about $4.31M)Invesco FTSE RAFI US 1500 Small-Mid ETF 80,826 shares (about $3.17M)Invesco FTSE RAFI US 1000 ETF 8,024 shares (about $308.68K)Aberdeen Standard Physical Precious Metals Basket Shares ETF 3,170 shares (about $302.74K)Schwab US Dividend Equity ETF 1,990 shares (about $160.45K) 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 PortfolioSectorBRK.BBerkshire Hathaway$33,986,478$2,089,988 ▲6.6%80,82015.6%FinanceSPYSPDR S&P 500 ETF Trust$30,279,330$53,353 ▲0.2%57,88813.9%FinanceFNDASchwab Fundamental U.S. Small Company Index ETF$29,280,856$27,635,027 ▲1,679.1%513,42913.5%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$19,625,248$18,129,055 ▲1,211.7%291,2199.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$19,486,326$17,575,351 ▲919.7%547,2159.0%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$17,490,071$5,070,707 ▲40.8%325,6398.1%ETFXLEEnergy Select Sector SPDR Fund$11,401,378$5,989,252 ▲110.7%120,7655.2%ETFBUFRFT Vest Fund of Buffer ETFs$10,807,966$10,807,966 ▲New Holding386,5515.0%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$6,663,161$1,688,864 ▲34.0%280,9093.1%ManufacturingGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$6,602,297$302,735 ▼-4.4%69,1343.0%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$5,669,100$1,984,264 ▲53.8%277,4892.6%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$3,448,223$70,543 ▲2.1%164,4361.6%ETFAAPLApple$2,359,039$4,308,586 ▼-64.6%13,7571.1%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,224,137$2,224,137 ▲New Holding115,3001.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,161,029$1,499,609 ▲226.7%112,4951.0%ETFXOMExxon Mobil$1,855,717$209,691 ▲12.7%15,9650.9%Oils/EnergyCVXChevron$1,657,810$263,104 ▲18.9%10,5100.8%Oils/EnergyTAT&T$1,184,234$17,354 ▲1.5%67,2860.5%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$1,170,408$143,380 ▼-10.9%17,8280.5%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,113,892$148,969 ▼-11.8%23,1050.5%ETFVZVerizon Communications$1,089,911$31,302 ▼-2.8%25,9750.5%Computer and TechnologyCCitigroup$1,028,599$119,840 ▲13.2%16,2650.5%FinanceAXPAmerican Express$863,628$32,560 ▲3.9%3,7930.4%FinancePRFInvesco FTSE RAFI US 1000 ETF$817,911$308,683 ▼-27.4%21,2610.4%ETFUPSUnited Parcel Service$713,4240.0%4,8000.3%TransportationSCHDSchwab US Dividend Equity ETF$709,141$160,454 ▼-18.5%8,7950.3%ETFJPMJPMorgan Chase & Co.$613,920$121,182 ▲24.6%3,0650.3%FinanceBUDAnheuser-Busch InBev SA/NV$596,981$48,138 ▲8.8%9,8220.3%Consumer StaplesPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$338,986$3,174,842 ▼-90.4%8,6300.2%ManufacturingUALUnited Airlines$327,691$52,668 ▲19.2%6,8440.2%TransportationBMYBristol-Myers Squibb$325,380$325,380 ▲New Holding6,0000.1%MedicalAMZNAmazon.com$317,883$24,897 ▼-7.3%1,7620.1%Retail/WholesaleNFLXNetflix$303,6650.0%5000.1%Consumer DiscretionaryBSCSInvesco BulletShares 2028 Corporate Bond ETF$244,051$244,051 ▲New Holding12,1600.1%ETFQQQInvesco QQQ$225,113$45,733 ▼-16.9%5070.1%FinanceVTVVanguard Value ETF$216,604$216,604 ▲New Holding1,3300.1%ETFVEAVanguard FTSE Developed Markets ETF$0$15,964,130 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$12,564,939 ▼-100.0%00.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$0$5,435,563 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$5,126,096 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$4,958,722 ▼-100.0%00.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$0$4,858,114 ▼-100.0%00.0%ETFVPUVanguard Utilities ETF$0$4,676,417 ▼-100.0%00.0%ETFEPRFInnovator S&P Investment Grade Preferred ETF$0$3,225,549 ▼-100.0%00.0%ETFGOOGLAlphabet$0$2,037,518 ▼-100.0%00.0%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$0$1,511,182 ▼-100.0%00.0%ETFBABAAlibaba Group$0$1,454,010 ▼-100.0%00.0%Retail/WholesaleFNDESchwab Fundamental Emerging Markets Large Company Index ETF$0$635,944 ▼-100.0%00.0%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$0$598,163 ▼-100.0%00.0%ETFPXFInvesco FTSE RAFI Developed Markets ex-U.S. ETF$0$334,695 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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