Solitude Financial Services Top Holdings and 13F Report (2025) About Solitude Financial ServicesInvestment ActivitySolitude Financial Services has $228.47 million in total holdings as of December 31, 2024.Solitude Financial Services owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 14.50% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Solitude Financial Services has purchased 34 new stocks and bought additional shares in 10 stocks.Solitude Financial Services sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $40,776,398SPDR S&P 500 ETF Trust $36,090,011Schwab Fundamental U.S. Small Company Index ETF $31,977,529Schwab Fundamental U.S. Large Company Index ETF $22,388,753Schwab Fundamental International Large Company Index ETF $19,107,872 Largest New Holdings this Quarter ISHARES BITCOIN TRUST ETF $241,643 HoldingInvesco QQQ $209,277 HoldingBank of America $204,631 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Small Company Index ETF 534,305 shares (about $15.87M)Schwab Fundamental U.S. Large Company Index ETF 644,149 shares (about $15.25M)Schwab Fundamental International Large Company Index ETF 12,671 shares (about $420.80K)Chevron 2,213 shares (about $320.53K)Exxon Mobil 2,537 shares (about $272.91K) Largest Sales this Quarter FT Vest Laddered Buffer ETF 28,728 shares (about $875.34K)Aberdeen Standard Physical Precious Metals Basket Shares ETF 4,732 shares (about $519.57K)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 6,393 shares (about $320.99K)Verizon Communications 7,600 shares (about $303.92K)AT&T 11,440 shares (about $260.49K) 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$40,776,398$218,933 ▼-0.5%89,95917.8%FinanceSPYSPDR S&P 500 ETF Trust$36,090,011$103,149 ▼-0.3%61,57915.8%FinanceFNDASchwab Fundamental U.S. Small Company Index ETF$31,977,529$15,868,866 ▲98.5%1,076,68414.0%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$22,388,753$15,253,448 ▲213.8%945,4719.8%ETFFNDFSchwab Fundamental International Large Company Index ETF$19,107,872$420,804 ▲2.3%575,3658.4%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$17,777,955$320,993 ▼-1.8%354,0727.8%ETFBUFRFT Vest Laddered Buffer ETF$11,488,561$875,342 ▼-7.1%377,0455.0%ETFXLEEnergy Select Sector SPDR Fund$10,858,991$175,774 ▼-1.6%126,7694.8%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$7,350,561$519,574 ▼-6.6%66,9453.2%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$7,006,536$174,809 ▼-2.4%292,7933.1%ManufacturingXOMExxon Mobil$3,290,029$272,905 ▲9.0%30,5851.4%Oils/EnergyCVXChevron$3,241,220$320,530 ▲11.0%22,3781.4%Oils/EnergyAAPLApple$2,791,919$225,377 ▼-7.5%11,1491.2%Computer and TechnologyJPMJPMorgan Chase & Co.$2,211,325$49,380 ▲2.3%9,2251.0%FinanceMKLMarkel Group$1,800,458$55,239 ▼-3.0%1,0430.8%Multi-Sector ConglomeratesAXPAmerican Express$1,185,082$76,275 ▼-6.0%3,9930.5%FinanceTAT&T$1,176,754$260,489 ▼-18.1%51,6800.5%Computer and TechnologyCCitigroup$1,151,299$38,644 ▼-3.2%16,3560.5%FinanceVZVerizon Communications$813,557$303,924 ▼-27.2%20,3440.4%Computer and TechnologyUPSUnited Parcel Service$605,2800.0%4,8000.3%TransportationXLUUtilities Select Sector SPDR Fund$601,357$5,298 ▲0.9%7,9450.3%ETFBMYBristol-Myers Squibb$583,1340.0%10,3100.3%MedicalPRFInvesco FTSE RAFI US 1000 ETF$556,894$121,020 ▼-17.9%13,8050.2%ETFRIORio Tinto Group$538,112$102,918 ▲23.6%9,1500.2%Basic MaterialsUALUnited Airlines$521,136$6,506 ▲1.3%5,3670.2%TransportationBUDAnheuser-Busch InBev SA/NV$511,715$33,046 ▼-6.1%10,2200.2%Consumer StaplesAMZNAmazon.com$439,283$109,711 ▼-20.0%2,0020.2%Retail/WholesaleBSCQInvesco BulletShares 2026 Corporate Bond ETF$277,8490.0%14,3000.1%ETFSCHDSchwab US Dividend Equity ETF$248,749$164,193 ▲194.2%9,1050.1%ETFTSLATesla$242,304$121,152 ▼-33.3%6000.1%Auto/Tires/TrucksISHARES BITCOIN TRUST ETF$241,643$241,643 ▲New Holding4,5550.1%SHS BEN INTQQQInvesco QQQ$209,277$209,277 ▲New Holding4090.1%FinanceVTVVanguard Value ETF$207,223$17,946 ▼-8.0%1,2240.1%ETFBACBank of America$204,631$204,631 ▲New Holding4,6560.1%FinanceBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$412,769 ▼-100.0%00.0%ETFNFLXNetflix$0$283,708 ▼-100.0%00.0%Consumer DiscretionaryPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$0$234,758 ▼-100.0%00.0%ManufacturingShowing 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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