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The Analysis of Solitude Financial Services's Holdings & P&L

Currently, Solitude Financial Services holds 39 types of securities in its portfolio with a total value $338.1M. In the most recent quarter, they have increased their positions in N/A (+14.9K shares, valued at $7.1M), SPYM (+80.7K shares, valued at $6.7M), AEP (+9.9K shares, valued at $1.3M); decreased their positions in XLE (-42.3K shares, valued at $2.4M), GLTR (-3.0K shares, valued at $676.7K), FNDF (-6.0K shares, valued at $309.9K); initiated new positions in NFLX (+6.1K shares, valued at $654.9K), N/A (+636 shares, valued at $409.2K), AMZN (+1.1K shares, valued at $271.4K).

1M P&L

+9.9M+3.74%

3M P&L

+14.6M+5.63%

HY P&L

+33.7M+13.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A234.0M

86.3%

2Oil & Gas Integrated9.7M

3.6%

3Consumer Electronics5.2M

1.9%

Top Industries by Stock Count

1N/A16 stocks

50.0%

2Oil & Gas Integrated2 stocks

6.3%

3Internet Retail1 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST910.2K shares9.73%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL125.2K shares13.52%2026-03-312026-04-16

FNDA SCHWAB STRATEGIC TR1.0M shares3.03%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR570.3K shares-1.04%2026-03-312026-04-16

FNDX SCHWAB STRATEGIC TR935.7K shares1.88%2026-03-312026-04-16

KNG FIRST TR EXCHANGE-TRADED FD272.0K shares4.97%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR215.2K shares-16.42%2026-03-312026-04-16

BUFR FIRST TR EXCHNG TRADED FD VI288.0K shares5.21%2026-03-312026-04-16

Sponsored

QQQM INVESCO EXCH TRADED FD TR II38.1K shares6.65%2026-03-312026-04-16

FTGC FIRST TR EXCHANGE TRAD FD VI336.3K shares-0.69%2026-03-312026-04-16

GLTR ABRDN PRECIOUS METALS BASKET40.2K shares-6.90%2026-03-312026-04-16

AAPL APPLE INC19.5K shares26.18%2026-03-312026-04-16

XOM EXXON MOBIL CORP34.4K shares1.34%2026-03-312026-04-16

NVDA NVIDIA CORPORATION23.2K shares-0.31%2026-03-312026-04-16

CVX CHEVRON CORPORATION24.9K shares5.35%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO13.6K shares13.85%2026-03-312026-04-16

Sponsored

AXP AMERICAN EXPRESS CO8.5K shares30.90%2026-03-312026-04-16

MKL MARKEL GROUP INC1.4K shares8.94%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC18.4K shares118.17%2026-03-312026-04-16

BROADCOM INC BROADCOM INC5.7K shares0.51%2026-03-312026-04-16

ALPHABET INC ALPHABET INC5.5K shares142.65%2026-03-312026-04-16

TSLA TESLA INC4.1K shares-12.54%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC10.2K shares-14.32%2026-03-312026-04-16

ALPHABET INC ALPHABET INC3.9K shares26.48%2026-03-312026-04-16

Sponsored

USB US BANCORP21.2K shares286.02%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF18.1K shares28.25%2026-03-312026-04-16

NFLX NETFLIX INC.6.1K sharesnew addition2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.8K shares-22.13%2026-03-312026-04-16

OXY OCCIDENTAL PETE CORP8.8K shares-11.98%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC4.4K shares-2.22%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS636 sharesnew addition2026-03-312026-04-16

Sponsored

RIO RIO TINTO PLC4.1K shares-40.58%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO5.6K shares-5.08%2026-03-312026-04-16

BSCQ INVESCO EXCH TRD SLF IDX FD14.3K shares0.00%2026-03-312026-04-16

AMZN AMAZON COM INC1.1K sharesnew addition2026-03-312026-04-16

VTI VANGUARD INDEX FDS785 sharesnew addition2026-03-312026-04-16

XLU SELECT SECTOR SPDR TR4.7K shares-52.71%2026-03-312026-04-16

VTV VANGUARD INDEX FDS1.0K shares-8.63%2026-03-312026-04-16

SPYM

SPDR SERIES TRUST

9.73%

Shares910.2K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

13.52%

Shares125.2K

Event2026-03-31

Filed2026-04-16

FNDA

SCHWAB STRATEGIC TR

3.03%

Shares1.0M

Event2026-03-31

Filed2026-04-16

FNDF

SCHWAB STRATEGIC TR

-1.04%

Shares570.3K

Event2026-03-31

Filed2026-04-16

FNDX

SCHWAB STRATEGIC TR

1.88%

Shares935.7K

Event2026-03-31

Filed2026-04-16

KNG

FIRST TR EXCHANGE-TRADED FD

4.97%

Shares272.0K

Event2026-03-31

Filed2026-04-16

XLE

SELECT SECTOR SPDR TR

-16.42%

Shares215.2K

Event2026-03-31

Filed2026-04-16

BUFR

FIRST TR EXCHNG TRADED FD VI

5.21%

Shares288.0K

Event2026-03-31

Filed2026-04-16

QQQM

INVESCO EXCH TRADED FD TR II

6.65%

Shares38.1K

Event2026-03-31

Filed2026-04-16

FTGC

FIRST TR EXCHANGE TRAD FD VI

-0.69%

Shares336.3K

Event2026-03-31

Filed2026-04-16

GLTR

ABRDN PRECIOUS METALS BASKET

-6.90%

Shares40.2K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

26.18%

Shares19.5K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

1.34%

Shares34.4K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-0.31%

Shares23.2K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

5.35%

Shares24.9K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

13.85%

Shares13.6K

Event2026-03-31

Filed2026-04-16

AXP

AMERICAN EXPRESS CO

30.90%

Shares8.5K

Event2026-03-31

Filed2026-04-16

MKL

MARKEL GROUP INC

8.94%

Shares1.4K

Event2026-03-31

Filed2026-04-16

AEP

AMERICAN ELEC PWR CO INC

118.17%

Shares18.4K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

0.51%

Shares5.7K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

142.65%

Shares5.5K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

-12.54%

Shares4.1K

Event2026-03-31

Filed2026-04-16

CITIGROUP INC

-14.32%

Shares10.2K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

26.48%

Shares3.9K

Event2026-03-31

Filed2026-04-16

USB

US BANCORP

286.02%

Shares21.2K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

28.25%

Shares18.1K

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC.

New

Shares6.1K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-22.13%

Shares10.8K

Event2026-03-31

Filed2026-04-16

OXY

OCCIDENTAL PETE CORP

-11.98%

Shares8.8K

Event2026-03-31

Filed2026-04-16

UPS

UNITED PARCEL SVCS INC

-2.22%

Shares4.4K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

New

Shares636

Event2026-03-31

Filed2026-04-16

RIO

RIO TINTO PLC

-40.58%

Shares4.1K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO

-5.08%

Shares5.6K

Event2026-03-31

Filed2026-04-16

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

New

Shares785

Event2026-03-31

Filed2026-04-16

XLU

SELECT SECTOR SPDR TR

-52.71%

Shares4.7K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

-8.63%

Shares1.0K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available