The Analysis of Solitude Financial Services's Holdings
Currently, Solitude Financial Services holds 37 types of securities in its portfolio with a total value $292.2M. In the most recent quarter, they have increased their positions in SPYM (+795.8K shares, valued at $62.3M), QQQM (+30.5K shares, valued at $7.5M), BRK.B (+3.9K shares, valued at $2.0M); decreased their positions in SPY (-96.1K shares, valued at $64.0M), FNDA (-50.8K shares, valued at $1.6M), XOM (-4.8K shares, valued at $535.8K); initiated new positions in SPYM (+795.8K shares, valued at $62.3M), QQQM (+30.5K shares, valued at $7.5M), PRFZ (+4.5K shares, valued at $206.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST795.8K sharesnew addition2025-09-302025-11-05
BRK.B BERKSHIRE HATHAWAY INC DEL104.8K shares3.89%2025-09-302025-11-05 FNDA SCHWAB STRATEGIC TR976.5K shares-4.94%2025-09-302025-11-05 FNDF SCHWAB STRATEGIC TR590.3K shares6.54%2025-09-302025-11-05 FNDX SCHWAB STRATEGIC TR939.1K shares-2.06%2025-09-302025-11-05 KNG FIRST TR EXCHANGE-TRADED FD261.5K shares1.56%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR136.4K shares-0.09%2025-09-302025-11-05 GLTR ABRDN PRECIOUS METALS BASKET58.9K shares-4.88%2025-09-302025-11-05 BUFR FIRST TR EXCHNG TRADED FD VI288.0K shares2.28%2025-09-302025-11-05 FTGC FIRST TR EXCHANGE TRAD FD VI325.4K shares1.18%2025-09-302025-11-05 QQQM INVESCO EXCH TRADED FD TR II30.5K sharesnew addition2025-09-302025-11-05 NVDA NVIDIA CORPORATION27.2K shares-9.07%2025-09-302025-11-05 XOM EXXON MOBIL CORP32.0K shares-12.94%2025-09-302025-11-05 AAPL APPLE INC13.8K shares-2.48%2025-09-302025-11-05 CVX CHEVRON CORP NEW22.5K shares-11.13%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.11.0K shares0.67%2025-09-302025-11-05 MKL MARKEL GROUP INC1.2K shares2.58%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO5.9K shares-4.99%2025-09-302025-11-05 AVGO BROADCOM INC5.3K shares-2.39%2025-09-302025-11-05 C CITIGROUP INC12.1K shares-0.82%2025-09-302025-11-05 OXY OCCIDENTAL PETE CORP19.5K shares46.18%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR1.3K shares-98.69%2025-09-302025-11-05 T AT&T INC29.9K shares-1.09%2025-09-302025-11-05 RIO RIO TINTO PLC12.4K shares-2.75%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC6.4K shares37.02%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF11.1K shares30.01%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC16.3K shares-15.97%2025-09-302025-11-05 BUD ANHEUSER BUSCH INBEV SA/NV11.5K shares37.77%2025-09-302025-11-05 BMY BRISTOL-MYERS SQUIBB CO14.5K shares34.23%2025-09-302025-11-05 PRF INVESCO EXCHANGE TRADED FD T13.8K shares0.00%2025-09-302025-11-05 XLU SELECT SECTOR SPDR TR5.4K shares-1.14%2025-09-302025-11-05 GOOGL ALPHABET INC1.8K shares48.03%2025-09-302025-11-05 UPS UNITED PARCEL SERVICE INC4.5K shares0.00%2025-09-302025-11-05 UAL UNITED AIRLS HLDGS INC3.0K shares-1.32%2025-09-302025-11-05 BSCQ INVESCO EXCH TRD SLF IDX FD14.3K shares0.00%2025-09-302025-11-05 VTV VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-05 PRFZ INVESCO EXCHANGE TRADED FD T4.5K sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available