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

Currently, Solitude Financial Services holds 41 types of securities in its portfolio with a total value $361.0M. In the most recent quarter, they have increased their positions in BRK.B (+7.9K shares, valued at $3.9M), XLE (+22.0K shares, valued at $1.2M), N/A (+8.6K shares, valued at $755.4K); decreased their positions in C (-3.9K shares, valued at $545.1K), NVDA (-1.7K shares, valued at $340.2K), N/A (-580 shares, valued at $219.1K); initiated new positions in VSAT (+2.8K shares, valued at $250.1K), PRFZ (+3.8K shares, valued at $209.1K).

1M P&L

+1.3M+0.48%

3M P&L

+13.1M+5.14%

HY P&L

+23.1M+9.48%

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/A168.8M

63.2%

2Insurance - Diversified66.6M

24.9%

3Consumer Electronics5.6M

2.1%

Top Industries by Stock Count

1N/A15 stocks

45.5%

2Internet Content & Information2 stocks

6.1%

3Internet Retail1 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST918.8K shares0.94%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL133.1K shares6.29%2026-06-302026-07-24

FNDA SCHWAB STRATEGIC TR1.0M shares1.65%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR576.3K shares1.06%2026-06-302026-07-24

FNDX SCHWAB STRATEGIC TR945.6K shares1.06%2026-06-302026-07-24

KNG FIRST TR EXCHANGE-TRADED FD283.0K shares4.04%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR237.2K shares10.22%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II39.4K shares3.24%2026-06-302026-07-24

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BUFR FIRST TR EXCHNG TRADED FD VI291.1K shares1.09%2026-06-302026-07-24

FTGC FIRST TR EXCHANGE TRAD FD VI338.6K shares0.66%2026-06-302026-07-24

GLTR ABRDN PRECIOUS METALS BASKET44.3K shares9.99%2026-06-302026-07-24

AAPL APPLE INC19.5K shares-0.02%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP34.9K shares1.48%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.8K shares1.27%2026-06-302026-07-24

NVDA NVIDIA CORPORATION21.5K shares-7.31%2026-06-302026-07-24

CVX CHEVRON CORPORATION25.8K shares3.69%2026-06-302026-07-24

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AXP AMERICAN EXPRESS CO9.2K shares8.12%2026-06-302026-07-24

MKL MARKEL GROUP INC1.3K shares-1.39%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC18.7K shares1.79%2026-06-302026-07-24

GOOG ALPHABET INC5.9K shares6.62%2026-06-302026-07-24

BROADCOM INC BROADCOM INC5.1K shares-10.13%2026-06-302026-07-24

USB US BANCORP26.4K shares24.75%2026-06-302026-07-24

TSLA TESLA INC3.6K shares-12.19%2026-06-302026-07-24

GOOGL ALPHABET INC3.9K shares0.62%2026-06-302026-07-24

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STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-06-302026-07-24

C CITIGROUP INC6.3K shares-38.24%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF19.9K shares9.96%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T10.8K shares0.00%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC4.4K shares0.00%2026-06-302026-07-24

VOO VANGUARD INDEX FDS637 shares0.16%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.6.1K shares0.00%2026-06-302026-07-24

VTV VANGUARD INDEX FDS1.5K shares41.22%2026-06-302026-07-24

Sponsored

AMZN AMAZON COM INC1.3K shares18.32%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS782 shares-0.38%2026-06-302026-07-24

RIO RIO TINTO PLC3.0K shares-26.83%2026-06-302026-07-24

BSCQ INVESCO EXCH TRD SLF IDX FD14.3K shares0.00%2026-06-302026-07-24

OXY OCCIDENTAL PETE CORP5.6K shares-36.51%2026-06-302026-07-24

VSAT VIASAT INC2.8K sharesnew addition2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO3.9K shares-30.30%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR4.7K shares0.00%2026-06-302026-07-24

Sponsored

PRFZ INVESCO EXCHANGE TRADED FD T3.8K sharesnew addition2026-06-302026-07-24

SPDR SERIES TRUST

0.94%

Shares918.8K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.29%

Shares133.1K

Event2026-06-30

Filed2026-07-24

FNDA

SCHWAB STRATEGIC TR

1.65%

Shares1.0M

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

1.06%

Shares576.3K

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

1.06%

Shares945.6K

Event2026-06-30

Filed2026-07-24

KNG

FIRST TR EXCHANGE-TRADED FD

4.04%

Shares283.0K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

10.22%

Shares237.2K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

3.24%

Shares39.4K

Event2026-06-30

Filed2026-07-24

BUFR

FIRST TR EXCHNG TRADED FD VI

1.09%

Shares291.1K

Event2026-06-30

Filed2026-07-24

FTGC

FIRST TR EXCHANGE TRAD FD VI

0.66%

Shares338.6K

Event2026-06-30

Filed2026-07-24

GLTR

ABRDN PRECIOUS METALS BASKET

9.99%

Shares44.3K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.02%

Shares19.5K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

1.48%

Shares34.9K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

1.27%

Shares13.8K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-7.31%

Shares21.5K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

3.69%

Shares25.8K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

8.12%

Shares9.2K

Event2026-06-30

Filed2026-07-24

MKL

MARKEL GROUP INC

-1.39%

Shares1.3K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

1.79%

Shares18.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

6.62%

Shares5.9K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-10.13%

Shares5.1K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

24.75%

Shares26.4K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-12.19%

Shares3.6K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.62%

Shares3.9K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-38.24%

Shares6.3K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

9.96%

Shares19.9K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

0.16%

Shares637

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

41.22%

Shares1.5K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

18.32%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.38%

Shares782

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

-26.83%

Shares3.0K

Event2026-06-30

Filed2026-07-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-24

OXY

OCCIDENTAL PETE CORP

-36.51%

Shares5.6K

Event2026-06-30

Filed2026-07-24

VSAT

VIASAT INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-30.30%

Shares3.9K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

PRFZ

INVESCO EXCHANGE TRADED FD T

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

TSLA Put PutTESLA INC500 sharesnew addition2026-06-302026-07-24

TSLA Put

TESLA INC

New

Shares500

Event2026-06-30

Filed2026-07-24