The Analysis of Solitude Financial Services's Holdings
Currently, Solitude Financial Services holds 38 types of securities in its portfolio with a total value $303.3M. In the most recent quarter, they have increased their positions in XLE (+121.1K shares, valued at $5.4M), N/A (+5.5K shares, valued at $2.7M), SPYM (+33.7K shares, valued at $2.7M); decreased their positions in GLTR (-15.7K shares, valued at $3.2M), NVDA (-3.9K shares, valued at $727.4K), FNDF (-14.0K shares, valued at $632.2K); initiated new positions in TSLA (+4.7K shares, valued at $2.1M), N/A (+2.3K shares, valued at $717.3K), USB (+5.5K shares, valued at $292.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST829.5K shares4.23%2025-12-312026-01-15
FNDA SCHWAB STRATEGIC TR999.6K shares2.36%2025-12-312026-01-15 FNDF SCHWAB STRATEGIC TR576.3K shares-2.37%2025-12-312026-01-15 FNDX SCHWAB STRATEGIC TR918.4K shares-2.20%2025-12-312026-01-15 KNG FIRST TR EXCHANGE-TRADED FD259.1K shares-0.90%2025-12-312026-01-15 XLE SELECT SECTOR SPDR TR257.5K shares88.84%2025-12-312026-01-15 BUFR FIRST TR EXCHNG TRADED FD VI273.7K shares-4.96%2025-12-312026-01-15 QQQM INVESCO EXCH TRADED FD TR II35.7K shares17.35%2025-12-312026-01-15 GLTR ABRDN PRECIOUS METALS BASKET43.2K shares-26.64%2025-12-312026-01-15 FTGC FIRST TR EXCHANGE TRAD FD VI338.7K shares4.07%2025-12-312026-01-15 NVDA NVIDIA CORPORATION23.3K shares-14.33%2025-12-312026-01-15 AAPL APPLE INC15.5K shares12.16%2025-12-312026-01-15 XOM EXXON MOBIL CORP33.9K shares6.08%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.11.9K shares8.13%2025-12-312026-01-15 CVX CHEVRON CORP NEW23.6K shares4.93%2025-12-312026-01-15 MKL MARKEL GROUP INC1.3K shares1.79%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO6.5K shares10.01%2025-12-312026-01-15 TSLA TESLA INC4.7K sharesnew addition2025-12-312026-01-15 BROADCOM INC BROADCOM INC5.7K shares7.55%2025-12-312026-01-15 CITIGROUP INC CITIGROUP INC11.9K shares-1.74%2025-12-312026-01-15 AEP AMERICAN ELEC PWR CO INC8.4K shares30.67%2025-12-312026-01-15 ALPHABET INC ALPHABET INC3.0K shares69.05%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR1.3K shares0.78%2025-12-312026-01-15 ALPHABET INC ALPHABET INC2.3K sharesnew addition2025-12-312026-01-15 IBIT ISHARES BITCOIN TRUST ETF14.1K shares27.58%2025-12-312026-01-15 RIO RIO TINTO PLC6.9K shares-44.35%2025-12-312026-01-15 UPS UNITED PARCEL SERVICE INC4.5K shares0.00%2025-12-312026-01-15 T AT&T INC17.5K shares-41.37%2025-12-312026-01-15 XLU SELECT SECTOR SPDR TR10.0K shares85.50%2025-12-312026-01-15 OXY OCCIDENTAL PETE CORP10.0K shares-48.67%2025-12-312026-01-15 BMY BRISTOL-MYERS SQUIBB CO5.9K shares-59.27%2025-12-312026-01-15 USB US BANCORP DEL5.5K sharesnew addition2025-12-312026-01-15 BSCQ INVESCO EXCH TRD SLF IDX FD14.3K shares0.00%2025-12-312026-01-15 UAL UNITED AIRLS HLDGS INC2.5K shares-16.66%2025-12-312026-01-15 VTV VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available