SF
| |
Solitude Financial Services13F | |
| Solitude Financial Services | |
| Last update 2025-05-09 | 36 Stocks (5 new) |
| Value $257.00 Mil | Turnover 14 % |
Solitude Financial Services Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 96,797 | 54,147.1 | +57.19% | 21.030 | +7.65% | 0.010 | +10.78% | +6.05% | 635,449.7 | ||
BRK.B | Berkshire Hathaway Inc | 96,065 | 51,162.0 | +6.79% | 19.870 | +1.26% | 0.000 | -8.79% | +7.17% | 1,048,047.4 | Insurance | |
FNDA |
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
| 969,381 | 26,551.4 | -9.97% | 10.310 | -1.40% | 0.320 | +4.87% | -3.11% | 8,302.8 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 910,560 | 21,498.3 | -3.69% | 8.350 | -0.36% | 0.120 | +4.40% | +4.56% | 18,581.7 | ||
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 559,623 | 20,224.8 | -2.74% | 7.850 | -0.23% | 0.140 | +11.34% | +21.16% | 16,416.2 | ||
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 234,835 | 11,863.9 | -33.68% | 4.610 | -2.62% | 0.310 | -0.67% | +2.10% | 3,764.7 | ||
XLE | The Energy Select Sector SPDR Fund | 123,226 | 11,515.4 | -2.79% | 4.470 | -0.13% | 0.040 | -8.51% | +0.59% | 26,861.7 | ||
GLTR |
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
| 67,897 | 8,790.6 | +1.42% | 3.410 | +0.05% | 0.670 | +6.70% | +25.82% | 1,409.1 | ||
BUFR | FT Vest Laddered Buffer ETF | 264,626 | 7,856.8 | -29.82% | 3.050 | -1.50% | 0.120 | +7.11% | +4.36% | 6,900.6 | ||
FTGC | FIRST TR EXCH VII | 303,133 | 7,735.9 | +3.53% | 3.000 | +0.10% | 0.310 | -2.74% | +4.31% | 2,380.7 |
Solitude Financial Services's Historical Top Holdings Breakdowns
Solitude Financial Services's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +7.65% | 551.42 ($587.78) 612.93 | $617.85 | 5.12% | Add 57.19% | 96,797 | 35,218 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +2.72% | 468.34 ($508.07) 539.52 | $551.64 | 8.58% | Add 3647.43% | 15,327 | 14,918 | |
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 2025-03-31 | Reduce Reduce | -2.62% | 49.22 ($50.68) 51.7 | $49.10 | -3.12% | Reduce -33.68% | 234,835 | -119,237 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Reduce Reduce | -1.50% | 29.34 ($30.56) 31.31 | $31.80 | 4.06% | Reduce -29.82% | 264,626 | -112,419 | |
FNDA |
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
| 2025-03-31 | Reduce Reduce | -1.40% | 26.85 ($29.26) 30.99 | $28.65 | -2.08% | Reduce -9.97% | 969,381 | -107,303 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +1.26% | 442.66 ($486.15) 534.52 | $485.77 | -0.08% | Add 6.79% | 96,065 | 6,106 | |
NVDA | NVIDIA Corp | 2025-03-31 | New Buy New Buy | +0.86% | 106.98 ($126.74) 149.43 | $157.99 | 24.66% | New holding | 20,466 | 20,466 | |
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2025-03-31 | Reduce Reduce | -0.36% | 23.03 ($24.17) 25.01 | $24.54 | 1.53% | Reduce -3.69% | 910,560 | -34,911 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-03-31 | Reduce Reduce | -0.23% | 32.9 ($35.31) 37.45 | $40.02 | 13.34% | Reduce -2.74% | 559,623 | -15,742 | |
AVGO | Broadcom Inc | 2025-03-31 | New Buy New Buy | +0.19% | 167.43 ($211.65) 244.7 | $275.65 | 30.24% | New holding | 2,899 | 2,899 |
Solitude Financial Services Total Holding History ($B)
Solitude Financial Services's Asset Allocation
Solitude Financial Services Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Solitude Financial Services's Hypothetical Growth since 2025-03-31
Solitude Financial Services's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Solitude Financial Services's Holdings Heat Map
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Solitude Financial Services's Holdings Bubble Chart
Solitude Financial Services News
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