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CIK: 0001839890
Total reported value
$361.2M
$361.2M
34 檔
41.6%
At the close of Q4 2024, Solitude Financial Services disclosed equity holdings valued at approximately $361.2M, spread across 34 reported holdings.
In Q4 2024, Solitude Financial Services adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 17.85% | +0.88% | -0.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.80% | — | -0.28% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 14.00% | +0.51% | +98.51% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 9.80% | +0.11% | +213.77% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 8.36% | -0.26% | +2.25% | |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 7.78% | — | -1.77% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.03% | -0.06% | -7.08% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 4.75% | -0.06% | -1.59% | |
| 9 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 3.22% | -0.48% | -6.60% | |
| 10 | FTGC | First Trust Global Tactical | ETF-Other | 3.07% | -0.31% | -2.43% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.44% | -0.19% | +9.05% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.42% | -0.18% | +10.97% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.02% | -7.47% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | +0.02% | +2.28% | |
| 15 | MKL | Markel Group Inc | Stock-Financials | 0.79% | -0.07% | -2.98% | |
| 16 | AXP | American Express Co | Stock-Financials | 0.52% | +0.04% | -6.05% | |
| 17 | T | At&t Inc | Stock-Comm Services | 0.52% | — | -18.12% | |
| 18 | C | Citigroup Inc | Stock-Financials | 0.50% | -0.16% | -3.25% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | — | -27.20% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.26% | — | — | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.26% | — | +0.89% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.26% | -0.04% | — | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.24% | — | -17.85% | |
| 24 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.24% | -0.04% | +23.65% | |
| 25 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.23% | — | +1.26% | |
| 26 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.22% | — | -6.07% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | -19.98% | |
| 28 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.12% | — | — | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.11% | — | +194.18% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | -33.33% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.11% | -0.05% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | — | — | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | +0.03% | -7.97% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | -0.28% | Trim |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.6% | +213.77% | Add |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.2% | +98.51% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | +2.28% | Add |
| 5 | CVX | Chevron CORP | +0.2% | +10.97% | Add |
| 6 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 7 | UAL | United Airlines Holdings Inc | +0.1% | +1.26% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 9 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.53% | Trim |
| 11 | MKL | Markel Group Inc | +0.1% | -2.98% | Trim |
| 12 | C | Citigroup Inc | +0.1% | -3.25% | Trim |
| 13 | FTGC | First Trust Global Tactical | 0% | -2.43% | Trim |
| 14 | XOM | Exxon Mobil CORP | 0% | +9.05% | Add |
| 15 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 16 | AXP | American Express Co | 0% | -6.05% | Trim |
| 17 | AAPL | Apple Inc | 0% | -7.47% | Trim |
| 18 | RIO | Rio Tinto Plc-spon Adr | 0% | +23.65% | Add |
| 19 | TSLA | Tesla Inc | 0% | -33.33% | Trim |
| 20 | SCHD | Schwab US Dvd Equity ETF | — | +194.18% | Add |
| 21 | BSCQ | Invesco Bulletshares 2026 Cb | — | — | Unchanged |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.89% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | -19.98% | Trim |
| 24 | VTV | Vanguard Value ETF | 0% | -7.97% | Trim |
| 25 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 26 | PRF | Invesco Rafi US 1000 ETF | -0.1% | -17.85% | Trim |
| 27 | T | At&t Inc | -0.1% | -18.12% | Trim |
| 28 | XLE | Ss Energy Select Sector | -0.1% | -1.59% | Trim |
| 29 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -6.07% | Trim |
| 30 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | -0.1% | EXIT | Sold out |
| 31 | NFLX | Netflix Inc | -0.1% | EXIT | Sold out |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -7.08% | Trim |
| 33 | VZ | Verizon Communications Inc | -0.2% | -27.20% | Trim |
| 34 | BSCO | Invesco Bulletshares 2024 Cb | -0.2% | EXIT | Sold out |
| 35 | GLTR | Abrdn Precious Metals Basket | -0.3% | -6.60% | Trim |
| 36 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.6% | -1.77% | Trim |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.6% | +2.25% | Add |
According to official SEC Form 13F filings, Solitude Financial Services reported a total U.S. public equity portfolio value of $361.2M across 34 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SPY, FNDA) accounted for 41.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
IBIT
市值: $241.6K
Top Position Liquidated / Trimmed
BSCO
前期市值: $412.8K
During Q4 2024, Solitude Financial Services's top holdings by market value included BRK-B (17.9%)、SPY (15.8%)、FNDA (14.0%). The largest single position, BRK-B, represented 17.9% of total portfolio value.
In Q4 2024, Solitude Financial Services made 34 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 18 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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