Solitude Financial Services has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $217 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $34M, Spdr S&P 500 ETF Trust with a value of $30.3M, Schwab Fundamental U S Small C with a value of $29.3M, Schwab Fundamental U S Large C with a value of $19.6M, and Schwab Fundamental Intl Large with a value of $19.5M.

Examining the 13F form we can see an increase of $34.5M in the current position value, from $183M to 217M.

Below you can find more details about Solitude Financial Services portfolio as well as his latest detailed transactions.

Portfolio value $217 Million
ETFs: $170 Million
Financial Services: $36.5 Million
Energy: $3.51 Million
Communication Services: $2.58 Million
Technology: $2.36 Million
Industrials: $1.04 Million
Consumer Defensive: $596,000
Healthcare: $325,000
Other: $317,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $217 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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