Solitude Financial Services Purchases in Q2 2025

Solitude Financial Services

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
604
+ 0.62%
$496.48 - $617.85 $300K - $373K
97.4K $60.2M
FNDA
Schwab Fundamental U S Small C

ETFs
57.9K
+ 5.98%
$23.85 - $28.69 $1.38M - $1.66M
1.03M $29.4M
NVDA
Nvidia Corp

Technology
9.46K
+ 46.22%
$94.31 - $157.99 $892K - $1.49M
29.9K $4.73M
FNDX
Schwab Fundamental U S Large C

ETFs
48.2K
+ 5.3%
$20.84 - $24.54 $1M - $1.18M
959K $23.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17K
+ 6.41%
$27.3 - $31.8 $463K - $540K
282K $8.95M
AVGO
Broadcom Inc.

Technology
2.53K
+ 87.27%
$146.29 - $275.65 $370K - $697K
5.43K $1.5M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
22.7K
+ 9.65%
$45.3 - $50.64 $1.03M - $1.15M
257K $12.6M
JPM
Jpmorgan Chase & CO

Financial Services
928
+ 9.24%
$210.28 - $289.91 $195K - $269K
11K $3.18M
AXP
American Express CO

Financial Services
1.07K
+ 20.89%
$231.39 - $318.98 $248K - $341K
6.19K $1.98M
AEP
American Electric Power CO Inc

Utilities
4.7K
New
$98.59 - $109.11 $463K - $513K
4.7K $487K
AAPL
Apple Inc.

Technology
2.15K
+ 17.92%
$172.42 - $223.89 $371K - $481K
14.1K $2.9M
GOOGL
Alphabet Inc.

Communication Services
1.22K
New
$144.7 - $178.6 $176K - $218K
1.22K $214K
VTV
Vanguard Value ETF

ETFs
1.15K
New
$153.67 - $176.74 $176K - $203K
1.15K $202K
FTGC
First Trust Global Tactical CO

ETFs
18.5K
+ 6.1%
$23.09 - $25.91 $427K - $479K
322K $7.93M
OXY
Occidental Petroleum Corp

Energy
4.57K
+ 52.1%
$36.11 - $49.33 $165K - $226K
13.4K $560K
XLE
Energy Sector Spdr

ETFs
13.3K
+ 10.76%
$76.44 - $94.13 $1.01M - $1.25M
136K $11.6M
Ishares Bitcoin Trust ETF
2.3K
+ 37.03%
N/A
8.5K $0
RIO
Rio Tinto PLC

Basic Materials
100
+ 0.79%
$52.32 - $62.75 $5.23K - $6.28K
12.8K $743K
XOM
Exxon Mobil Corp

Energy
2.53K
+ 7.41%
$99.93 - $119.04 $253K - $302K
36.7K $3.96M
CVX
Chevron Corp

Energy
1.91K
+ 8.17%
$133.73 - $168.51 $256K - $322K
25.3K $3.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.82K
+ 5.02%
$483.48 - $539.8 $2.33M - $2.6M
101K $49M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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