Solitude Financial Services Incresed Positions in Q3 2024

Solitude Financial Services

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.61K
+ 2.97%
$405.19 - $478.57 $1.06M - $1.25M
90.4K $41.6M
FNDA
Schwab Fundamental U S Small C

ETFs
4.34K
+ 0.81%
$54.26 - $60.01 $236K - $261K
542K $32.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
551
+ 0.9%
$517.38 - $573.86 $285K - $316K
61.8K $35.4M
FNDF
Schwab Fundamental Intl Large

ETFs
10.8K
+ 1.96%
$33.67 - $37.71 $365K - $409K
563K $21M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.29K
+ 1.2%
$50.02 - $54.5 $215K - $234K
360K $19.6M
FNDX
Schwab Fundamental U S Large C

ETFs
2.33K
+ 0.78%
$65.36 - $71.76 $152K - $167K
301K $21.6M
XOM
Exxon Mobil Corp

Energy
7.27K
+ 35.0%
$109.72 - $119.0 $798K - $865K
28K $3.29M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
137
+ 0.19%
$101.06 - $115.49 $13.8K - $15.8K
71.7K $8.12M
CVX
Chevron Corp

Energy
5.97K
+ 42.04%
$137.88 - $161.97 $823K - $967K
20.2K $2.97M
MKL
Markel Corp

Financial Services
325
+ 43.33%
$1494.55 - $1645.69 $486K - $535K
1.08K $1.69M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.94K
+ 0.48%
$28.1 - $29.89 $54.5K - $58K
406K $12.1M
VZ
Verizon Communications Inc

Communication Services
3.81K
+ 15.78%
$38.89 - $45.0 $148K - $171K
27.9K $1.25M
AXP
American Express CO

Financial Services
10
+ 0.24%
$225.92 - $271.17 $2.26K - $2.71K
4.25K $1.15M
BMY
Bristol Myers Squibb CO

Healthcare
1.51K
+ 17.15%
$39.66 - $51.75 $59.8K - $78.1K
10.3K $533K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
630
+ 6.15%
$58.35 - $66.29 $36.8K - $41.8K
10.9K $721K
FTGC
First Trust Global Tactical CO

ETFs
7.07K
+ 2.41%
$22.3 - $24.39 $158K - $172K
300K $7.11M
RIO
Rio Tinto PLC

Basic Materials
100
+ 1.37%
$59.71 - $71.21 $5.97K - $7.12K
7.4K $526K
C
Citigroup Inc

Financial Services
263
+ 1.58%
$56.11 - $67.61 $14.8K - $17.8K
16.9K $1.06M
XLE
Energy Sector Spdr

ETFs
4.17K
+ 3.35%
$84.35 - $93.39 $352K - $390K
129K $11.3M
Activity Summary
Buys All Purchases 21 New Holdings 1 Increased Positions 20 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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