Solitude Financial Services Portfolio Holdings
Solitude Financial Services
- $234 Million
- Q3 2024
Solitude Financial Services has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 34 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 $41.6M, Spdr S&P 500 ETF Trust with a value of $35.4M, Schwab Fundamental U S Small C with a value of $32.3M, Schwab Fundamental U S Large C with a value of $21.6M, and Schwab Fundamental Intl Large with a value of $21M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $215M to 234M.
Below you can find more details about Solitude Financial Services portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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