Solitude Financial Services Portfolio Holdings
Solitude Financial Services
- $228 Million
- Q4 2024
Solitude Financial Services has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 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 $40.8M, Spdr S&P 500 ETF Trust with a value of $36.1M, Schwab Fundamental U S Small C with a value of $32M, Schwab Fundamental U S Large C with a value of $22.4M, and Schwab Fundamental Intl Large with a value of $19.1M.
Examining the 13F form we can see an decrease of $6.06M in the current position value, from $234M to 228M.
Below you can find more details about Solitude Financial Services portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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