Solitude Financial Services Portfolio Holdings by Sector
Solitude Financial Services
- $275 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY FNDA FNDX FNDF KNG XLE BUFR GLTR 15 stocks |
$195,100
70.82% of portfolio
|
8
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$49,005
17.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$7,585
2.75% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$6,224
2.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$4,217
1.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,901
1.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$2,396
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$1,975
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1,711
0.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$743
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$573
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$560
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY 1 stocks |
$500
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP 1 stocks |
$487
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$454
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$297
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$264
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$242
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$214
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
LCID 1 stocks |
$21
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|