Solitude Financial Services Portfolio Holdings by Sector
Solitude Financial Services
- $257 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY FNDA FNDX FNDF KNG XLE GLTR BUFR 14 stocks |
$178,986
69.6% of portfolio
|
4
|
8
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$51,162
19.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$7,982
3.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$3,633
1.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2,703
1.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,663
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$2,402
0.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$2,114
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$1,378
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$770
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$760
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY 1 stocks |
$689
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$511
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$439
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$433
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$264
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$260
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
LCID 1 stocks |
$24
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|