Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $182,726
At 09/30/2023: $177,121

Solitude Financial Services holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Solitude Financial Services 13F filings. Link to 13F filings: SEC filings

Solitude Financial Services Top Holdings
As of  12/31/2023, below is a summary of the Solitude Financial Services top holdings by largest position size, as per the latest 13f filing made by Solitude Financial Services. In the Solitude Financial Services-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Solitude Financial Services in that top holding, then the share count change between reporting periods, and finally the Solitude Financial Services top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 57,786 -2,231 $27,466
     SPY57,786-2,231$27,466
BERKSHIRE HATHAWAY INC DEL      $27,053
     BRK.B75,850+7,084$27,053
VANGUARD TAX MANAGED FDS (VEA) 333,280 -4,955 $15,964
     VEA333,280-4,955$15,964
VANGUARD INDEX FDS (VB) 58,899 -2,144 $12,565
     VB58,899-2,144$12,565
FIRST TR EXCHANGE TRADED FD (KNG) 231,230 -2,756 $11,950
     KNG231,230-2,756$11,950
APPLE INC 38,883 -3,359 $7,486
     AAPL38,883-3,359$7,486
ABRDN PRECIOUS METALS BASKET 72,304 -830 $6,581
     GLTR72,304-830$6,581
ISHARES TR (SCZ) 87,812 +507 $5,436
     SCZ87,812+507$5,436
VANGUARD INTL EQUITY INDEX F (VWO) 124,723 -940 $5,126
     VWO124,723-940$5,126
VANGUARD INDEX FDS (VNQ) 56,120 -4,507 $4,959
     VNQ56,120-4,507$4,959
VANGUARD INTL EQUITY INDEX F (VNQI) 114,067 -5,116 $4,858
     VNQI114,067-5,116$4,858
SELECT SECTOR SPDR TR (XLE) 57,326 +5,952 $4,806
     XLE57,326+5,952$4,806
FIRST TR EXCHANGE TRAD FD VI (FTGC) 209,709 +17,583 $4,706
     FTGC209,709+17,583$4,706
VANGUARD WORLD FDS (VPU) 34,117 -2,374 $4,676
     VPU34,117-2,374$4,676
INVESCO EXCH TRD SLF IDX FD 180,364 -5,768 $3,689
     BSCP180,364-5,768$3,689
INVESCO EXCH TRD SLF IDX FD 161,072 -4,993 $3,364
     BSCO161,072-4,993$3,364
INVESCO EXCHANGE TRADED FD T (PRFZ) 89,456 -4,097 $3,354
     PRFZ89,456-4,097$3,354
INNOVATOR ETFS TR (EPRF) 173,182 -8,338 $3,226
     EPRF173,182-8,338$3,226
ALPHABET INC 14,586 +802 $2,038
     GOOGL14,586+802$2,038
SCHWAB STRATEGIC TR 53,664 -1,986 $1,810
     FNDF53,664-1,986$1,810
SCHWAB STRATEGIC TR 28,859 -220 $1,597
     FNDA28,859-220$1,597
SELECT SECTOR SPDR TR (XLF) 40,191 -2,613 $1,511
     XLF40,191-2,613$1,511
ALIBABA GROUP HLDG LTD 18,759 +2,672 $1,454
     BABA18,759+2,672$1,454
EXXON MOBIL CORP 14,161 +1,256 $1,416
     XOM14,161+1,256$1,416
SCHWAB STRATEGIC TR 22,202 +260 $1,375
     FNDX22,202+260$1,375
CHEVRON CORP NEW 8,842 +1,242 $1,319
     CVX8,842+1,242$1,319
SCHWAB STRATEGIC TR 26,195 -1,575 $1,269
     SCHO26,195-1,575$1,269
SELECT SECTOR SPDR TR (XLU) 20,012 -799 $1,267
     XLU20,012-799$1,267
AT&T INC 66,300 -1,770 $1,113
     T66,300-1,770$1,113
INVESCO EXCHANGE TRADED FD T (PRF) 29,285 -183 $1,031
     PRF29,285-183$1,031
VERIZON COMMUNICATIONS INC 26,721 -799 $1,007
     VZ26,721-799$1,007
SCHWAB STRATEGIC TR 10,785 -1,340 $821
     SCHD10,785-1,340$821
UNITED PARCEL SERVICE INC 4,800 -100 $755
     UPS4,800-100$755
CITIGROUP INC 14,370 +120 $739
     C14,370+120$739
AMERICAN EXPRESS CO 3,650 +50 $684
     AXP3,650+50$684
INVESCO EXCH TRD SLF IDX FD 34,431 +1,731 $665
     BSCQ34,431+1,731$665
SCHWAB STRATEGIC TR 23,432 +303 $636
     FNDE23,432+303$636
SCHWAB STRATEGIC TR 17,159 -486 $598
     FNDC17,159-486$598
ANHEUSER BUSCH INBEV SA NV 9,030 -1,290 $584
     BUD9,030-1,290$584
JPMORGAN CHASE & CO 2,460 +80 $418
     JPM2,460+80$418
INVESCO EXCH TRADED FD TR II (PXF) 7,062 -2 $335
     PXF7,062-2$335
AMAZON COM INC 1,900 -400 $289
     AMZN1,900-400$289
INVESCO QQQ TR 610 -200 $250
     QQQ610-200$250
NETFLIX INC 500 -300 $243
     NFLX500-300$243

See Full List: All Stocks Held By Solitude Financial Services
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Solitude Financial Services

Solitude Financial Services Top Holdings 13F Filings | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.