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Disclosery

13F-HR filed by Solitude Financial Services

Solitude Financial Services filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-09, with 36 holding rows worth $257,481,486.

Accession
0001839890-25-000004
Filer
CIK 1839890
Filed
2025-05-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 36 entries on the cover page, a total value of $257,481,486 stated on the cover page (in dollars after the unit check, H1), rows summing to $257,481,486 with VALUE read as dollars as filed, 13F file number 028-20438. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS96,797$54,147,074dollars as filed
Berkshire Hathaway Inc084670702COM96,065$51,162,042dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S969,381$26,551,359dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L910,560$21,498,322dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL559,623$20,224,775dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q705FT VEST S&P 500234,835$11,863,864dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS123,226$11,515,424dollars as filed
ABRDN PRECIOUS METALS BASKET003263100PHYSCL PRECS MET67,897$8,790,625dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED264,626$7,856,746dollars as filed
FIRST TR EXCHANGE TRAD FD VI33739H101FST TR GLB FD303,133$7,735,954dollars as filed
INVESCO QQQ TR46090E103COM15,327$7,187,306dollars as filed
EXXON MOBIL CORP30231G102COM34,193$4,066,603dollars as filed
Chevron Corporation166764100COM23,412$3,916,656dollars as filed
Apple Inc037833100COM11,992$2,663,783dollars as filed
JPMorgan Chase & Co46625H100COM10,040$2,462,812dollars as filed
NVIDIA Corp67066G104COM20,466$2,218,082dollars as filed
MARKELGROUPINC570535104STOK1,131$2,114,529dollars as filed
AT&T Inc00206R102COM50,422$1,425,934dollars as filed
American Express Company025816109COM5,123$1,378,407dollars as filed
Citigroup Inc.172967424COM16,496$1,171,051dollars as filed
Verizon Communications Inc92343V104COM21,544$977,236dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR12,520$770,731dollars as filed
RIO TINTO PLC SPONSORED ADR767204100ADR12,650$760,012dollars as filed
Bristol-Myers Squibb Company110122108COM11,310$689,797dollars as filed
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF13,805$557,860dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS6,766$533,499dollars as filed
United Parcel Service,Inc. Class B911312106COM4,650$511,454dollars as filed
Broadcom Inc.11135F101COM2,899$485,380dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock6,367$439,641dollars as filed
OCCIDENTAL PETE CORP674599105COM8,779$433,339dollars as filed
IShares Bitcoin Trust Registered46438F101SHS6,205$290,456dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF14,300$278,564dollars as filed
Walt Disney Co254687106COM2,683$264,778dollars as filed
Amazon.com, Inc023135106COM1,370$260,712dollars as filed
SCHD808524797COM9,030$252,479dollars as filed
LUCID GROUP INC549498103COM10,000$24,200dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001839890-25-000004this filing2025-05-09acceptance time not in the bulk data set