Solitude Financial Services
Top Portfolio Positions
22 positions ·
$51,100,968 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
40,238 | $8,800,855 | 17.22% |
| XOM |
Exxon Mobil Corp
Energy
|
34,373 | $5,831,723 | 11.41% |
| CVX |
Chevron Corp
Energy
|
24,879 | $5,147,465 | 10.07% |
| AAPL |
Apple Inc.
Technology
|
19,517 | $4,953,219 | 9.69% |
| NVDA |
Nvidia Corp
Technology
|
23,240 | $4,053,056 | 7.93% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,592 | $3,998,222 | 7.82% |
| MKL |
Markel Group Inc.
Financial Services
|
1,365 | $2,612,705 | 5.11% |
| AXP |
American Express Co
Financial Services
|
8,473 | $2,562,913 | 5.02% |
| AEP |
American Electric Power Co Inc
Utilities
|
18,359 | $2,406,497 | 4.71% |
| AVGO |
Broadcom Inc.
Technology
|
5,728 | $1,772,873 | 3.47% |
Holdings in AEP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,406,497 | 18,359 | Shares | Sole | 2026-04-16 | |
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