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| Happy Holidays!! thanks for using AUM13F!! |
| Solitude Financial Services Inc
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| CRD # | 150348 |
| SEC # | 801-117235 |
| CIK # | 0001839890 |
| AUM | $284.0 M (2025-02-12) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 434-218-2201 |
| Address | 236 East High Street Charlottesville, VA 22902 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839890 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 8.6 | ||
| Nvidia Corp | 4.7 | ||
| Exxon Mobil Corp | 4.0 | ||
| Chevron Corp | 3.6 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Apple Inc | 2.9 | ||
| Markel Corp | 2.4 | ||
| American Express Co | 2.0 | ||
| Broadcom Inc | 1.5 | ||
| Citigroup Inc | 1.0 | ||
| AT&T Inc | 0.9 | ||
| Verizon Communications Inc | 0.8 | ||
| Rio Tinto PLC | 0.7 | ||
| Anheuser-Busch Inbev Sa/Nv | 0.6 | ||
| Occidental Petroleum Corp /DE/ | 0.6 | ||
| iShares Bitcoin Trust | 0.5 | ||
| Bristol Myers Squibb Co | 0.5 | ||
| American Electric Power Co Inc | 0.5 | ||
| United Parcel Service Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 10.8 |
| (b) Individuals (high net worth individuals) | 108 | 273.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 668 | 284.0 |
| By Discretionary | ||
| Discretionary | 632 | 282.6 |
| Non-Discretionary | 36 | 1.4 |
| Total | 668 | 284.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.0 | |
| Total | 668 | 284.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839890] |
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|---|---|---|
|
Blue Oak Capital LLC
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|
CA | 0.3 |
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AllSquare Wealth Management LLC
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NY | 0.3 |
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Walker Asset Management LLC
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0.3 | |
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Taylor Securities Inc
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TN | 0.3 |
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Trisperity Advisors LLC
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TX | 0.3 |
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Boothe Investment Group Inc
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DE | 0.3 |
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Theory Financial LLC
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CO | 0.3 |
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Retirement Planning Group LLC
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NY | 0.3 |
|
Latko Wealth Management Ltd
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|
IL | 0.3 |
|
Western Financial Corporation
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|
CA | 0.3 |