Skip to main content

Solidarilty Wealth, LLC

SEC CIK
0001906613
Latest filing
Jul 31, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 19, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
88
0 vs. Q2 2023
Portfolio value
$276.0M
+$32.9M (+13.5%) vs. Q2 2023
Filed
Oct 19, 2023
SEC
Holdings of Solidarilty Wealth, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock166,981$28.6M10.4%+32,312+24.0%AddedHistory
AMZNAmazon Com IncStock126,848$16.1M5.8%+26,556+26.5%AddedHistory
MSFTMicrosoft CorpStock43,709$13.8M5.0%+4,079+10.3%AddedHistory
BRK.BBerkshire Hathaway IncStock39,140$13.7M5.0%−3,223−7.6%ReducedHistory
AZOAutoZone IncCOM4,666$11.9M4.3%+550+13.4%AddedHistory
GOOGLAlphabet Inc.Stock81,264$10.6M3.9%+2,401+3.0%AddedHistory
ORLYO Reilly Automotive IncStock10,389$9.44M3.4%+3,283+46.2%AddedHistory
VVisa Inc.Stock40,682$9.36M3.4%+11,853+41.1%AddedHistory
MCDMcDonalds CorpStock32,491$8.56M3.1%+1,929+6.3%AddedHistory
ALSNAllison Transmission Holdings IncStock138,832$8.20M3.0%+15,837+12.9%AddedHistory
BKNGBooking Holdings Inc.Stock2,507$7.73M2.8%+144+6.1%AddedHistory
MAMastercard IncStock18,629$7.38M2.7%+3,562+23.6%AddedHistory
UNHUnitedHealth Group IncStock12,612$6.36M2.3%+1,580+14.3%AddedHistory
MTDMettler Toledo International IncCOM5,573$6.18M2.2%+729+15.0%AddedHistory
MKLMarkel Group Inc.COM3,865$5.69M2.1%+710+22.5%AddedHistory
METAMeta Platforms, Inc.Stock17,050$5.12M1.9%+17,050NewHistory
AMTAmerican Tower CorpREIT30,962$5.09M1.8%+14,929+93.1%AddedHistory
GSGoldman Sachs Group IncStock15,645$5.06M1.8%+1,390+9.8%AddedHistory
RTXRTX CorpStock69,209$4.98M1.8%+69,209NewHistory
GISGeneral Mills IncStock75,212$4.81M1.7%+26,603+54.7%AddedHistory
VZVerizon Communications IncStock148,040$4.80M1.7%+23,270+18.7%AddedHistory
ASMLASML Holding NVADR7,650$4.50M1.6%+4,090+114.9%AddedHistory
ATVIActivision Blizzard, Inc.COM43,196$4.04M1.5%−6,163−12.5%ReducedHistory
NKENIKE, Inc.Stock40,578$3.89M1.4%+8,201+25.3%AddedHistory
MZTIMarzetti CoCOM22,748$3.75M1.4%+5,816+34.3%AddedHistory
NEENextera Energy IncStock60,452$3.46M1.3%+10,537+21.1%AddedHistory
LMTLockheed Martin CorpStock8,400$3.44M1.2%+3,875+85.6%AddedHistory
BLKBlackRock, Inc.COM5,172$3.34M1.2%+5,172NewHistory
VanEck ETF Trust92189H607OIL SERVICES ETF9,327$3.22M1.2%−1,021−9.9%Reduced–
ADBEAdobe Inc.Stock6,285$3.20M1.2%+634+11.2%AddedHistory
FDXFedEx CorpStock11,710$3.12M1.1%+1,507+14.8%AddedHistory
FICOFair Isaac CorpCOM3,500$3.04M1.1%+700+25.0%AddedHistory
WMTWalmart Inc.Stock18,113$2.90M1.0%+2,336+14.8%AddedHistory
CCitigroup IncStock60,916$2.51M0.9%+25,996+74.4%AddedHistory
CMECME Group Inc.COM12,510$2.50M0.9%−18,200−59.3%ReducedHistory
CMGChipotle Mexican Grill IncCOM1,226$2.25M0.8%+1,226NewHistory
DEDeere & CoStock5,369$2.03M0.7%−4,915−47.8%ReducedHistory
HDHome Depot, Inc.Stock6,407$1.94M0.7%+4,986+350.9%AddedHistory
SBUXStarbucks CorpStock21,130$1.93M0.7%−18,376−46.5%ReducedHistory
Paramount Global92556H206CL B138,559$1.79M0.7%+3,451+2.6%Added–
ADIAnalog Devices IncStock9,798$1.72M0.6%+7,754+379.4%AddedHistory
ELVElevance Health, Inc.Stock3,768$1.64M0.6%+2,500+197.2%AddedHistory
SPGIS&P Global Inc.Stock4,026$1.47M0.5%+4,026NewHistory
LVSLas Vegas Sands CorpCOM30,914$1.42M0.5%+3,489+12.7%AddedHistory
GOOGAlphabet Inc.Stock8,294$1.09M0.4%+145+1.8%AddedHistory
JPMJPMorgan Chase & CoStock7,430$1.08M0.4%−1,159−13.5%ReducedHistory
ANETArista Networks, Inc.COM5,820$1.07M0.4%+5,820NewHistory
ABBVAbbVie Inc.Stock6,740$1.00M0.4%−108−1.6%ReducedHistory
MNSTMonster Beverage CorpCOM14,700$778.4K0.3%00.0%UnchangedHistory
SHOPShopify Inc.Stock13,932$760.3K0.3%−1,193−7.9%ReducedHistory
CVXChevron CorpStock4,101$691.5K0.3%−10,558−72.0%ReducedHistory
SPGSimon Property Group Inc.REIT6,370$688.2K0.2%−36−0.6%ReducedHistory
DLTRDollar Tree, Inc.COM6,000$638.7K0.2%−13,425−69.1%ReducedHistory
COSTCostco Wholesale CorpStock1,097$619.8K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock10,303$581.5K0.2%−579−5.3%ReducedHistory
NVDANVIDIA CorpStock1,303$566.8K0.2%00.0%UnchangedHistory
WMWaste Management IncStock3,642$555.2K0.2%−51−1.4%ReducedHistory
SOFISoFi Technologies, Inc.Stock66,467$531.1K0.2%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock5,143$498.1K0.2%−108−2.1%ReducedHistory
NLYAnnaly Capital Management IncREIT24,819$483.0K0.2%−162−0.6%ReducedHistory
PYPLPayPal Holdings, Inc.Stock7,364$430.5K0.2%−115−1.5%ReducedHistory
MKCMcCormick & Co IncStock5,564$420.9K0.2%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock23,598$391.3K0.1%−471−2.0%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF903$387.5K0.1%+104+13.0%AddedHistory
TSLATesla, Inc.Stock1,537$384.6K0.1%+4+0.3%AddedHistory
LWLGLightwave Logic, Inc.COM75,866$339.1K0.1%−1,000−1.3%ReducedHistory
ULUnilever PLCSPON ADR NEW6,409$316.6K0.1%−186−2.8%ReducedHistory
DTIDrilling Tools International CorpCOM79,207$308.9K0.1%+79,207NewHistory
ORealty Income CorpREIT6,119$307.2K0.1%−203−3.2%ReducedHistory
MDLZMondelez International, Inc.Stock4,319$301.6K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,400$285.1K0.1%−47−3.2%ReducedHistory
PNWPinnacle West Capital CorpCOM3,755$276.6K0.1%−51−1.3%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF3,034$274.2K0.1%−9,300−75.4%Reduced–
SYYSysco CorpStock4,131$272.9K0.1%−35−0.8%ReducedHistory
iShares Core S&P 500 ETF464287200ETF631$271.7K0.1%+162+34.5%Added–
DOWDow Inc.Stock5,244$270.4K0.1%−81−1.5%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,642$264.9K0.1%+190+5.5%Added–
COPConocoPhillipsStock2,174$261.8K0.1%−400−15.5%ReducedHistory
ACNAccenture plcStock813$249.7K0.1%−40−4.7%ReducedHistory
IAUiShares Gold TrustETF7,087$248.0K0.1%−1,864−20.8%ReducedHistory
GSKGSK plcADR5,959$218.1K0.1%−110−1.8%ReducedHistory
BLKBBlackbaud IncCOM3,000$211.0K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,420$207.1K0.1%−68−4.6%ReducedHistory
NRGNRG Energy, Inc.Stock5,351$206.1K0.1%+5,351NewHistory
INTUIntuit Inc.Stock398$203.4K0.1%+398NewHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,789$203.0K0.1%+3,789New–
LOWLowes Companies IncStock966$200.8K0.1%−149−13.4%ReducedHistory
LGOLargo Inc.COMMON STOCK14,034$40.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2023 (10)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Solidarilty Wealth, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 14,779$1.65M0.7%History
CATCaterpillar IncStock4,774$1.17M0.5%History
XOMExxonMobil Holdings CorpCOM7,614$816.6K0.3%History
RETAReata Pharmaceuticals IncCL A6,866$700.1K0.3%History
JNJJohnson & JohnsonStock2,452$405.9K0.2%History
DGDollar General CorpCOM1,800$305.6K0.1%History
ITWIllinois Tool Works IncStock898$225.8K0.1%History
MCYMercury General CorpCOM7,122$215.6K0.1%History
CVSCVS Health CorpStock3,075$212.6K0.1%History
iShares Russell 2000 Growth ETF464287648ETF835$202.6K0.1%–