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Livermore
Livermore
ZHEN

Solidarilty Wealth, LLC

SEC CIK
0001906613
Latest filing
Jul 31, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
82
−1 vs. Q4 2023
Portfolio value
$319.5M
+$42.4M (+15.3%) vs. Q4 2023
Filed
May 14, 2024
SEC
Holdings of Solidarilty Wealth, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock170,740$29.3M9.2%+13,567+8.6%AddedHistory
AMZNAmazon Com IncStock114,084$20.6M6.4%+2,689+2.4%AddedHistory
MSFTMicrosoft CorpStock46,843$19.7M6.2%+1,354+3.0%AddedHistory
ALSNAllison Transmission Holdings IncStock189,542$15.4M4.8%+18,358+10.7%AddedHistory
GOOGLAlphabet Inc.Stock100,547$15.2M4.7%+16,263+19.3%AddedHistory
AZOAutoZone IncCOM4,155$13.1M4.1%+978+30.8%AddedHistory
BRK.BBerkshire Hathaway IncStock31,070$13.1M4.1%−680−2.1%ReducedHistory
ORLYO Reilly Automotive IncStock11,077$12.5M3.9%−1,351−10.9%ReducedHistory
VVisa Inc.Stock44,425$12.4M3.9%+13,297+42.7%AddedHistory
MCDMcDonalds CorpStock35,042$9.88M3.1%+12,105+52.8%AddedHistory
MAMastercard IncStock20,310$9.78M3.1%+1,412+7.5%AddedHistory
ADBEAdobe Inc.Stock16,979$8.57M2.7%+4,497+36.0%AddedHistory
MKLMarkel Group Inc.COM5,038$7.67M2.4%+452+9.9%AddedHistory
RTXRTX CorpStock67,210$6.56M2.1%+18,921+39.2%AddedHistory
VZVerizon Communications IncStock154,607$6.49M2.0%+8,126+5.5%AddedHistory
FICOFair Isaac CorpCOM4,779$5.97M1.9%+1,278+36.5%AddedHistory
MZTIMarzetti CoCOM27,915$5.80M1.8%+3,012+12.1%AddedHistory
BKNGBooking Holdings Inc.Stock1,534$5.57M1.7%−39−2.5%ReducedHistory
MTDMettler Toledo International IncCOM4,028$5.36M1.7%+258+6.8%AddedHistory
UNHUnitedHealth Group IncStock9,817$4.86M1.5%+16+0.2%AddedHistory
ASMLASML Holding NVADR4,832$4.69M1.5%+389+8.8%AddedHistory
GSGoldman Sachs Group IncStock11,114$4.64M1.5%+400+3.7%AddedHistory
NKENIKE, Inc.Stock47,284$4.46M1.4%+3,409+7.8%AddedHistory
NEENextera Energy IncStock65,211$4.17M1.3%+13,258+25.5%AddedHistory
MSCIMSCI Inc.Stock6,900$3.87M1.2%+2,200+46.8%AddedHistory
METAMeta Platforms, Inc.Stock7,900$3.84M1.2%−2,175−21.6%ReducedHistory
FDXFedEx CorpStock13,066$3.80M1.2%+632+5.1%AddedHistory
COSTCostco Wholesale CorpStock5,105$3.74M1.2%+4,171+446.6%AddedHistory
AMTAmerican Tower CorpREIT17,680$3.49M1.1%+1,134+6.9%AddedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF10,283$3.46M1.1%+425+4.3%Added–
LMTLockheed Martin CorpStock7,500$3.41M1.1%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock3,319$3.38M1.1%+3,319NewHistory
TDGTransDigm Group INCCOM2,426$2.99M0.9%−1,199−33.1%ReducedHistory
CBOECboe Global Markets, Inc.COM16,127$2.96M0.9%−14,859−48.0%ReducedHistory
SPGIS&P Global Inc.Stock6,826$2.90M0.9%+6,826NewHistory
DEDeere & CoStock6,714$2.77M0.9%−149−2.2%ReducedHistory
CMECME Group Inc.COM12,510$2.69M0.8%−7,300−36.9%ReducedHistory
MELIMercadolibre IncCOM1,700$2.57M0.8%+1,700NewHistory
CCitigroup IncStock38,094$2.41M0.8%+1,584+4.3%AddedHistory
CVXChevron CorpStock12,624$1.99M0.6%+8,649+217.6%AddedHistory
Liberty Media Corp531229789Stock64,103$1.90M0.6%+64,103New–
PEPPepsiCo IncStock8,311$1.47M0.5%+8,311NewHistory
JPMJPMorgan Chase & CoStock6,831$1.37M0.4%−10.0%ReducedHistory
GOOGAlphabet Inc.Stock8,464$1.29M0.4%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,372$1.24M0.4%00.0%UnchangedHistory
SBUXStarbucks CorpStock13,560$1.24M0.4%+9,671+248.7%AddedHistory
WMTWalmart Inc.Stock17,617$1.06M0.3%−41,477−70.2%ReducedConverted for a 3-for-1 splitHistory
ABBVAbbVie Inc.Stock5,550$1.01M0.3%−98−1.7%ReducedHistory
SPGSimon Property Group Inc.REIT6,170$965.5K0.3%00.0%UnchangedHistory
Paramount Global92556H206CL B81,217$960.0K0.3%+6,924+9.3%Added–
DTIDrilling Tools International CorpCOM317,227$951.7K0.3%+40,000+14.4%AddedHistory
WMWaste Management IncStock3,642$776.3K0.2%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock1,268$657.5K0.2%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock4,728$537.4K0.2%−200−4.1%ReducedHistory
HDHome Depot, Inc.Stock1,279$490.6K0.2%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock65,661$479.3K0.2%00.0%UnchangedHistory
MKCMcCormick & Co IncStock5,208$400.0K0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF760$398.7K0.1%+137+22.0%AddedHistory
PYPLPayPal Holdings, Inc.Stock5,847$391.7K0.1%−217−3.6%ReducedHistory
ADIAnalog Devices IncStock1,863$368.5K0.1%00.0%UnchangedHistory
LWLGLightwave Logic, Inc.COM75,866$355.1K0.1%00.0%UnchangedHistory
KOCoca Cola CoStock5,599$345.3K0.1%−540−8.8%ReducedHistory
KMIKinder Morgan, Inc.Stock17,186$315.2K0.1%−776−4.3%ReducedHistory
NLYAnnaly Capital Management IncREIT15,374$312.7K0.1%−567−3.6%ReducedHistory
MDLZMondelez International, Inc.Stock4,294$302.4K0.1%−25−0.6%ReducedHistory
IAUiShares Gold TrustETF7,087$297.7K0.1%00.0%UnchangedHistory
SYYSysco CorpStock3,610$293.1K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock2,274$289.4K0.1%+100+4.6%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,235$270.4K0.1%00.0%Unchanged–
ANETArista Networks, Inc.COM920$266.8K0.1%00.0%UnchangedHistory
ACNAccenture plcStock769$266.5K0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock398$258.7K0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock1,470$258.4K0.1%−145−9.0%ReducedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM4,416$255.5K0.1%+734+19.9%Added–
WFCWells Fargo & CompanyStock4,023$233.2K0.1%+4,023NewHistory
iShares Russell 2000 Growth ETF464287648ETF835$226.1K0.1%00.0%Unchanged–
UNPUnion Pacific CorpStock901$221.6K0.1%−19−2.1%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF2,344$221.3K0.1%+2,344New–
SHOPShopify Inc.Stock2,752$212.4K0.1%−30−1.1%ReducedHistory
KLACKLA CorpCOM NEW300$209.6K0.1%+300NewHistory
iShares Core S&P 500 ETF464287200ETF381$200.3K0.1%+381New–
LGOLargo Inc.COMMON STOCK14,034$23.1K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (10)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Solidarilty Wealth, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
LLYEli Lilly & CoStock9,306$5.42M2.0%History
GISGeneral Mills IncStock50,951$3.32M1.2%History
CBChubb LtdStock9,398$2.12M0.8%History
LVSLas Vegas Sands CorpCOM32,449$1.60M0.6%History
ORCLOracle CorpStock11,518$1.21M0.4%History
CRMSalesforce, Inc.Stock3,264$858.9K0.3%History
CMGChipotle Mexican Grill IncCOM326$745.5K0.3%History
CPRTCopart IncCOM9,600$470.4K0.2%History
NRGNRG Energy, Inc.Stock5,351$276.6K0.1%History
DOWDow Inc.Stock3,647$200.0K0.1%History