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Solidarilty Wealth, LLC

SEC CIK
0001906613
Latest filing
Jul 31, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
84
+2 vs. Q1 2024
Portfolio value
$329.5M
+$9.99M (+3.1%) vs. Q1 2024
Filed
Aug 12, 2024
SEC
Holdings of Solidarilty Wealth, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock154,945$32.6M9.9%−15,795−9.3%ReducedHistory
AMZNAmazon Com IncStock110,033$21.3M6.5%−4,051−3.6%ReducedHistory
MSFTMicrosoft CorpStock47,446$21.2M6.4%+603+1.3%AddedHistory
GOOGLAlphabet Inc.Stock95,903$17.5M5.3%−4,644−4.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock40,846$16.6M5.0%+9,776+31.5%AddedHistory
ALSNAllison Transmission Holdings IncStock216,171$16.4M5.0%+26,629+14.0%AddedHistory
AZOAutoZone IncCOM4,207$12.5M3.8%+52+1.3%AddedHistory
VVisa Inc.Stock45,806$12.0M3.6%+1,381+3.1%AddedHistory
MCDMcDonalds CorpStock36,144$9.21M2.8%+1,102+3.1%AddedHistory
MAMastercard IncStock20,801$9.18M2.8%+491+2.4%AddedHistory
ADBEAdobe Inc.Stock15,049$8.36M2.5%−1,930−11.4%ReducedHistory
MKLMarkel Group Inc.COM5,239$8.25M2.5%+201+4.0%AddedHistory
ORLYO Reilly Automotive IncStock7,000$7.39M2.2%−4,077−36.8%ReducedHistory
FICOFair Isaac CorpCOM4,642$6.91M2.1%−137−2.9%ReducedHistory
VZVerizon Communications IncStock162,342$6.69M2.0%+7,735+5.0%AddedHistory
ASMLASML Holding NVADR6,117$6.26M1.9%+1,285+26.6%AddedHistory
RTXRTX CorpStock61,720$6.20M1.9%−5,490−8.2%ReducedHistory
MTDMettler Toledo International IncCOM4,293$6.00M1.8%+265+6.6%AddedHistory
BKNGBooking Holdings Inc.Stock1,483$5.87M1.8%−51−3.3%ReducedHistory
MZTIMarzetti CoCOM29,221$5.52M1.7%+1,306+4.7%AddedHistory
NKENIKE, Inc.Stock68,500$5.16M1.6%+21,216+44.9%AddedHistory
GSGoldman Sachs Group IncStock11,316$5.12M1.6%+202+1.8%AddedHistory
UNHUnitedHealth Group IncStock9,767$4.97M1.5%−50−0.5%ReducedHistory
NEENextera Energy IncStock70,165$4.97M1.5%+4,954+7.6%AddedHistory
METAMeta Platforms, Inc.Stock8,400$4.24M1.3%+500+6.3%AddedHistory
FDXFedEx CorpStock13,491$4.05M1.2%+425+3.3%AddedHistory
AMTAmerican Tower CorpREIT18,936$3.68M1.1%+1,256+7.1%AddedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF10,629$3.36M1.0%+346+3.4%Added–
MSCIMSCI Inc.Stock6,400$3.08M0.9%−500−7.2%ReducedHistory
GWWW.W. Grainger, Inc.Stock3,319$2.99M0.9%00.0%UnchangedHistory
ACNAccenture plcStock9,369$2.84M0.9%+8,600+1,118.3%AddedHistory
CBOECboe Global Markets, Inc.COM15,792$2.69M0.8%−335−2.1%ReducedHistory
TDGTransDigm Group INCCOM1,927$2.46M0.7%−499−20.6%ReducedHistory
CMECME Group Inc.COM12,510$2.46M0.7%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock12,031$2.43M0.7%+5,200+76.1%AddedHistory
SPGIS&P Global Inc.Stock5,326$2.38M0.7%−1,500−22.0%ReducedHistory
CCitigroup IncStock36,174$2.30M0.7%−1,920−5.0%ReducedHistory
WMTWalmart Inc.Stock33,317$2.26M0.7%+15,700+89.1%AddedHistory
CPRTCopart IncCOM41,600$2.25M0.7%+41,600NewHistory
DEDeere & CoStock6,014$2.25M0.7%−700−10.4%ReducedHistory
LMTLockheed Martin CorpStock4,300$2.01M0.6%−3,200−42.7%ReducedHistory
DTIDrilling Tools International CorpCOM317,227$1.78M0.5%00.0%UnchangedHistory
WMWaste Management IncStock8,239$1.76M0.5%+4,597+126.2%AddedHistory
NVDANVIDIA CorpStock13,810$1.71M0.5%+90+0.7%AddedConverted for a 10-for-1 splitHistory
GOOGAlphabet Inc.Stock8,457$1.55M0.5%−7−0.1%ReducedHistory
Liberty Media Corp531229789Stock64,759$1.44M0.4%+656+1.0%Added–
HDHome Depot, Inc.Stock4,019$1.38M0.4%+2,740+214.2%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF4,540$1.21M0.4%+4,540New–
SBUXStarbucks CorpStock13,625$1.06M0.3%+65+0.5%AddedHistory
RACEFerrari N.V.COM2,500$1.02M0.3%+2,500NewHistory
SPGSimon Property Group Inc.REIT6,170$936.6K0.3%00.0%UnchangedHistory
Paramount Global92556H206CL B89,063$925.4K0.3%+7,846+9.7%Added–
ABBVAbbVie Inc.Stock5,248$900.1K0.3%−302−5.4%ReducedHistory
COSTCostco Wholesale CorpStock905$769.2K0.2%−4,200−82.3%ReducedHistory
ELVElevance Health, Inc.Stock1,268$687.1K0.2%00.0%UnchangedHistory
CVXChevron CorpStock3,857$603.3K0.2%−8,767−69.4%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF874$475.7K0.1%+114+15.0%AddedHistory
SOFISoFi Technologies, Inc.Stock65,661$434.0K0.1%00.0%UnchangedHistory
Vanguard Star FDS921909768VG TL INTL STK F7,100$428.1K0.1%+7,100New–
ADIAnalog Devices IncStock1,852$422.7K0.1%−11−0.6%ReducedHistory
ABTAbbott LaboratoriesStock3,843$399.3K0.1%−885−18.7%ReducedHistory
NRPNatural Resource Partners LPCOM UNIT LTD PAR4,094$367.0K0.1%+4,094NewHistory
ANETArista Networks, Inc.COM920$322.4K0.1%00.0%UnchangedHistory
IAUiShares Gold TrustETF7,087$311.3K0.1%00.0%UnchangedHistory
KOCoca Cola CoStock4,829$307.4K0.1%−770−13.8%ReducedHistory
KMIKinder Morgan, Inc.Stock15,103$300.1K0.1%−2,083−12.1%ReducedHistory
NRGNRG Energy, Inc.Stock3,827$298.0K0.1%+3,827NewHistory
TSLATesla, Inc.Stock1,504$297.6K0.1%+34+2.3%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,235$271.6K0.1%00.0%Unchanged–
INTUIntuit Inc.Stock398$261.6K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock2,274$260.1K0.1%00.0%UnchangedHistory
KLACKLA CorpCOM NEW300$247.4K0.1%00.0%UnchangedHistory
SYYSysco CorpStock3,410$243.4K0.1%−200−5.5%ReducedHistory
WFCWells Fargo & CompanyStock4,023$238.9K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock4,043$234.6K0.1%−1,804−30.9%ReducedHistory
BABoeing CoStock1,275$232.1K0.1%+1,275NewHistory
LWLGLightwave Logic, Inc.COM75,866$226.8K0.1%00.0%UnchangedHistory
MKCMcCormick & Co IncStock3,120$221.3K0.1%−2,088−40.1%ReducedHistory
iShares Russell 2000 Growth ETF464287648ETF835$219.2K0.1%00.0%Unchanged–
NLYAnnaly Capital Management IncREIT11,459$218.4K0.1%−3,915−25.5%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF2,344$213.7K0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,624$205.4K0.1%−792−17.9%Reduced–
UNPUnion Pacific CorpStock886$200.5K0.1%−15−1.7%ReducedHistory
LGOLargo Inc.COMMON STOCK14,034$25.8K<0.1%00.0%UnchangedHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Solidarilty Wealth, LLC in Q2 2024
SecurityClassPutsCalls
UNHUnitedHealth Group IncStock–$152.8K
TDGTransDigm Group INCCOM–$127.8K

Sold out since Q1 2024 (5)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Solidarilty Wealth, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
MELIMercadolibre IncCOM1,700$2.57M0.8%History
PEPPepsiCo IncStock8,311$1.47M0.5%History
MDLZMondelez International, Inc.Stock4,294$302.4K0.1%History
SHOPShopify Inc.Stock2,752$212.4K0.1%History
iShares Core S&P 500 ETF464287200ETF381$200.3K0.1%–