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Solidarilty Wealth, LLC

SEC CIK
0001906613
Latest filing
Jul 31, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 16, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
85
−8 vs. Q3 2024
Portfolio value
$383.8M
+$14.7M (+4.0%) vs. Q3 2024
Filed
Jan 16, 2025
SEC
Holdings of Solidarilty Wealth, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock160,955$40.3M10.5%−3,497−2.1%ReducedHistory
AMZNAmazon Com IncStock130,923$28.7M7.5%+1,013+0.8%AddedHistory
MSFTMicrosoft CorpStock59,512$25.1M6.5%−72−0.1%ReducedHistory
ALSNAllison Transmission Holdings IncStock225,731$24.4M6.4%+1,779+0.8%AddedHistory
GOOGLAlphabet Inc.Stock104,013$19.7M5.1%+3,516+3.5%AddedHistory
BRK.BBerkshire Hathaway IncStock38,656$17.5M4.6%+251+0.7%AddedHistory
VVisa Inc.Stock48,302$15.3M4.0%+776+1.6%AddedHistory
AZOAutoZone IncCOM4,042$12.9M3.4%−143−3.4%ReducedHistory
MAMastercard IncStock21,877$11.5M3.0%+1,287+6.3%AddedHistory
ORLYO Reilly Automotive IncStock8,980$10.6M2.8%+373+4.3%AddedHistory
MCDMcDonalds CorpStock36,581$10.6M2.8%+383+1.1%AddedHistory
NRPNatural Resource Partners LPCOM UNIT LTD PAR92,186$10.2M2.7%+45,571+97.8%AddedHistory
MKLMarkel Group Inc.COM5,644$9.74M2.5%+167+3.0%AddedHistory
RTXRTX CorpStock73,227$8.47M2.2%+16,375+28.8%AddedHistory
GSGoldman Sachs Group IncStock14,535$8.32M2.2%−823−5.4%ReducedHistory
FICOFair Isaac CorpCOM3,920$7.80M2.0%−352−8.2%ReducedHistory
BKNGBooking Holdings Inc.Stock1,469$7.30M1.9%−269−15.5%ReducedHistory
ADBEAdobe Inc.Stock16,254$7.23M1.9%+48+0.3%AddedHistory
ASMLASML Holding NVADR10,263$7.11M1.9%+3,184+45.0%AddedHistory
METAMeta Platforms, Inc.Stock11,685$6.84M1.8%+2,000+20.7%AddedHistory
VZVerizon Communications IncStock166,611$6.66M1.7%−988−0.6%ReducedHistory
MTDMettler Toledo International IncCOM4,599$5.63M1.5%+40+0.9%AddedHistory
NKENIKE, Inc.Stock73,159$5.57M1.4%+1,521+2.1%AddedHistory
NEENextera Energy IncStock76,331$5.47M1.4%+2,140+2.9%AddedHistory
FDXFedEx CorpStock18,627$5.27M1.4%−2,496−11.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock16,010$4.64M1.2%+16,010NewHistory
iShares Core S&P Small Cap ETF464287804ETF35,160$4.05M1.1%+35,160New–
UNHUnitedHealth Group IncStock7,548$3.82M1.0%−351−4.4%ReducedHistory
CBOECboe Global Markets, Inc.COM16,939$3.31M0.9%+1,018+6.4%AddedHistory
CMECME Group Inc.COM12,510$2.91M0.8%−6,100−32.8%ReducedHistory
CSGPCostar Group, Inc.COM37,917$2.71M0.7%+37,917NewHistory
CCitigroup IncStock38,502$2.71M0.7%−81−0.2%ReducedHistory
TDGTransDigm Group INCCOM1,927$2.44M0.6%+100+5.5%AddedHistory
GPGIGPGI, Inc.COM CL A140,354$2.15M0.6%+140,354NewHistory
SPGIS&P Global Inc.Stock4,026$2.01M0.5%−100−2.4%ReducedHistory
MRKMerck & Co., Inc.Stock18,548$1.86M0.5%+18,548NewHistory
NVDANVIDIA CorpStock13,844$1.86M0.5%+161+1.2%AddedHistory
FCNCAFirst Citizens Bancshares IncCL A800$1.69M0.4%+800NewHistory
JPMJPMorgan Chase & CoStock6,828$1.64M0.4%−9−0.1%ReducedHistory
GOOGAlphabet Inc.Stock8,407$1.60M0.4%00.0%UnchangedHistory
HDHome Depot, Inc.Stock3,519$1.37M0.4%−203−5.5%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF4,686$1.36M0.4%+146+3.2%Added–
LOWLowes Companies IncStock5,449$1.34M0.4%+4,700+627.5%AddedHistory
LMTLockheed Martin CorpStock2,386$1.16M0.3%−16−0.7%ReducedHistory
SIRISirius XM Holdings Inc.COMMON STOCK48,401$1.10M0.3%−6,198−11.4%ReducedHistory
AMGNAmgen IncStock4,211$1.10M0.3%+4,211NewHistory
SPGSimon Property Group Inc.REIT6,170$1.06M0.3%00.0%UnchangedHistory
UBERUber Technologies, IncStock17,500$1.06M0.3%−3,500−16.7%ReducedHistory
DTIDrilling Tools International CorpCOM317,227$1.04M0.3%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock65,661$1.01M0.3%00.0%UnchangedHistory
WMWaste Management IncStock4,839$976.5K0.3%−5−0.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,533$901.3K0.2%+240+18.6%AddedHistory
NRGNRG Energy, Inc.Stock9,206$830.6K0.2%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock895$820.1K0.2%00.0%UnchangedHistory
SHOPShopify Inc.Stock7,212$766.9K0.2%+7,212NewHistory
ABBVAbbVie Inc.Stock3,699$657.3K0.2%−724−16.4%ReducedHistory
DEDeere & CoStock1,524$648.2K0.2%−4,390−74.2%ReducedHistory
WMTWalmart Inc.Stock6,823$617.9K0.2%00.0%UnchangedHistory
TSLATesla, Inc.Stock1,343$542.4K0.1%+173+14.8%AddedHistory
MELIMercadolibre IncCOM300$510.1K0.1%+300NewHistory
Vanguard Star FDS921909768VG TL INTL STK F7,191$423.8K0.1%+91+1.3%Added–
CVXChevron CorpStock2,736$396.3K0.1%−1,281−31.9%ReducedHistory
ELVElevance Health, Inc.Stock1,068$394.0K0.1%−200−15.8%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF2,293$388.2K0.1%00.0%Unchanged–
ADIAnalog Devices IncStock1,820$386.7K0.1%−32−1.7%ReducedHistory
IAUiShares Gold TrustETF7,087$350.9K0.1%00.0%UnchangedHistory
Vanguard Consumer Staples ETF92204A207ETF1,544$326.4K0.1%00.0%Unchanged–
Vanguard Financials ETF92204A405ETF2,761$326.0K0.1%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,223$299.9K0.1%+5,223New–
KMIKinder Morgan, Inc.Stock10,877$298.0K0.1%−4,226−28.0%ReducedHistory
Vanguard S&P 500 ETF922908363ETF553$298.0K0.1%+553New–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM5,016$293.9K0.1%+420+9.1%Added–
ABTAbbott LaboratoriesStock2,582$292.1K0.1%−300−10.4%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,235$287.2K0.1%00.0%Unchanged–
ACNAccenture plcStock759$267.0K0.1%00.0%UnchangedHistory
Vanguard Utilities ETF92204A876ETF1,603$262.0K0.1%00.0%Unchanged–
INTUIntuit Inc.Stock388$243.9K0.1%−1−0.3%ReducedHistory
GWWW.W. Grainger, Inc.Stock219$230.8K0.1%00.0%UnchangedHistory
MARMarriott International IncStock826$230.4K0.1%00.0%UnchangedHistory
MKCMcCormick & Co IncStock2,956$226.7K0.1%−40−1.3%ReducedHistory
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX824$219.8K0.1%+824New–
COPConocoPhillipsStock2,134$211.6K0.1%−50−2.3%ReducedHistory
TXNTexas Instruments IncStock1,110$208.1K0.1%+97+9.6%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF2,344$200.8K0.1%00.0%Unchanged–
LWLGLightwave Logic, Inc.COM75,866$159.3K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (20)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Solidarilty Wealth, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
MZTIMarzetti CoCOM30,658$5.41M1.5%History
AMTAmerican Tower CorpREIT19,983$4.65M1.3%History
MSCIMSCI Inc.Stock6,400$3.73M1.0%History
VanEck ETF Trust92189H607OIL SERVICES ETF10,836$3.07M0.8%–
CPRTCopart IncCOM41,600$2.18M0.6%History
EWEdwards Lifesciences CorpStock15,673$1.03M0.3%History
ANETArista Networks, Inc.COM920$353.1K0.1%History
KOCoca Cola CoStock4,829$349.4K0.1%History
SBUXStarbucks CorpStock3,230$314.9K0.1%History
PYPLPayPal Holdings, Inc.Stock3,848$300.3K0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,600$290.8K0.1%–
SYYSysco CorpStock3,404$265.7K0.1%History
iShares Russell 2000 Growth ETF464287648ETF835$237.1K0.1%–
BABoeing CoStock1,530$232.6K0.1%History
KLACKLA CorpCOM NEW300$232.3K0.1%History
NLYAnnaly Capital Management IncREIT11,459$230.0K0.1%History
WFCWells Fargo & CompanyStock4,023$227.3K0.1%History
UNPUnion Pacific CorpStock866$213.5K0.1%History
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,268$205.9K0.1%–
LGOLargo Inc.COMMON STOCK14,034$29.5K<0.1%History