Solidarilty Wealth, LLC Portfolio Holdings

Solidarilty Wealth, LLC

  • $382 Million
  • Q4 2024

Solidarilty Wealth, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $382 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.3M, Amazon Com Inc with a value of $28.7M, Microsoft Corp with a value of $25.1M, Allison Transmission Holdings Inc with a value of $24.4M, and Alphabet Inc. with a value of $19.7M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $366M to 382M.

Solidarilty Wealth, LLC is based out at Lehi, UT

Below you can find more details about Solidarilty Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $382 Million
Consumer Cyclical: $104 Million
Technology: $92.3 Million
Financial Services: $77.6 Million
Communication Services: $34.8 Million
Industrials: $21.3 Million
Healthcare: $13.7 Million
Energy: $11.1 Million
ETFs: $9.97 Million
Other: $16.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$40.3 Million 10.56% of portfolio
160,955
Q4 2024 Reduced 2.13%
$2.25T
$28.7 Million 7.53% of portfolio
130,923
Q4 2024 Added 0.78%
$3.17T
$25.1 Million 6.57% of portfolio
59,512
Q4 2024 Reduced 0.12%
$11.3B
$24.4 Million 6.39% of portfolio
225,731
Q4 2024 Added 0.79%
$1.15T
$19.7 Million 5.16% of portfolio
104,013
Q4 2024 Added 3.5%
$602B
$17.5 Million 4.59% of portfolio
38,656
Q4 2024 Added 0.65%
$519B
$15.3 Million 4.0% of portfolio
48,302
Q4 2024 Added 1.63%
$60.6B
$12.9 Million 3.39% of portfolio
4,042
Q4 2024 Reduced 3.42%
$499B
$11.5 Million 3.02% of portfolio
21,877
Q4 2024 Added 6.25%
$75.7B
$10.6 Million 2.79% of portfolio
8,980
Q4 2024 Added 4.33%
$206B
$10.6 Million 2.78% of portfolio
36,581
Q4 2024 Added 1.06%
$1.35B
$10.2 Million 2.68% of portfolio
92,186
Q4 2024 Added 97.76%
$23.9B
$9.74 Million 2.55% of portfolio
5,644
Q4 2024 Added 3.05%
$177B
$8.47 Million 2.22% of portfolio
73,227
Q4 2024 Added 28.8%
$209B
$8.32 Million 2.18% of portfolio
14,535
Q4 2024 Reduced 5.36%
$49.7B
$7.8 Million 2.04% of portfolio
3,920
Q4 2024 Reduced 8.24%
$198B
$7.23 Million 1.89% of portfolio
16,254
Q4 2024 Added 0.3%
$298B
$7.11 Million 1.86% of portfolio
10,263
Q4 2024 Added 44.98%
$1.37T
$6.89 Million 1.81% of portfolio
11,685
Q4 2024 Added 20.65%
$161B
$6.66 Million 1.75% of portfolio
166,611
Q4 2024 Reduced 0.59%
$29.2B
$5.63 Million 1.47% of portfolio
4,599
Q4 2024 Added 0.88%
$89.6B
$5.54 Million 1.45% of portfolio
73,159
Q4 2024 Added 2.12%
$140B
$5.47 Million 1.43% of portfolio
76,331
Q4 2024 Added 2.88%
$72.2B
$5.24 Million 1.37% of portfolio
18,627
Q4 2024 Reduced 11.82%
$69.2B
$4.64 Million 1.22% of portfolio
16,010
Q4 2024 New
$0
$4.05 Million 1.06% of portfolio
35,160
Q4 2024 New
$478B
$3.82 Million 1.0% of portfolio
7,548
Q4 2024 Reduced 4.44%
$20.6B
$3.31 Million 0.87% of portfolio
16,939
Q4 2024 Added 6.39%
$83.5B
$2.91 Million 0.76% of portfolio
12,510
Q4 2024 Reduced 32.78%
$152B
$2.71 Million 0.71% of portfolio
38,502
Q4 2024 Reduced 0.21%
$29.9B
$2.71 Million 0.71% of portfolio
37,917
Q4 2024 New
$71.7B
$2.44 Million 0.64% of portfolio
1,927
Q4 2024 Added 5.47%
$220M
$2.15 Million 0.56% of portfolio
140,354
Q4 2024 New
$165B
$2.01 Million 0.53% of portfolio
4,026
Q4 2024 Reduced 2.42%
$333B
$1.86 Million 0.49% of portfolio
13,844
Q4 2024 Added 1.18%
$255B
$1.85 Million 0.48% of portfolio
18,548
Q4 2024 New
$32.3B
$1.69 Million 0.44% of portfolio
800
Q4 2024 New
$746B
$1.64 Million 0.43% of portfolio
6,828
Q4 2024 Reduced 0.13%
$1.18T
$1.6 Million 0.42% of portfolio
8,407
Q3 2024 Reduced 0.59%
$0
$1.36 Million 0.36% of portfolio
4,686
Q4 2024 Added 3.22%
$419B
$1.37 Million 0.36% of portfolio
3,519
Q4 2024 Reduced 5.45%
$161B
$1.34 Million 0.35% of portfolio
5,449
Q4 2024 Added 627.5%
$128B
$1.16 Million 0.3% of portfolio
2,386
Q4 2024 Reduced 0.67%
$144B
$1.1 Million 0.29% of portfolio
4,211
Q4 2024 New
$136B
$1.06 Million 0.28% of portfolio
17,500
Q4 2024 Reduced 16.67%
$56.5B
$1.06 Million 0.28% of portfolio
6,170
Q4 2023 Reduced 3.14%
$13B
$1.01 Million 0.26% of portfolio
65,661
Q4 2023 Reduced 1.21%
$86.6B
$976,000 0.26% of portfolio
4,839
Q4 2024 Reduced 0.1%
$0
$898,000 0.24% of portfolio
1,533
Q4 2024 Added 18.56%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $382 Million
  • Prior Value $366 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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