Solidarilty Wealth, LLC Portfolio Holdings

Solidarilty Wealth, LLC

  • $366 Million
  • Q3 2024

Solidarilty Wealth, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $366 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.3M, Microsoft Corp with a value of $25.6M, Amazon Com Inc with a value of $24.2M, Allison Transmission Holdings Inc with a value of $21.5M, and Berkshire Hathaway Inc Class B with a value of $17.7M.

Examining the 13F form we can see an increase of $40M in the current position value, from $326M to 366M.

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 $366 Million
Consumer Cyclical: $98.2 Million
Technology: $91.5 Million
Financial Services: $75.2 Million
Communication Services: $31.1 Million
Industrials: $20.8 Million
Healthcare: $14.3 Million
ETFs: $8.74 Million
Consumer Defensive: $7.61 Million
Other: $18.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.07 Million 0.84% of portfolio
10,836
Q3 2024 Added 1.95%
$0
$1.29 Million 0.35% of portfolio
4,540
Q2 2024 New
$0
$742,000 0.2% of portfolio
1,293
Q3 2024 Added 47.94%
$0
$459,000 0.13% of portfolio
7,100
Q2 2024 New
$0
$400,000 0.11% of portfolio
2,293
Q3 2024 New
$42.3B
$352,000 0.1% of portfolio
7,087
Q3 2023 Reduced 20.82%
$0
$337,000 0.09% of portfolio
1,544
Q3 2024 New
$0
$295,000 0.08% of portfolio
3,235
Q4 2023 Reduced 11.18%
$0
$279,000 0.08% of portfolio
1,603
Q3 2024 New
$0
$303,000 0.08% of portfolio
2,761
Q3 2024 New
$0
$290,000 0.08% of portfolio
3,600
Q3 2024 New
$0
$273,000 0.07% of portfolio
4,596
Q3 2024 Added 26.82%
$0
$205,000 0.06% of portfolio
2,268
Q3 2024 New
$0
$237,000 0.06% of portfolio
835
Q4 2023 New
$0
$205,000 0.06% of portfolio
2,344
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $366 Million
  • Prior Value $326 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Solidarilty Wealth, LLC Portfolio

Follow Solidarilty Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Solidarilty Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Solidarilty Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email