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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.3B
$24.4 Million 6.39% of portfolio
225,731
Q4 2024 Added 0.79%
$60.6B
$12.9 Million 3.39% of portfolio
4,042
Q4 2024 Reduced 3.42%
$75.7B
$10.6 Million 2.79% of portfolio
8,980
Q4 2024 Added 4.33%
$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%
$49.7B
$7.8 Million 2.04% of portfolio
3,920
Q4 2024 Reduced 8.24%
$193B
$7.3 Million 1.91% of portfolio
1,469
Q4 2024 Reduced 15.48%
$198B
$7.23 Million 1.89% of portfolio
16,254
Q4 2024 Added 0.3%
$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
$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%
$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%
$165B
$2.01 Million 0.53% of portfolio
4,026
Q4 2024 Reduced 2.42%
$32.3B
$1.69 Million 0.44% of portfolio
800
Q4 2024 New
$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%
$24.9B
$830,000 0.22% of portfolio
9,206
Q3 2024 Added 140.55%
$123B
$766,000 0.2% of portfolio
7,212
Q4 2024 New
$133B
$645,000 0.17% of portfolio
1,524
Q4 2024 Reduced 74.23%
$92.5B
$510,000 0.13% of portfolio
300
Q4 2024 New
$111B
$386,000 0.1% of portfolio
1,820
Q4 2024 Reduced 1.73%
$92.5B
$394,000 0.1% of portfolio
1,068
Q4 2024 Reduced 15.77%
$199B
$292,000 0.08% of portfolio
2,582
Q4 2024 Reduced 10.41%
$67.6B
$298,000 0.08% of portfolio
10,877
Q4 2024 Reduced 27.98%
$89.6B
$230,000 0.06% of portfolio
826
Q3 2024 New
$18.4B
$225,000 0.06% of portfolio
2,956
Q4 2024 Reduced 1.34%
$171B
$243,000 0.06% of portfolio
388
Q4 2024 Reduced 0.26%
$134B
$211,000 0.06% of portfolio
2,134
Q4 2024 Reduced 2.29%
$177B
$216,000 0.06% of portfolio
1,110
Q4 2024 Added 9.58%
$56.1B
$230,000 0.06% of portfolio
219
Q3 2024 Reduced 93.4%

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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