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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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