Solidarilty Wealth, LLC Portfolio Holdings

Solidarilty Wealth, LLC

  • $405 Million
  • Q1 2025

Solidarilty Wealth, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $405 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $43.1M, Allison Transmission Holdings Inc with a value of $26.2M, Amazon Com Inc with a value of $25.4M, Microsoft Corp with a value of $23M, and Berkshire Hathaway Inc Class B with a value of $18.2M.

Examining the 13F form we can see an increase of $23.2M in the current position value, from $382M to 405M.

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 $405 Million
Consumer Cyclical: $109 Million
Technology: $94.6 Million
Financial Services: $78.8 Million
Communication Services: $33.4 Million
Industrials: $19.7 Million
Energy: $17.9 Million
Healthcare: $15.4 Million
ETFs: $10.1 Million
Other: $25.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.3B
$17.1 Million 4.23% of portfolio
165,017
Q1 2025 Added 79.0%
$907M
$1.12 Million 0.28% of portfolio
7,102
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $405 Million
  • Prior Value $382 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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