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 $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NRP Natural Resource Partners LP Energy	$1.3B	$4.56 Million 1.24% of portfolio	46,615	Q3 2024 Added 1,038.62%

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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Solidarilty Wealth, LLC Portfolio Holdings