Solidarilty Wealth
Latest statistics and disclosures from Solidarity Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, ALSN, AMZN, MSFT, BRK.B, and represent 33.52% of Solidarity Wealth's stock portfolio.
- Added to shares of these 10 stocks: NRP (+$7.6M), AAPL (+$7.3M), ALSN, AXP, APD, CSGP, WMT, COST, FICO, CAT.
- Started 10 new stock positions in LLY, NVO, UNP, KLAC, CAT, AXP, HSY, WLFC, NFLX, DELL.
- Reduced shares in these 10 stocks: MA, NEE, BRK.B, CMPO, SPGI, TDG, RTX, SIRI, AMGN, AZO.
- Sold out of its positions in AMGN, CMPO, COP, MAR, SPGI, SIRI.
- Solidarity Wealth was a net buyer of stock by $31M.
- Solidarity Wealth has $406M in assets under management (AUM), dropping by 5.68%.
- Central Index Key (CIK): 0001906613
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Portfolio Holdings for Solidarity Wealth
Solidarity Wealth holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.6 | $43M | +20% | 194k | 222.13 |
|
| Allison Transmission Hldngs I (ALSN) | 6.5 | $26M | +21% | 274k | 95.67 |
|
| Amazon (AMZN) | 6.3 | $25M | +2% | 134k | 190.26 |
|
| Microsoft Corporation (MSFT) | 5.7 | $23M | +3% | 61k | 375.39 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.5 | $18M | -11% | 34k | 532.58 |
|
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 4.2 | $17M | +79% | 165k | 103.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $17M | +2% | 107k | 154.64 |
|
| Visa Com Cl A (V) | 4.0 | $16M | -3% | 47k | 350.46 |
|
| AutoZone (AZO) | 3.6 | $15M | -4% | 3.9k | 3812.78 |
|
| O'reilly Automotive (ORLY) | 3.4 | $14M | +6% | 9.6k | 1432.65 |
|
| McDonald's Corporation (MCD) | 2.9 | $12M | +3% | 38k | 312.37 |
|
| Markel Corporation (MKL) | 2.6 | $11M | 5.6k | 1869.78 |
|
|
| Fair Isaac Corporation (FICO) | 2.3 | $9.3M | +28% | 5.0k | 1844.16 |
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| Mastercard Incorporated Cl A (MA) | 2.3 | $9.2M | -22% | 17k | 548.12 |
|
| Booking Holdings (BKNG) | 2.0 | $8.1M | +20% | 1.8k | 4606.91 |
|
| Raytheon Technologies Corp (RTX) | 2.0 | $8.0M | -17% | 60k | 132.46 |
|
| Verizon Communications (VZ) | 2.0 | $8.0M | +5% | 176k | 45.36 |
|
| Goldman Sachs (GS) | 1.9 | $7.7M | -3% | 14k | 546.29 |
|
| Air Products & Chemicals (APD) | 1.8 | $7.3M | +53% | 25k | 294.92 |
|
| Meta Platforms Cl A (META) | 1.7 | $7.1M | +4% | 12k | 576.36 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.7 | $6.7M | 10k | 662.63 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.6 | $6.4M | +3% | 17k | 383.53 |
|
| Mettler-Toledo International (MTD) | 1.4 | $5.7M | +5% | 4.9k | 1180.91 |
|
| CoStar (CSGP) | 1.4 | $5.5M | +82% | 69k | 79.23 |
|
| Nike CL B (NKE) | 1.3 | $5.2M | +11% | 82k | 63.86 |
|
| FedEx Corporation (FDX) | 1.2 | $4.7M | +2% | 19k | 245.15 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $4.1M | +11% | 39k | 104.57 |
|
| CBOE Holdings (CBOE) | 1.0 | $3.9M | +2% | 17k | 226.29 |
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| UnitedHealth (UNH) | 0.9 | $3.7M | -7% | 7.0k | 523.75 |
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| Cme (CME) | 0.8 | $3.3M | 13k | 265.29 |
|
|
| Wal-Mart Stores (WMT) | 0.8 | $3.1M | +411% | 35k | 88.03 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.9M | +247% | 3.1k | 945.78 |
|
| Nextera Energy (NEE) | 0.7 | $2.9M | -46% | 41k | 70.89 |
|
| American Express Company (AXP) | 0.7 | $2.8M | NEW | 11k | 269.05 |
|
| Citigroup Com New (C) | 0.7 | $2.8M | +3% | 40k | 70.99 |
|
| Caterpillar (CAT) | 0.5 | $2.0M | NEW | 6.1k | 329.80 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.0M | NEW | 2.4k | 825.91 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.8M | +18% | 16k | 108.39 |
|
| Hershey Company (HSY) | 0.4 | $1.7M | NEW | 10k | 171.03 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.7M | 6.9k | 245.30 |
|
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| Merck & Co (MRK) | 0.4 | $1.7M | 19k | 90.57 |
|
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.4 | $1.5M | 802.00 | 1854.12 |
|
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| Lowe's Companies (LOW) | 0.3 | $1.3M | +6% | 5.8k | 233.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | 8.5k | 156.23 |
|
|
| Home Depot (HD) | 0.3 | $1.3M | 3.5k | 366.49 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.3M | 4.7k | 274.84 |
|
|
| Uber Technologies (UBER) | 0.3 | $1.3M | 18k | 72.86 |
|
|
| Willis Lease Finance Corporation (WLFC) | 0.3 | $1.1M | NEW | 7.1k | 157.97 |
|
| Waste Management (WM) | 0.3 | $1.1M | 4.8k | 231.51 |
|
|
| Dell Technologies CL C (DELL) | 0.3 | $1.1M | NEW | 12k | 91.15 |
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| Simon Property (SPG) | 0.3 | $1.0M | 6.2k | 166.08 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $977k | -8% | 2.2k | 446.71 |
|
| MercadoLibre (MELI) | 0.2 | $975k | +66% | 500.00 | 1950.87 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $925k | +7% | 1.6k | 561.30 |
|
| Nrg Energy Com New (NRG) | 0.2 | $879k | 9.2k | 95.46 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $802k | NEW | 12k | 69.74 |
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| Abbvie (ABBV) | 0.2 | $779k | 3.7k | 209.52 |
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| Sofi Technologies (SOFI) | 0.2 | $764k | 66k | 11.63 |
|
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| TransDigm Group Incorporated (TDG) | 0.2 | $729k | -72% | 527.00 | 1383.29 |
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| Deere & Company (DE) | 0.2 | $724k | 1.5k | 470.97 |
|
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| Shopify Cl A (SHOP) | 0.2 | $680k | 7.1k | 95.48 |
|
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| Drilling Tools Intl Corp (DTI) | 0.2 | $670k | -10% | 283k | 2.37 |
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| Netflix (NFLX) | 0.1 | $484k | NEW | 519.00 | 932.53 |
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| Anthem (ELV) | 0.1 | $465k | 1.1k | 434.96 |
|
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| Chevron Corporation (CVX) | 0.1 | $458k | 2.7k | 167.29 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $447k | 7.2k | 62.10 |
|
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $418k | 7.1k | 58.96 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $396k | 2.3k | 172.74 |
|
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| Tesla Motors (TSLA) | 0.1 | $370k | +6% | 1.4k | 259.16 |
|
| Analog Devices (ADI) | 0.1 | $366k | 1.8k | 201.67 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $356k | +25% | 693.00 | 513.91 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $338k | 1.5k | 218.82 |
|
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| Vanguard World Financials Etf (VFH) | 0.1 | $330k | 2.8k | 119.47 |
|
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| Abbott Laboratories (ABT) | 0.1 | $327k | -4% | 2.5k | 132.65 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $317k | 5.2k | 60.66 |
|
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| Kinder Morgan (KMI) | 0.1 | $310k | 11k | 28.53 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $287k | 5.0k | 57.14 |
|
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| Vanguard World Utilities Etf (VPU) | 0.1 | $274k | 1.6k | 170.81 |
|
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $243k | 3.0k | 82.31 |
|
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| Intuit (INTU) | 0.1 | $238k | 388.00 | 613.99 |
|
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $219k | 2.3k | 93.45 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $217k | -8% | 695.00 | 312.04 |
|
| W.W. Grainger (GWW) | 0.1 | $215k | 218.00 | 987.83 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $215k | -28% | 2.3k | 93.66 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $209k | 824.00 | 253.86 |
|
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| Texas Instruments Incorporated (TXN) | 0.1 | $207k | +3% | 1.2k | 179.70 |
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| Kla Corp Com New (KLAC) | 0.1 | $204k | NEW | 300.00 | 679.80 |
|
| Union Pacific Corporation (UNP) | 0.1 | $204k | NEW | 862.00 | 236.24 |
|
| Lightwave Logic Inc C ommon (LWLG) | 0.0 | $78k | 76k | 1.02 |
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Past Filings by Solidarity Wealth
SEC 13F filings are viewable for Solidarity Wealth going back to 2022
- Solidarity Wealth 2025 Q1 filed May 7, 2025
- Solidarity Wealth 2024 Q4 filed Jan. 16, 2025
- Solidarity Wealth 2024 Q3 filed Oct. 25, 2024
- Solidarity Wealth 2024 Q2 filed Aug. 12, 2024
- Solidarity Wealth 2024 Q1 filed May 14, 2024
- Solidarity Wealth 2023 Q4 filed Feb. 12, 2024
- Solidarity Wealth 2023 Q3 filed Oct. 19, 2023
- Solidarity Wealth 2023 Q2 filed Aug. 10, 2023
- Solidarity Wealth 2023 Q1 filed May 15, 2023
- Solidarilty Wealth 2022 Q3 filed Nov. 14, 2022
- Solidarilty Wealth 2022 Q2 filed Aug. 8, 2022
- Solidarilty Wealth 2022 Q1 filed April 26, 2022