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CIK: 0001906613
Total reported value
$574.2M
$574.2M
82 檔
17.4%
According to the latest 13F quarterly dataset, Solidarity Wealth, LLC managed an equity portfolio of $574.2M at the end of Q1 2024, spanning 82 distinct U.S. exchange-listed positions.
During Q1 2024, Solidarity Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, MSFT) accounted for 17.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.16% | -0.76% | +8.63% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.44% | +0.07% | +2.41% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.17% | -0.54% | +2.98% | |
| 4 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 4.81% | -0.79% | +10.72% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.75% | +0.56% | +19.30% | |
| 6 | AZO | Autozone Inc | Stock-Consumer Disc | 4.10% | -0.42% | +30.78% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.09% | -0.20% | -2.14% | |
| 8 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.91% | -0.31% | -10.87% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.88% | +0.12% | +42.72% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.09% | -1.96% | +52.77% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 3.06% | -0.13% | +7.47% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 2.68% | — | +36.03% | |
| 13 | MKL | Markel Group Inc | Stock-Financials | 2.40% | -0.15% | +9.86% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.05% | -0.03% | +39.18% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.03% | -0.05% | +5.55% | |
| 16 | FICO | Fair Isaac CORP | Stock-Tech | 1.87% | +0.26% | +36.50% | |
| 17 | MZTI | Marzetti Company/the | Stock-Consumer Staples | 1.81% | — | +12.09% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.74% | +0.80% | -2.48% | |
| 19 | MTD | Mettler-toledo International | Stock-Healthcare | 1.68% | -1.63% | EXIT | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.52% | +0.24% | +0.16% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.47% | +0.45% | +8.76% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.45% | -0.10% | +3.73% | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.40% | — | +7.77% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.30% | — | +25.52% | |
| 25 | MSCI | Msci Inc | Stock-Financials | 1.21% | — | +46.81% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.20% | -21.59% | |
| 27 | FDX | Fedex CORP | Stock-Industrials | 1.19% | — | +5.08% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.01% | +446.57% | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 1.09% | — | +6.85% | |
| 30 | OIH | Vaneck Oil Services ETF | ETF-Other | 1.08% | — | +4.31% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.07% | -0.06% | — | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 1.06% | — | — | |
| 33 | TDG | Transdigm Group Inc | Stock-Industrials | 0.94% | — | -33.08% | |
| 34 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.93% | -0.25% | -47.95% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.91% | — | — | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.87% | +0.01% | -2.17% | |
| 37 | CME | Cme Group Inc | Stock-Financials | 0.84% | -0.23% | -36.85% | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.80% | -0.01% | — | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.75% | -1.38% | +4.34% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.03% | +217.58% | |
| 41 | LM0C | Liberty Media Corp-liber-new | Stock-Other | 0.60% | — | — | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.28% | -0.01% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.06% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.05% | — | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.39% | -0.05% | EXIT | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | +0.24% | -10.56% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.01% | -1.74% | |
| 49 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.30% | +0.02% | — | |
| 50 | 0VVB | Paramount Global-class B | Stock-Other | 0.30% | — | +9.32% |
According to official SEC Form 13F filings, Solidarity Wealth, LLC reported a total U.S. public equity portfolio value of $574.2M across 82 disclosed positions in Q1 2024.
During Q1 2024, Solidarity Wealth, LLC's top holdings by market value included AAPL (9.2%)、AMZN (6.4%)、MSFT (6.2%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q1 2024, Solidarity Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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