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CIK: 0001906613
Total reported value
$578.1M
$578.1M
93 檔
22.0%
As reported in its official Q3 2024 Form 13F filing, Solidarity Wealth, LLC's tracked investment portfolio stood at $578.1M with 93 total positions.
In Q3 2024, Solidarity Wealth, LLC displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.38% | +0.70% | +6.14% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.94% | +1.73% | +25.58% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.56% | +0.15% | +18.06% | |
| 4 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 5.83% | -0.10% | +3.60% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.79% | -0.14% | -5.98% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.51% | -0.40% | +4.79% | |
| 7 | AZO | Autozone Inc | Stock-Consumer Disc | 3.57% | -0.24% | -0.52% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.54% | +0.10% | +3.75% | |
| 9 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.99% | -0.03% | +0.15% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.75% | +0.11% | -1.01% | |
| 11 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.68% | -0.14% | +22.96% | |
| 12 | MKL | Markel Group Inc | Stock-Financials | 2.33% | -0.26% | +4.54% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 2.27% | — | +7.69% | |
| 14 | FICO | Fair Isaac CORP | Stock-Tech | 2.25% | -1.02% | -7.97% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.06% | -0.08% | +35.72% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.04% | +0.01% | +3.24% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.98% | -0.39% | +17.19% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.87% | -0.01% | -7.89% | |
| 19 | MTD | Mettler-toledo International | Stock-Healthcare | 1.85% | — | +6.20% | |
| 20 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.72% | — | +4.58% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 1.70% | — | +5.74% | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 1.60% | -0.31% | +15.73% | |
| 23 | FDX | Fedex CORP | Stock-Industrials | 1.57% | — | +56.57% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | +0.40% | +15.30% | |
| 25 | MZTI | Marzetti Company/the | Stock-Consumer Staples | 1.47% | — | +4.92% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.26% | — | +5.53% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.25% | +0.01% | -21.54% | |
| 28 | NRP | Natural Resource Partners LP | Stock-Other | 1.23% | +0.69% | +1038.62% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 1.11% | +0.09% | +48.76% | |
| 30 | MSCI | Msci Inc | Stock-Financials | 1.01% | — | — | |
| 31 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.88% | +0.33% | +0.82% | |
| 32 | OIH | Vaneck Oil Services ETF | ETF-Other | 0.83% | — | +1.95% | |
| 33 | TDG | Transdigm Group Inc | Stock-Industrials | 0.71% | — | -9.87% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.67% | +0.01% | -1.66% | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.65% | +0.66% | +6.66% | |
| 36 | CPRT | Copart Inc | Stock-Industrials | 0.59% | — | — | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.58% | — | -22.53% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.14% | -0.92% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | — | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.06% | -7.39% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.01% | -43.17% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.02% | -0.59% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.38% | — | -44.14% | |
| 44 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.35% | — | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | +0.01% | — | |
| 46 | DTI | Drilling Tools International | Stock-Other | 0.32% | +0.02% | — | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.28% | -0.02% | — | |
| 48 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.28% | — | — | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.27% | -0.21% | -41.21% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.01% | -15.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NRP | Natural Resource Partners LP | +1.1% | +1038.62% | Add |
| 2 | ALSN | Allison Transmission Holding | +0.9% | +3.60% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +25.58% | Add |
| 4 | GS | Goldman Sachs Group Inc | +0.5% | +35.72% | Add |
| 5 | AAPL | Apple Inc | +0.5% | +6.14% | Add |
| 6 | ORLY | O'reilly Automotive Inc | +0.4% | +22.96% | Add |
| 7 | UBER | Uber Technologies Inc | +0.4% | NEW | New buy |
| 8 | CME | Cme Group Inc | +0.4% | +48.76% | Add |
| 9 | SIRI | Sirius Xm Holdings Inc | +0.4% | NEW | New buy |
| 10 | FDX | Fedex CORP | +0.3% | +56.57% | Add |
| 11 | EW | Edwards Lifesciences CORP | +0.3% | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +15.30% | Add |
| 13 | MCD | Mcdonald's CORP | +0.2% | +0.15% | Add |
| 14 | BKNG | Booking Holdings Inc | +0.2% | +17.19% | Add |
| 15 | NEE | Nextera Energy Inc | +0.2% | +5.74% | Add |
| 16 | FICO | Fair Isaac CORP | +0.2% | -7.97% | Trim |
| 17 | NKE | Nike Inc -cl B | +0.2% | +4.58% | Add |
| 18 | AMT | American Tower CORP | +0.1% | +5.53% | Add |
| 19 | NRG | Nrg Energy Inc | +0.1% | +140.55% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +18.06% | Add |
| 21 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 22 | VDC | Vanguard Consumer Staple ETF | +0.1% | NEW | New buy |
| 23 | MSCI | Msci Inc | +0.1% | — | Unchanged |
| 24 | VFH | Vanguard Financials ETF | +0.1% | NEW | New buy |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | NEW | New buy |
| 26 | VPU | Vanguard Utilities ETF | +0.1% | NEW | New buy |
| 27 | CBOE | Cboe Global Markets Inc | +0.1% | +0.82% | Add |
| 28 | MTD | Mettler-toledo International | 0% | +6.20% | Add |
| 29 | VZ | Verizon Communications Inc | 0% | +3.24% | Add |
| 30 | RTX | Rtx CORP | 0% | -7.89% | Trim |
| 31 | MA | Mastercard Inc - A | 0% | -1.01% | Trim |
| 32 | V | Visa Inc-class A Shares | -0.1% | +3.75% | Add |
| 33 | MKL | Markel Group Inc | -0.2% | +4.54% | Add |
| 34 | OIH | Vaneck Oil Services ETF | -0.2% | +1.95% | Add |
| 35 | AZO | Autozone Inc | -0.2% | -0.52% | Trim |
| 36 | DTI | Drilling Tools International | -0.2% | — | Unchanged |
| 37 | SBUX | Starbucks CORP | -0.2% | -76.29% | Trim |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -44.14% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -5.98% | Trim |
| 40 | WM | Waste Management Inc | -0.3% | -41.21% | Trim |
| 41 | 0VVB | Paramount Global-class B | -0.3% | EXIT | Sold out |
| 42 | UNH | Unitedhealth Group Inc | -0.3% | -21.54% | Trim |
| 43 | ASML | ASML Holding N.V. | -0.3% | +15.73% | Add |
| 44 | RACE | Ferrari N.V. | -0.3% | EXIT | Sold out |
| 45 | JPM | Jpmorgan Chase & Co | -0.4% | -43.17% | Trim |
| 46 | LM0C | Liberty Media Corp-liber-new | -0.4% | EXIT | Sold out |
| 47 | WMT | Walmart Inc | -0.5% | -79.52% | Trim |
| 48 | ACN | Accenture plc | -0.8% | -91.90% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.8% | +4.79% | Add |
| 50 | GWW | Ww Grainger Inc | -0.9% | -93.40% | Trim |
According to official SEC Form 13F filings, Solidarity Wealth, LLC reported a total U.S. public equity portfolio value of $578.1M across 93 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 22.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
UBER
市值: $1.6M
Top Position Liquidated / Trimmed
LM0C
前期市值: $1.4M
During Q3 2024, Solidarity Wealth, LLC's top holdings by market value included AAPL (10.4%)、MSFT (6.9%)、AMZN (6.6%). The largest single position, AAPL, represented 10.4% of total portfolio value.
In Q3 2024, Solidarity Wealth, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 3 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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