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CIK: 0001906613
Total reported value
$574.2M
$574.2M
85 檔
24.1%
At the close of Q4 2024, Solidarity Wealth, LLC disclosed equity holdings valued at approximately $574.2M, spread across 85 reported holdings.
Solidarity Wealth, LLC executed strategic sector rebalancing during Q4 2024, establishing 11 new positions while fully exiting 10 holdings and trimming 11 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, MSFT) accounted for 24.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.50% | -0.76% | -2.13% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.48% | +0.07% | +0.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.54% | -0.54% | -0.12% | |
| 4 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 6.35% | -0.79% | +0.79% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.13% | +0.56% | +3.50% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.56% | -0.20% | +0.65% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.98% | +0.12% | +1.63% | |
| 8 | AZO | Autozone Inc | Stock-Consumer Disc | 3.37% | -0.42% | -3.42% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.00% | -0.13% | +6.25% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.77% | -0.31% | +4.33% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.76% | -1.96% | +1.06% | |
| 12 | NRP | Natural Resource Partners LP | Stock-Other | 2.67% | -1.06% | +97.76% | |
| 13 | MKL | Markel Group Inc | Stock-Financials | 2.54% | -0.15% | +3.05% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.21% | -0.03% | +28.80% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.17% | -0.10% | -5.36% | |
| 16 | FICO | Fair Isaac CORP | Stock-Tech | 2.03% | +0.26% | -8.24% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.90% | +0.80% | -15.48% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.88% | — | +0.30% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.85% | +0.45% | +44.98% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.20% | +20.65% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.74% | -0.05% | -0.59% | |
| 22 | MTD | Mettler-toledo International | Stock-Healthcare | 1.47% | -1.63% | EXIT | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.45% | — | +2.12% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.43% | — | +2.88% | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 1.37% | — | -11.82% | |
| 26 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.21% | -0.09% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | -0.05% | EXIT | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.99% | +0.24% | -4.44% | |
| 29 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.86% | -0.25% | +6.39% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 0.76% | -0.23% | -32.78% | |
| 31 | CSGP | Costar Group Inc | Stock-Real Estate | 0.71% | -0.63% | EXIT | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.71% | -1.38% | -0.21% | |
| 33 | TDG | Transdigm Group Inc | Stock-Industrials | 0.64% | — | +5.47% | |
| 34 | GPGI | Gpgi Inc | Stock-Other | 0.56% | — | — | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.52% | — | -2.42% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.05% | +1.18% | |
| 38 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.44% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.28% | -0.13% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.06% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | +0.28% | -5.45% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | +0.01% | +3.22% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.35% | -0.01% | +627.50% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.30% | -0.06% | -0.67% | |
| 45 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.29% | — | -11.35% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.29% | — | — | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.28% | +0.02% | — | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.28% | — | -16.67% | |
| 49 | DTI | Drilling Tools International | Stock-Other | 0.27% | -0.14% | — | |
| 50 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.26% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NRP | Natural Resource Partners LP | +1.4% | +97.76% | Add |
| 2 | APD | Air Products & Chemicals Inc | +1.2% | NEW | New buy |
| 3 | IJR | Ishares Core S&p Small-cap E | +1.1% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +0.9% | +0.78% | Add |
| 5 | CSGP | Costar Group Inc | +0.7% | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +3.50% | Add |
| 7 | GPGI | Gpgi Inc | +0.6% | NEW | New buy |
| 8 | ALSN | Allison Transmission Holding | +0.5% | +0.79% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.5% | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | +0.4% | +1.63% | Add |
| 11 | FCNCA | First Citizens Bcshs -cl A | +0.4% | NEW | New buy |
| 12 | RTX | Rtx CORP | +0.3% | +28.80% | Add |
| 13 | LOW | Lowe's Cos Inc | +0.3% | +627.50% | Add |
| 14 | AMGN | Amgen Inc | +0.3% | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | +0.3% | +20.65% | Add |
| 16 | MA | Mastercard Inc - A | +0.3% | +6.25% | Add |
| 17 | ASML | ASML Holding N.V. | +0.3% | +44.98% | Add |
| 18 | MKL | Markel Group Inc | +0.2% | +3.05% | Add |
| 19 | SHOP | Shopify Inc - Class A | +0.2% | NEW | New buy |
| 20 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 21 | AAPL | Apple Inc | +0.1% | -2.13% | Trim |
| 22 | SOFI | Sofi Technologies Inc | +0.1% | — | Unchanged |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -5.36% | Trim |
| 24 | ORLY | O'reilly Automotive Inc | +0.1% | +4.33% | Add |
| 25 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | NEW | New buy |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 27 | C | Citigroup Inc | +0.1% | -0.21% | Trim |
| 28 | PYPL | Paypal Holdings Inc | -0.1% | EXIT | Sold out |
| 29 | KO | Coca-cola Co/the | -0.1% | EXIT | Sold out |
| 30 | SBUX | Starbucks CORP | -0.1% | EXIT | Sold out |
| 31 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 32 | UBER | Uber Technologies Inc | -0.2% | -16.67% | Trim |
| 33 | FDX | Fedex CORP | -0.2% | -11.82% | Trim |
| 34 | FICO | Fair Isaac CORP | -0.2% | -8.24% | Trim |
| 35 | MCD | Mcdonald's CORP | -0.2% | +1.06% | Add |
| 36 | UNH | Unitedhealth Group Inc | -0.3% | -4.44% | Trim |
| 37 | NEE | Nextera Energy Inc | -0.3% | +2.88% | Add |
| 38 | NKE | Nike Inc -cl B | -0.3% | +2.12% | Add |
| 39 | EW | Edwards Lifesciences CORP | -0.3% | EXIT | Sold out |
| 40 | VZ | Verizon Communications Inc | -0.3% | -0.59% | Trim |
| 41 | CME | Cme Group Inc | -0.4% | -32.78% | Trim |
| 42 | MTD | Mettler-toledo International | -0.4% | +0.88% | Add |
| 43 | ADBE | Adobe Inc | -0.4% | +0.30% | Add |
| 44 | MSFT | Microsoft CORP | -0.4% | -0.12% | Trim |
| 45 | DE | Deere & Co | -0.5% | -74.23% | Trim |
| 46 | CPRT | Copart Inc | -0.6% | EXIT | Sold out |
| 47 | OIH | Vaneck Oil Services ETF | -0.8% | EXIT | Sold out |
| 48 | MSCI | Msci Inc | -1% | EXIT | Sold out |
| 49 | AMT | American Tower CORP | -1.3% | EXIT | Sold out |
| 50 | MZTI | Marzetti Company/the | -1.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Solidarity Wealth, LLC reported a total U.S. public equity portfolio value of $574.2M across 85 disclosed positions in Q4 2024.
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Top New Position Initiated
APD
市值: $4.6M
Top Position Liquidated / Trimmed
MZTI
前期市值: $5.4M
During Q4 2024, Solidarity Wealth, LLC's top holdings by market value included AAPL (10.5%)、AMZN (7.5%)、MSFT (6.5%). The largest single position, AAPL, represented 10.5% of total portfolio value.
In Q4 2024, Solidarity Wealth, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 17 positions, trimming 11 holdings, and fully liquidating 10 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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