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CIK: 0001906613
Total reported value
$574.2M
$574.2M
89 檔
23.7%
During the Q1 2025 filing period, Solidarity Wealth, LLC (CIK: 0001906613) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $574.2M across 89 reported positions.
In Q1 2025, Solidarity Wealth, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.62% | -0.76% | +20.50% | |
| 2 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 6.47% | -0.79% | +21.50% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.26% | +0.07% | +2.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.68% | -0.54% | +3.16% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.49% | -0.20% | -11.58% | |
| 6 | NRP | Natural Resource Partners LP | Stock-Other | 4.23% | -1.06% | +79.00% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.07% | +0.56% | +2.71% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.02% | +0.12% | -3.60% | |
| 9 | AZO | Autozone Inc | Stock-Consumer Disc | 3.64% | -0.42% | -4.21% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.38% | -0.31% | +6.51% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.91% | -1.96% | +3.39% | |
| 12 | MKL | Markel Group Inc | Stock-Financials | 2.59% | -0.15% | -0.28% | |
| 13 | FICO | Fair Isaac CORP | Stock-Tech | 2.28% | +0.26% | +28.09% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 2.28% | -0.13% | -22.88% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.01% | +0.80% | +20.22% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.97% | -0.03% | -17.55% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.97% | -0.05% | +5.55% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.90% | -0.10% | -3.19% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.79% | -0.09% | +53.72% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.20% | +4.97% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.66% | +0.45% | -1.21% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.58% | — | +3.02% | |
| 23 | MTD | Mettler-toledo International | Stock-Healthcare | 1.42% | -1.63% | EXIT | |
| 24 | CSGP | Costar Group Inc | Stock-Real Estate | 1.35% | -0.63% | EXIT | |
| 25 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.28% | — | +11.46% | |
| 26 | FDX | Fedex CORP | Stock-Industrials | 1.15% | — | +2.55% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.01% | -0.05% | EXIT | |
| 28 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.97% | -0.25% | +2.38% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.24% | -7.39% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 0.82% | -0.23% | +0.18% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | +0.24% | +411.97% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.01% | +247.26% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | — | -46.35% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.70% | — | — | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.69% | -1.38% | +3.11% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.03% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.05% | +18.02% | |
| 39 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.43% | — | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.28% | +1.52% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | — | +0.32% | |
| 42 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.37% | — | +0.25% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.33% | -0.01% | +6.02% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.06% | +1.26% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | +0.28% | +0.85% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.01% | — | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.31% | — | — | |
| 48 | WLFC | Willis Lease Finance CORP | Stock-Other | 0.28% | — | — | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.28% | +0.18% | — | |
| 50 | DELL | Dell Technologies -c | Stock-Tech | 0.27% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NRP | Natural Resource Partners LP | +1.6% | +79.00% | Add |
| 2 | AXP | American Express Co | +0.7% | NEW | New buy |
| 3 | CSGP | Costar Group Inc | +0.6% | +82.52% | Add |
| 4 | ORLY | O'reilly Automotive Inc | +0.6% | +6.51% | Add |
| 5 | WMT | Walmart Inc | +0.6% | +411.97% | Add |
| 6 | APD | Air Products & Chemicals Inc | +0.6% | +53.72% | Add |
| 7 | COST | Costco Wholesale CORP | +0.5% | +247.26% | Add |
| 8 | CAT | Caterpillar Inc | +0.5% | NEW | New buy |
| 9 | LLY | Eli Lilly & Co | +0.5% | NEW | New buy |
| 10 | HSY | Hershey Co/the | +0.4% | NEW | New buy |
| 11 | WLFC | Willis Lease Finance CORP | +0.3% | NEW | New buy |
| 12 | AZO | Autozone Inc | +0.3% | -4.21% | Trim |
| 13 | DELL | Dell Technologies -c | +0.3% | NEW | New buy |
| 14 | FICO | Fair Isaac CORP | +0.3% | +28.09% | Add |
| 15 | VZ | Verizon Communications Inc | +0.2% | +5.55% | Add |
| 16 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | NEW | New buy |
| 17 | MCD | Mcdonald's CORP | +0.2% | +3.39% | Add |
| 18 | AAPL | Apple Inc | +0.1% | +20.50% | Add |
| 19 | ALSN | Allison Transmission Holding | +0.1% | +21.50% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 21 | BKNG | Booking Holdings Inc | +0.1% | +20.22% | Add |
| 22 | CBOE | Cboe Global Markets Inc | +0.1% | +2.38% | Add |
| 23 | MELI | Mercadolibre Inc | +0.1% | +66.67% | Add |
| 24 | CME | Cme Group Inc | +0.1% | +0.18% | Add |
| 25 | MKL | Markel Group Inc | +0.1% | -0.28% | Trim |
| 26 | V | Visa Inc-class A Shares | 0% | -3.60% | Trim |
| 27 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 28 | META | Meta Platforms Inc-class A | 0% | +4.97% | Add |
| 29 | MAR | Marriott International -cl A | -0.1% | EXIT | Sold out |
| 30 | COP | Conocophillips | -0.1% | EXIT | Sold out |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -11.58% | Trim |
| 32 | SOFI | Sofi Technologies Inc | -0.1% | — | Unchanged |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | +1.26% | Add |
| 34 | DTI | Drilling Tools International | -0.1% | -10.94% | Trim |
| 35 | NKE | Nike Inc -cl B | -0.2% | +11.46% | Add |
| 36 | ASML | ASML Holding N.V. | -0.2% | -1.21% | Trim |
| 37 | FDX | Fedex CORP | -0.2% | +2.55% | Add |
| 38 | RTX | Rtx CORP | -0.2% | -17.55% | Trim |
| 39 | GS | Goldman Sachs Group Inc | -0.3% | -3.19% | Trim |
| 40 | SIRI | Sirius Xm Holdings Inc | -0.3% | EXIT | Sold out |
| 41 | AMGN | Amgen Inc | -0.3% | EXIT | Sold out |
| 42 | ADBE | Adobe Inc | -0.3% | +3.02% | Add |
| 43 | TDG | Transdigm Group Inc | -0.5% | -72.65% | Trim |
| 44 | SPGI | S&p Global Inc | -0.5% | EXIT | Sold out |
| 45 | GPGI | Gpgi Inc | -0.6% | EXIT | Sold out |
| 46 | NEE | Nextera Energy Inc | -0.7% | -46.35% | Trim |
| 47 | MA | Mastercard Inc - A | -0.7% | -22.88% | Trim |
| 48 | MSFT | Microsoft CORP | -0.9% | +3.16% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -1.1% | +2.71% | Add |
| 50 | AMZN | Amazon.com Inc | -1.2% | +2.01% | Add |
According to official SEC Form 13F filings, Solidarity Wealth, LLC reported a total U.S. public equity portfolio value of $574.2M across 89 disclosed positions in Q1 2025.
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, ALSN, AMZN) accounted for 23.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AXP
市值: $2.8M
Top Position Liquidated / Trimmed
GPGI
前期市值: $2.2M
During Q1 2025, Solidarity Wealth, LLC's top holdings by market value included AAPL (10.6%)、ALSN (6.5%)、AMZN (6.3%). The largest single position, AAPL, represented 10.6% of total portfolio value.
In Q1 2025, Solidarity Wealth, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 11 holdings, and fully liquidating 6 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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