Solidarilty Wealth, LLC Portfolio Holdings

Solidarilty Wealth, LLC

  • $366 Million
  • Q3 2024

Solidarilty Wealth, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $366 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.3M, Microsoft Corp with a value of $25.6M, Amazon Com Inc with a value of $24.2M, Allison Transmission Holdings Inc with a value of $21.5M, and Berkshire Hathaway Inc Class B with a value of $17.7M.

Examining the 13F form we can see an increase of $40M in the current position value, from $326M to 366M.

Solidarilty Wealth, LLC is based out at Lehi, UT

Below you can find more details about Solidarilty Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $366 Million
Consumer Cyclical: $98.2 Million
Technology: $91.5 Million
Financial Services: $75.2 Million
Communication Services: $31.1 Million
Industrials: $20.8 Million
Healthcare: $14.3 Million
ETFs: $8.74 Million
Consumer Defensive: $7.61 Million
Other: $18.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.1T
$38.3 Million 10.46% of portfolio
164,452
Q3 2024 Added 6.14%
$3.24T
$25.6 Million 7.0% of portfolio
59,584
Q3 2024 Added 25.58%
$2.29T
$24.2 Million 6.61% of portfolio
129,910
Q3 2024 Added 18.06%
$10.5B
$21.5 Million 5.87% of portfolio
223,952
Q3 2024 Added 3.6%
$590B
$17.7 Million 4.83% of portfolio
38,405
Q3 2024 Reduced 5.98%
$1.14T
$16.7 Million 4.55% of portfolio
100,497
Q3 2024 Added 4.79%
$61.5B
$13.2 Million 3.6% of portfolio
4,185
Q3 2024 Reduced 0.52%
$519B
$13.1 Million 3.57% of portfolio
47,526
Q3 2024 Added 3.75%
$214B
$11 Million 3.01% of portfolio
36,198
Q3 2024 Added 0.15%
$505B
$10.2 Million 2.78% of portfolio
20,590
Q3 2024 Reduced 1.01%
$75.8B
$9.91 Million 2.71% of portfolio
8,607
Q3 2024 Added 22.96%
$23.4B
$8.59 Million 2.34% of portfolio
5,477
Q3 2024 Added 4.54%
$208B
$8.39 Million 2.29% of portfolio
16,206
Q3 2024 Added 7.69%
$52.8B
$8.31 Million 2.27% of portfolio
4,272
Q3 2024 Reduced 7.97%
$195B
$7.6 Million 2.08% of portfolio
15,358
Q3 2024 Added 35.72%
$168B
$7.53 Million 2.05% of portfolio
167,599
Q3 2024 Added 3.24%
$171B
$6.89 Million 1.88% of portfolio
56,852
Q3 2024 Reduced 7.89%
$27.8B
$6.84 Million 1.87% of portfolio
4,559
Q3 2024 Added 6.2%
$96.7B
$6.33 Million 1.73% of portfolio
71,638
Q3 2024 Added 4.58%
$142B
$6.27 Million 1.71% of portfolio
74,191
Q3 2024 Added 5.74%
$286B
$5.9 Million 1.61% of portfolio
7,079
Q3 2024 Added 15.73%
$70B
$5.78 Million 1.58% of portfolio
21,123
Q3 2024 Added 56.57%
$1.32T
$5.54 Million 1.51% of portfolio
9,685
Q3 2024 Added 15.3%
$4.98B
$5.41 Million 1.48% of portfolio
30,658
Q3 2024 Added 4.92%
$85.8B
$4.65 Million 1.27% of portfolio
19,983
Q3 2024 Added 5.53%
$474B
$4.62 Million 1.26% of portfolio
7,899
Q3 2024 Reduced 19.13%
$1.3B
$4.56 Million 1.24% of portfolio
46,615
Q3 2024 Added 1,038.62%
$85.5B
$4.11 Million 1.12% of portfolio
18,610
Q3 2024 Added 48.76%
$48.4B
$3.73 Million 1.02% of portfolio
6,400
Q2 2024 Reduced 7.25%
$20.3B
$3.25 Million 0.89% of portfolio
15,921
Q3 2024 Added 0.82%
$0
$3.07 Million 0.84% of portfolio
10,836
Q3 2024 Added 1.95%
$70B
$2.61 Million 0.71% of portfolio
1,827
Q3 2024 Reduced 5.19%
$131B
$2.47 Million 0.67% of portfolio
5,914
Q3 2024 Reduced 1.66%
$135B
$2.42 Million 0.66% of portfolio
38,583
Q3 2024 Added 6.66%
$13.9B
$2.18 Million 0.59% of portfolio
41,600
Q2 2024 New
$162B
$2.13 Million 0.58% of portfolio
4,126
Q3 2024 Reduced 22.53%
$348B
$1.66 Million 0.45% of portfolio
13,683
Q3 2024 Reduced 0.92%
$122B
$1.58 Million 0.43% of portfolio
21,000
Q3 2024 New
$402B
$1.51 Million 0.41% of portfolio
3,722
Q3 2024 Reduced 7.39%
$699B
$1.44 Million 0.39% of portfolio
6,837
Q3 2024 Reduced 43.17%
$1.19T
$1.41 Million 0.38% of portfolio
8,407
Q3 2024 Reduced 0.59%
$127B
$1.4 Million 0.38% of portfolio
2,402
Q3 2024 Reduced 44.14%
$0
$1.29 Million 0.35% of portfolio
4,540
Q2 2024 New
$46.3B
$1.03 Million 0.28% of portfolio
15,673
Q3 2024 New
$56.1B
$1.04 Million 0.28% of portfolio
6,170
Q4 2023 Reduced 3.14%
$83.7B
$1.01 Million 0.27% of portfolio
4,844
Q3 2024 Reduced 41.21%
$315B
$873,000 0.24% of portfolio
4,423
Q3 2024 Reduced 15.72%
$21.3B
$838,000 0.23% of portfolio
9,206
Q3 2024 Added 140.55%
$420B
$793,000 0.22% of portfolio
895
Q3 2024 Reduced 1.1%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $366 Million
  • Prior Value $326 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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