Solidarity Wealth, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Solidarity Wealth, LLC reported 82 stock positions worth $319.5 million. Its top holding was Apple (AAPL) at 9.2% of the portfolio, followed by Amazon.com (AMZN, 6.4%) and Microsoft (MSFT, 6.2%). Compared with Q4 2023, it opened 9 new positions, sold out of 10, added to 34 and reduced 20. The biggest buy was Allison Transmission (ALSN, shares +11%) and the biggest sale an exit from Eli Lilly (LLY).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $319.5M (Q1 2024)
- SEC Filing
- 0001172661-24-002245 ↗ filed May 14, 2024
Holdings Value
Holdings 82 stocks · $319.5M
| AAPL Apple Inc. | 9.16% | 170,740 | $29.3M | Add +8.6% |
| AMZN Amazon.com Inc. | 6.44% | 114,084 | $20.6M | Add +2.4% |
| MSFT Microsoft Corp. | 6.17% | 46,843 | $19.7M | Add +3.0% |
| ALSN Allison Transmission Holding | 4.81% | 189,542 | $15.4M | Add +10.7% |
| GOOGL Alphabet Inc. Class A | 4.75% | 100,547 | $15.2M | Add +19.3% |
| AZO AutoZone Inc. | 4.10% | 4,155 | $13.1M | Add +30.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.09% | 31,070 | $13.1M | Reduce -2.1% |
| ORLY O'reilly Automotive Inc. | 3.91% | 11,077 | $12.5M | Reduce -10.9% |
| V Visa Inc. Class A | 3.88% | 44,425 | $12.4M | Add +42.7% |
| MCD McDonald's Corp. | 3.09% | 35,042 | $9.9M | Add +52.8% |
| MA Mastercard Inc. Class A | 3.06% | 20,310 | $9.8M | Add +7.5% |
| ADBE Adobe Inc. | 2.68% | 16,979 | $8.6M | Add +36.0% |
| MKL Markel Group Inc. | 2.40% | 5,038 | $7.7M | Add +9.9% |
| RTX RTX Corp. | 2.05% | 67,210 | $6.6M | Add +39.2% |
| VZ Verizon Communications Inc. | 2.03% | 154,607 | $6.5M | Add +5.5% |
| FICO Fair Isaac Corp. | 1.87% | 4,779 | $6.0M | Add +36.5% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 1.81% | 27,915 | $5.8M | Add +12.1% |
| BKNG Booking Holdings Inc. | 1.74% | 1,534 | $5.6M | Reduce -2.5% |
| MTD Mettler-Toledo International | 1.68% | 4,028 | $5.4M | Add +6.8% |
| UNH Unitedhealth Group Inc. | 1.52% | 9,817 | $4.9M | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.47% | 4,832 | $4.7M | Add +8.8% |
| GS Goldman Sachs Group Inc. | 1.45% | 11,114 | $4.6M | Add +3.7% |
| NKE Nike Inc. Class B | 1.40% | 47,284 | $4.5M | Add +7.8% |
| NEE Nextera Energy Inc. | 1.30% | 65,211 | $4.2M | Add +25.5% |
| MSCI MSCI Inc. | 1.21% | 6,900 | $3.9M | Add +46.8% |
| META Meta Platforms Inc. Class A | 1.20% | 7,900 | $3.8M | Reduce -21.6% |
| FDX FedEx Corp. | 1.19% | 13,066 | $3.8M | Add +5.1% |
| COST Costco Wholesale Corp. | 1.17% | 5,105 | $3.7M | Add +446.6% |
| AMT American Tower Corp. | 1.09% | 17,680 | $3.5M | Add +6.8% |
| OIH Vaneck Oil Services ETF | 1.08% | 10,283 | $3.5M | Add +4.3% |
| LMT Lockheed Martin Corp. | 1.07% | 7,500 | $3.4M | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.06% | 3,319 | $3.4M | New |
| TDG Transdigm Group Inc. | 0.94% | 2,426 | $3.0M | Reduce -33.1% |
| CBOE Cboe Global Markets Inc. | 0.93% | 16,127 | $3.0M | Reduce -48.0% |
| SPGI S&P Global Inc. | 0.91% | 6,826 | $2.9M | New |
| DE Deere & Co. | 0.87% | 6,714 | $2.8M | Reduce -2.2% |
| CME Cme Group Inc. | 0.84% | 12,510 | $2.7M | Reduce -36.9% |
| MELI MercadoLibre Inc. | 0.80% | 1,700 | $2.6M | New |
| C Citigroup Inc. | 0.75% | 38,094 | $2.4M | Add +4.3% |
| CVX Chevron Corp. | 0.62% | 12,624 | $2.0M | Add +217.6% |
| LSXMK Liberty Media Corp.-Liber-New | 0.60% | 64,103 | $1.9M | New |
| PEP Pepsico Inc. | 0.46% | 8,311 | $1.5M | New |
| JPM JPMorgan Chase & Co. | 0.43% | 6,831 | $1.4M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 0.40% | 8,464 | $1.3M | No change |
| NVDA Nvidia Corp. | 0.39% | 1,372 | $1.2M | No change |
| SBUX Starbucks Corp. | 0.39% | 13,560 | $1.2M | Add +248.7% |
| WMT Walmart Inc. | 0.33% | 17,617 | $1.1M | Reduce -70.2% |
| ABBV Abbvie Inc. | 0.32% | 5,550 | $1.0M | Reduce -1.7% |
| SPG Simon Property Group Inc. | 0.30% | 6,170 | $966K | No change |
| PARAA Paramount Global Class B | 0.30% | 81,217 | $960K | Add +9.3% |
| DTI Drilling Tools International | 0.30% | 317,227 | $952K | Add +14.4% |
| WM Waste Management Inc. | 0.24% | 3,642 | $776K | No change |
| ELV Elevance Health Inc. | 0.21% | 1,268 | $658K | No change |
| ABT Abbott Laboratories | 0.17% | 4,728 | $537K | Reduce -4.1% |
| HD Home Depot Inc. | 0.15% | 1,279 | $491K | No change |
| SOFI Sofi Technologies Inc. | 0.15% | 65,661 | $479K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.13% | 5,208 | $400K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 760 | $399K | Add +22.0% |
| PYPL PayPal Holdings Inc. | 0.12% | 5,847 | $392K | Reduce -3.6% |
| ADI Analog Devices Inc. | 0.12% | 1,863 | $368K | No change |
| LWLG Lightwave Logic Inc. | 0.11% | 75,866 | $355K | No change |
| KO The Coca-Cola Co. | 0.11% | 5,599 | $345K | Reduce -8.8% |
| KMI Kinder Morgan Inc. | 0.10% | 17,186 | $315K | Reduce -4.3% |
| NLY Annaly Capital Management Inc. | 0.10% | 15,374 | $313K | Reduce -3.6% |
| MDLZ Mondelez International Inc. Class A | 0.09% | 4,294 | $302K | Reduce -0.6% |
| IAU iShares Gold Trust | 0.09% | 7,087 | $298K | No change |
| SYY Sysco Corp. | 0.09% | 3,610 | $293K | No change |
| COP Conocophillips | 0.09% | 2,274 | $289K | Add +4.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 3,235 | $270K | No change |
| ANET Arista Networks Inc. | 0.08% | 920 | $267K | No change |
| ACN Accenture PLC Class A | 0.08% | 769 | $267K | No change |
| INTU Intuit Inc. | 0.08% | 398 | $259K | No change |
| TSLA Tesla Inc. | 0.08% | 1,470 | $258K | Reduce -9.0% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 4,416 | $256K | Add +19.9% |
| WFC Wells Fargo & Co. | 0.07% | 4,023 | $233K | New |
| IWO iShares Russell 2000 Growth | 0.07% | 835 | $226K | No change |
| UNP Union Pacific Corp. | 0.07% | 901 | $222K | Reduce -2.1% |
| XLE SS Energy Select Sector | 0.07% | 2,344 | $221K | New |
| SHOP Shopify Inc. Class A | 0.07% | 2,752 | $212K | Reduce -1.1% |
| KLAC KLA Corp. | 0.07% | 300 | $210K | New |
| IVV iShares Core S&P 500 ETF | 0.06% | 381 | $200K | New |
| LGO Largo Inc. | 0.01% | 14,034 | $23K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.96 |
| GIS General Mills Inc. | Sold out | 0.00% | −1.20 |
| CBOE Cboe Global Markets Inc. | Reduce -48.0% | 0.93% | −1.07 |
| WMT Walmart Inc. | Reduce -70.2% | 0.33% | −0.79 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.77 |
| CME Cme Group Inc. | Reduce -36.9% | 0.84% | −0.70 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.58 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.44 |
| TDG Transdigm Group Inc. | Reduce -33.1% | 0.94% | −0.39 |
| ORLY O'reilly Automotive Inc. | Reduce -10.9% | 3.91% | −0.35 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.31 |
| BKNG Booking Holdings Inc. | Reduce -2.5% | 1.74% | −0.27 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.27 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.17 |
| DE Deere & Co. | Reduce -2.2% | 0.87% | −0.13 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -21.6% | 1.20% | −0.09 |
| DOW Dow Inc. | Sold out | 0.00% | −0.07 |
| TSLA Tesla Inc. | Reduce -9.0% | 0.08% | −0.06 |
| ABT Abbott Laboratories | Reduce -4.1% | 0.17% | −0.03 |
| KO The Coca-Cola Co. | Reduce -8.8% | 0.11% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.6% | 0.09% | −0.02 |
| NLY Annaly Capital Management Inc. | Reduce -3.6% | 0.10% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -4.3% | 0.10% | −0.02 |
| UNP Union Pacific Corp. | Reduce -2.1% | 0.07% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -3.6% | 0.12% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -1.1% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.7% | 0.32% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 4.09% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.0% | 0.43% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| ALSN Allison Transmission Holding | Add +10.7% | 4.81% | +1.22 |
| AZO AutoZone Inc. | Add +30.8% | 4.10% | +1.14 |
| GWW WW Grainger Inc. | New | 1.06% | +1.06 |
| V Visa Inc. Class A | Add +42.7% | 3.88% | +0.96 |
| COST Costco Wholesale Corp. | Add +446.6% | 1.17% | +0.94 |
| SPGI S&P Global Inc. | New | 0.91% | +0.91 |
| MELI MercadoLibre Inc. | New | 0.80% | +0.80 |
| MCD McDonald's Corp. | Add +52.8% | 3.09% | +0.64 |
| LSXMK Liberty Media Corp.-Liber-New | New | 0.60% | +0.60 |
| RTX RTX Corp. | Add +39.2% | 2.05% | +0.59 |
| GOOGL Alphabet Inc. Class A | Add +19.3% | 4.75% | +0.50 |
| PEP Pepsico Inc. | New | 0.46% | +0.46 |
| CVX Chevron Corp. | Add +217.6% | 0.62% | +0.41 |
| FICO Fair Isaac Corp. | Add +36.5% | 1.87% | +0.40 |
| AMZN Amazon.com Inc. | Add +2.4% | 6.44% | +0.33 |
| MZTI The Marzetti Company | Add +12.1% | 1.81% | +0.32 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.8% | 1.47% | +0.25 |
| SBUX Starbucks Corp. | Add +248.7% | 0.39% | +0.25 |
| MSCI MSCI Inc. | Add +46.8% | 1.21% | +0.25 |
| NEE Nextera Energy Inc. | Add +25.5% | 1.30% | +0.17 |
| MA Mastercard Inc. Class A | Add +7.5% | 3.06% | +0.15 |
| C Citigroup Inc. | Add +4.3% | 0.75% | +0.08 |
| WFC Wells Fargo & Co. | New | 0.07% | +0.07 |
| XLE SS Energy Select Sector | New | 0.07% | +0.07 |
| KLAC KLA Corp. | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| MKL Markel Group Inc. | Add +9.9% | 2.40% | +0.05 |
| FDX FedEx Corp. | Add +5.1% | 1.19% | +0.05 |
| VZ Verizon Communications Inc. | Add +5.5% | 2.03% | +0.04 |
| MTD Mettler-Toledo International | Add +6.8% | 1.68% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.0% | 0.12% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +19.9% | 0.08% | +0.01 |
| COP Conocophillips | Add +4.6% | 0.09% | −0.00 |
| MSFT Microsoft Corp. | Add +3.0% | 6.17% | −0.00 |
| ADBE Adobe Inc. | Add +36.0% | 2.68% | −0.01 |
| OIH Vaneck Oil Services ETF | Add +4.3% | 1.08% | −0.02 |
| DTI Drilling Tools International | Add +14.4% | 0.30% | −0.02 |
| GS Goldman Sachs Group Inc. | Add +3.7% | 1.45% | −0.04 |
| PARAA Paramount Global Class B | Add +9.3% | 0.30% | −0.10 |
| AMT American Tower Corp. | Add +6.8% | 1.09% | −0.21 |
| NKE Nike Inc. Class B | Add +7.8% | 1.40% | −0.33 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 1.52% | −0.34 |
| AAPL Apple Inc. | Add +8.6% | 9.16% | −1.75 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 92 | $574.2M | AAPL, GOOGL, AMZN, ALSN, RSP |
| Q1 2026 | 83 | $520.7M | AAPL, RSP, ALSN, GOOGL, AMZN |
| Q4 2025 | 77 | $488.8M | AAPL, GOOGL, AMZN, MSFT, RSP |
| Q3 2025 | 81 | $464.8M | AAPL, AMZN, MSFT, GOOGL, ALSN |
| Q2 2025 | 83 | $427.4M | AAPL, MSFT, AMZN, ALSN, BRK.B |
| Q1 2025 | 89 | $405.6M | AAPL, ALSN, AMZN, MSFT, BRK.B |
| Q4 2024 | 85 | $383.8M | AAPL, AMZN, MSFT, ALSN, GOOGL |
| Q3 2024 | 93 | $369.2M | AAPL, MSFT, AMZN, ALSN, BRK.B |
| Q2 2024 | 84 | $329.5M | AAPL, AMZN, MSFT, GOOGL, BRK.B |
| Q1 2024 | 82 | $319.5M | AAPL, AMZN, MSFT, ALSN, GOOGL |