Solidarity Wealth, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Solidarity Wealth, LLC reported 84 stock positions worth $329.5 million. Its top holding was Apple (AAPL) at 9.9% of the portfolio, followed by Amazon.com (AMZN, 6.5%) and Microsoft (MSFT, 6.4%). Compared with Q1 2024, it opened 7 new positions, sold out of 5, added to 30 and reduced 30. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +31%) and the biggest sale O'reilly Automotive (ORLY, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $329.5M (Q2 2024)
- SEC Filing
- 0001172661-24-003206 ↗ filed Aug 12, 2024
Holdings Value
Holdings 84 stocks · $329.5M
| AAPL Apple Inc. | 9.90% | 154,945 | $32.6M | Reduce -9.3% |
| AMZN Amazon.com Inc. | 6.45% | 110,033 | $21.3M | Reduce -3.5% |
| MSFT Microsoft Corp. | 6.44% | 47,446 | $21.2M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 5.30% | 95,903 | $17.5M | Reduce -4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.04% | 40,846 | $16.6M | Add +31.5% |
| ALSN Allison Transmission Holding | 4.98% | 216,171 | $16.4M | Add +14.1% |
| AZO AutoZone Inc. | 3.78% | 4,207 | $12.5M | Add +1.3% |
| V Visa Inc. Class A | 3.65% | 45,806 | $12.0M | Add +3.1% |
| MCD McDonald's Corp. | 2.80% | 36,144 | $9.2M | Add +3.1% |
| MA Mastercard Inc. Class A | 2.79% | 20,801 | $9.2M | Add +2.4% |
| ADBE Adobe Inc. | 2.54% | 15,049 | $8.4M | Reduce -11.4% |
| MKL Markel Group Inc. | 2.51% | 5,239 | $8.3M | Add +4.0% |
| ORLY O'reilly Automotive Inc. | 2.24% | 7,000 | $7.4M | Reduce -36.8% |
| FICO Fair Isaac Corp. | 2.10% | 4,642 | $6.9M | Reduce -2.9% |
| VZ Verizon Communications Inc. | 2.03% | 162,342 | $6.7M | Add +5.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.90% | 6,117 | $6.3M | Add +26.6% |
| RTX RTX Corp. | 1.88% | 61,720 | $6.2M | Reduce -8.2% |
| MTD Mettler-Toledo International | 1.82% | 4,293 | $6.0M | Add +6.6% |
| BKNG Booking Holdings Inc. | 1.78% | 1,483 | $5.9M | Reduce -3.3% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 1.68% | 29,221 | $5.5M | Add +4.7% |
| NKE Nike Inc. Class B | 1.57% | 68,500 | $5.2M | Add +44.9% |
| GS Goldman Sachs Group Inc. | 1.55% | 11,316 | $5.1M | Add +1.8% |
| UNH Unitedhealth Group Inc. | 1.51% | 9,767 | $5.0M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 1.51% | 70,165 | $5.0M | Add +7.6% |
| META Meta Platforms Inc. Class A | 1.29% | 8,400 | $4.2M | Add +6.3% |
| FDX FedEx Corp. | 1.23% | 13,491 | $4.0M | Add +3.3% |
| AMT American Tower Corp. | 1.12% | 18,936 | $3.7M | Add +7.1% |
| OIH Vaneck Oil Services ETF | 1.02% | 10,629 | $3.4M | Add +3.4% |
| MSCI MSCI Inc. | 0.94% | 6,400 | $3.1M | Reduce -7.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.91% | 3,319 | $3.0M | No change |
| ACN Accenture PLC Class A | 0.86% | 9,369 | $2.8M | Add +1118.3% |
| CBOE Cboe Global Markets Inc. | 0.82% | 15,792 | $2.7M | Reduce -2.1% |
| TDG Transdigm Group Inc. | 0.75% | 1,927 | $2.5M | Reduce -20.6% |
| CME Cme Group Inc. | 0.75% | 12,510 | $2.5M | No change |
| JPM JPMorgan Chase & Co. | 0.74% | 12,031 | $2.4M | Add +76.1% |
| SPGI S&P Global Inc. | 0.72% | 5,326 | $2.4M | Reduce -22.0% |
| C Citigroup Inc. | 0.70% | 36,174 | $2.3M | Reduce -5.0% |
| WMT Walmart Inc. | 0.68% | 33,317 | $2.3M | Add +89.1% |
| CPRT Copart Inc. | 0.68% | 41,600 | $2.3M | New |
| DE Deere & Co. | 0.68% | 6,014 | $2.2M | Reduce -10.4% |
| LMT Lockheed Martin Corp. | 0.61% | 4,300 | $2.0M | Reduce -42.7% |
| DTI Drilling Tools International | 0.54% | 317,227 | $1.8M | No change |
| WM Waste Management Inc. | 0.53% | 8,239 | $1.8M | Add +126.2% |
| NVDA Nvidia Corp. | 0.52% | 13,810 | $1.7M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.47% | 8,457 | $1.6M | Reduce -0.1% |
| LSXMK Liberty Media Corp.-Liber-New | 0.44% | 64,759 | $1.4M | Add +1.0% |
| HD Home Depot Inc. | 0.42% | 4,019 | $1.4M | Add +214.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 4,540 | $1.2M | New |
| SBUX Starbucks Corp. | 0.32% | 13,625 | $1.1M | Add +0.5% |
| RACE Ferrari NV | 0.31% | 2,500 | $1.0M | New |
| SPG Simon Property Group Inc. | 0.28% | 6,170 | $937K | No change |
| PARAA Paramount Global Class B | 0.28% | 89,063 | $925K | Add +9.7% |
| ABBV Abbvie Inc. | 0.27% | 5,248 | $900K | Reduce -5.4% |
| COST Costco Wholesale Corp. | 0.23% | 905 | $769K | Reduce -82.3% |
| ELV Elevance Health Inc. | 0.21% | 1,268 | $687K | No change |
| CVX Chevron Corp. | 0.18% | 3,857 | $603K | Reduce -69.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 874 | $476K | Add +15.0% |
| SOFI Sofi Technologies Inc. | 0.13% | 65,661 | $434K | No change |
| VXUS Vanguard Total Intl Stock | 0.13% | 7,100 | $428K | New |
| ADI Analog Devices Inc. | 0.13% | 1,852 | $423K | Reduce -0.6% |
| ABT Abbott Laboratories | 0.12% | 3,843 | $399K | Reduce -18.7% |
| NRP Natural Resource Partners LP | 0.11% | 4,094 | $367K | New |
| ANET Arista Networks Inc. | 0.10% | 920 | $322K | No change |
| IAU iShares Gold Trust | 0.09% | 7,087 | $311K | No change |
| KO The Coca-Cola Co. | 0.09% | 4,829 | $307K | Reduce -13.8% |
| KMI Kinder Morgan Inc. | 0.09% | 15,103 | $300K | Reduce -12.1% |
| NRG NRG Energy Inc. | 0.09% | 3,827 | $298K | New |
| TSLA Tesla Inc. | 0.09% | 1,504 | $298K | Add +2.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 3,235 | $272K | No change |
| INTU Intuit Inc. | 0.08% | 398 | $262K | No change |
| COP Conocophillips | 0.08% | 2,274 | $260K | No change |
| KLAC KLA Corp. | 0.08% | 300 | $247K | No change |
| SYY Sysco Corp. | 0.07% | 3,410 | $243K | Reduce -5.5% |
| WFC Wells Fargo & Co. | 0.07% | 4,023 | $239K | No change |
| PYPL PayPal Holdings Inc. | 0.07% | 4,043 | $235K | Reduce -30.9% |
| BA The Boeing Co. | 0.07% | 1,275 | $232K | New |
| LWLG Lightwave Logic Inc. | 0.07% | 75,866 | $227K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.07% | 3,120 | $221K | Reduce -40.1% |
| IWO iShares Russell 2000 Growth | 0.07% | 835 | $219K | No change |
| NLY Annaly Capital Management Inc. | 0.07% | 11,459 | $218K | Reduce -25.5% |
| XLE SS Energy Select Sector | 0.06% | 2,344 | $214K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 3,624 | $205K | Reduce -17.9% |
| UNP Union Pacific Corp. | 0.06% | 886 | $200K | Reduce -1.7% |
| LGO Largo Inc. | 0.01% | 14,034 | $26K | No change |
Options reported separately and not counted above: UNH calls ($153K), TDG calls ($128K).
Portfolio Sells Q1 2024 → Q2 2024
| ORLY O'reilly Automotive Inc. | Reduce -36.8% | 2.24% | −1.67 |
| COST Costco Wholesale Corp. | Reduce -82.3% | 0.23% | −0.94 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.80 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.46 |
| LMT Lockheed Martin Corp. | Reduce -42.7% | 0.61% | −0.46 |
| CVX Chevron Corp. | Reduce -69.5% | 0.18% | −0.44 |
| MSCI MSCI Inc. | Reduce -7.3% | 0.94% | −0.27 |
| SPGI S&P Global Inc. | Reduce -22.0% | 0.72% | −0.19 |
| TDG Transdigm Group Inc. | Reduce -20.6% | 0.75% | −0.19 |
| DE Deere & Co. | Reduce -10.4% | 0.68% | −0.18 |
| RTX RTX Corp. | Reduce -8.2% | 1.88% | −0.17 |
| ADBE Adobe Inc. | Reduce -11.4% | 2.54% | −0.14 |
| CBOE Cboe Global Markets Inc. | Reduce -2.1% | 0.82% | −0.11 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.09 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.07 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -40.1% | 0.07% | −0.06 |
| C Citigroup Inc. | Reduce -5.0% | 0.70% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -30.9% | 0.07% | −0.05 |
| ABT Abbott Laboratories | Reduce -18.7% | 0.12% | −0.05 |
| ABBV Abbvie Inc. | Reduce -5.4% | 0.27% | −0.04 |
| NLY Annaly Capital Management Inc. | Reduce -25.5% | 0.07% | −0.03 |
| SYY Sysco Corp. | Reduce -5.5% | 0.07% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -17.9% | 0.06% | −0.02 |
| KO The Coca-Cola Co. | Reduce -13.8% | 0.09% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -0.5% | 1.51% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.7% | 0.06% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -12.1% | 0.09% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -3.5% | 6.45% | +0.01 |
| ADI Analog Devices Inc. | Reduce -0.6% | 0.13% | +0.01 |
| BKNG Booking Holdings Inc. | Reduce -3.3% | 1.78% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.47% | +0.07 |
| FICO Fair Isaac Corp. | Reduce -2.9% | 2.10% | +0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -4.6% | 5.30% | +0.55 |
| AAPL Apple Inc. | Reduce -9.3% | 9.90% | +0.74 |
Portfolio Buys Q1 2024 → Q2 2024
| BRK.B Berkshire Hathaway Inc. Class B | Add +31.5% | 5.04% | +0.95 |
| ACN Accenture PLC Class A | Add +1118.3% | 0.86% | +0.78 |
| CPRT Copart Inc. | New | 0.68% | +0.68 |
| ASML ASML Holding NV-NY Reg SHS | Add +26.6% | 1.90% | +0.43 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.37% | +0.37 |
| WMT Walmart Inc. | Add +89.1% | 0.68% | +0.35 |
| JPM JPMorgan Chase & Co. | Add +76.1% | 0.74% | +0.31 |
| RACE Ferrari NV | New | 0.31% | +0.31 |
| WM Waste Management Inc. | Add +126.2% | 0.53% | +0.29 |
| MSFT Microsoft Corp. | Add +1.3% | 6.44% | +0.27 |
| HD Home Depot Inc. | Add +214.2% | 0.42% | +0.27 |
| NEE Nextera Energy Inc. | Add +7.6% | 1.51% | +0.20 |
| NKE Nike Inc. Class B | Add +44.9% | 1.57% | +0.17 |
| ALSN Allison Transmission Holding | Add +14.1% | 4.98% | +0.16 |
| MTD Mettler-Toledo International | Add +6.6% | 1.82% | +0.14 |
| VXUS Vanguard Total Intl Stock | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +0.7% | 0.52% | +0.13 |
| NRP Natural Resource Partners LP | New | 0.11% | +0.11 |
| MKL Markel Group Inc. | Add +4.0% | 2.51% | +0.11 |
| GS Goldman Sachs Group Inc. | Add +1.8% | 1.55% | +0.10 |
| NRG NRG Energy Inc. | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +6.3% | 1.29% | +0.08 |
| BA The Boeing Co. | New | 0.07% | +0.07 |
| FDX FedEx Corp. | Add +3.3% | 1.23% | +0.04 |
| AMT American Tower Corp. | Add +7.1% | 1.12% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.0% | 0.14% | +0.02 |
| TSLA Tesla Inc. | Add +2.3% | 0.09% | +0.01 |
| VZ Verizon Communications Inc. | Add +5.0% | 2.03% | +0.00 |
| PARAA Paramount Global Class B | Add +9.7% | 0.28% | −0.02 |
| OIH Vaneck Oil Services ETF | Add +3.4% | 1.02% | −0.06 |
| SBUX Starbucks Corp. | Add +0.5% | 0.32% | −0.07 |
| MZTI The Marzetti Company | Add +4.7% | 1.68% | −0.14 |
| LSXMK Liberty Media Corp.-Liber-New | Add +1.0% | 0.44% | −0.16 |
| V Visa Inc. Class A | Add +3.1% | 3.65% | −0.23 |
| MA Mastercard Inc. Class A | Add +2.4% | 2.79% | −0.28 |
| MCD McDonald's Corp. | Add +3.1% | 2.80% | −0.30 |
| AZO AutoZone Inc. | Add +1.3% | 3.78% | −0.31 |
Options Activity Q1 2024 → Q2 2024
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |