Solidarity Wealth, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), Solidarity Wealth, LLC reported 93 stock positions worth $369.2 million. Its top holding was Apple (AAPL) at 10.4% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Amazon.com (AMZN, 6.6%). Compared with Q2 2024, it opened 12 new positions, sold out of 3, added to 31 and reduced 29. The biggest buy was Natural Resource Partners (NRP, shares +1039%) and the biggest sale WW Grainger (GWW, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $369.2M (Q3 2024)
- SEC Filing
- 0001172661-24-004363 ↗ filed Oct 25, 2024
Holdings Value
Holdings 93 stocks · $369.2M
| AAPL Apple Inc. | 10.38% | 164,452 | $38.3M | Add +6.1% |
| MSFT Microsoft Corp. | 6.95% | 59,584 | $25.6M | Add +25.6% |
| AMZN Amazon.com Inc. | 6.56% | 129,910 | $24.2M | Add +18.1% |
| ALSN Allison Transmission Holding | 5.83% | 223,952 | $21.5M | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.79% | 38,405 | $17.7M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 4.51% | 100,497 | $16.7M | Add +4.8% |
| AZO AutoZone Inc. | 3.57% | 4,185 | $13.2M | Reduce -0.5% |
| V Visa Inc. Class A | 3.54% | 47,526 | $13.1M | Add +3.8% |
| MCD McDonald's Corp. | 2.99% | 36,198 | $11.0M | Add +0.1% |
| MA Mastercard Inc. Class A | 2.75% | 20,590 | $10.2M | Reduce -1.0% |
| ORLY O'reilly Automotive Inc. | 2.68% | 8,607 | $9.9M | Add +23.0% |
| MKL Markel Group Inc. | 2.33% | 5,477 | $8.6M | Add +4.5% |
| ADBE Adobe Inc. | 2.27% | 16,206 | $8.4M | Add +7.7% |
| FICO Fair Isaac Corp. | 2.25% | 4,272 | $8.3M | Reduce -8.0% |
| GS Goldman Sachs Group Inc. | 2.06% | 15,358 | $7.6M | Add +35.7% |
| VZ Verizon Communications Inc. | 2.04% | 167,599 | $7.5M | Add +3.2% |
| BKNG Booking Holdings Inc. | 1.98% | 1,738 | $7.3M | Add +17.2% |
| RTX RTX Corp. | 1.87% | 56,852 | $6.9M | Reduce -7.9% |
| MTD Mettler-Toledo International | 1.85% | 4,559 | $6.8M | Add +6.2% |
| NKE Nike Inc. Class B | 1.72% | 71,638 | $6.4M | Add +4.6% |
| NEE Nextera Energy Inc. | 1.70% | 74,191 | $6.3M | Add +5.7% |
| ASML ASML Holding NV-NY Reg SHS | 1.60% | 7,079 | $5.9M | Add +15.7% |
| FDX FedEx Corp. | 1.57% | 21,123 | $5.8M | Add +56.6% |
| META Meta Platforms Inc. Class A | 1.50% | 9,685 | $5.5M | Add +15.3% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 1.47% | 30,658 | $5.4M | Add +4.9% |
| AMT American Tower Corp. | 1.26% | 19,983 | $4.6M | Add +5.5% |
| UNH Unitedhealth Group Inc. | 1.25% | 7,899 | $4.6M | Reduce -19.1% |
| NRP Natural Resource Partners LP | 1.23% | 46,615 | $4.6M | Add +1038.6% |
| CME Cme Group Inc. | 1.11% | 18,610 | $4.1M | Add +48.8% |
| MSCI MSCI Inc. | 1.01% | 6,400 | $3.7M | No change |
| CBOE Cboe Global Markets Inc. | 0.88% | 15,921 | $3.3M | Add +0.8% |
| OIH Vaneck Oil Services ETF | 0.83% | 10,836 | $3.1M | Add +1.9% |
| TDG Transdigm Group Inc. | 0.71% | 1,827 | $2.6M | Reduce -5.2% |
| DE Deere & Co. | 0.67% | 5,914 | $2.5M | Reduce -1.7% |
| C Citigroup Inc. | 0.65% | 38,583 | $2.4M | Add +6.7% |
| CPRT Copart Inc. | 0.59% | 41,600 | $2.2M | No change |
| SPGI S&P Global Inc. | 0.58% | 4,126 | $2.1M | Reduce -22.5% |
| NVDA Nvidia Corp. | 0.45% | 13,683 | $1.7M | Reduce -0.9% |
| UBER Uber Technologies Inc. | 0.43% | 21,000 | $1.6M | New |
| HD Home Depot Inc. | 0.41% | 3,722 | $1.5M | Reduce -7.4% |
| JPM JPMorgan Chase & Co. | 0.39% | 6,837 | $1.4M | Reduce -43.2% |
| GOOG Alphabet Inc. Class C | 0.38% | 8,407 | $1.4M | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.38% | 2,402 | $1.4M | Reduce -44.1% |
| SIRI Sirius XM Holdings Inc. | 0.35% | 54,599 | $1.3M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 4,540 | $1.3M | No change |
| DTI Drilling Tools International | 0.32% | 317,227 | $1.2M | No change |
| SPG Simon Property Group Inc. | 0.28% | 6,170 | $1.0M | No change |
| EW Edwards Lifesciences Corp. | 0.28% | 15,673 | $1.0M | New |
| WM Waste Management Inc. | 0.27% | 4,844 | $1.0M | Reduce -41.2% |
| ABBV Abbvie Inc. | 0.24% | 4,423 | $873K | Reduce -15.7% |
| NRG NRG Energy Inc. | 0.23% | 9,206 | $839K | Add +140.6% |
| COST Costco Wholesale Corp. | 0.21% | 895 | $793K | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,293 | $744K | Add +47.9% |
| ELV Elevance Health Inc. | 0.18% | 1,268 | $659K | No change |
| CVX Chevron Corp. | 0.16% | 4,017 | $592K | Add +4.2% |
| WMT Walmart Inc. | 0.15% | 6,823 | $551K | Reduce -79.5% |
| SOFI Sofi Technologies Inc. | 0.14% | 65,661 | $516K | No change |
| VXUS Vanguard Total Intl Stock | 0.12% | 7,100 | $460K | No change |
| ADI Analog Devices Inc. | 0.12% | 1,852 | $426K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 2,293 | $400K | New |
| ANET Arista Networks Inc. | 0.10% | 920 | $353K | No change |
| IAU iShares Gold Trust | 0.10% | 7,087 | $352K | No change |
| KO The Coca-Cola Co. | 0.09% | 4,829 | $349K | No change |
| VDC Vanguard Consumer Staple ETF | 0.09% | 1,544 | $339K | New |
| KMI Kinder Morgan Inc. | 0.09% | 15,103 | $334K | No change |
| ABT Abbott Laboratories | 0.09% | 2,882 | $329K | Reduce -25.0% |
| SBUX Starbucks Corp. | 0.09% | 3,230 | $315K | Reduce -76.3% |
| TSLA Tesla Inc. | 0.08% | 1,170 | $306K | Reduce -22.2% |
| VFH Vanguard Financials ETF | 0.08% | 2,761 | $305K | New |
| PYPL PayPal Holdings Inc. | 0.08% | 3,848 | $300K | Reduce -4.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 3,235 | $295K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 3,600 | $291K | New |
| VPU Vanguard Utilities ETF | 0.08% | 1,603 | $281K | New |
| JEPI JPMorgan Equity Premium Inco | 0.07% | 4,596 | $274K | Add +26.8% |
| ACN Accenture PLC Class A | 0.07% | 759 | $268K | Reduce -91.9% |
| SYY Sysco Corp. | 0.07% | 3,404 | $266K | Reduce -0.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.07% | 2,996 | $247K | Reduce -4.0% |
| INTU Intuit Inc. | 0.07% | 389 | $242K | Reduce -2.3% |
| IWO iShares Russell 2000 Growth | 0.06% | 835 | $237K | No change |
| BA The Boeing Co. | 0.06% | 1,530 | $233K | Add +20.0% |
| KLAC KLA Corp. | 0.06% | 300 | $232K | No change |
| NLY Annaly Capital Management Inc. | 0.06% | 11,459 | $230K | No change |
| COP Conocophillips | 0.06% | 2,184 | $230K | Reduce -4.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.06% | 219 | $227K | Reduce -93.4% |
| WFC Wells Fargo & Co. | 0.06% | 4,023 | $227K | No change |
| UNP Union Pacific Corp. | 0.06% | 866 | $213K | Reduce -2.3% |
| LWLG Lightwave Logic Inc. | 0.06% | 75,866 | $209K | No change |
| TXN Texas Instruments Inc. | 0.06% | 1,013 | $209K | New |
| FTCS First Trust Capital Strength | 0.06% | 2,268 | $206K | New |
| XLE SS Energy Select Sector | 0.06% | 2,344 | $206K | No change |
| MAR Marriott International Class A | 0.06% | 826 | $205K | New |
| LOW Lowe's Cos Inc. | 0.06% | 749 | $203K | New |
| LGO Largo Inc. | 0.01% | 14,034 | $30K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| GWW WW Grainger Inc. | Reduce -93.4% | 0.06% | −0.85 |
| ACN Accenture PLC Class A | Reduce -91.9% | 0.07% | −0.79 |
| WMT Walmart Inc. | Reduce -79.5% | 0.15% | −0.54 |
| LSXMK Liberty Media Corp.-Liber-New | Sold out | 0.00% | −0.44 |
| JPM JPMorgan Chase & Co. | Reduce -43.2% | 0.39% | −0.35 |
| RACE Ferrari NV | Sold out | 0.00% | −0.31 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.28 |
| WM Waste Management Inc. | Reduce -41.2% | 0.27% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -19.1% | 1.25% | −0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.0% | 4.79% | −0.25 |
| SBUX Starbucks Corp. | Reduce -76.3% | 0.09% | −0.24 |
| LMT Lockheed Martin Corp. | Reduce -44.1% | 0.38% | −0.23 |
| AZO AutoZone Inc. | Reduce -0.5% | 3.57% | −0.21 |
| SPGI S&P Global Inc. | Reduce -22.5% | 0.58% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.38% | −0.09 |
| NVDA Nvidia Corp. | Reduce -0.9% | 0.45% | −0.07 |
| TDG Transdigm Group Inc. | Reduce -5.2% | 0.71% | −0.04 |
| ABBV Abbvie Inc. | Reduce -15.7% | 0.24% | −0.04 |
| ABT Abbott Laboratories | Reduce -25.0% | 0.09% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 2.75% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.21% | −0.02 |
| COP Conocophillips | Reduce -4.0% | 0.06% | −0.02 |
| RTX RTX Corp. | Reduce -7.9% | 1.87% | −0.01 |
| INTU Intuit Inc. | Reduce -2.3% | 0.07% | −0.01 |
| HD Home Depot Inc. | Reduce -7.4% | 0.41% | −0.01 |
| DE Deere & Co. | Reduce -1.7% | 0.67% | −0.01 |
| TSLA Tesla Inc. | Reduce -22.2% | 0.08% | −0.01 |
| UNP Union Pacific Corp. | Reduce -2.3% | 0.06% | −0.00 |
| SYY Sysco Corp. | Reduce -0.2% | 0.07% | −0.00 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -4.0% | 0.07% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -4.8% | 0.08% | +0.01 |
| FICO Fair Isaac Corp. | Reduce -8.0% | 2.25% | +0.15 |
Portfolio Buys Q2 2024 → Q3 2024
| NRP Natural Resource Partners LP | Add +1038.6% | 1.23% | +1.12 |
| ALSN Allison Transmission Holding | Add +3.6% | 5.83% | +0.85 |
| MSFT Microsoft Corp. | Add +25.6% | 6.95% | +0.51 |
| GS Goldman Sachs Group Inc. | Add +35.7% | 2.06% | +0.51 |
| AAPL Apple Inc. | Add +6.1% | 10.38% | +0.47 |
| ORLY O'reilly Automotive Inc. | Add +23.0% | 2.68% | +0.44 |
| UBER Uber Technologies Inc. | New | 0.43% | +0.43 |
| CME Cme Group Inc. | Add +48.8% | 1.11% | +0.37 |
| SIRI Sirius XM Holdings Inc. | New | 0.35% | +0.35 |
| FDX FedEx Corp. | Add +56.6% | 1.57% | +0.34 |
| EW Edwards Lifesciences Corp. | New | 0.28% | +0.28 |
| META Meta Platforms Inc. Class A | Add +15.3% | 1.50% | +0.22 |
| BKNG Booking Holdings Inc. | Add +17.2% | 1.98% | +0.20 |
| NEE Nextera Energy Inc. | Add +5.7% | 1.70% | +0.19 |
| MCD McDonald's Corp. | Add +0.1% | 2.99% | +0.19 |
| NKE Nike Inc. Class B | Add +4.6% | 1.72% | +0.16 |
| AMT American Tower Corp. | Add +5.5% | 1.26% | +0.14 |
| NRG NRG Energy Inc. | Add +140.6% | 0.23% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.11% | +0.11 |
| AMZN Amazon.com Inc. | Add +18.1% | 6.56% | +0.10 |
| VDC Vanguard Consumer Staple ETF | New | 0.09% | +0.09 |
| VFH Vanguard Financials ETF | New | 0.08% | +0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.08% | +0.08 |
| VPU Vanguard Utilities ETF | New | 0.08% | +0.08 |
| CBOE Cboe Global Markets Inc. | Add +0.8% | 0.88% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +47.9% | 0.20% | +0.06 |
| TXN Texas Instruments Inc. | New | 0.06% | +0.06 |
| FTCS First Trust Capital Strength | New | 0.06% | +0.06 |
| MAR Marriott International Class A | New | 0.06% | +0.06 |
| LOW Lowe's Cos Inc. | New | 0.06% | +0.06 |
| MTD Mettler-Toledo International | Add +6.2% | 1.85% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +26.8% | 0.07% | +0.01 |
| VZ Verizon Communications Inc. | Add +3.2% | 2.04% | +0.01 |
| BA The Boeing Co. | Add +20.0% | 0.06% | −0.01 |
| CVX Chevron Corp. | Add +4.2% | 0.16% | −0.02 |
| C Citigroup Inc. | Add +6.7% | 0.65% | −0.04 |
| V Visa Inc. Class A | Add +3.8% | 3.54% | −0.11 |
| MKL Markel Group Inc. | Add +4.5% | 2.33% | −0.18 |
| OIH Vaneck Oil Services ETF | Add +1.9% | 0.83% | −0.19 |
| MZTI The Marzetti Company | Add +4.9% | 1.47% | −0.21 |
| ADBE Adobe Inc. | Add +7.7% | 2.27% | −0.26 |
| ASML ASML Holding NV-NY Reg SHS | Add +15.7% | 1.60% | −0.30 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 4.51% | −0.79 |
Options Activity Q2 2024 → Q3 2024
| UNH Unitedhealth Group Inc. | call | Sold out | 300 | $153Kbefore exit |
| TDG Transdigm Group Inc. | call | Sold out | 100 | $128Kbefore exit |
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 |