Solidarity Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Solidarity Wealth, LLC reported 85 stock positions worth $383.8 million. Its top holding was Apple (AAPL) at 10.5% of the portfolio, followed by Amazon.com (AMZN, 7.5%) and Microsoft (MSFT, 6.5%). Compared with Q3 2024, it opened 12 new positions, sold out of 20, added to 27 and reduced 28. The biggest buy was Natural Resource Partners (NRP, shares +98%) and the biggest sale an exit from Marzetti (MZTI).
- Most Recent 13F
- Q2 2026
- Location
- Lehi, UT
- CIK
- 0001906613
- Portfolio Value
- $383.8M (Q4 2024)
- SEC Filing
- 0001172661-25-000235 ↗ filed Jan 16, 2025
Holdings Value
Holdings 85 stocks · $383.8M
| AAPL Apple Inc. | 10.50% | 160,955 | $40.3M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 7.48% | 130,923 | $28.7M | Add +0.8% |
| MSFT Microsoft Corp. | 6.54% | 59,512 | $25.1M | Reduce -0.1% |
| ALSN Allison Transmission Holding | 6.35% | 225,731 | $24.4M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 5.13% | 104,013 | $19.7M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.56% | 38,656 | $17.5M | Add +0.7% |
| V Visa Inc. Class A | 3.98% | 48,302 | $15.3M | Add +1.6% |
| AZO AutoZone Inc. | 3.37% | 4,042 | $12.9M | Reduce -3.4% |
| MA Mastercard Inc. Class A | 3.00% | 21,877 | $11.5M | Add +6.3% |
| ORLY O'reilly Automotive Inc. | 2.77% | 8,980 | $10.6M | Add +4.3% |
| MCD McDonald's Corp. | 2.76% | 36,581 | $10.6M | Add +1.1% |
| NRP Natural Resource Partners LP | 2.67% | 92,186 | $10.2M | Add +97.8% |
| MKL Markel Group Inc. | 2.54% | 5,644 | $9.7M | Add +3.0% |
| RTX RTX Corp. | 2.21% | 73,227 | $8.5M | Add +28.8% |
| GS Goldman Sachs Group Inc. | 2.17% | 14,535 | $8.3M | Reduce -5.4% |
| FICO Fair Isaac Corp. | 2.03% | 3,920 | $7.8M | Reduce -8.2% |
| BKNG Booking Holdings Inc. | 1.90% | 1,469 | $7.3M | Reduce -15.5% |
| ADBE Adobe Inc. | 1.88% | 16,254 | $7.2M | Add +0.3% |
| ASML ASML Holding NV-NY Reg SHS | 1.85% | 10,263 | $7.1M | Add +45.0% |
| META Meta Platforms Inc. Class A | 1.78% | 11,685 | $6.8M | Add +20.6% |
| VZ Verizon Communications Inc. | 1.74% | 166,611 | $6.7M | Reduce -0.6% |
| MTD Mettler-Toledo International | 1.47% | 4,599 | $5.6M | Add +0.9% |
| NKE Nike Inc. Class B | 1.45% | 73,159 | $5.6M | Add +2.1% |
| NEE Nextera Energy Inc. | 1.43% | 76,331 | $5.5M | Add +2.9% |
| FDX FedEx Corp. | 1.37% | 18,627 | $5.3M | Reduce -11.8% |
| APD Air Products & Chemicals Inc. | 1.21% | 16,010 | $4.6M | New |
| IJR iShares Core S&P Small-Cap E | 1.06% | 35,160 | $4.1M | New |
| UNH Unitedhealth Group Inc. | 0.99% | 7,548 | $3.8M | Reduce -4.4% |
| CBOE Cboe Global Markets Inc. | 0.86% | 16,939 | $3.3M | Add +6.4% |
| CME Cme Group Inc. | 0.76% | 12,510 | $2.9M | Reduce -32.8% |
| CSGP Costar Group Inc. | 0.71% | 37,917 | $2.7M | New |
| C Citigroup Inc. | 0.71% | 38,502 | $2.7M | Reduce -0.2% |
| TDG Transdigm Group Inc. | 0.64% | 1,927 | $2.4M | Add +5.5% |
| GPGI Gpgi Inc. filed as COMPOSECURE INC | 0.56% | 140,354 | $2.2M | New |
| SPGI S&P Global Inc. | 0.52% | 4,026 | $2.0M | Reduce -2.4% |
| MRK Merck & Co. Inc. | 0.48% | 18,548 | $1.9M | New |
| NVDA Nvidia Corp. | 0.48% | 13,844 | $1.9M | Add +1.2% |
| FCNCA First Citizens Bcshs Class A | 0.44% | 800 | $1.7M | New |
| JPM JPMorgan Chase & Co. | 0.43% | 6,828 | $1.6M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.42% | 8,407 | $1.6M | No change |
| HD Home Depot Inc. | 0.36% | 3,519 | $1.4M | Reduce -5.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 4,686 | $1.4M | Add +3.2% |
| LOW Lowe's Cos Inc. | 0.35% | 5,449 | $1.3M | Add +627.5% |
| LMT Lockheed Martin Corp. | 0.30% | 2,386 | $1.2M | Reduce -0.7% |
| SIRI Sirius XM Holdings Inc. | 0.29% | 48,401 | $1.1M | Reduce -11.3% |
| AMGN Amgen Inc. | 0.29% | 4,211 | $1.1M | New |
| SPG Simon Property Group Inc. | 0.28% | 6,170 | $1.1M | No change |
| UBER Uber Technologies Inc. | 0.28% | 17,500 | $1.1M | Reduce -16.7% |
| DTI Drilling Tools International | 0.27% | 317,227 | $1.0M | No change |
| SOFI Sofi Technologies Inc. | 0.26% | 65,661 | $1.0M | No change |
| WM Waste Management Inc. | 0.25% | 4,839 | $976K | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,533 | $901K | Add +18.6% |
| NRG NRG Energy Inc. | 0.22% | 9,206 | $831K | No change |
| COST Costco Wholesale Corp. | 0.21% | 895 | $820K | No change |
| SHOP Shopify Inc. Class A | 0.20% | 7,212 | $767K | New |
| ABBV Abbvie Inc. | 0.17% | 3,699 | $657K | Reduce -16.4% |
| DE Deere & Co. | 0.17% | 1,524 | $648K | Reduce -74.2% |
| WMT Walmart Inc. | 0.16% | 6,823 | $618K | No change |
| TSLA Tesla Inc. | 0.14% | 1,343 | $542K | Add +14.8% |
| MELI MercadoLibre Inc. | 0.13% | 300 | $510K | New |
| VXUS Vanguard Total Intl Stock | 0.11% | 7,191 | $424K | Add +1.3% |
| CVX Chevron Corp. | 0.10% | 2,736 | $396K | Reduce -31.9% |
| ELV Elevance Health Inc. | 0.10% | 1,068 | $394K | Reduce -15.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 2,293 | $388K | No change |
| ADI Analog Devices Inc. | 0.10% | 1,820 | $387K | Reduce -1.7% |
| IAU iShares Gold Trust | 0.09% | 7,087 | $351K | No change |
| VDC Vanguard Consumer Staple ETF | 0.09% | 1,544 | $326K | No change |
| VFH Vanguard Financials ETF | 0.08% | 2,761 | $326K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 5,223 | $300K | New |
| KMI Kinder Morgan Inc. | 0.08% | 10,877 | $298K | Reduce -28.0% |
| VOO Vanguard S&P 500 ETF | 0.08% | 553 | $298K | New |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 5,016 | $294K | Add +9.1% |
| ABT Abbott Laboratories | 0.08% | 2,582 | $292K | Reduce -10.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 3,235 | $287K | No change |
| ACN Accenture PLC Class A | 0.07% | 759 | $267K | No change |
| VPU Vanguard Utilities ETF | 0.07% | 1,603 | $262K | No change |
| INTU Intuit Inc. | 0.06% | 388 | $244K | Reduce -0.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.06% | 219 | $231K | No change |
| MAR Marriott International Class A | 0.06% | 826 | $230K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.06% | 2,956 | $227K | Reduce -1.3% |
| VONE Vanguard Russell 1000 | 0.06% | 824 | $220K | New |
| COP Conocophillips | 0.06% | 2,134 | $212K | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.05% | 1,110 | $208K | Add +9.6% |
| XLE SS Energy Select Sector | 0.05% | 2,344 | $201K | No change |
| LWLG Lightwave Logic Inc. | 0.04% | 75,866 | $159K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| MZTI The Marzetti Company | Sold out | 0.00% | −1.47 |
| AMT American Tower Corp. | Sold out | 0.00% | −1.26 |
| MSCI MSCI Inc. | Sold out | 0.00% | −1.01 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.83 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.59 |
| DE Deere & Co. | Reduce -74.2% | 0.17% | −0.50 |
| MSFT Microsoft Corp. | Reduce -0.1% | 6.54% | −0.41 |
| CME Cme Group Inc. | Reduce -32.8% | 0.76% | −0.36 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 1.74% | −0.30 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.28 |
| UNH Unitedhealth Group Inc. | Reduce -4.4% | 0.99% | −0.26 |
| FICO Fair Isaac Corp. | Reduce -8.2% | 2.03% | −0.22 |
| FDX FedEx Corp. | Reduce -11.8% | 1.37% | −0.20 |
| AZO AutoZone Inc. | Reduce -3.4% | 3.37% | −0.20 |
| UBER Uber Technologies Inc. | Reduce -16.7% | 0.28% | −0.15 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.10 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.09 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -15.5% | 1.90% | −0.08 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 0.30% | −0.08 |
| ELV Elevance Health Inc. | Reduce -15.8% | 0.10% | −0.08 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -16.4% | 0.17% | −0.07 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.06 |
| BA The Boeing Co. | Sold out | 0.00% | −0.06 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.06 |
| NLY Annaly Capital Management Inc. | Sold out | 0.00% | −0.06 |
| SIRI Sirius XM Holdings Inc. | Reduce -11.3% | 0.29% | −0.06 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.06 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.06 |
| CVX Chevron Corp. | Reduce -31.9% | 0.10% | −0.06 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.06 |
| SPGI S&P Global Inc. | Reduce -2.4% | 0.52% | −0.06 |
| HD Home Depot Inc. | Reduce -5.5% | 0.36% | −0.05 |
| WM Waste Management Inc. | Reduce -0.1% | 0.25% | −0.02 |
| ADI Analog Devices Inc. | Reduce -1.7% | 0.10% | −0.01 |
| ABT Abbott Laboratories | Reduce -10.4% | 0.08% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -28.0% | 0.08% | −0.01 |
| LGO Largo Inc. | Sold out | 0.00% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -1.3% | 0.06% | −0.01 |
| COP Conocophillips | Reduce -2.3% | 0.06% | −0.01 |
| INTU Intuit Inc. | Reduce -0.3% | 0.06% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.43% | +0.04 |
| C Citigroup Inc. | Reduce -0.2% | 0.71% | +0.05 |
| GS Goldman Sachs Group Inc. | Reduce -5.4% | 2.17% | +0.11 |
| AAPL Apple Inc. | Reduce -2.1% | 10.50% | +0.12 |
Portfolio Buys Q3 2024 → Q4 2024
| NRP Natural Resource Partners LP | Add +97.8% | 2.67% | +1.43 |
| APD Air Products & Chemicals Inc. | New | 1.21% | +1.21 |
| IJR iShares Core S&P Small-Cap E | New | 1.06% | +1.06 |
| AMZN Amazon.com Inc. | Add +0.8% | 7.48% | +0.93 |
| CSGP Costar Group Inc. | New | 0.71% | +0.71 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 5.13% | +0.61 |
| GPGI Gpgi Inc. | New | 0.56% | +0.56 |
| ALSN Allison Transmission Holding | Add +0.8% | 6.35% | +0.53 |
| MRK Merck & Co. Inc. | New | 0.48% | +0.48 |
| FCNCA First Citizens Bcshs Class A | New | 0.44% | +0.44 |
| V Visa Inc. Class A | Add +1.6% | 3.98% | +0.44 |
| RTX RTX Corp. | Add +28.8% | 2.21% | +0.34 |
| LOW Lowe's Cos Inc. | Add +627.5% | 0.35% | +0.30 |
| AMGN Amgen Inc. | New | 0.29% | +0.29 |
| META Meta Platforms Inc. Class A | Add +20.6% | 1.78% | +0.28 |
| ASML ASML Holding NV-NY Reg SHS | Add +45.0% | 1.85% | +0.26 |
| MA Mastercard Inc. Class A | Add +6.3% | 3.00% | +0.25 |
| MKL Markel Group Inc. | Add +3.0% | 2.54% | +0.21 |
| SHOP Shopify Inc. Class A | New | 0.20% | +0.20 |
| MELI MercadoLibre Inc. | New | 0.13% | +0.13 |
| ORLY O'reilly Automotive Inc. | Add +4.3% | 2.77% | +0.09 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | Add +14.8% | 0.14% | +0.06 |
| VONE Vanguard Russell 1000 | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +1.2% | 0.48% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +18.6% | 0.23% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.2% | 0.35% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +9.1% | 0.08% | +0.00 |
| TXN Texas Instruments Inc. | Add +9.6% | 0.05% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +1.3% | 0.11% | −0.01 |
| CBOE Cboe Global Markets Inc. | Add +6.4% | 0.86% | −0.02 |
| TDG Transdigm Group Inc. | Add +5.5% | 0.64% | −0.07 |
| MCD McDonald's Corp. | Add +1.1% | 2.76% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 4.56% | −0.22 |
| NKE Nike Inc. Class B | Add +2.1% | 1.45% | −0.27 |
| NEE Nextera Energy Inc. | Add +2.9% | 1.43% | −0.27 |
| MTD Mettler-Toledo International | Add +0.9% | 1.47% | −0.39 |
| ADBE Adobe Inc. | Add +0.3% | 1.88% | −0.39 |
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 |