Solidarity Wealth, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Solidarity Wealth, LLC reported 89 stock positions worth $405.6 million. Its top holding was Apple (AAPL) at 10.6% of the portfolio, followed by Allison Transmission (ALSN, 6.5%) and Amazon.com (AMZN, 6.3%). Compared with Q4 2024, it opened 10 new positions, sold out of 6, added to 38 and reduced 20. The biggest buy was Natural Resource Partners (NRP, shares +79%) and the biggest sale Mastercard Class A (MA, shares −23%).

Most Recent 13F
Q2 2026
Location
Lehi, UT
CIK
0001906613
Portfolio Value
$405.6M (Q1 2025)
SEC Filing
0001172661-25-001597 ↗ filed May 7, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $319.5M Q1 2024 Q2 2024: $329.5M Q2 2024 Q3 2024: $369.2M Q3 2024 Q4 2024: $383.8M Q4 2024 Q1 2025: $405.6M $405.6M Q1 2025 Q2 2025: $427.4M Q2 2025 Q3 2025: $464.8M Q3 2025 Q4 2025: $488.8M Q4 2025 Q1 2026: $520.7M Q1 2026 Q2 2026: $574.2M Q2 2026

Holdings 89 stocks · $405.6M
AAPL Apple Inc. 10.62% 193,952 $43.1M Add +20.5%
ALSN Allison Transmission Holding 6.47% 274,259 $26.2M Add +21.5%
AMZN Amazon.com Inc. 6.26% 133,556 $25.4M Add +2.0%
MSFT Microsoft Corp. 5.68% 61,390 $23.0M Add +3.2%
BRK.B Berkshire Hathaway Inc. Class B 4.49% 34,181 $18.2M Reduce -11.6%
NRP Natural Resource Partners LP 4.23% 165,017 $17.1M Add +79.0%
GOOGL Alphabet Inc. Class A 4.07% 106,837 $16.5M Add +2.7%
V Visa Inc. Class A 4.02% 46,562 $16.3M Reduce -3.6%
AZO AutoZone Inc. 3.64% 3,872 $14.8M Reduce -4.2%
ORLY O'reilly Automotive Inc. 3.38% 9,565 $13.7M Add +6.5%
MCD McDonald's Corp. 2.91% 37,820 $11.8M Add +3.4%
MKL Markel Group Inc. 2.59% 5,628 $10.5M Reduce -0.3%
FICO Fair Isaac Corp. 2.28% 5,021 $9.3M Add +28.1%
MA Mastercard Inc. Class A 2.28% 16,871 $9.2M Reduce -22.9%
BKNG Booking Holdings Inc. 2.01% 1,766 $8.1M Add +20.2%
RTX RTX Corp. 1.97% 60,372 $8.0M Reduce -17.6%
VZ Verizon Communications Inc. 1.97% 175,851 $8.0M Add +5.5%
GS Goldman Sachs Group Inc. 1.90% 14,072 $7.7M Reduce -3.2%
APD Air Products & Chemicals Inc. 1.79% 24,610 $7.3M Add +53.7%
META Meta Platforms Inc. Class A 1.74% 12,266 $7.1M Add +5.0%
ASML ASML Holding NV-NY Reg SHS 1.66% 10,139 $6.7M Reduce -1.2%
ADBE Adobe Inc. 1.58% 16,745 $6.4M Add +3.0%
MTD Mettler-Toledo International 1.42% 4,867 $5.7M Add +5.8%
CSGP Costar Group Inc. 1.35% 69,207 $5.5M Add +82.5%
NKE Nike Inc. Class B 1.28% 81,545 $5.2M Add +11.5%
FDX FedEx Corp. 1.15% 19,102 $4.7M Add +2.5%
IJR iShares Core S&P Small-Cap E 1.01% 39,231 $4.1M Add +11.6%
CBOE Cboe Global Markets Inc. 0.97% 17,342 $3.9M Add +2.4%
UNH Unitedhealth Group Inc. 0.90% 6,990 $3.7M Reduce -7.4%
CME Cme Group Inc. 0.82% 12,533 $3.3M Add +0.2%
WMT Walmart Inc. 0.76% 34,932 $3.1M Add +412.0%
COST Costco Wholesale Corp. 0.72% 3,108 $2.9M Add +247.3%
NEE Nextera Energy Inc. 0.72% 40,954 $2.9M Reduce -46.4%
AXP American Express Co. 0.70% 10,575 $2.8M New
C Citigroup Inc. 0.69% 39,700 $2.8M Add +3.1%
CAT Caterpillar Inc. 0.49% 6,074 $2.0M New
LLY Eli Lilly & Co. 0.49% 2,421 $2.0M New
NVDA Nvidia Corp. 0.44% 16,339 $1.8M Add +18.0%
HSY The Hershey Co. 0.43% 10,200 $1.7M New
JPM JPMorgan Chase & Co. 0.42% 6,932 $1.7M Add +1.5%
MRK Merck & Co. Inc. 0.42% 18,607 $1.7M Add +0.3%
FCNCA First Citizens Bcshs Class A 0.37% 802 $1.5M Add +0.3%
LOW Lowe's Cos Inc. 0.33% 5,777 $1.3M Add +6.0%
GOOG Alphabet Inc. Class C 0.33% 8,513 $1.3M Add +1.3%
HD Home Depot Inc. 0.32% 3,549 $1.3M Add +0.8%
VTI VG Morningstar TS MKT ETF-US 0.32% 4,686 $1.3M No change
UBER Uber Technologies Inc. 0.31% 17,500 $1.3M No change
WLFC Willis Lease Finance Corp. 0.28% 7,102 $1.1M New
WM Waste Management Inc. 0.28% 4,839 $1.1M No change
DELL Dell Technologies -C 0.27% 12,000 $1.1M New
SPG Simon Property Group Inc. 0.25% 6,170 $1.0M No change
LMT Lockheed Martin Corp. 0.24% 2,186 $977K Reduce -8.4%
MELI MercadoLibre Inc. 0.24% 500 $975K Add +66.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 1,648 $925K Add +7.5%
NRG NRG Energy Inc. 0.22% 9,206 $879K No change
NVO Novo-Nordisk A/S-Spons ADR 0.20% 11,502 $802K New
ABBV Abbvie Inc. 0.19% 3,717 $779K Add +0.5%
SOFI Sofi Technologies Inc. 0.19% 65,661 $764K No change
TDG Transdigm Group Inc. 0.18% 527 $729K Reduce -72.7%
DE Deere & Co. 0.18% 1,538 $724K Add +0.9%
SHOP Shopify Inc. Class A 0.17% 7,124 $680K Reduce -1.2%
DTI Drilling Tools International 0.17% 282,524 $670K Reduce -10.9%
NFLX Netflix Inc. 0.12% 519 $484K New
ELV Elevance Health Inc. 0.11% 1,068 $465K No change
CVX Chevron Corp. 0.11% 2,736 $458K No change
VXUS Vanguard Total Intl Stock 0.11% 7,191 $447K No change
IAU iShares Gold Trust 0.10% 7,087 $418K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 2,293 $396K No change
TSLA Tesla Inc. 0.09% 1,427 $370K Add +6.3%
ADI Analog Devices Inc. 0.09% 1,816 $366K Reduce -0.2%
VOO Vanguard S&P 500 ETF 0.09% 693 $356K Add +25.3%
VDC Vanguard Consumer Staple ETF 0.08% 1,544 $338K No change
VFH Vanguard Financials ETF 0.08% 2,761 $330K No change
ABT Abbott Laboratories 0.08% 2,468 $327K Reduce -4.4%
VEU Vanguard Ftse All-World Ex-U 0.08% 5,223 $317K No change
KMI Kinder Morgan Inc. 0.08% 10,877 $310K No change
JEPI JPMorgan Equity Premium Inco 0.07% 5,016 $287K No change
VPU Vanguard Utilities ETF 0.07% 1,603 $274K No change
MKC McCormick & Co.-Non VTG SHRS 0.06% 2,950 $243K Reduce -0.2%
INTU Intuit Inc. 0.06% 388 $238K No change
XLE SS Energy Select Sector 0.05% 2,344 $219K No change
ACN Accenture PLC Class A 0.05% 695 $217K Reduce -8.4%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.05% 218 $215K Reduce -0.5%
USMV iShares MSCI USA Min Vol Fac 0.05% 2,297 $215K Reduce -29.0%
VONE Vanguard Russell 1000 0.05% 824 $209K No change
TXN Texas Instruments Inc. 0.05% 1,151 $207K Add +3.7%
KLAC KLA Corp. 0.05% 300 $204K New
UNP Union Pacific Corp. 0.05% 862 $204K New
LWLG Lightwave Logic Inc. 0.02% 75,866 $78K No change

Portfolio Sells Q4 2024 → Q1 2025
MA Mastercard Inc. Class A Reduce -22.9% 2.28% −0.72
NEE Nextera Energy Inc. Reduce -46.4% 0.72% −0.71
GPGI Gpgi Inc. Sold out 0.00% −0.56
SPGI S&P Global Inc. Sold out 0.00% −0.52
TDG Transdigm Group Inc. Reduce -72.7% 0.18% −0.46
SIRI Sirius XM Holdings Inc. Sold out 0.00% −0.29
AMGN Amgen Inc. Sold out 0.00% −0.29
GS Goldman Sachs Group Inc. Reduce -3.2% 1.90% −0.27
RTX RTX Corp. Reduce -17.6% 1.97% −0.24
ASML ASML Holding NV-NY Reg SHS Reduce -1.2% 1.66% −0.20
DTI Drilling Tools International Reduce -10.9% 0.17% −0.11
UNH Unitedhealth Group Inc. Reduce -7.4% 0.90% −0.09
BRK.B Berkshire Hathaway Inc. Class B Reduce -11.6% 4.49% −0.08
LMT Lockheed Martin Corp. Reduce -8.4% 0.24% −0.06
MAR Marriott International Class A Sold out 0.00% −0.06
COP Conocophillips Sold out 0.00% −0.06
SHOP Shopify Inc. Class A Reduce -1.2% 0.17% −0.03
USMV iShares MSCI USA Min Vol Fac Reduce -29.0% 0.05% −0.02
ACN Accenture PLC Class A Reduce -8.4% 0.05% −0.02
ADI Analog Devices Inc. Reduce -0.2% 0.09% −0.01
GWW WW Grainger Inc. Reduce -0.5% 0.05% −0.01
MKC McCormick & Co.-Non VTG SHRS Reduce -0.2% 0.06% +0.00
ABT Abbott Laboratories Reduce -4.4% 0.08% +0.00
V Visa Inc. Class A Reduce -3.6% 4.02% +0.05
MKL Markel Group Inc. Reduce -0.3% 2.59% +0.06
AZO AutoZone Inc. Reduce -4.2% 3.64% +0.27

Portfolio Buys Q4 2024 → Q1 2025
NRP Natural Resource Partners LP Add +79.0% 4.23% +1.56
AXP American Express Co. New 0.70% +0.70
CSGP Costar Group Inc. Add +82.5% 1.35% +0.64
ORLY O'reilly Automotive Inc. Add +6.5% 3.38% +0.60
WMT Walmart Inc. Add +412.0% 0.76% +0.60
APD Air Products & Chemicals Inc. Add +53.7% 1.79% +0.58
COST Costco Wholesale Corp. Add +247.3% 0.72% +0.51
CAT Caterpillar Inc. New 0.49% +0.49
LLY Eli Lilly & Co. New 0.49% +0.49
HSY The Hershey Co. New 0.43% +0.43
WLFC Willis Lease Finance Corp. New 0.28% +0.28
DELL Dell Technologies -C New 0.27% +0.27
FICO Fair Isaac Corp. Add +28.1% 2.28% +0.25
VZ Verizon Communications Inc. Add +5.5% 1.97% +0.23
NVO Novo-Nordisk A/S-Spons ADR New 0.20% +0.20
MCD McDonald's Corp. Add +3.4% 2.91% +0.15
AAPL Apple Inc. Add +20.5% 10.62% +0.12
NFLX Netflix Inc. New 0.12% +0.12
ALSN Allison Transmission Holding Add +21.5% 6.47% +0.11
MELI MercadoLibre Inc. Add +66.7% 0.24% +0.11
CBOE Cboe Global Markets Inc. Add +2.4% 0.97% +0.11
BKNG Booking Holdings Inc. Add +20.2% 2.01% +0.10
CME Cme Group Inc. Add +0.2% 0.82% +0.06
KLAC KLA Corp. New 0.05% +0.05
UNP Union Pacific Corp. New 0.05% +0.05
ABBV Abbvie Inc. Add +0.5% 0.19% +0.02
VOO Vanguard S&P 500 ETF Add +25.3% 0.09% +0.01
DE Deere & Co. Add +0.9% 0.18% +0.01
TXN Texas Instruments Inc. Add +3.7% 0.05% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +7.5% 0.23% −0.01
JPM JPMorgan Chase & Co. Add +1.5% 0.42% −0.01
C Citigroup Inc. Add +3.1% 0.69% −0.01
LOW Lowe's Cos Inc. Add +6.0% 0.33% −0.02
HD Home Depot Inc. Add +0.8% 0.32% −0.04
META Meta Platforms Inc. Class A Add +5.0% 1.74% −0.04
IJR iShares Core S&P Small-Cap E Add +11.6% 1.01% −0.04
NVDA Nvidia Corp. Add +18.0% 0.44% −0.05
MTD Mettler-Toledo International Add +5.8% 1.42% −0.05
TSLA Tesla Inc. Add +6.3% 0.09% −0.05
MRK Merck & Co. Inc. Add +0.3% 0.42% −0.07
FCNCA First Citizens Bcshs Class A Add +0.3% 0.37% −0.07
GOOG Alphabet Inc. Class C Add +1.3% 0.33% −0.09
NKE Nike Inc. Class B Add +11.5% 1.28% −0.17
FDX FedEx Corp. Add +2.5% 1.15% −0.22
ADBE Adobe Inc. Add +3.0% 1.58% −0.30
MSFT Microsoft Corp. Add +3.2% 5.68% −0.85
GOOGL Alphabet Inc. Class A Add +2.7% 4.07% −1.06
AMZN Amazon.com Inc. Add +2.0% 6.26% −1.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 92$574.2MAAPL, GOOGL, AMZN, ALSN, RSP
Q1 2026 83$520.7MAAPL, RSP, ALSN, GOOGL, AMZN
Q4 2025 77$488.8MAAPL, GOOGL, AMZN, MSFT, RSP
Q3 2025 81$464.8MAAPL, AMZN, MSFT, GOOGL, ALSN
Q2 2025 83$427.4MAAPL, MSFT, AMZN, ALSN, BRK.B
Q1 2025 89$405.6MAAPL, ALSN, AMZN, MSFT, BRK.B
Q4 2024 85$383.8MAAPL, AMZN, MSFT, ALSN, GOOGL
Q3 2024 93$369.2MAAPL, MSFT, AMZN, ALSN, BRK.B
Q2 2024 84$329.5MAAPL, AMZN, MSFT, GOOGL, BRK.B
Q1 2024 82$319.5MAAPL, AMZN, MSFT, ALSN, GOOGL