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Solidarity Wealth, LLC Top Holdings and 13F Report (2025)

About Solidarity Wealth, LLC

Investment Activity

  • Solidarity Wealth, LLC has $427.43 million in total holdings as of June 30, 2025.
  • Solidarity Wealth, LLC owns shares of 83 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 11.91% of the portfolio was purchased this quarter.
  • About 8.36% of the portfolio was sold this quarter.
  • This quarter, Solidarity Wealth, LLC has purchased 89 new stocks and bought additional shares in 25 stocks.
  • Solidarity Wealth, LLC sold shares of 30 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple
$39,758,708
Microsoft
$30,277,895
Amazon.com
$28,543,736
Berkshire Hathaway
$21,991,294

Largest New Holdings this Quarter

11135F101 - Broadcom
$1,935,339 Holding
09290D101 - BLACKROCK INC
$1,623,190 Holding
040413205 - ARISTA NETWORKS INC
$386,834 Holding
46090E103 - Invesco QQQ
$260,758 Holding
571903202 - Marriott International
$225,671 Holding

Largest Purchases this Quarter

O'Reilly Automotive
132,241 shares (about $11.92M)
Berkshire Hathaway
11,090 shares (about $5.39M)
Fair Isaac
2,897 shares (about $5.30M)
SPDR S&P 500 ETF Trust
7,792 shares (about $4.82M)
Novo Nordisk A/S
59,933 shares (about $4.14M)

Largest Sales this Quarter

Meta Platforms
11,538 shares (about $8.52M)
Costco Wholesale
2,216 shares (about $2.19M)
McDonald's
7,421 shares (about $2.17M)
Caterpillar
5,500 shares (about $2.14M)
The Goldman Sachs Group
1,786 shares (about $1.26M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSolidarity Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$39,758,708$34,469 -0.1%193,7849.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$30,277,895$258,156 -0.8%60,8717.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$28,543,736$757,115 -2.6%130,1056.7%Retail/Wholesale
Allison Transmission Holdings, Inc. stock logo
ALSN
Allison Transmission
$25,837,422$214,488 -0.8%272,0016.0%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$21,991,294$5,387,189 32.4%45,2715.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,850,442$22,557 0.1%106,9654.4%Computer and Technology
Natural Resource Partners LP stock logo
NRP
Natural Resource Partners
$17,802,395$2,041,622 13.0%186,3934.2%Energy
Visa Inc. stock logo
V
Visa
$15,879,973$651,872 -3.9%44,7263.7%Business Services
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$14,473,787$5,295,600 57.7%7,9183.4%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$14,102,762$270,993 -1.9%3,7993.3%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$13,562,422$4,081,932 43.1%24,1353.2%Business Services
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$12,781,020$11,918,923 1,382.6%141,8063.0%Retail/Wholesale
Markel Group Inc. stock logo
MKL
Markel Group
$11,306,056$63,921 0.6%5,6602.6%Multi-Sector Conglomerates
ASML Holding N.V. stock logo
ASML
ASML
$11,146,535$3,021,241 37.2%13,9092.6%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$9,830,130$393,668 -3.9%1,6982.3%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$8,881,676$2,168,194 -19.6%30,3992.1%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8,695,417$1,264,042 -12.7%12,2862.0%Finance
RTX Corporation stock logo
RTX
RTX
$8,676,129$139,450 -1.6%59,4172.0%Aerospace
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$7,622,107$680,611 9.8%27,0231.8%Basic Materials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$7,561,995$47,078 -0.6%174,7631.8%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$6,770,780$946,204 16.2%94,7921.6%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$6,619,130$140,824 2.2%17,1091.5%Computer and Technology
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$5,897,094$179,732 3.1%5,0201.4%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,840,819$4,821,151 472.8%9,4401.4%Finance
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$5,839,050$274,807 4.9%72,6251.4%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$4,930,444$4,136,576 521.1%71,4351.2%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$4,552,694$265,138 6.2%41,6571.1%ETF
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$4,060,419$16,091 0.4%17,4110.9%Financial Services
FedEx Corporation stock logo
FDX
FedEx
$4,002,749$366,922 -8.4%17,4980.9%Transportation
NRG Energy, Inc. stock logo
NRG
NRG Energy
$3,828,388$2,350,088 159.0%23,8410.9%Utilities
Walmart Inc. stock logo
WMT
Walmart
$3,738,325$322,674 9.4%38,2320.9%Retail/Wholesale
CME Group Inc. stock logo
CME
CME Group
$3,454,3450.0%12,5330.8%Finance
Citigroup Inc. stock logo
C
Citigroup
$3,405,128$25,792 0.8%40,0030.8%Financial Services
American Express Company stock logo
AXP
American Express
$2,990,438$382,776 -11.3%9,3750.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,560,864$20,698 -0.8%16,2080.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,981,245$28,411 -1.4%6,8340.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,935,339$1,935,339 New Holding7,0210.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,888,022$780 0.0%2,4220.4%Medical
BLACKROCK INC
$1,623,190$1,623,190 New Holding1,5470.4%COM
Alphabet Inc. stock logo
GOOG
Alphabet
$1,510,1210.0%8,5130.4%Computer and Technology
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$1,441,918$127,171 -8.1%7370.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,430,087$1,524 0.1%4,6910.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,334,608$846,063 -38.8%4,2780.3%Medical
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$1,195,6870.0%65,6610.3%Finance
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$991,8890.0%6,1700.2%Finance
Shopify Inc. stock logo
SHOP
Shopify
$971,708$149,955 18.2%8,4240.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$883,026$2,193,706 -71.3%8920.2%Retail/Wholesale
Waste Management, Inc. stock logo
WM
Waste Management
$832,676$274,584 -24.8%3,6390.2%Business Services
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$780,854$231,570 -22.9%1,6860.2%Aerospace
Drilling Tools International Corp. stock logo
DTI
Drilling Tools International
$776,693$28,500 -3.5%272,5240.2%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$689,9500.0%3,7170.2%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$653,185$628,557 -49.0%2,9440.2%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$579,995$204,554 -26.1%1,1370.1%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$537,330$8,516,090 -94.1%7280.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$522,473$127,627 32.3%9170.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$496,8260.0%7,1910.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$458,066$4,765 1.1%1,4420.1%Auto/Tires/Trucks
The Home Depot, Inc. stock logo
HD
Home Depot
$457,933$843,271 -64.8%1,2490.1%Retail/Wholesale
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$441,9450.0%7,0870.1%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$432,2440.0%1,8160.1%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$410,353$5,056 -1.2%1,0550.1%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$407,4840.0%2,2930.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$386,899$4,868 -1.2%2,7020.1%Energy
ARISTA NETWORKS INC
$386,834$386,834 New Holding3,7810.1%COM SHS
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$351,4750.0%2,7610.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$351,0900.0%5,2230.1%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$338,1360.0%1,5440.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$328,872$6,800 -2.0%2,4180.1%Medical
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$319,7840.0%10,8770.1%Energy
Intuit Inc. stock logo
INTU
Intuit
$305,6000.0%3880.1%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$285,1600.0%5,0160.1%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$282,9460.0%1,6030.1%ETF
KLA Corporation stock logo
KLAC
KLA
$268,7220.0%3000.1%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$260,758$260,758 New Holding4720.1%Finance
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$231,4290.0%8240.1%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$225,671$225,671 New Holding8260.1%Consumer Discretionary
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$223,6690.0%2,9500.1%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$222,833$2,135,159 -90.5%5740.1%Industrials
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$215,6190.0%2,2970.1%ETF
Accenture PLC stock logo
ACN
Accenture
$207,7290.0%6950.0%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$206,582$32,389 -13.6%9950.0%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$203,685$203,685 New Holding1,8500.0%ETF
Lightwave Logic Inc. stock logo
LWLG
Lightwave Logic
$94,0740.0%75,8660.0%Basic Materials
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$2,903,243 -100.0%00.0%Utilities
Hershey Company (The) stock logo
HSY
Hershey
$0$1,744,506 -100.0%00.0%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$1,685,180 -100.0%00.0%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$1,275,050 -100.0%00.0%Computer and Technology
Willis Lease Finance Corporation stock logo
WLFC
Willis Lease Finance
$0$1,121,903 -100.0%00.0%Transportation
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$0$1,093,800 -100.0%00.0%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$0$975,435 -100.0%00.0%Retail/Wholesale
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$0$728,994 -100.0%00.0%Aerospace
Netflix, Inc. stock logo
NFLX
Netflix
$0$483,983 -100.0%00.0%Consumer Discretionary
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$219,047 -100.0%00.0%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$0$215,347 -100.0%00.0%Industrials
Union Pacific Corporation stock logo
UNP
Union Pacific
$0$203,639 -100.0%00.0%Transportation

Showing largest 100 holdings. View all holdings.
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