SW

Solidarity Wealth, LLC

13F
Solidarity Wealth, LLC
Last update 2025-05-07 89 Stocks (10 new)
Value $406.00 Mil Turnover 13 %
Countries:
Top Holdings: AAPL(10.62%)ALSN(6.47%)AMZN(6.26%)MSFT(5.68%)BRK.B(4.49%)
Summary Stock Picks Current Portfolio
Solidarity Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
193,952
43,082.6
+20.50%
10.620
+1.81%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
ALSN
Allison Transmission Holdings Inc
274,259
26,238.4
+21.50%
6.470
+1.14%
0.330
-1.77%
-19.08%
7,329.3
Vehicles & Parts
AMZN
Amazon.com Inc
133,556
25,410.4
+2.01%
6.260
+0.12%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
MSFT
Microsoft Corp
61,390
23,045.2
+3.16%
5.680
+0.17%
0.000
+38.94%
+21.47%
3,790,969.0
Software
BRK.B
Berkshire Hathaway Inc
34,181
18,204.1
-11.58%
4.490
-0.53%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
NRP
Natural Resources Partners LP
165,017
17,145.3
+79.00%
4.230
+1.87%
1.260
-6.71%
-9.63%
1,282.4
Other Energy Sources
GOOGL
Alphabet Inc
106,837
16,521.3
+2.72%
4.070
+0.11%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
V
Visa Inc
46,562
16,318.1
-3.60%
4.020
-0.14%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
AZO
AutoZone Inc
3,872
14,763.1
-4.21%
3.640
-0.14%
0.020
+3.07%
+15.99%
62,129.3
Vehicles & Parts
ORLY
O'Reilly Automotive Inc
143,475
13,703.3
+6.51%
3.380
+0.21%
0.020
-0.42%
+16.81%
78,936.1
Vehicles & Parts

Solidarity Wealth, LLC's Historical Top Holdings Breakdowns

Solidarity Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NRP
Natural Resources Partners LP
2025-03-31
Add
Add
+1.87%
●
95.01 ($104.72) 111
$97.61
-6.79%
Add 79%
165,017
72,831
AAPL
Apple Inc
2025-03-31
Add
Add
+1.81%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 20.5%
193,952
32,997
ALSN
Allison Transmission Holdings Inc
2025-03-31
Add
Add
+1.14%
●
93.57 ($106.11) 120.35
$86.99
-18.02%
Add 21.5%
274,259
48,528
AXP
American Express Co
2025-03-31
New Buy
New Buy
+0.70%
●
255.39 ($295.58) 325.87
$307.95
4.18%
New holding
10,575
10,575
MA
Mastercard Inc
2025-03-31
Reduce
Reduce
-0.69%
●
504.67 ($544.39) 576.31
$552.66
1.52%
Reduce -22.88%
16,871
-5,006
NEE
NextEra Energy Inc
2025-03-31
Reduce
Reduce
-0.66%
●
66.96 ($70.58) 76.16
$75.95
7.61%
Reduce -46.35%
40,954
-35,377
APD
Air Products & Chemicals Inc
2025-03-31
Add
Add
+0.63%
●
283.24 ($308.4) 338.07
$295.31
-4.24%
Add 53.72%
24,610
8,600
CSGP
CoStar Group Inc
2025-03-31
Add
Add
+0.61%
●
69.29 ($76.08) 80.37
$84.70
11.33%
Add 82.52%
69,207
31,290
WMT
Walmart Inc
2025-03-31
Add
Add
+0.61%
●
84.5 ($93.81) 105.05
$95.05
1.32%
Add 411.97%
34,932
28,109
CMPO
CompoSecure Inc
2025-03-31
Sold Out
Sold Out
-0.56%
●
10.39 ($12.4) 14.51
$14.95
20.56%
Sold Out
0
-140,354

Solidarity Wealth, LLC Total Holding History ($B)

To

Solidarity Wealth, LLC's Asset Allocation

To

Solidarity Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Solidarity Wealth, LLC's Hypothetical Growth since 2025-03-31

Solidarity Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Solidarity Wealth, LLC's Holdings Heat Map

Size field:

Solidarity Wealth, LLC's Holdings Bubble Chart

Solidarity Wealth, LLC News

  • 1

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