Latest Solidarilty Wealth, LLC Stock Portfolio
Solidarilty Wealth, LLC Performance:
2025 Q3: 5.57%YTD: 4.03%2024: 20.13%
Performance for 2025 Q3 is 5.57%, and YTD is 4.03%, and 2024 is 20.13%.
About Solidarilty Wealth, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Solidarity Wealth, LLC reported an equity portfolio of $464.8 Millions as of 30 Sep, 2025.
The top stock holdings of Solidarity Wealth, LLC are AAPL, AMZN, MSFT. The fund has invested 10.8% of it's portfolio in APPLE INC and 6.2% of portfolio in AMAZON COM INC.
The fund managers got completely rid off BLACKROCK INC, ELEVANCE HEALTH INC (ELV) and MCCORMICK & CO INC (MKC) stocks. They significantly reduced their stock positions in AMERICAN EXPRESS CO (AXP), BROADCOM INC (AVGO) and ASML HOLDING N V. Solidarity Wealth, LLC opened new stock positions in PEPSICO INC (PEP), MERCADOLIBRE INC (MELI) and COUPANG INC (CPNG). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), TEXAS INSTRS INC (TXN) and DEERE & CO (DE).
The top stock holdings of Solidarity Wealth, LLC are AAPL, AMZN, MSFT. The fund has invested 10.8% of it's portfolio in APPLE INC and 6.2% of portfolio in AMAZON COM INC.
The fund managers got completely rid off BLACKROCK INC, ELEVANCE HEALTH INC (ELV) and MCCORMICK & CO INC (MKC) stocks. They significantly reduced their stock positions in AMERICAN EXPRESS CO (AXP), BROADCOM INC (AVGO) and ASML HOLDING N V. Solidarity Wealth, LLC opened new stock positions in PEPSICO INC (PEP), MERCADOLIBRE INC (MELI) and COUPANG INC (CPNG). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), TEXAS INSTRS INC (TXN) and DEERE & CO (DE).
Solidarilty Wealth, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Solidarity Wealth, LLC made a return of 5.57% in the last quarter. In trailing 12 months, it's portfolio return was 7.7%.
New Buys
| Ticker | $ Bought |
|---|---|
| pepsico inc | 2,190,300 |
| mercadolibre inc | 1,257,270 |
| coupang inc | 483,000 |
| union pac corp | 204,224 |
New stocks bought by Solidarilty Wealth, LLC
Additions
| Ticker | % Inc. |
|---|---|
| meta platforms inc | 814 |
| texas instrs inc | 574 |
| deere & co | 352 |
| waste mgmt inc del | 303 |
| cboe global mkts inc | 62.6 |
| invesco qqq tr | 30.93 |
| mcdonalds corp | 30.9 |
| nvidia corporation | 26.2 |
Additions to existing portfolio by Solidarilty Wealth, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| american express co | -82.65 |
| broadcom inc | -78.25 |
| asml holding n v | -53.4 |
| costar group inc | -22.73 |
| microsoft corp | -11.46 |
| unitedhealth group inc | -7.32 |
| walmart inc | -4.55 |
| ishares tr | -1.08 |
Solidarilty Wealth, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| shopify inc | -971,708 |
| mccormick & co inc | -223,669 |
| ishares tr | -215,619 |
| blackrock inc | -1,623,190 |
| elevance health inc | -410,353 |
| accenture plc ireland | -207,729 |
Solidarilty Wealth, LLC got rid off the above stocks
Sector Distribution
Solidarity Wealth, LLC has about 25.1% of it's holdings in Consumer Cyclical sector.
| Sector | % |
|---|---|
| Consumer Cyclical | 25.1 |
| Technology | 22.6 |
| Financial Services | 13.6 |
| Others | 13 |
| Communication Services | 8.8 |
| Industrials | 4.6 |
| Energy | 4.6 |
| Healthcare | 2.4 |
| Basic Materials | 1.7 |
| Consumer Defensive | 1.5 |
| Real Estate | 1.3 |
Market Cap. Distribution
Solidarity Wealth, LLC has about 77% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 42.1 |
| LARGE-CAP | 34.9 |
| UNALLOCATED | 13 |
| MID-CAP | 5.5 |
| SMALL-CAP | 4.5 |
Stocks belong to which Index?
About 74.3% of the stocks held by Solidarity Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 74.3 |
| Others | 25.7 |
Solidarilty Wealth, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Solidarilty Wealth, LLC
Solidarity Wealth, LLC has 81 stocks in it's portfolio. About 53.4% of the portfolio is in top 10 stocks. ALSN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Solidarity Wealth, LLC last quarter.
Last Reported on: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 10.84 | 197,932 | 50,399,500 | added | 2.14 | ||
| ABBV | abbvie inc | 0.19 | 3,904 | 903,932 | added | 5.03 | ||
| ABT | abbott labs | 0.07 | 2,455 | 328,823 | added | 1.53 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 1.39 | 18,252 | 6,438,390 | added | 6.68 | ||
| ADI | analog devices inc | 0.10 | 1,903 | 467,567 | added | 4.79 | ||
| ALSN | allison transmission hldgs i | 5.08 | 278,090 | 23,604,300 | added | 2.24 | ||
| AMPS | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 6.21 | 131,515 | 28,876,700 | added | 1.08 | ||
| ANET | arista networks inc | 0.12 | 3,861 | 562,586 | added | 2.12 | ||
| APD | air prods & chems inc | 1.66 | 28,347 | 7,730,820 | added | 4.9 | ||
| AVGO | broadcom inc | 0.11 | 1,527 | 503,773 | reduced | -78.25 | ||
| AXP | american express co | 0.12 | 1,627 | 540,424 | reduced | -82.65 | ||
| AZO | autozone inc | 3.49 | 3,786 | 16,242,800 | reduced | -0.34 | ||
| BBAX | j p morgan exchange traded f | 0.06 | 5,016 | 286,414 | unchanged | 0.00 | ||
| BKNG | booking holdings inc | 2.05 | 1,764 | 9,524,310 | added | 3.89 | ||
| BNDW | vanguard scottsdale fds | 0.05 | 824 | 249,136 | unchanged | 0.00 | ||
| C | citigroup inc | 0.89 | 40,773 | 4,138,480 | added | 1.92 | ||
| CAT | caterpillar inc | 0.07 | 644 | 307,285 | added | 12.2 | ||
| CME | cme group inc | 0.73 | 12,523 | 3,383,590 | reduced | -0.08 | ||