13F HOLDINGS REPORT
Solidarity Wealth, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003125
Total Value
$427.4M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 193,784 | $39.8M | 9.30% |
| 2 | MICROSOFT CORP | MSFT | 60,871 | $30.3M | 7.08% |
| 3 | AMAZON COM INC | AMZN | 130,105 | $28.5M | 6.68% |
| 4 | ALLISON TRANSMISSION HLDGS I | ALSN | 272,001 | $25.8M | 6.04% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 45,271 | $22.0M | 5.14% |
| 6 | ALPHABET INC | GOOG | 106,965 | $18.9M | 4.41% |
| 7 | NATURAL RESOURCE PARTNERS L | 63900P608 | 186,393 | $17.8M | 4.16% |
| 8 | VISA INC | V | 44,726 | $15.9M | 3.72% |
| 9 | FAIR ISAAC CORP | FICO | 7,918 | $14.5M | 3.39% |
| 10 | AUTOZONE INC | AZO | 3,799 | $14.1M | 3.30% |
| 11 | MASTERCARD INCORPORATED | MA | 24,135 | $13.6M | 3.17% |
| 12 | OREILLY AUTOMOTIVE INC | 67103H107 | 141,806 | $12.8M | 2.99% |
| 13 | MARKEL GROUP INC | MKL | 5,660 | $11.3M | 2.65% |
| 14 | ASML HOLDING N V | ASMLF | 13,909 | $11.1M | 2.61% |
| 15 | BOOKING HOLDINGS INC | BKNG | 1,698 | $9.8M | 2.30% |
| 16 | MCDONALDS CORP | MCD | 30,399 | $8.9M | 2.08% |
| 17 | GOLDMAN SACHS GROUP INC | GSCE | 12,286 | $8.7M | 2.03% |
| 18 | RTX CORPORATION | RTX | 59,417 | $8.7M | 2.03% |
| 19 | AIR PRODS & CHEMS INC | AIIR | 27,023 | $7.6M | 1.78% |
| 20 | VERIZON COMMUNICATIONS INC | VZ | 174,763 | $7.6M | 1.77% |
| 21 | NIKE INC | NKE | 94,792 | $6.8M | 1.58% |
| 22 | ADOBE INC | ADBE | 17,109 | $6.6M | 1.55% |
| 23 | METTLER TOLEDO INTERNATIONAL | MTD | 5,020 | $5.9M | 1.38% |
| 24 | SPDR S&P 500 ETF TR | SPY | 9,440 | $5.8M | 1.37% |
| 25 | COSTAR GROUP INC | CSGP | 72,625 | $5.8M | 1.37% |
| 26 | NOVO-NORDISK A S | NONOF | 71,435 | $4.9M | 1.15% |
| 27 | ISHARES TR | 464287804 | 41,657 | $4.6M | 1.07% |
| 28 | CBOE GLOBAL MKTS INC | 12503M108 | 17,411 | $4.1M | 0.95% |
| 29 | FEDEX CORP | FDX | 17,498 | $4.0M | 0.94% |
| 30 | NRG ENERGY INC | NRG | 23,841 | $3.8M | 0.90% |
| 31 | WALMART INC | WMT | 38,232 | $3.7M | 0.87% |
| 32 | CME GROUP INC | CME | 12,533 | $3.5M | 0.81% |
| 33 | CITIGROUP INC | C-PR | 40,003 | $3.4M | 0.80% |
| 34 | AMERICAN EXPRESS CO | AXP | 9,375 | $3.0M | 0.70% |
| 35 | NVIDIA CORPORATION | NVDA | 16,208 | $2.6M | 0.60% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 6,834 | $2.0M | 0.46% |
| 37 | BROADCOM INC | AVGO | 7,021 | $1.9M | 0.45% |
| 38 | ELI LILLY & CO | LLY | 2,422 | $1.9M | 0.44% |
| 39 | BLACKROCK INC | BLK | 1,547 | $1.6M | 0.38% |
| 40 | ALPHABET INC | GOOG | 8,513 | $1.5M | 0.35% |
| 41 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 737 | $1.4M | 0.34% |
| 42 | VANGUARD INDEX FDS | 922908769 | 4,691 | $1.4M | 0.33% |
| 43 | UNITEDHEALTH GROUP INC | UNH | 4,278 | $1.3M | 0.31% |
| 44 | SOFI TECHNOLOGIES INC | SOFI | 65,661 | $1.2M | 0.28% |
| 45 | SIMON PPTY GROUP INC NEW | 828806109 | 6,170 | $991,889 | 0.23% |
| 46 | SHOPIFY INC | SHOP | 8,424 | $971,708 | 0.23% |
| 47 | COSTCO WHSL CORP NEW | 22160K105 | 892 | $883,026 | 0.21% |
| 48 | WASTE MGMT INC DEL | 94106L109 | 3,639 | $832,676 | 0.19% |
| 49 | LOCKHEED MARTIN CORP | LMT | 1,686 | $780,854 | 0.18% |
| 50 | DRILLING TOOLS INTL CORP | 26205E107 | 272,524 | $776,693 | 0.18% |
| 51 | ABBVIE INC | ABBV | 3,717 | $689,950 | 0.16% |
| 52 | LOWES COS INC | 548661107 | 2,944 | $653,185 | 0.15% |
| 53 | DEERE & CO | DE | 1,137 | $579,995 | 0.14% |
| 54 | META PLATFORMS INC | META | 728 | $537,330 | 0.13% |
| 55 | VANGUARD INDEX FDS | 922908363 | 917 | $522,473 | 0.12% |
| 56 | VANGUARD STAR FDS | 921909768 | 7,191 | $496,826 | 0.12% |
| 57 | TESLA INC | TSLA | 1,442 | $458,066 | 0.11% |
| 58 | HOME DEPOT INC | HD | 1,249 | $457,933 | 0.11% |
| 59 | ISHARES GOLD TR | IAU | 7,087 | $441,945 | 0.10% |
| 60 | ANALOG DEVICES INC | ADI | 1,816 | $432,244 | 0.10% |
| 61 | ELEVANCE HEALTH INC | ELV | 1,055 | $410,353 | 0.10% |
| 62 | VANGUARD INDEX FDS | 922908744 | 2,293 | $407,484 | 0.10% |
| 63 | CHEVRON CORP NEW | CVX | 2,702 | $386,899 | 0.09% |
| 64 | ARISTA NETWORKS INC | ANET | 3,781 | $386,834 | 0.09% |
| 65 | VANGUARD WORLD FD | 92204A405 | 2,761 | $351,475 | 0.08% |
| 66 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,223 | $351,090 | 0.08% |
| 67 | VANGUARD WORLD FD | 92204A207 | 1,544 | $338,136 | 0.08% |
| 68 | ABBOTT LABS | ABLZF | 2,418 | $328,872 | 0.08% |
| 69 | KINDER MORGAN INC DEL | EP-PC | 10,877 | $319,784 | 0.07% |
| 70 | INTUIT | INTU | 388 | $305,600 | 0.07% |
| 71 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 5,016 | $285,160 | 0.07% |
| 72 | VANGUARD WORLD FD | 92204A876 | 1,603 | $282,946 | 0.07% |
| 73 | KLA CORP | KLAC | 300 | $268,722 | 0.06% |
| 74 | INVESCO QQQ TR | IVZ | 472 | $260,758 | 0.06% |
| 75 | VANGUARD SCOTTSDALE FDS | 92206C730 | 824 | $231,429 | 0.05% |
| 76 | MARRIOTT INTL INC NEW | 571903202 | 826 | $225,671 | 0.05% |
| 77 | MCCORMICK & CO INC | MKC-V | 2,950 | $223,669 | 0.05% |
| 78 | CATERPILLAR INC | CAT | 574 | $222,833 | 0.05% |
| 79 | ISHARES TR | 46429B697 | 2,297 | $215,619 | 0.05% |
| 80 | ACCENTURE PLC IRELAND | ACN | 695 | $207,729 | 0.05% |
| 81 | TEXAS INSTRS INC | 882508104 | 995 | $206,582 | 0.05% |
| 82 | ISHARES TR | 464287309 | 1,850 | $203,685 | 0.05% |
| 83 | LIGHTWAVE LOGIC INC | LWLG | 75,866 | $94,074 | 0.02% |