|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Solidarity Wealth LLC
✚
|
|
|---|---|
| CRD # | 315843 |
| SEC # | 801-122536 |
| CIK # | 0001906613 |
| AUM | $627.8 M (2025-02-12) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 385-374-1665 |
| Address | 3600 N Outlet Parkway Lehi, UT 84043 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.8 | ||
| Microsoft Corp | 30.3 | ||
| Amazon Com Inc | 28.5 | ||
| Allison Transmission Holdings Inc | 25.8 | ||
| Alphabet Inc | 18.9 | ||
| Natural Resource Partners LP | 17.8 | ||
| VISA Inc | 15.9 | ||
| Fair Isaac Corp | 14.5 | ||
| Autozone Inc | 14.1 | ||
| Mastercard Inc | 13.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 13.3 |
| (b) Individuals (high net worth individuals) | 154 | 613.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 748 | 627.8 |
| By Discretionary | ||
| Discretionary | 748 | 627.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 748 | 627.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 627.8 | |
| Total | 748 | 627.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906613] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wisdom Financial Services LLC
✚
|
IL | 0.6 |
|
Integris Wealth Management LLC
✚
|
CA | 0.6 |
|
Downtown Wealth Studios LLC
✚
|
FL | 0.6 |
|
Aberdeen Wealth Management LLC
✚
|
IL | 0.6 |
|
Service Academy Capital Management LLC
✚
|
TX | 0.6 |
|
Navista Wealth Management Inc
✚
|
MN | 0.6 |
|
West Branch Capital LLC
✚
|
MA | 0.6 |
|
New Vernon Wealth Management LLC
✚
|
IL | 0.6 |
|
Lifecycle Financial Planners Inc
✚
|
MI | 0.6 |
|
Schiavi & Company LLC
✚
|
DE | 0.6 |