Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Solidarilty Wealth LLC
  City: LEHI
  State: UT
  Zip: 84043
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $277,152,000
  Total Value Change : $1,195,000
  Securities Held Change : -5
   
All Securities Held : 83
  New Positions : 8
  Closed Positions : 14
  Increased Positions : 21
  Unchanged Positions : 8
  Decreased Positions : 46

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CBOE)1 Year Chart         CBOE Cboe Holdings, Inc. 15 New $0.00 $5,533,000 30,986 2% 5,533,000 30,986 0.029    Diversified Investments
   (LLY)1 Year Chart         LLY Eli Lilly & Co 17 New $787.02 $5,425,000 9,306 1.96% 5,425,000 9,306 0.001    Drug Manufacturers - ...
   (TDG)1 Year Chart         TDG Transdigm Group Inc 26 New $1,289.20 $3,667,000 3,625 1.32% 3,667,000 3,625 0.007    Aerospace/Defense Pro...
   (MSCI)1 Year Chart         MSCI Msci Inc 37 New $490.06 $2,659,000 4,700 0.96% 2,659,000 4,700 0.006    Business Services
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 38 New $252.97 $2,124,000 9,398 0.77% 2,124,000 9,398 0.002    Property & Casualty I...
   (ORCL)1 Year Chart         ORCL Oracle Corp 41 New $121.63 $1,214,000 11,518 0.44% 1,214,000 11,518 0    Application Software
   (CRM)1 Year Chart         CRM Salesforce.com Inc 48 New $287.54 $859,000 3,264 0.31% 859,000 3,264 0    Internet Software & S...
   (CPRT)1 Year Chart         CPRT Copart Inc 57 New $55.31 $470,000 9,600 0.17% 470,000 9,600 0.002    Auto Dealerships

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results