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Jeffrey McClean

@Solidarity Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$383.84MTotal holdings85
Assets growth rate3.98%Assets growth rate (2-Q avg)7.96%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Solidarity Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Solidarity Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 383.84M in assets, with a quarterly growth rate of 3.98% and a 2-quarter average growth rate of 7.96%. The portfolio is managed by Jeffrey McClean, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.12%
10.51%
$40.306M
160,955 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.12%
6.54%
$25.084M
59,512 shares@ $421.51 avg price
AZOAutozone Inc
Recent Activity
Decreased -3.41%
3.38%
$12.942M
4,042 shares@ $3202.0 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -5.35%
2.17%
$8.323M
14,535 shares@ $572.63 avg price
FICOFair Isaac Corp
Recent Activity
Decreased -8.23%
2.04%
$7.804M
3,920 shares@ $1990.94 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -15.47%
1.91%
$7.299M
1,469 shares@ $4968.43 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.58%
1.74%
$6.663M
166,611 shares@ $40.0 avg price
FDXFedex Corp
Recent Activity
Decreased -11.81%
1.38%
$5.266M
18,627 shares@ $282.72 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -4.44%
1%
$3.818M
7,548 shares@ $505.86 avg price
CMECme Group Inc
Recent Activity
Decreased -32.77%
0.76%
$2.905M
12,510 shares@ $232.23 avg price