Jeffrey McClean

@Solidarity Wealth, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$383.84M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
APDAir Prods & Chems Inc Recent Activity New Position	1.21%	$4.644M 16,010 shares@ $290.04 avg price	New Position
IJRIshares Tr Recent Activity New Position	1.06%	$4.051M 35,160 shares@ $115.22 avg price	New Position
CSGPCostar Group Inc Recent Activity New Position	0.71%	$2.714M 37,917 shares@ $71.59 avg price	New Position
CMPOComposecure Inc Recent Activity New Position	0.57%	$2.152M 140,354 shares@ $15.34 avg price	New Position
MRKMerck & Co Inc Recent Activity New Position	0.49%	$1.86M 18,548 shares@ $100.3 avg price	New Position
FCNCAFirst Ctzns Bancshares Inc N Recent Activity New Position	0.45%	$1.69M 800 shares@ $2113.02 avg price	New Position
AMGNAmgen Inc Recent Activity New Position	0.29%	$1.098M 4,211 shares@ $260.64 avg price	New Position
SHOPShopify Inc Recent Activity New Position	0.2%	$766,852 7,212 shares@ $106.34 avg price	New Position
MELIMercadolibre Inc Recent Activity New Position	0.14%	$510,132 300 shares@ $1700.44 avg price	New Position
VEUVanguard Intl Equity Index F Recent Activity New Position	0.08%	$299,852 5,223 shares@ $57.41 avg price	New Position