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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
LANCLancaster Colony Corp
Recent Activity
Exited
0%
$5.413M
30,658 shares@ $176.57 avg price
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$4.647M
19,983 shares@ $232.56 avg price
MSCIMsci Inc
Recent Activity
Exited
0%
$3.731M
6,400 shares@ $582.93 avg price
OIHVaneck Etf Trust
Recent Activity
Exited
0%
$3.074M
10,836 shares@ $283.72 avg price
CPRTCopart Inc
Recent Activity
Exited
0%
$2.18M
41,600 shares@ $52.4 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$1.034M
15,673 shares@ $65.99 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$353,114
920 shares@ $383.82 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$349,354
4,829 shares@ $72.35 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$314,893
3,230 shares@ $97.5 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Exited
0%
$300,259
3,848 shares@ $78.03 avg price