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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
MCDMcdonalds Corp
Recent Activity
Increased 1.06%
2.77%
$10.604M
36,581 shares@ $289.89 avg price
NRPNatural Resource Partners L
Recent Activity
Increased 97.77%
2.67%
$10.233M
92,186 shares@ $111.0 avg price
MKLMarkel Group Inc
Recent Activity
Increased 3.05%
2.54%
$9.742M
5,644 shares@ $1726.08 avg price
RTXRtx Corporation
Recent Activity
Increased 28.81%
2.21%
$8.474M
73,227 shares@ $115.73 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
ADBEAdobe Inc
Recent Activity
Increased 0.3%
1.89%
$7.228M
16,254 shares@ $444.69 avg price
ASMLAsml Holding N V
Recent Activity
Increased 44.98%
1.86%
$7.113M
10,263 shares@ $693.09 avg price
METAMeta Platforms Inc
Recent Activity
Increased 20.66%
1.79%
$6.842M
11,685 shares@ $585.51 avg price