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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
CCitigroup Inc
Recent Activity
Decreased -0.2%
0.71%
$2.71M
38,502 shares@ $70.39 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -2.42%
0.53%
$2.005M
4,026 shares@ $498.04 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.13%
0.43%
$1.637M
6,828 shares@ $239.72 avg price
HDHome Depot Inc
Recent Activity
Decreased -5.45%
0.36%
$1.369M
3,519 shares@ $389.0 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.66%
0.31%
$1.159M
2,386 shares@ $485.95 avg price
SIRISiriusxm Holdings Inc
Recent Activity
Decreased -11.35%
0.29%
$1.104M
48,401 shares@ $22.81 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -16.66%
0.28%
$1.056M
17,500 shares@ $60.32 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.1%
0.26%
$976,462
4,839 shares@ $201.8 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -16.36%
0.18%
$657,312
3,699 shares@ $177.7 avg price
DEDeere & Co
Recent Activity
Decreased -74.23%
0.17%
$648,188
1,524 shares@ $425.33 avg price