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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
VOOVanguard Index Fds
Recent Activity
New Position
0.08%
$297,962
553 shares@ $538.82 avg price
VONEVanguard Scottsdale Fds
Recent Activity
New Position
0.06%
$219,777
824 shares@ $266.72 avg price