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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
XLUSelect Sector Spdr Tr
Recent Activity
Exited
0%
$290,808
3,600 shares@ $80.78 avg price
SYYSysco Corp
Recent Activity
Exited
0%
$265,716
3,404 shares@ $78.06 avg price
IWOIshares Tr
Recent Activity
Exited
0%
$237,140
835 shares@ $284.0 avg price
BABoeing Co
Recent Activity
Exited
0%
$232,621
1,530 shares@ $152.04 avg price
KLACKla Corp
Recent Activity
Exited
0%
$232,323
300 shares@ $774.41 avg price
NLYAnnaly Capital Management In
Recent Activity
Exited
0%
$229,982
11,459 shares@ $20.07 avg price
WFCWells Fargo Co New
Recent Activity
Exited
0%
$227,259
4,023 shares@ $56.49 avg price
UNPUnion Pac Corp
Recent Activity
Exited
0%
$213,452
866 shares@ $246.49 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$205,934
2,268 shares@ $90.8 avg price
LGOLargo Inc
Recent Activity
Exited
0%
$29,505
14,034 shares@ $2.11 avg price