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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPL Apple Inc
| 10.51% | $40.306M 160,955 shares@ $250.43 avg price | Decreased -2.12% |
AMZN Amazon Com Inc
| 7.49% | $28.723M 130,923 shares@ $219.4 avg price | Increased 0.78% |
MSFT Microsoft Corp
| 6.54% | $25.084M 59,512 shares@ $421.51 avg price | Decreased -0.12% |
ALSN Allison Transmission Hldgs I
| 6.36% | $24.392M 225,731 shares@ $108.06 avg price | Increased 0.8% |
GOOGL Alphabet Inc
| 5.13% | $19.69M 104,013 shares@ $189.31 avg price | Increased 3.5% |
BRK.B Berkshire Hathaway Inc Del
| 4.57% | $17.522M 38,656 shares@ $453.29 avg price | Increased 0.66% |
V Visa Inc
| 3.98% | $15.265M 48,302 shares@ $316.05 avg price | Increased 1.64% |
AZO Autozone Inc
| 3.38% | $12.942M 4,042 shares@ $3202.0 avg price | Decreased -3.41% |
MA Mastercard Incorporated
| 3.01% | $11.52M 21,877 shares@ $526.58 avg price | Increased 6.26% |
ORLY Oreilly Automotive Inc
| 2.78% | $10.648M 8,980 shares@ $1185.74 avg price | Increased 4.34% |
1-10 of 85