test

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
AAPLApple Inc
Recent Activity
Decreased -2.12%
10.51%
$40.306M
160,955 shares@ $250.43 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.78%
7.49%
$28.723M
130,923 shares@ $219.4 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.12%
6.54%
$25.084M
59,512 shares@ $421.51 avg price
ALSNAllison Transmission Hldgs I
Recent Activity
Increased 0.8%
6.36%
$24.392M
225,731 shares@ $108.06 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.5%
5.13%
$19.69M
104,013 shares@ $189.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.66%
4.57%
$17.522M
38,656 shares@ $453.29 avg price
VVisa Inc
Recent Activity
Increased 1.64%
3.98%
$15.265M
48,302 shares@ $316.05 avg price
AZOAutozone Inc
Recent Activity
Decreased -3.41%
3.38%
$12.942M
4,042 shares@ $3202.0 avg price
MAMastercard Incorporated
Recent Activity
Increased 6.26%
3.01%
$11.52M
21,877 shares@ $526.58 avg price
ORLYOreilly Automotive Inc
Recent Activity
Increased 4.34%
2.78%
$10.648M
8,980 shares@ $1185.74 avg price