Solidarilty Wealth, LLC
RIA/Wealth
Solidarilty Wealth, LLC is a RIA/Wealth based in Lehi, UT led by Jeffrey Mcclean, reporting $627.8M in AUM as of Q3 2025 with 53% concentrated in top 10 holdings.
CCOJeffrey Mcclean
- Portfolio Value
- $464.8M
- Positions
- 81
- Top Holding
- AAPL at 10.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Solidarilty Wealth, LLC's portfolio (53.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $50.4M | 10.84% | +$1.1M Bought | 0.00% 197.9K shares | |
Specialty Retail Consumer Cyclical | $28.9M | 6.21% | +$309.6K Bought | 0.00% 131.5K shares | |
Software - Infrastructure Technology | $27.9M | 6.01% | -$3.6M Sold | 0.00% 53.9K shares | |
Internet Content & Information Communication Services | $25.9M | 5.58% | -$78.0K Sold | 0.00% 106.6K shares | |
Auto - Parts Consumer Cyclical | $23.6M | 5.08% | +$516.8K Bought | 0.33% 278.1K shares | |
Insurance - Diversified Financial Services | $23.1M | 4.98% | +$383.1K Bought | 0.00% 46.0K shares | |
Coal Energy | $20.7M | 4.45% | +$1.1M Bought | 1.50% 197.0K shares | |
Specialty Retail Consumer Cyclical | $16.2M | 3.49% | -$55.8K Sold | 0.02% 3.8K shares | |
Financial - Credit Services Financial Services | $15.8M | 3.40% | +$514.8K Bought | 0.00% 46.2K shares | |
Specialty Retail Consumer Cyclical | $15.5M | 3.34% | +$247.5K Bought | 0.02% 144.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Solidarilty Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+814.29% | |
+574.17% | |
+352.33% | |
+303.76% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Solidarilty Wealth, LLC
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