Jeffrey McClean Portfolio
Invests via Solidarity Wealth LLC | Managed by Jeffrey McClean, William James Mortimer, Zachary Montague Whitchurch
Invests via Solidarity Wealth LLC
Managed by Jeffrey McClean, William James Mortimer, Zachary Montague Whitchurch
Automatically Tracked
Jeffrey McClean Profile
Jeffrey McClean is a seasoned entrepreneur and investor with extensive experience in the technology sector. He has co-founded multiple startups that have gained traction for their innovative solutions, driving significant revenue growth and market expansion. His keen insight into emerging technologies enables him to identify unique business opportunities while enhancing operational efficiency within his ventures. Beyond startup leadership, he actively engages in mentorship programs aimed at fostering new talent in the tech ecosystem. With an educational background steeped in engineering and business administration, his strategic vision continues to shape the landscape of technology entrepreneurship.
Jeffrey McClean is a seasoned entrepreneur and investor with extensive experience in the technology sector. He has co-founded multiple startups that have gained traction for their innovative solutions, driving significant revenue growth and market expansion. His keen insight into emerging technologies enables him to identify unique business opportunities while enhancing operational efficiency within his ventures. Beyond startup leadership, he actively engages in mentorship programs aimed at fostering new talent in the tech ecosystem. With an educational background steeped in engineering and business administration, his strategic vision continues to shape the landscape of technology entrepreneurship.
Investment Philosophy & Strategy
Market dynamics in the technology sector present a fertile landscape for innovation and disruption, where agility is paramount. Jeffrey McClean leverages his entrepreneurial spirit to capitalize on transformative opportunities, prioritizing ventures that promise scalability and sustainable impact. His track record of co-founding startups showcases a deep understanding of competitive positioning within fast-evolving markets. Each initiative reflects a commitment to fostering technological advancements while ensuring operational excellence. Through mentoring emerging talent, he also cultivates an ecosystem poised for continuous growth and transformation.
Market dynamics in the technology sector present a fertile landscape for innovation and disruption, where agility is paramount. Jeffrey McClean leverages his entrepreneurial spirit to capitalize on transformative opportunities, prioritizing ventures that promise scalability and sustainable impact. His track record of co-founding startups showcases a deep understanding of competitive positioning within fast-evolving markets. Each initiative reflects a commitment to fostering technological advancements while ensuring operational excellence. Through mentoring emerging talent, he also cultivates an ecosystem poised for continuous growth and transformation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
103.39%
Gain +1.24%
Monthly
1.1%
Yearly
13.96%
Drawdown
22.92%
$592.58M
Equity
Holdings
$592.58M
Investment
$449.85M
$157.92M
Profit +$4.43M
Realized
$15.2M
Unrealized
$142.73M
Dividends
$16.46M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.24%
Profit
$4.43M
Win %
77%
This Week
Compared To Last Week
Gain
0.75%
Profit
$4.43M
Win %
77%
This Month
Compared to last month
Gain
-0.98%
Profit
-$5.84M
Win %
77%
This Year
Compared to last year
Gain
3.07%
Profit
$17.66M
Win %
75%
META Meta Platforms Inc Class A
+8.24%
+$820,421.29 
LWLG Lightwave Logic Inc.
+8.14%
+$28,591.42 
AMC AMC Entertainment Holdings, Inc.
+4.63%
+$187.5 
AMAT Applied Materials, Inc.
+3.48%
+$4,318.92 
KLAC KLA Corporation
+3.05%
+$16,793.97 
TSLA Tesla, Inc.
+3.01%
+$20,618.87 
ALSN Allison Transmission Holdings Inc.
+2.48%
+$878,802.11 
GOOG Alphabet Inc
+2.46%
+$79,244.82 
QQQ Invesco QQQ Trust, Series 1
+2.27%
+$462,260.05 
GOOGL Alphabet Inc
+2.13%
+$868,251.63 
MU Micron Technology, Inc.
+2.06%
+$8,279.2 
MTUM iShares MSCI USA Momentum Factor ETF
+2.04%
+$306,728.1 
DFAE Dimensional Emerging Core Equity Market ETF
+1.98%
+$9,291.26 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.94%
+$189,999.54 
IWF iShares Russell 1000 Growth ETF
+1.82%
+$4,606.74 
C Citigroup Inc.
+1.78%
+$20,360.34 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.68%
+$5,307.99 
MELI MercadoLibre, Inc.
+1.67%
+$18,792.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.67%
+$4,291.37 
ANET Arista Networks, Inc.
+1.52%
+$16,385.97 
DAL Delta Air Lines, Inc.
+1.51%
+$3,360 
NVDA NVIDIA Corporation
+1.27%
+$68,249.79 
VOO Vanguard S&P 500 ETF
+1.21%
+$34,146.66 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+1.21%
+$15,392.82 
SNEX StoneX Group Inc.
+1.21%
+$5,905.55 
VONE Vanguard Russell 1000 ETF
+1.2%
+$3,411.36 
VEU Vanguard FTSE All-World ex-US ETF
+1.19%
+$11,432.55 
CAT Caterpillar Inc.
+1.18%
+$6,373.63 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.18%
+$5,979.36 
MS Morgan Stanley
+1.18%
+$3,210.62 
SPY SPDR S&P 500 ETF Trust
+1.17%
+$250,536.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.17%
+$22,088.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.15%
+$7,207.68 
ASML ASML Holding N.V. New York Registry Shares
+1.03%
+$129,645.73 
SHOP Shopify Inc.
+0.99%
+$5,406.39 
AVUS Avantis U.S. Equity ETF
+0.88%
+$17,082.21 
AMZN Amazon.com Inc
+0.87%
+$353,073.87 
DE Deere & Company
+0.84%
+$6,174.73 
DTI Drilling Tools International Corp.
+0.81%
+$5,450.48 
ADI Analog Devices, Inc.
+0.79%
+$5,492.14 
GEHC GE HealthCare Technologies Inc.
+0.75%
+$7,680 
GS The Goldman Sachs Group, Inc.
+0.71%
+$86,800.56 
TXN Texas Instruments Inc
+0.69%
+$1,383.79 
MKL Markel Group Inc.
+0.66%
+$81,360.05 
JNJ Johnson & Johnson
+0.65%
+$27,181.16 
LLY Eli Lilly and Company
+0.64%
+$2,533.54 
JEPI JPMorgan Equity Premium Income Fund
+0.59%
+$2,081.97 
RSP Invesco S&P 500 Equal Weight ETF
+0.58%
+$157,157.58 
WMT Walmart Inc.
+0.56%
+$13,584.6 
LMT Lockheed Martin Corporation
+0.49%
+$3,889.26 
AAPL Apple Inc.
+0.48%
+$306,676.02 
PYPL PayPal Holdings Inc
+0.44%
+$5,290 
WFC Wells Fargo & Company
+0.36%
+$1,039.43 
JPM JPMorgan Chase & Co.
+0.36%
+$8,844.41 
VTV Vanguard Value ETF
+0.31%
+$1,593.63 
ABBV AbbVie Inc.
+0.29%
+$2,860.37 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.28%
+$1,035.37 
SOFI SoFi Technologies, Inc.
+0.27%
+$2,954.74 
RTX RTX Corporation
+0.25%
+$2,718.24 
AVDV Avantis International Small Cap Value ETF
+0.23%
+$950.3 
AXP American Express Company
+0.23%
+$845.61 
VPU Vanguard Utilities ETF
+0.21%
+$593.11 
VZ Verizon Communications Inc.
+0.2%
+$1,935.43 
AVGO Broadcom Inc.
+0.14%
+$1,961.54 
NRP Natural Resource Partners L.P.
+0.09%
+$26,048 
SCHD Schwab U.S. Dividend Equity ETF
+0.07%
+$956.2 
MSFT Microsoft Corp.
+0.05%
+$16,296.24 
AZO AutoZone Inc.
+0.02%
+$2,137.09 
SPG Simon Property Group, Inc.
0%
-$0.06 
FICO Fair Isaac Corporation
-2.33%
-$206,952.15 
CVX Chevron Corporation
-1.76%
-$8,889.19 
ORLY O'Reilly Automotive Inc.
-1.33%
-$163,607.62 
WM Waste Management, Inc.
-1.16%
-$21,167.09 
ELV Elevance Health, Inc.
-1.09%
-$12,537.03 
PBI Pitney Bowes Inc.
-0.89%
-$109,864.95 
HD The Home Depot, Inc.
-0.85%
-$14,799.17 
APD Air Products and Chemicals, Inc.
-0.69%
-$65,681.22 
IAU iShares Gold Trust
-0.62%
-$3,614.37 
BRK-B Berkshire Hathaway Inc.
-0.61%
-$155,453.35 
UNH UnitedHealth Group Incorporated
-0.58%
-$12,984.34 
NRG NRG Energy, Inc.
-0.56%
-$30,699.98 
KO The Coca-Cola Company
-0.44%
-$942.48 
LOW Lowe's Companies Inc.
-0.44%
-$892.93 
CME CME Group Inc.
-0.39%
-$13,546.35 
CBOE Cboe Global Markets Inc.
-0.26%
-$13,418.1 
BKNG Booking Holdings Inc.
-0.15%
-$21,246.64 
MCD McDonald's Corporation
-0.14%
-$1,565.95 
KMI Kinder Morgan, Inc.
-0.13%
-$443.08 
V Visa Inc. Class A
-0.12%
-$25,114.61 
VDC VANGUARD CONSUMER STAPLES ETF
-0.11%
-$393.72 
MA Mastercard Incorporated
-0.09%
-$10,688.5 
COST Costco Wholesale Corporation
-0.07%
-$568.6 Events
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Dividends
Dividend Analysis
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| Trades 1299 | Longs Won 760/1299 58% | Profit Factor 3.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $846,037.08 |
| Average Win $307,119.86 | Best Trade (Aug 05) $13.22M | Sharpe Ratio -9.86 |
| Average Loss -$140,056.3 | Worst Trade (Sep 30) -$15.5M | Z-Score 2.62 (99.12%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $121,571.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 190,482 | $35.79M | $64.33M | - | $28.55M | 79.78% | +0.479% |
| ABBV AbbVie Inc. | 3,739 | $608,423.08 | $989,806.77 | - | $381,383.69 | 62.68% | +0.29% |
| ADI Analog Devices, Inc. | 1,843 | $328,833.94 | $697,944.1 | - | $369,110.16 | 112.25% | +0.793% |
| ALSN Allison Transmission Holdings Inc. | 303,035 | $20.74M | $36.36M | - | $15.63M | 75.37% | +2.477% |
| AMAT Applied Materials, Inc. | 279 | $201,717 | $128,353.95 | - | -$73,363.05 | -36.37% | +3.482% |
| AMC AMC Entertainment Holdings, Inc. | 1,500 | $2,850 | $4,237.5 | - | $1,387.5 | 48.68% | +4.63% |
| AMZN Amazon.com Inc | 159,043 | $25.63M | $40.7M | - | $15.07M | 58.78% | +0.875% |
| ANET Arista Networks, Inc. | 5,399 | $588,595.69 | $1.09M | - | $504,296.88 | 85.68% | +1.522% |
| APD Air Products and Chemicals, Inc. | 33,511 | $9.73M | $9.46M | - | -$267,892.06 | -2.75% | -0.69% |
| ASML ASML Holding N.V. New York Registry Shares | 7,481 | $6.51M | $12.7M | - | $6.19M | 95.13% | +1.032% |
| AVDV Avantis International Small Cap Value ETF | 3,655 | $376,647.76 | $407,130.45 | - | $30,482.69 | 8.09% | +0.234% |
| AVGO Broadcom Inc. | 3,923 | $1.19M | $1.4M | - | $215,477.18 | 18.12% | +0.14% |
| AVUS Avantis U.S. Equity ETF | 15,117 | $1.94M | $1.96M | - | $27,664.08 | 1.43% | +0.877% |
| AXP American Express Company | 1,191 | $328,141.15 | $371,913.57 | - | $43,772.42 | 13.34% | +0.228% |
| AZO AutoZone Inc. | 3,995 | $10.77M | $11.41M | - | $642,980.39 | 5.97% | +0.019% |
| BKNG Booking Holdings Inc. | 81,721 | $12.81M | $13.7M | - | $888,640.37 | 6.94% | -0.155% |
| BRK-B Berkshire Hathaway Inc. | 49,985 | $19.4M | $25.33M | - | $5.92M | 30.53% | -0.61% |
| C Citigroup Inc. | 8,701 | $986,780.41 | $1.17M | - | $180,110.7 | 18.25% | +1.776% |
| CAT Caterpillar Inc. | 666 | $263,596.29 | $545,160.96 | - | $281,564.67 | 106.82% | +1.183% |
| CBOE Cboe Global Markets Inc. | 18,899 | $4.27M | $5.14M | - | $875,347.95 | 20.51% | -0.26% |
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FAQ
Which stocks have generated the highest profits for Jeffrey McClean?
The largest contributions to the portfolio's profits come from the following stocks: RTX Corporation - $7.03M, Citigroup Inc - $4.91M, Meta Platforms Inc Class A - $4.77M, Fair Isaac Corporation - $3.95M, and Apple Inc - $3.83M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alphabet Inc - $15.99M, Alphabet Inc - $7.99M, Nike, Inc. - Class B - $1.97M, CoStar Group, Inc - $1.93M, and Amazon.com Inc - $1.67M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey McClean's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.46M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $1.38M, Natural Resource Partners L.P - $1.19M, Allison Transmission Holdings Inc - $830,727.02, McDonald's Corporation - $820,241.52, and Apple Inc - $728,975.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey McClean's monthly returns?
Jeffrey McClean's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeffrey McClean's strategy be considered aggressive or moderate?
Jeffrey McClean's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jeffrey McClean's strategy?
Jeffrey McClean's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
