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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:
35.3%
Gain +0.16%
Monthly
0.44%
Yearly
5.38%
Drawdown
15.88%
$504.94M
Equity
Holdings
$504.94M
Investment
$373.41M
$132.15M
Profit +$963,794.47
Realized
$623,559.36
Unrealized
$131.53M
Dividends
$15.12M
Goals
Avg. 86% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$963,794.47
Win %
74%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$4.29M
Win %
74%
This Month
Compared to last month
Gain
-2.02%
Profit
-$10.39M
Win %
74%
This Year
Compared to last year
Gain
3.61%
Profit
$17.61M
Win %
74%
KLAC KLA Corporation
+5.55%
+$40,529.28 
ANET Arista Networks, Inc.
+4.38%
+$26,043.7 
CME CME Group Inc.
+2.8%
+$91,764.75 
GS The Goldman Sachs Group, Inc.
+2.61%
+$343,054.01 
VZ Verizon Communications Inc.
+2.46%
+$21,769.44 
JPM JPMorgan Chase & Co.
+2.3%
+$52,475.03 
AXP American Express Company
+2.18%
+$7,144.61 
SPG Simon Property Group, Inc.
+1.93%
+$25,703.16 
TSLA Tesla, Inc.
+1.88%
+$15,662.96 
KMI Kinder Morgan, Inc.
+1.82%
+$6,199.89 
ALSN Allison Transmission Holdings Inc.
+1.64%
+$542,968.65 
DE Deere & Company
+1.55%
+$44,359.12 
CAT Caterpillar Inc.
+1.49%
+$7,944.68 
NRG NRG Energy, Inc.
+1.42%
+$41,786.5 
TXN Texas Instruments Inc
+1.35%
+$26,660.64 
ADI Analog Devices, Inc.
+1.35%
+$10,421.47 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$4,666.06 
ABBV AbbVie Inc.
+1.29%
+$10,664.1 
C Citigroup Inc.
+1.27%
+$72,906.46 
APD Air Products and Chemicals, Inc.
+1.26%
+$96,018.13 
VPU Vanguard Utilities ETF
+1.16%
+$3,542.63 
AZO AutoZone Inc.
+1.08%
+$124,190.88 
V Visa Inc. Class A
+1.03%
+$159,943.36 
ORLY O'Reilly Automotive Inc.
+1.02%
+$116,323.88 
PBI Pitney Bowes Inc.
+1.02%
+$103,237.57 
IJR iShares Core S&P Small-Cap ETF
+1%
+$2,803.1 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,137.51 
VTV Vanguard Value ETF
+0.94%
+$4,643.32 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$302,000.61 
MKL Markel Group Inc.
+0.87%
+$98,288 
BKNG Booking Holdings Inc.
+0.81%
+$52,701 
CVX Chevron Corporation
+0.74%
+$3,390.75 
SNEX StoneX Group Inc.
+0.73%
+$5,241.15 
HD The Home Depot, Inc.
+0.72%
+$3,011.58 
COST Costco Wholesale Corporation
+0.72%
+$6,081.3 
UNH UnitedHealth Group Incorporated
+0.71%
+$20,571.94 
MA Mastercard Incorporated
+0.7%
+$86,156.6 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$155,715.16 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$21,024.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,747 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$10,358.32 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$2,146.14 
CSGP CoStar Group, Inc.
+0.58%
+$11,527.11 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,661 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$132,127.97 
GOOGL Alphabet Inc
+0.56%
+$234,119.17 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$1,301.3 
VONE Vanguard Russell 1000 ETF
+0.46%
+$1,277.2 
GOOG Alphabet Inc
+0.46%
+$14,791.16 
WMT Walmart Inc.
+0.45%
+$4,358.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,006.5 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,749.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,573.8 
WM Waste Management, Inc.
+0.29%
+$2,361 
NVDA NVIDIA Corporation
+0.14%
+$5,304.17 
MSFT Microsoft Corp.
+0.1%
+$25,149.2 
IAU iShares Gold Trust
+0.09%
+$496.09 
MCD McDonald's Corporation
+0.01%
+$632.44 
ANTM Anthem Inc
0%
$0 
LWLG Lightwave Logic Inc.
-4.48%
-$35,052.75 
SHOP Shopify Inc.
-2.02%
-$18,859.11 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$279,104.24 
NRP Natural Resource Partners L.P.
-1.76%
-$397,335.6 
ABT Abbott Laboratories
-1.68%
-$3,608.9 
LMT Lockheed Martin Corporation
-1.53%
-$14,196.1 
AAPL Apple Inc.
-1.52%
-$898,740 
AMZN Amazon.com Inc
-1.23%
-$456,076.8 
MTD Mettler-Toledo International Inc.
-1.04%
-$66,818.5 
AVGO Broadcom Inc.
-0.91%
-$3,843 
FICO Fair Isaac Corporation
-0.57%
-$36,138.63 
SOFI SoFi Technologies, Inc.
-0.54%
-$5,909.49 
DTI Drilling Tools International Corp.
-0.38%
-$2,725.24 
CBOE Cboe Global Markets Inc.
-0.37%
-$20,226.24 
RTX RTX Corporation
-0.33%
-$3,624.62 
META Meta Platforms Inc Class A
-0.23%
-$13,120.8 
LOW Lowe's Companies Inc.
-0.1%
-$190.52 
INTU Intuit Inc.
-0.07%
-$69.84 Events
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Dividends
Dividend Analysis
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| Trades 1156 | Longs Won 622/1156 53% | Profit Factor 2.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $880,594.84 |
| Average Win $320,181.88 | Best Trade (Jun 12) $13.78M | Sharpe Ratio -13.68 |
| Average Loss -$125,467.48 | Worst Trade (Sep 30) -$15.5M | Z-Score -3.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $114,319.63 |
| 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 | 4,032 | 3,629 | 3,226 | 2,823 | 2,419 | 2,016 | 1,613 | 1,210 | 806 | 403 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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