CC

CONSOLIDATED CAPITAL MANAGEMENT, LLC

13F
CONSOLIDATED CAPITAL MANAGEMENT, LLC
Last update 2025-04-30 45 Stocks (15 new)
Value $241.00 Mil Turnover 35 %
Countries:
Top Holdings: RSP(8.47%)VIG(8.35%)GLD(7.57%)IYH(6.53%)MSFT(5.48%)
Summary Stock Picks Current Portfolio
CONSOLIDATED CAPITAL MANAGEMEN... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RSP 		Invesco S&P 500 Equal Weight ETF
117,694
20,388.1
New Holding
8.470
+8.47%
0.030
+2.57%
+2.46%
72,910.9
 
VIG 		Vanguard Dividend Appreciation FTF
103,648
20,106.7
+1.89%
8.350
+0.15%
0.020
+1.85%
+2.85%
87,312.3
 
GLD 		SPDR Gold Shares ETF
63,309
18,241.9
+2,758.19%
7.570
+7.31%
0.020
+13.77%
+26.04%
99,001.0
 
IYH 		iShares U.S. Healthcare ETF
258,086
15,714.8
-14.36%
6.530
-1.10%
0.510
-9.64%
-3.11%
2,798.8
 
MSFT 		Microsoft Corp
35,140
13,191.3
+2.90%
5.480
+0.15%
0.000
+18.73%
+12.03%
3,496,120.0
Software
AMZN 		Amazon.com Inc
65,939
12,545.6
-5.59%
5.210
-0.37%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
VDC 		Vanguard Consumer Staples ETF
57,162
12,508.2
-23.94%
5.190
-1.66%
0.170
+0.05%
+5.23%
7,432.2
 
AAPL 		Apple Inc
50,174
11,145.2
-3.86%
4.630
-0.22%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
META 		Meta Platforms Inc
17,458
10,062.3
-0.94%
4.180
-0.04%
0.000
+11.21%
+19.27%
1,754,271.3
Interactive Media
V 		Visa Inc
24,735
8,668.8
-14.32%
3.600
-0.57%
0.000
+7.75%
+17.54%
709,220.8
Credit Services

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Historical Top Holdings Breakdowns

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		SPDR S&P 500 ETF Trust2025-03-31Sold Out
-9.19%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Sold Out
0
-35,967
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31New Buy
+8.47%
●
169.43 ($177.82) 182.84
$178.69
0.49%
New holding
117,694
117,694
GLD 		SPDR Gold Shares ETF2025-03-31Add
+7.31%
●
243.19 ($264.45) 288.14
$305.18
15.40%
Add 2758.19%
63,309
61,094
PDI 		PIMCO Dynamic Income Fund2025-03-31Sold Out
-5.50%
●
18.51 ($19.48) 20.05
$18.90
-2.98%
Sold Out
0
-687,796
REZ 		iShares Residential and Multisector Real Estate ETF2025-03-31Sold Out
-3.77%
●
78.21 ($83.43) 88.48
$82.82
-0.73%
Sold Out
0
-106,697
LLY 		Eli Lilly and Co2025-03-31New Buy
+2.63%
●
725.72 ($832.09) 929.72
$769.88
-7.48%
New holding
7,674
7,674
NUE 		Nucor Corp2025-03-31New Buy
+2.43%
●
114.48 ($128.84) 142.52
$121.57
-5.64%
New holding
48,704
48,704
BAC 		Bank of America Corp2025-03-31Sold Out
-2.27%
●
39.61 ($44.56) 47.74
$44.97
0.92%
Sold Out
0
-118,537
SFM 		Sprouts Farmers Market Inc2025-03-31New Buy
+2.17%
●
132.75 ($149.11) 177.12
$169.17
13.45%
New holding
34,193
34,193
BRK.B 		Berkshire Hathaway Inc2025-03-31Add
+2.16%
●
442.66 ($486.15) 534.52
$493.53
1.52%
Add 185.46%
15,024
9,761

CONSOLIDATED CAPITAL MANAGEMENT, LLC Total Holding History ($B)

To

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Asset Allocation

To

CONSOLIDATED CAPITAL MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Holdings Heat Map

Size field:

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Holdings Bubble Chart

CONSOLIDATED CAPITAL MANAGEMENT, LLC News

  • 1

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