The Analysis of CONSOLIDATED CAPITAL MANAGEMENT, LLC's Holdings
Currently, CONSOLIDATED CAPITAL MANAGEMENT, LLC holds 53 types of securities in its portfolio with a total value $282.3M. In the most recent quarter, they have increased their positions in IYH (+43.4K shares, valued at $2.5M), GLD (+5.6K shares, valued at $2.0M), VDC (+5.7K shares, valued at $1.2M); decreased their positions in NVDA (-17.6K shares, valued at $3.3M), MSFT (-6.1K shares, valued at $3.1M), CEG (-9.3K shares, valued at $3.1M); initiated new positions in USHY (+29.9K shares, valued at $1.1M), SGOV (+6.9K shares, valued at $691.8K), COIN (+672 shares, valued at $226.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS111.0K shares0.92%2025-09-302025-11-13
RSP INVESCO EXCHANGE TRADED FD T123.1K shares-1.65%2025-09-302025-11-13 GLD SPDR GOLD TR64.4K shares9.44%2025-09-302025-11-13 IYH ISHARES TR308.5K shares16.38%2025-09-302025-11-13 MSFT MICROSOFT CORP29.9K shares-16.92%2025-09-302025-11-13 AAPL APPLE INC56.6K shares-0.13%2025-09-302025-11-13 AMZN AMAZON COM INC63.1K shares-10.61%2025-09-302025-11-13 VDC VANGUARD WORLD FD62.4K shares10.11%2025-09-302025-11-13 META META PLATFORMS INC15.8K shares-19.06%2025-09-302025-11-13 GOOGL ALPHABET INC37.0K shares-9.01%2025-09-302025-11-13 V VISA INC25.5K shares2.38%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW9.3K shares8.52%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL16.5K shares9.62%2025-09-302025-11-13 GE GE AEROSPACE27.4K shares-26.37%2025-09-302025-11-13 LLY ELI LILLY & CO9.3K shares12.46%2025-09-302025-11-13 NVDA NVIDIA CORPORATION37.1K shares-32.20%2025-09-302025-11-13 NUE NUCOR CORP50.7K shares-14.87%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.18.5K shares-14.62%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR65.0K shares-0.47%2025-09-302025-11-13 BLK BLACKROCK INC4.8K shares-9.61%2025-09-302025-11-13 MCD MCDONALDS CORP17.3K shares10.90%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP15.9K shares-36.86%2025-09-302025-11-13 QSR RESTAURANT BRANDS INTL INC77.4K shares5.85%2025-09-302025-11-13 SMH VANECK ETF TRUST13.8K shares-24.15%2025-09-302025-11-13 CAT CATERPILLAR INC9.0K shares-21.11%2025-09-302025-11-13 TOL TOLL BROTHERS INC30.8K shares-6.25%2025-09-302025-11-13 SFM SPROUTS FMRS MKT INC34.6K shares11.57%2025-09-302025-11-13 QQQ INVESCO QQQ TR2.2K shares-9.92%2025-09-302025-11-13 NFLX NETFLIX INC1.1K shares0.00%2025-09-302025-11-13 USHY ISHARES TR29.9K sharesnew addition2025-09-302025-11-13 DIA SPDR DOW JONES INDL AVERAGE1.7K shares-3.90%2025-09-302025-11-13 SGOV ISHARES TR6.9K sharesnew addition2025-09-302025-11-13 TSLA TESLA INC1.5K shares46.31%2025-09-302025-11-13 GOOG ALPHABET INC2.6K shares8.24%2025-09-302025-11-13 ORCL ORACLE CORP2.0K shares0.00%2025-09-302025-11-13 MSTR STRATEGY INC1.6K shares0.00%2025-09-302025-11-13 IYG ISHARES TR5.6K shares-7.34%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR1.5K shares-2.32%2025-09-302025-11-13 UNP UNION PAC CORP1.4K shares0.56%2025-09-302025-11-13 MA MASTERCARD INCORPORATED600 shares0.00%2025-09-302025-11-13 AVGO BROADCOM INC1.0K shares-17.30%2025-09-302025-11-13 CRM SALESFORCE INC1.3K shares0.30%2025-09-302025-11-13 BSX BOSTON SCIENTIFIC CORP2.7K shares0.00%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS900 shares0.00%2025-09-302025-11-13 NET CLOUDFLARE INC1.1K shares0.00%2025-09-302025-11-13 COIN COINBASE GLOBAL INC672 sharesnew addition2025-09-302025-11-13 INTU INTUIT329 shares0.00%2025-09-302025-11-13 WSM WILLIAMS SONOMA INC1.1K sharesnew addition2025-09-302025-11-13 RBLX ROBLOX CORP1.6K sharesnew addition2025-09-302025-11-13 HD HOME DEPOT INC537 sharesnew addition2025-09-302025-11-13 AJG GALLAGHER ARTHUR J & CO675 shares0.00%2025-09-302025-11-13 AMAT APPLIED MATLS INC1.0K sharesnew addition2025-09-302025-11-13 HTZ HERTZ GLOBAL HLDGS INC11.0K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available