Consolidated Capital Management, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $208 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.8M, Amazon Com Inc with a value of $16.4M, Meta Platforms, Inc. with a value of $15.1M, Vanguard Dividend Appreciation with a value of $15.1M, and Ishares Tr with a value of $12.3M.

Examining the 13F form we can see an increase of $20.9M in the current position value, from $188M to 208M.

Below you can find more details about Consolidated Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $208 Million
Technology: $45.5 Million
ETFs: $40.6 Million
Consumer Cyclical: $30.3 Million
Communication Services: $30.2 Million
Financial Services: $23.1 Million
Industrials: $18 Million
Consumer Defensive: $17.2 Million
Healthcare: $3.53 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 45
  • Current Value $208 Million
  • Prior Value $188 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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