Consolidated Capital Management, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $235 Million distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $20.4M, Vanguard Dividend Appreciation with a value of $18.9M, Spdr Gold Trust with a value of $18.2M, Ishares Tr with a value of $15.7M, and Microsoft Corp with a value of $13.2M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $223M to 235M.
Below you can find more details about Consolidated Capital Management, LLC portfolio as well as his latest detailed transactions.