Consolidated Capital Management, LLC Portfolio Holdings
Consolidated Capital Management, LLC
- $227 Million
- Q3 2024
Consolidated Capital Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $227 Million distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.9M, Ishares Tr with a value of $19.6M, Vanguard Dividend Appreciation with a value of $18.4M, Vanguard Consumer Staples ETF with a value of $16.8M, and Microsoft Corp with a value of $14.7M.
Examining the 13F form we can see an increase of $18.6M in the current position value, from $209M to 227M.
Below you can find more details about Consolidated Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$227 Million
ETFs: $92.2 Million
Technology: $36.4 Million
Financial Services: $33.9 Million
Consumer Cyclical: $26.2 Million
Communication Services: $19.1 Million
Industrials: $11.4 Million
Consumer Defensive: $7.97 Million
Healthcare: $229,000
Other: $0