The Analysis of CONSOLIDATED CAPITAL MANAGEMENT, LLC's Holdings

Currently, CONSOLIDATED CAPITAL MANAGEMENT, LLC holds 79 types of securities in its portfolio with a total value $330.5M. In the most recent quarter, they have increased their positions in SGOV (+298.0K shares, valued at $29.9M), FTCB (+541.2K shares, valued at $11.5M), USHY (+304.8K shares, valued at $11.4M); decreased their positions in VIG (-71.3K shares, valued at $15.7M), N/A (-80.2K shares, valued at $15.4M), IYH (-178.3K shares, valued at $11.6M); initiated new positions in FTCB (+541.2K shares, valued at $11.5M), MMM (+43.5K shares, valued at $7.0M), OEF (+19.2K shares, valued at $6.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR304.9K shares4337.83%2025-12-312026-02-10

GLD SPDR GOLD TR40.5K shares-37.13%2025-12-312026-02-10

MSFT MICROSOFT CORP33.0K shares10.35%2025-12-312026-02-10

AAPL APPLE INC58.0K shares2.50%2025-12-312026-02-10

AMZN AMAZON COM INC60.0K shares-5.02%2025-12-312026-02-10

USHY ISHARES TR334.7K shares1020.04%2025-12-312026-02-10

NVDA NVIDIA CORPORATION64.4K shares73.66%2025-12-312026-02-10

ALPHABET INC ALPHABET INC38.2K shares3.32%2025-12-312026-02-10

Sponsored

FTCB FIRST TR EXCHANGE-TRADED FD541.2K sharesnew addition2025-12-312026-02-10

META META PLATFORMS INC16.8K shares5.94%2025-12-312026-02-10

V VISA INC25.7K shares1.04%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS39.8K shares-64.17%2025-12-312026-02-10

IYH ISHARES TR130.2K shares-57.79%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T42.9K shares-65.12%2025-12-312026-02-10

CAT CATERPILLAR INC14.1K shares57.53%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.24.9K shares34.50%2025-12-312026-02-10

Sponsored

GE AEROSPACE GE AEROSPACE25.3K shares-7.80%2025-12-312026-02-10

MMM 3M CO43.5K sharesnew addition2025-12-312026-02-10

COST COSTCO WHSL CORP NEW7.8K shares-16.97%2025-12-312026-02-10

CEG CONSTELLATION ENERGY CORP18.7K shares17.36%2025-12-312026-02-10

OEF ISHARES TR19.2K sharesnew addition2025-12-312026-02-10

IWM ISHARES TR26.6K sharesnew addition2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC5.6K shares16.13%2025-12-312026-02-10

INTC INTEL CORP133.6K sharesnew addition2025-12-312026-02-10

Sponsored

IYR ISHARES TR51.8K sharesnew addition2025-12-312026-02-10

BROADCOM INC BROADCOM INC14.0K shares1294.22%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC30.3K sharesnew addition2025-12-312026-02-10

LDOS LEIDOS HOLDINGS INC25.8K sharesnew addition2025-12-312026-02-10

PWR QUANTA SVCS INC11.0K sharesnew addition2025-12-312026-02-10

NLR VANECK ETF TRUST36.9K sharesnew addition2025-12-312026-02-10

VDC VANGUARD WORLD FD21.4K shares-65.70%2025-12-312026-02-10

SYY SYSCO CORP60.3K sharesnew addition2025-12-312026-02-10

Sponsored

XLK SELECT SECTOR SPDR TR28.5K sharesnew addition2025-12-312026-02-10

ASML ASML HOLDING N V3.7K sharesnew addition2025-12-312026-02-10

VST VISTRA CORP23.5K sharesnew addition2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP17.7K sharesnew addition2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.8K shares-65.04%2025-12-312026-02-10

SMH VANECK ETF TRUST5.7K shares-58.85%2025-12-312026-02-10

XLU SELECT SECTOR SPDR TR45.2K shares-30.43%2025-12-312026-02-10

RSPS INVESCO EXCHANGE TRADED FD T59.8K sharesnew addition2025-12-312026-02-10

Sponsored

IFRA ISHARES TR30.1K sharesnew addition2025-12-312026-02-10

ALPHABET INC ALPHABET INC4.1K shares57.65%2025-12-312026-02-10

NFLX NETFLIX INC11.1K shares900.00%2025-12-312026-02-10

TSLA TESLA INC1.6K shares5.04%2025-12-312026-02-10

ORCL ORACLE CORP3.5K shares76.65%2025-12-312026-02-10

XLI SELECT SECTOR SPDR TR4.0K sharesnew addition2025-12-312026-02-10

IYG ISHARES TR6.3K shares12.22%2025-12-312026-02-10

AMAT APPLIED MATLS INC2.0K shares100.00%2025-12-312026-02-10

Sponsored

AMGN AMGEN INC1.5K sharesnew addition2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC500 sharesnew addition2025-12-312026-02-10

LLY ELI LILLY & CO405 shares-95.66%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS1.4K shares55.56%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR7.5K sharesnew addition2025-12-312026-02-10

NUE NUCOR CORP2.5K shares-95.02%2025-12-312026-02-10

NUKZ EXCHANGE TRADED CONCEPTS TRU6.2K sharesnew addition2025-12-312026-02-10

INTU INTUIT579 shares75.99%2025-12-312026-02-10

Sponsored

WSM WILLIAMS SONOMA INC2.1K shares87.72%2025-12-312026-02-10

CRM SALESFORCE INC1.3K shares-0.15%2025-12-312026-02-10

MA MASTERCARD INCORPORATED600 shares0.00%2025-12-312026-02-10

UNP UNION PAC CORP1.5K shares0.55%2025-12-312026-02-10

SYK STRYKER CORPORATION750 sharesnew addition2025-12-312026-02-10

CSCO CISCO SYS INC3.4K sharesnew addition2025-12-312026-02-10

BSX BOSTON SCIENTIFIC CORP2.7K shares0.00%2025-12-312026-02-10

AJG GALLAGHER ARTHUR J & CO1.0K shares48.89%2025-12-312026-02-10

Sponsored

CVX CHEVRON CORP NEW1.7K sharesnew addition2025-12-312026-02-10

PEP PEPSICO INC1.7K sharesnew addition2025-12-312026-02-10

MSTR STRATEGY INC1.6K shares0.00%2025-12-312026-02-10

FPF FIRST TR INTER DURATN PFD &12.6K sharesnew addition2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD770 sharesnew addition2025-12-312026-02-10

QSR RESTAURANT BRANDS INTL INC3.4K shares-95.58%2025-12-312026-02-10

RACE FERRARI N V625 sharesnew addition2025-12-312026-02-10

COIN COINBASE GLOBAL INC1.0K shares51.34%2025-12-312026-02-10

Sponsored

XLP SELECT SECTOR SPDR TR2.9K sharesnew addition2025-12-312026-02-10

NET CLOUDFLARE INC1.1K shares0.00%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON1.0K sharesnew addition2025-12-312026-02-10

XLY SELECT SECTOR SPDR TR1.8K shares18.78%2025-12-312026-02-10

JQC NUVEEN CR STRATEGIES INCOME24.5K sharesnew addition2025-12-312026-02-10

TMC TMC THE METALS COMPANY INC10.0K sharesnew addition2025-12-312026-02-10

HTZ HERTZ GLOBAL HLDGS INC11.0K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available