Notify me when Consolidated Capital Management, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 53 | $282M | +$12.7M | -$24.5M | -$11.8M | VIG, RSP, GLD, IYH, MSFT | 13F-HR | 11/13/2025, 05:05 PM |
| Q2 2025 | 48 | $277M | +$16.2M | -$3.22M | +$13M | RSP, VIG, GLD, MSFT, AMZN | 13F-HR | 7/16/2025, 06:00 PM |
| Q1 2025 | 45 | $241M | +$83.9M | -$65.8M | +$18.2M | RSP, VIG, GLD, IYH, MSFT | 13F-HR | 4/29/2025, 06:32 PM |
| Q4 2024 | 36 | $229M | +$5.19M | -$6.54M | -$1.35M | SPY, VIG, IYH, VDC, AMZN | 13F-HR | 1/16/2025, 11:10 AM |
| Q3 2024 | 35 | $229M | +$68.7M | -$49.3M | +$19.4M | SPY, VIG, IYH, VDC, MSFT | 13F-HR | 10/16/2024, 05:11 PM |
| Q2 2024 | 39 | $209M | +$24.3M | -$23.6M | +$672K | MSFT, IYH, AMZN, VIG, AAPL | 13F-HR | 7/16/2024, 01:30 PM |
| Q1 2024 | 45 | $209M | +$11.4M | -$3.85M | +$7.52M | MSFT, AMZN, META, VIG, IYH | 13F-HR | 5/3/2024, 08:01 PM |
| Q4 2023 | 42 | $188M | +$19.3M | -$43.9M | -$24.6M | MSFT, VIG, AMZN, AAPL, IYH | 13F-HR | 2/7/2024, 05:29 PM |
| Q3 2023 | 48 | $189M | +$2.85K | -$5.75M | -$5.75M | AMZN, MSFT, AAPL, META, IYH | 13F-HR | 10/10/2023, 09:14 PM |
| Q2 2023 | 49 | $204M | +$2.52M | -$2.54M | -$19.4K | MSFT, AMZN, AAPL, META, IYH | 13F-HR | 7/13/2023, 09:54 PM |
| Q1 2023 | 48 | $186M | +$36.9M | -$37.9M | -$1.03M | MSFT, AAPL, AMZN, IYH, META | 13F-HR | 4/11/2023, 03:30 PM |
| Q4 2022 | 58 | $168M | +$13.7M | -$8.34M | +$5.32M | MSFT, AAPL, V, AMZN, GOOGL | 13F-HR | 1/18/2023, 05:42 PM |
| Q3 2022 | 56 | $159M | +$56M | -$47.2M | +$8.73M | MSFT, AAPL, AMZN, V, GOOGL | 13F-HR | 10/18/2022, 06:45 PM |
| Q2 2022 | 53 | $167M | +$25.7M | -$25.7M | +$9.72K | AAPL, MSFT, V, GOOGL, QCLN | 13F-HR | 7/19/2022, 09:19 PM |
| Q1 2022 | 48 | $221M | +$44M | -$38.5M | +$5.5M | AAPL, MSFT, AMZN, GOOGL, META | 13F-HR | 4/27/2022, 05:17 PM |
| Q4 2021 | 43 | $226M | +$4.66M | -$2.5M | +$2.16M | AAPL, MSFT, IYH, GOOGL, V | 13F-HR | 1/21/2022, 07:09 PM |
| Q3 2021 | 40 | $213M | +$11.2M | -$13.4M | -$2.23M | AAPL, MSFT, GOOGL, V, IYH | 13F-HR | 11/12/2021, 10:11 AM |
| Q2 2021 | 42 | $217M | +$11.4M | -$10.2M | +$1.21M | AAPL, MSFT, V, AMZN, META | 13F-HR | 7/21/2021, 08:07 PM |
| Q1 2021 | 40 | $200M | +$59.6M | -$24.3M | +$35.3M | VDE, AAPL, V, MSFT, AMZN | 13F-HR | 4/19/2021, 09:35 AM |
| Q4 2020 | 33 | $157M | +$5.09M | -$55.9M | -$50.8M | AAPL, AMZN, V, MSFT, IYH | 13F-HR | 1/19/2021, 09:32 AM |
| Q3 2020 | 32 | $191M | +$15.5M | -$337K | +$15.1M | AAPL, AMZN, V, ZM, MSFT | 13F-HR | 10/13/2020, 11:21 AM |
| Q2 2020 | 32 | $168M | +$18.5M | -$8.17M | +$10.3M | AMZN, AAPL, V, MSFT, IYH | 13F-HR | 7/8/2020, 05:57 PM |
| Q1 2020 | 32 | $127M | +$38.5M | -$48.6M | -$10M | V, AAPL, AMZN, IYH, MSFT | 13F-HR | 4/23/2020, 12:12 PM |
| Q4 2019 | 37 | $150M | +$3.37M | -$5.23M | -$1.86M | V, SPEU, BRKB, AAPL, UNH | 13F-HR | 1/10/2020, 07:06 PM |
| Q3 2019 | 34 | $138M | +$56.2K | -$10.3M | -$10.3M | V, SPEU, BRKB, AAPL, GOOGL | 13F-HR | 10/17/2019, 02:31 PM |
| Q2 2019 | 35 | $151M | +$982K | -$17.6M | -$16.6M | V, SPEU, BRKB, UNH, AAPL | 13F-HR | 7/15/2019, 01:55 PM |
| Q1 2019 | 40 | $160M | +$37.7M | -$16.8M | +$20.9M | V, SPEU, BRKB, UNH, AMZN | 13F-HR | 4/19/2019, 02:37 PM |
| Q4 2018 | 41 | $123M | +$20.7M | -$30M | -$9.24M | BA, V, BRKB, SPEU, GOOGL | 13F-HR | 1/16/2019, 07:55 PM |
| Q3 2018 | 42 | $153M | +$10.2M | -$2.11M | +$8.09M | DIA, SPEU, V, BA, AAPL | 13F-HR | 10/19/2018, 05:10 PM |
| Q2 2018 | 40 | $134M | +$18.9M | -$15.6M | +$3.28M | DIA, SPEU, V, BA, AAPL | 13F-HR | 7/19/2018, 12:11 PM |
| Q1 2018 | 44 | $125M | +$34.8M | -$6.52M | +$28.3M | DIA, BA, V, AAPL, MSFT | 13F-HR | 4/18/2018, 08:37 AM |
| Q4 2017 | 52 | $96.9M | +$12.6M | -$1.77M | +$10.8M | DIA, AAPL, BA, V, GOOGL | 13F-HR | 1/23/2018, 09:02 AM |
| Q3 2017 | 42 | $78.2M | +$6.67M | -$665K | +$6.01M | DIA, AAPL, V, BA, GOOGL | 13F-HR | 10/25/2017, 01:19 PM |
| Q2 2017 | 35 | $67.4M | +$683K | -$492K | +$191K | DIA, V, GOOGL, AAPL, BA | 13F-HR | 8/4/2017, 09:26 AM |
| Q1 2017 | 36 | $64.4M | +$39.1M | -$28M | +$11.2M | DIA, V, AAPL, GOOGL, MMM | 13F-HR | 5/11/2017, 08:36 PM |
| Q4 2016 | 35 | $50.4M | $0 | $0 | V, GOOGL, AAPL, VDE, BRKB | 13F-HR | 2/14/2017, 12:25 PM |