Consolidated Capital Management, LLC Portfolio Holdings
Consolidated Capital Management, LLC
- $273 Million
- Q3 2025
Consolidated Capital Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $273 Million distributed in 53 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 $23.3M, Spdr Gold Trust with a value of $22.9M, Vanguard Dividend Appreciation with a value of $20.2M, Ishares Tr with a value of $18.1M, and Microsoft Corp with a value of $15.5M.
Examining the 13F form we can see an increase of $4.54M in the current position value, from $268M to 273M.
Below you can find more details about Consolidated Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
ETFs: $113 Million
Technology: $39.7 Million
Consumer Cyclical: $29.4 Million
Financial Services: $23.4 Million
Communication Services: $22.8 Million
Industrials: $12.9 Million
Consumer Defensive: $12.4 Million
Healthcare: $7.38 Million
Other: $12.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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