CONSOLIDATED CAPITAL MANAGEMENT, LLC - Portfolio overview
CONSOLIDATED CAPITAL MANAGEMENT, LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-04-15.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- FTCB - FIRST TR EXCHANGE-TRADED FD, 4.38%
- AAPL - APPLE INC, 4.02%
- AMZN - AMAZON COM INC, 3.57%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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