136 is the total number of securities CONSOLIDATED CAPITAL MANAGEMENT, LLC has owned. The longest CONSOLIDATED CAPITAL MANAGEMENT, LLC has owned a single stock is 28 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| V | VISA INC | 28 | 28 | 4.68% | 7.00% | 13.15% | Q4 2016 | Q3 2023 | 28 |
| AAPL | APPLE INC | 28 | 28 | 4.53% | 6.87% | 9.85% | Q4 2016 | Q3 2023 | 28 |
| MSFT | MICROSOFT CORP | 28 | 28 | 2.63% | 5.97% | 7.97% | Q4 2016 | Q3 2023 | 28 |
| GOOGL | ALPHABET INC | 28 | 28 | 4.26% | 5.61% | 11.85% | Q4 2016 | Q3 2023 | 28 |
| AMZN | AMAZON COM INC | 28 | 28 | 0.74% | 5.08% | 9.60% | Q4 2016 | Q3 2023 | 28 |
| FB | META PLATFORMS INC | 28 | 28 | 1.95% | 4.16% | 6.78% | Q4 2016 | Q3 2023 | 28 |
| BRKB | BERKSHIRE HATHAWAY INC... | 28 | 28 | 0.82% | 3.46% | 8.11% | Q4 2016 | Q3 2023 | 28 |
| COST | COSTCO WHSL CORP NEW | 28 | 28 | 0.88% | 2.31% | 3.86% | Q4 2016 | Q3 2023 | 28 |
| GLD | SPDR GOLD TRUST | 28 | 28 | 0.24% | 0.45% | 0.71% | Q4 2016 | Q3 2023 | 28 |
| SIRI | SIRIUS XM HOLDINGS INC | 28 | 28 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
| IYH | ISHARES TR | 27 | 27 | 1.56% | 4.03% | 7.63% | Q1 2017 | Q3 2023 | 27 |
| DIA | SPDR DOW JONES INDL AV... | 27 | 27 | 0.29% | 3.94% | 19.63% | Q1 2017 | Q3 2023 | 27 |
| CAT | CATERPILLAR INC DEL | 27 | 27 | 1.72% | 2.62% | 4.02% | Q1 2017 | Q3 2023 | 27 |
| MCD | MCDONALDS CORP | 27 | 27 | 1.39% | 2.60% | 3.24% | Q1 2017 | Q3 2023 | 27 |
| DIS | DISNEY WALT CO | 27 | 27 | 1.12% | 2.38% | 4.09% | Q1 2017 | Q3 2023 | 27 |
| NFLX | NETFLIX INC | 22 | 5 | 0.16% | 2.18% | 4.11% | Q4 2016 | Q3 2023 | 27 |
| UNP | UNION PACIFIC CORP | 14 | 13 | 0.12% | 0.97% | 3.30% | Q4 2016 | Q3 2023 | 27 |
| VDE | VANGUARD WORLD FDS | 13 | 11 | 1.34% | 3.59% | 9.34% | Q4 2016 | Q4 2022 | 24 |
| HD | HOME DEPOT INC | 21 | 1 | 0.15% | 2.58% | 5.26% | Q1 2017 | Q3 2022 | 22 |
| XLY | SELECT SECTOR SPDR TR | 16 | 1 | 0.09% | 0.54% | 0.98% | Q1 2017 | Q3 2023 | 22 |
| QQQ | INVESCO QQQ TR | 10 | 8 | 0.80% | 1.30% | 3.46% | Q1 2019 | Q3 2023 | 18 |
| VFH | VANGUARD WORLD FDS | 16 | 2 | 0.15% | 0.61% | 1.60% | Q1 2017 | Q2 2022 | 18 |
| UNH | UNITEDHEALTH GROUP INC | 12 | 5 | 1.21% | 3.87% | 6.59% | Q1 2017 | Q3 2023 | 17 |
| BAC | BK OF AMERICA CORP | 10 | 7 | 0.36% | 1.10% | 3.00% | Q3 2017 | Q3 2023 | 17 |
| VTI | VANGUARD INDEX FDS | 16 | 1 | 0.13% | 0.25% | 0.37% | Q3 2018 | Q4 2022 | 17 |
| MJ | ETF MANAGERS TR | 15 | 2 | 0.10% | 0.17% | 0.34% | Q1 2019 | Q3 2023 | 17 |
| JNJ | JOHNSON & JOHNSON | 16 | 16 | 0.14% | 2.51% | 3.41% | Q1 2017 | Q4 2020 | 16 |
| VIS | VANGUARD WORLD FDS | 16 | 16 | 0.37% | 0.70% | 1.01% | Q1 2017 | Q4 2020 | 16 |
| XLK | SELECT SECTOR SPDR TR | 16 | 16 | 0.51% | 0.59% | 0.70% | Q1 2017 | Q4 2020 | 16 |
| MA | MASTERCARD INCORPORATED | 15 | 15 | 0.17% | 0.30% | 0.67% | Q1 2020 | Q3 2023 | 15 |
| VZ | VERIZON COMMUNICATIONS... | 10 | 4 | 0.32% | 1.48% | 5.21% | Q4 2016 | Q1 2022 | 14 |
| CVX | CHEVRON CORP NEW | 13 | 13 | 0.33% | 1.05% | 2.13% | Q4 2016 | Q4 2019 | 13 |
| CRM | SALESFORCE INC | 10 | 3 | 0.13% | 0.15% | 0.19% | Q1 2020 | Q3 2023 | 13 |
| BA | BOEING CO | 12 | 12 | 3.86% | 5.79% | 9.26% | Q1 2017 | Q4 2019 | 12 |
| MMM | 3M CO | 12 | 12 | 1.15% | 3.53% | 5.52% | Q1 2017 | Q4 2019 | 12 |
| GS | GOLDMAN SACHS GROUP INC | 12 | 12 | 2.17% | 3.52% | 4.91% | Q1 2017 | Q4 2019 | 12 |
| LUV | SOUTHWEST AIRLS CO | 12 | 12 | 1.71% | 2.52% | 3.79% | Q1 2020 | Q4 2022 | 12 |
| TRV | TRAVELERS COMPANIES INC | 12 | 12 | 1.26% | 1.99% | 2.71% | Q1 2017 | Q4 2019 | 12 |
| TSLA | TESLA INC | 12 | 12 | 0.74% | 1.66% | 2.79% | Q4 2020 | Q3 2023 | 12 |
| SKYW | SKYWEST INC | 12 | 12 | 0.79% | 1.43% | 2.22% | Q1 2020 | Q4 2022 | 12 |
| QCLN | FIRST TR EXCHANGE-TRAD... | 11 | 11 | 1.34% | 3.02% | 4.32% | Q1 2021 | Q3 2023 | 11 |
| LIT | GLOBAL X FDS | 11 | 11 | 1.93% | 2.75% | 4.16% | Q1 2021 | Q3 2023 | 11 |
| SP | SP PLUS CORP | 10 | 10 | 0.19% | 0.26% | 0.31% | Q2 2021 | Q3 2023 | 10 |
| SPEU | SPDR INDEX SHS FDS | 8 | 1 | 1.41% | 6.07% | 8.14% | Q4 2016 | Q4 2019 | 9 |
| GENERAL ELECTRIC CO | 9 | 9 | 1.63% | 2.81% | 4.58% | Q3 2021 | Q3 2023 | 9 | |
| JPM | JPMORGAN CHASE & CO | 9 | 9 | 0.33% | 0.57% | 1.20% | Q1 2017 | Q1 2019 | 9 |
| ZM | ZOOM VIDEO COMMUNICATI... | 8 | 8 | 1.31% | 3.44% | 7.47% | Q1 2020 | Q4 2021 | 8 |
| ARKW | ARK ETF TR | 8 | 8 | 0.89% | 1.93% | 2.82% | Q1 2021 | Q4 2022 | 8 |
| ARKG | ARK ETF TR | 8 | 8 | 1.07% | 1.61% | 2.36% | Q1 2021 | Q4 2022 | 8 |
| UTX | UNITED TECHNOLOGIES CORP | 7 | 1 | 0.18% | 0.25% | 0.34% | Q1 2017 | Q1 2019 | 8 |
| XLI | SELECT SECTOR SPDR TR | 6 | 1 | 0.10% | 0.24% | 0.82% | Q4 2019 | Q2 2023 | 8 |
| IRT | INDEPENDENCE RLTY TR INC | 6 | 1 | 2.15% | 3.26% | 4.30% | Q1 2021 | Q4 2022 | 7 |
| HIW | HIGHWOODS PPTYS INC | 6 | 1 | 1.55% | 2.64% | 3.08% | Q1 2021 | Q4 2022 | 7 |
| SMH | VANECK ETF TRUST | 7 | 7 | 1.01% | 1.61% | 1.92% | Q1 2022 | Q3 2023 | 7 |
| RBLX | ROBLOX CORP | 7 | 7 | 0.93% | 1.44% | 2.00% | Q1 2022 | Q3 2023 | 7 |
| JETS | ETF SER SOLUTIONS | 4 | 3 | 0.13% | 0.30% | 0.99% | Q1 2021 | Q4 2022 | 7 |
| KMI | KINDER MORGAN INC DEL | 6 | 6 | 0.72% | 1.43% | 2.74% | Q4 2016 | Q1 2018 | 6 |
| PG | PROCTER AND GAMBLE CO | 5 | 1 | 0.24% | 1.32% | 1.74% | Q4 2017 | Q3 2023 | 6 |
| VDC | VANGUARD WORLD FDS | 5 | 1 | 0.17% | 0.34% | 0.98% | Q4 2017 | Q3 2023 | 6 |
| REZ | ISHARES TR | 6 | 6 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q2 2022 | 6 |
| GE | GENERAL ELECTRIC CO | 2 | 1 | 0.27% | 2.40% | 4.86% | Q4 2016 | Q2 2021 | 5 |
| AVGO | BROADCOM INC | 5 | 5 | 1.51% | 2.21% | 2.74% | Q3 2022 | Q3 2023 | 5 |
| DG | DOLLAR GEN CORP NEW | 5 | 5 | 1.16% | 2.17% | 2.84% | Q3 2022 | Q3 2023 | 5 |
| TOL | TOLL BROTHERS INC | 5 | 5 | 1.58% | 2.13% | 2.59% | Q3 2022 | Q3 2023 | 5 |
| PYPL | PAYPAL HLDGS INC | 5 | 5 | 1.52% | 1.88% | 2.33% | Q3 2022 | Q3 2023 | 5 |
| NVDA | NVIDIA CORPORATION | 5 | 5 | 0.69% | 1.78% | 2.82% | Q3 2022 | Q3 2023 | 5 |
| BLK | BLACKROCK INC | 5 | 5 | 1.44% | 1.69% | 1.84% | Q3 2022 | Q3 2023 | 5 |
| TGT | TARGET CORP | 5 | 5 | 1.37% | 1.63% | 2.10% | Q3 2022 | Q3 2023 | 5 |
| FDX | FEDEX CORP | 5 | 5 | 1.36% | 1.61% | 1.84% | Q3 2022 | Q3 2023 | 5 |
| MDLZ | MONDELEZ INTL INC | 5 | 5 | 1.15% | 1.58% | 1.89% | Q3 2022 | Q3 2023 | 5 |
| KHC | KRAFT HEINZ CO | 5 | 5 | 1.18% | 1.44% | 1.73% | Q3 2022 | Q3 2023 | 5 |
| XOM | EXXON MOBIL CORP | 5 | 5 | 0.97% | 1.43% | 1.78% | Q1 2017 | Q1 2018 | 5 |
| VIAC | PARAMOUNT GLOBAL | 5 | 5 | 0.78% | 1.06% | 1.38% | Q3 2022 | Q3 2023 | 5 |
| TROW | PRICE T ROWE GROUP INC | 5 | 5 | 0.61% | 0.67% | 0.73% | Q3 2022 | Q3 2023 | 5 |
| IYG | ISHARES TR | 5 | 5 | 0.24% | 0.24% | 0.25% | Q3 2022 | Q3 2023 | 5 |
| IDV | ISHARES TR | 5 | 5 | 0.15% | 0.18% | 0.20% | Q1 2018 | Q1 2019 | 5 |
| ITB | ISHARES TR | 4 | 4 | 2.95% | 3.15% | 3.49% | Q1 2021 | Q4 2021 | 4 |
| RWR | SPDR SER TR | 4 | 4 | 2.08% | 2.86% | 3.93% | Q1 2022 | Q4 2022 | 4 |
| HTZZ | HERTZ GLOBAL HLDGS INC | 4 | 4 | 1.14% | 1.36% | 1.59% | Q1 2022 | Q4 2022 | 4 |
| XLE | SELECT SECTOR SPDR TR | 3 | 1 | 0.70% | 1.13% | 1.38% | Q4 2019 | Q3 2023 | 4 |
| AMLP | ALPS ETF TR | 4 | 4 | 0.75% | 1.02% | 1.72% | Q4 2017 | Q3 2018 | 4 |
| PEJ | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.14% | 0.62% | 2.01% | Q1 2022 | Q4 2022 | 4 |
| SBUX | STARBUCKS CORP | 3 | 1 | 0.17% | 0.45% | 0.74% | Q4 2016 | Q1 2018 | 4 |
| DVY | ISHARES TR | 3 | 1 | 0.13% | 0.15% | 0.16% | Q1 2018 | Q1 2019 | 4 |
| ARKK | ARK ETF TR | 3 | 3 | 2.07% | 2.17% | 2.23% | Q1 2023 | Q3 2023 | 3 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.18% | 1.11% | 2.89% | Q1 2018 | Q4 2022 | 3 |
| IBB | ISHARES TR | 3 | 3 | 0.77% | 0.80% | 0.82% | Q1 2018 | Q3 2018 | 3 |
| KYN | KAYNE ANDERSON MLP INV... | 3 | 3 | 0.58% | 0.65% | 0.76% | Q1 2018 | Q3 2018 | 3 |
| T | AT&T INC | 2 | 1 | 0.33% | 0.53% | 0.84% | Q4 2016 | Q4 2017 | 3 |
| IBM | INTERNATIONAL BUSINESS... | 3 | 3 | 0.32% | 0.35% | 0.39% | Q1 2017 | Q3 2017 | 3 |
| VNQ | VANGUARD INDEX FDS | 1 | 1 | 1.88% | 3.86% | 5.84% | Q4 2016 | Q2 2022 | 2 |
| UBER | UBER TECHNOLOGIES INC | 2 | 2 | 1.42% | 2.13% | 2.84% | Q1 2022 | Q2 2022 | 2 |
| BKNG | BOOKING HOLDINGS INC | 2 | 2 | 1.08% | 1.09% | 1.10% | Q1 2022 | Q2 2022 | 2 |
| IYJ | ISHARES TR | 1 | 1 | 0.61% | 0.85% | 1.10% | Q4 2018 | Q2 2022 | 2 |
| XLC | SELECT SECTOR SPDR TR | 1 | 1 | 0.18% | 0.28% | 0.39% | Q4 2018 | Q4 2019 | 2 |
| QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2016 | Q4 2016 | 1 |
| HTA | HEALTHCARE TR AMER INC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q4 2016 | Q4 2016 | 1 |
| VOYA | VOYA FINANCIAL INC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2020 | Q1 2020 | 1 |
| XLV | SELECT SECTOR SPDR TR | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2016 | Q4 2016 | 1 |
| FCOM | FIDELITY | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2016 | Q4 2016 | 1 |
| PM | PHILIP MORRIS INTL INC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2016 | Q4 2016 | 1 |
| WFC | WELLS FARGO & CO NEW | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2016 | Q4 2016 | 1 |
| XLU | SELECT SECTOR SPDR TR | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2017 | Q4 2017 | 1 |
| MO | ALTRIA GROUP INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2016 | Q4 2016 | 1 |
| FRC | FIRST REP BK SAN FRANC... | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2017 | Q3 2017 | 1 |
| DDD | 3-D SYS CORP DEL | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2016 | Q4 2016 | 1 |
| GILD | GILEAD SCIENCES INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2016 | Q4 2016 | 1 |
| SPLV | POWERSHARES ETF TR II | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2016 | Q4 2016 | 1 |
| MOO | VANECK VECTORS ETF TR | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2017 | Q4 2017 | 1 |
| IXP | ISHARES TR | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2016 | Q4 2016 | 1 |
| META | LISTED FD TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2022 | Q2 2022 | 1 |
| XONE | EXONE CO | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2016 | Q4 2016 | 1 |
| XBI | SPDR SER TR | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
| PRLB | PROTO LABS INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2016 | Q4 2016 | 1 |
| FDN | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2022 | Q2 2022 | 1 |
| SSYS | STRATASYS LTD | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q4 2016 | 1 |
| TIP | ISHARES TR | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q4 2017 | 1 |
| FAX | ABERDEEN ASIA PACIFIC ... | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
| IYE | ISHARES TR | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
| SOXX | ISHARES TR | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
| SLV | ISHARES SILVER TRUST | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
| NOBL | PROSHARES TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
| WTR | AQUA AMERICA INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
| MET | METLIFE INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
| EWC | ISHARES INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
| ARE | ALEXANDRIA REAL ESTATE... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2017 | Q3 2017 | 1 |
| ICLN | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
| FISV | FISERV INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
| GSK | GLAXOSMITHKLINE PLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
| VGT | VANGUARD WORLD FDS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
| MGC | VANGUARD WORLD FD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
| AXON | AXON ENTERPRISE INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
| IYZ | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
| BSX | BOSTON SCIENTIFIC CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
| INVENTRUST PPTYS CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 | |
| ESPO | VANECK VECTORS ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
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The securities at the top of the list , including VISA INC, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of CONSOLIDATED CAPITAL MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by CONSOLIDATED CAPITAL MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that CONSOLIDATED CAPITAL MANAGEMENT, LLC owns currently or has owned in the past.