$151 Million is the total value of CONSOLIDATED CAPITAL MANAGEMENT, LLC's 35 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,000,000 | +8.7% | 51,602 | +2.5% | 7.31% | +15.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $8,699,000 | +1.4% | 35,652 | +2.7% | 5.78% | +7.5% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $4,459,000 | +0.8% | 52,442 | +6.0% | 2.96% | +6.9% |
| MMM | Buy | 3M CO | $3,190,000 | -11.2% | 18,405 | +6.5% | 2.12% | -5.7% |
| IYH | Buy | ISHARES TRus hlthcare etf | $2,520,000 | +0.8% | 12,907 | +0.1% | 1.67% | +7.0% |
| BAC | Buy | BANK AMER CORP | $644,000 | +12.4% | 22,195 | +6.9% | 0.43% | +19.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC | 28 | Q3 2023 | 13.2% |
| APPLE INC | 28 | Q3 2023 | 9.9% |
| MICROSOFT CORP | 28 | Q3 2023 | 8.0% |
| ALPHABET INC | 28 | Q3 2023 | 11.9% |
| AMAZON COM INC | 28 | Q3 2023 | 9.6% |
| META PLATFORMS INC | 28 | Q3 2023 | 6.8% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 8.1% |
| COSTCO WHSL CORP NEW | 28 | Q3 2023 | 3.9% |
| SPDR GOLD TRUST | 28 | Q3 2023 | 0.7% |
| SIRIUS XM HOLDINGS INC | 28 | Q3 2023 | 0.1% |
View CONSOLIDATED CAPITAL MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-24 |
View CONSOLIDATED CAPITAL MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.