Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CONSOLIDATED CAPITAL MANAGEMENT LLC 02-07-2024 12-31-2023 42 187,544,565
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $16,140,351 42,922 0.01 0.01 -4,721 -9.91 12-31-2023
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2 $14,239,647 83,566 0.01 83,566 +Inf 12-31-2023
AMAZON COM INC COM 3 $14,141,816 93,075 0.01 0.01 -30,659 -24.78 12-31-2023
APPLE INC COM 4 $12,936,154 67,190 0.01 0.01 -13,173 -16.39 12-31-2023
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