CONSOLIDATED CAPITAL MANAGEMENT, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$276.7B
Holdings
48
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RSPINVESCO EXCHANGE TRADED FD T | 125,151 | $22.7B | 8.22% | |
| 2 | VIGVANGUARD SPECIALIZED FUNDS | 110,034 | $22.5B | 8.14% | |
| 3 | GQ9SPDR GOLD TR | 58,855 | $17.9B | 6.48% | |
| 4 | MSFTMICROSOFT CORP | 35,944 | $17.9B | 6.46% | |
| 5 | AMZNAMAZON COM INC | 70,620 | $15.5B | 5.60% | |
| 6 | IYHISHARES TR | 265,096 | $15.0B | 5.41% | |
| 7 | METAMETA PLATFORMS INC | 19,544 | $14.4B | 5.21% | |
| 8 | VDCVANGUARD WORLD FD | 56,631 | $12.4B | 4.48% | |
| 9 | AAPLAPPLE INC | 56,671 | $11.6B | 4.20% | |
| 10 | GEGE AEROSPACE | 37,267 | $9.6B | 3.47% | |
| 11 | VVISA INC | 24,883 | $8.8B | 3.19% | |
| 12 | NVDANVIDIA CORPORATION | 54,728 | $8.6B | 3.12% | |
| 13 | COSTCOSTCO WHSL CORP NEW | 8,601 | $8.5B | 3.08% | |
| 14 | CEGCONSTELLATION ENERGY CORP | 25,202 | $8.1B | 2.94% | |
| 15 | NUENUCOR CORP | 59,497 | $7.7B | 2.79% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,044 | $7.3B | 2.64% | |
| 17 | GOOGLALPHABET INC | 40,643 | $7.2B | 2.59% | |
| 18 | LLYELI LILLY & CO | 8,290 | $6.5B | 2.34% | |
| 19 | JPMJPMORGAN CHASE & CO. | 21,695 | $6.3B | 2.27% | |
| 20 | BLKBLACKROCK INC | 5,350 | $5.6B | 2.03% | |
| 21 | XLUSELECT SECTOR SPDR TR | 65,344 | $5.3B | 1.93% | |
| 22 | SFMSPROUTS FMRS MKT INC | 30,996 | $5.1B | 1.84% | |
| 23 | SMHVANECK ETF TRUST | 18,142 | $5.1B | 1.83% | |
| 24 | QSRRESTAURANT BRANDS INTL INC | 73,162 | $4.8B | 1.75% | |
| 25 | MCDMCDONALDS CORP | 15,574 | $4.6B | 1.64% | |
| 26 | CATCATERPILLAR INC | 11,353 | $4.4B | 1.59% | |
| 27 | TOLTOLL BROTHERS INC | 32,874 | $3.8B | 1.36% | |
| 28 | NFLXNETFLIX INC | 1,114 | $1.5B | 0.54% | |
| 29 | NDQINVESCO QQQ TR | 2,470 | $1.4B | 0.49% | |
| 30 | DONSPDR DOW JONES INDL AVERAGE | 1,719 | $757.5M | 0.27% | |
| 31 | MIGAMICROSTRATEGY INC | 1,600 | $646.8M | 0.23% | |
| 32 | IYGISHARES TR | 6,060 | $518.7M | 0.19% | |
| 33 | ORCLORACLE CORP | 1,957 | $427.9M | 0.15% | |
| 34 | GOOGALPHABET INC | 2,404 | $426.4M | 0.15% | |
| 35 | CRMSALESFORCE INC | 1,316 | $358.9M | 0.13% | |
| 36 | MAMASTERCARD INCORPORATED | 600 | $337.2M | 0.12% | |
| 37 | AVGOBROADCOM INC | 1,214 | $334.6M | 0.12% | |
| 38 | UNPUNION PAC CORP | 1,439 | $331.0M | 0.12% | |
| 39 | XLYSELECT SECTOR SPDR TR | 1,510 | $328.2M | 0.12% | |
| 40 | TSLATESLA INC | 1,017 | $323.1M | 0.12% | |
| 41 | BSXBOSTON SCIENTIFIC CORP | 2,735 | $293.8M | 0.11% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 900 | $265.3M | 0.10% | |
| 43 | INTUINTUIT | 329 | $259.1M | 0.09% | |
| 44 | GGMEINVESCO EXCHANGE TRADED FD T | 3,539 | $217.2M | 0.08% | |
| 45 | AJGGALLAGHER ARTHUR J & CO | 675 | $216.1M | 0.08% | |
| 46 | NETCLOUDFLARE INC | 1,100 | $215.4M | 0.08% | |
| 47 | XLISELECT SECTOR SPDR TR | 1,369 | $202.0M | 0.07% | |
| 48 | HTZHERTZ GLOBAL HLDGS INC | 11,008 | $75.2M | 0.03% |