CONSOLIDATED CAPITAL MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Burbank, CA
CIK
0001666613
Alternate names
California Capital Advisors, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 35 229,134 SPY, VIG, IYH, VDC 13F-HR 10/16/2024 000108514624004962
Q2 2024 39 209,099 MSFT, IYH, AMZN, VIG 13F-HR 7/16/2024 000108514624003021
Q1 2024 45 208,689 MSFT, AMZN, META, VIG 13F-HR 5/6/2024 000108514624002223
Q4 2023 42 187,544 MSFT, VIG, AMZN, AAPL 13F-HR 2/7/2024 000108514624000827
Q3 2023 48 188,690 AMZN, MSFT, AAPL, META 13F-HR 10/10/2023 000108514623003663
Q2 2023 49 203,518 MSFT, AMZN, AAPL, META 13F-HR 7/13/2023 000108514623002703
Q1 2023 48 185,621 MSFT, AAPL, AMZN, IYH 13F-HR 4/11/2023 000108514623001632
Q4 2022 58 167,592 MSFT, AAPL, V, AMZN 13F-HR 1/18/2023 000108514623000209
Q3 2022 56 159,227 MSFT, AAPL, AMZN, V 13F-HR 10/18/2022 000108514622003489
Q2 2022 53 166,740 AAPL, MSFT, V, GOOGL 13F-HR 7/19/2022 000108514622002471
Q1 2022 48 220,995 AAPL, MSFT, AMZN, GOOGL 13F-HR 4/27/2022 000108514622001604
Q4 2021 43 225,640 AAPL, MSFT, IYH, GOOGL 13F-HR 1/24/2022 000108514622000281
Q3 2021 40 212,683 AAPL, MSFT, GOOGL, V 13F-HR 11/12/2021 000108514621003133
Q2 2021 42 216,596 AAPL, MSFT, V, AMZN 13F-HR 7/21/2021 000108514621002049
Q1 2021 40 200,488 VDE, AAPL, V, MSFT 13F-HR 4/19/2021 000108514621001222
Q4 2020 33 156,572 AAPL, AMZN, V, MSFT 13F-HR 1/19/2021 000108514621000169
Q3 2020 32 191,028 AAPL, AMZN, V, ZM 13F-HR 10/13/2020 000108514620002487
Q2 2020 32 168,293 AMZN, AAPL, V, MSFT 13F-HR 7/9/2020 000108514620001719
Q1 2020 32 127,369 V, AAPL, AMZN, IYH 13F-HR 4/23/2020 000108514620001190
Q4 2019 37 150,155 V, SPEU, BRK-B, AAPL 13F-HR 1/13/2020 000108514620000118
Q3 2019 34 138,259 V, SPEU, BRK-B, AAPL 13F-HR 10/17/2019 000108514619002561
Q2 2019 35 150,555 V, SPEU, BRK-B, UNH 13F-HR 7/15/2019 000108514619001888
Q1 2019 40 159,724 V, SPEU, BRK-B, UNH 13F-HR 4/19/2019 000108514619001216
Q4 2018 41 123,296 BA, V, BRK-B, SPEU 13F-HR 1/17/2019 000108514619000175
Q3 2018 42 152,979 DIA, SPEU, V, BA 13F-HR 10/19/2018 000108514618002361
Q2 2018 40 133,840 DIA, SPEU, V, BA 13F-HR 7/19/2018 000108514618001714
Q1 2018 44 125,310 DIA, BA, V, AAPL 13F-HR 4/18/2018 000108514618001106
Q4 2017 52 96,881 DIA, AAPL, BA, V 13F-HR 1/23/2018 000108514618000180
Q3 2017 42 78,198 DIA, AAPL, V, BA 13F-HR 10/25/2017 000108514617002116
Q2 2017 35 67,367 DIA, V, GOOGL, AAPL 13F-HR 8/4/2017 000108514617001634
Q1 2017 36 64,412 DIA, V, AAPL, GOOGL 13F-HR 5/12/2017 000108514617001207
Q4 2016 35 50,431 V, GOOGL, AAPL, VDE 13F-HR 2/14/2017 000108514617000709