Consolidated-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "QSR",
  "GOOGL",
  null,
  "BLK",
  "CAT",
  "AVGO",
  "BSX",
  "MCD",
  "INTU",
  "UNP",
  "META",
  null,
  "MA",
  "MSFT",
  "GE",
  "ORCL",
  null,
  null,
  "AAPL",
  "NVDA",
  "MSTR",
  "GLD",
  "IBM",
  "VIG",
  null,
  "SFM",
  "TOL",
  "AJG",
  "AMZN",
  "V",
  "WSM",
  "CRM",
  "DIA",
  null,
  "NUE",
  "BRK-B",
  "CVX",
  "CEG",
  "COST",
  "RSP",
  "QQQ",
  "GOOG",
  "LLY",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 45
Total Value: 240818816
Accession Number: 0001085146-25-002447
Form Type: 13F-HR
CIK: consolidated-capital-management
Manager Name: Consolidated-Capital-Management

Data Enrichment

87% identified

39 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $240.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.7K

Value:$275.9K

% of Portfolio:0.1% ($275.9K/$240.8M)

CHEVRON CORP

CVX|166764100

Shares:1.4K

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$240.8M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:1.4K

Value:$227.7K

% of Portfolio:0.1% ($227.7K/$240.8M)

INTUIT INC.

INTU|461202103

Shares:354

Value:$217.4K

% of Portfolio:0.1% ($217.4K/$240.8M)

Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$214.0K

% of Portfolio:0.1% ($214.0K/$240.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$275.9K	0.1% ($275.9K/$240.8M)	QoQ +12.94% (+$31.6K) YoY NEW(+$275.9K)
CHEVRON CORP(CVXcusip166764100)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$240.8M)	QoQ NEW(+$229.0K) YoY NEW(+$229.0K)
WILLIAMS SONOMA INC(WSMcusip969904101)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$227.7K	0.1% ($227.7K/$240.8M)	QoQ NEW(+$227.7K) YoY NEW(+$227.7K)
INTUIT INC.(INTUcusip461202103)	354	QoQ NEW(+354) YoY NEW(+354)	All Managers (Combined)	$217.4K	0.1% ($217.4K/$240.8M)	QoQ NEW(+$217.4K) YoY NEW(+$217.4K)
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ -93.90% (-19.7K) YoY -77.59% (-4.4K)	All Managers (Combined)	$214.0K	0.1% ($214.0K/$240.8M)	QoQ -95.59% (-$4.6M) YoY -97.17% (-$7.3M)