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| Happy Holidays!! thanks for using AUM13F!! |
| Consolidated Capital Management LLC
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| CRD # | 130734 |
| SEC # | 801-76714 |
| CIK # | 0001666613 |
| AUM | $321.0 M (2025-06-24) |
| Employees | 12 (42% Investors, 17% Brokers) |
| Phone | 818-766-0660 |
| Address | 2520 West Olive Avenue Burbank, CA 91505 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001666613 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 17.9 | ||
| Microsoft Corp | 17.9 | ||
| Amazon Com Inc | 15.5 | ||
| Facebook Inc | 14.4 | ||
| Apple Inc | 11.6 | ||
| General Electric Co | 9.6 | ||
| VISA Inc | 8.8 | ||
| Nvidia Corp | 8.6 | ||
| Costco Wholesale Corp /NEW | 8.5 | ||
| Constellation Energy Corp | 8.1 | ||
| Nucor Corp | 7.7 | ||
| Alphabet Inc | 7.2 | ||
| Lilly Eli & Co | 6.5 | ||
| J P Morgan Chase & Co | 6.3 | ||
| BlackRock Inc | 5.6 | ||
| Sprouts Farmers Market Inc | 5.1 | ||
| Restaurant Brands International Inc | 4.8 | ||
| McDonalds Corp | 4.6 | ||
| Caterpillar Inc | 4.4 | ||
| Toll Brothers Inc | 3.8 | ||
| Netflix Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 85.1 |
| (b) Individuals (high net worth individuals) | 116 | 226.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 9.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 884 | 321.0 |
| By Discretionary | ||
| Discretionary | 884 | 321.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 884 | 321.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.0 | |
| Total | 884 | 321.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001666613] |
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|---|---|---|
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Optimum Investment Advisors LLC
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IL | 0.3 |
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KS | 0.3 |
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NY | 0.3 |
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CA | 0.3 |
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Range Financial Group LLC
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OR | 0.3 |
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XY Investment Solutions LLC
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MT | 0.3 |
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Coign Capital Advisors LLC
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UT | 0.3 |
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Accent Capital Management LLC
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OH | 0.3 |
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MPWM Advisory Solutions LLC
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GA | 0.3 |