Comparing Q4 2022 & Q1 2023 Holdings of Consolidated Capital Management's 13F Portfolio

The investment world is constantly changing, and keeping up with these changes is essential for investors. One way of doing this is by examining the 13F filings of investment firms such as Consolidated Capital Management, LLC. These filings reveal the holdings of the firm's portfolio and can provide insights into their investment strategy.

In this blog post, we will examine the Q4 2022 and Q1 2023 13F filings of Consolidated Capital Management, LLC. We will analyze the changes in their portfolio and provide insights into their investment decisions.

Main Body:

The table above shows the changes in the holdings of Consolidated Capital Management, LLC in Q4 2022 and Q1 2023. Let's examine the major changes in their portfolio.

The largest increase in holdings was in Amazon.com Inc (AMZN), with a change of 71.3% from 90,174 shares to 125,602 shares. This suggests that Consolidated Capital Management, LLC is bullish on Amazon's future prospects. Similarly, they increased their holdings in Meta Platforms Inc (META) by 152.4%, from 31,843 shares to 45,639 shares, indicating a positive outlook on the company.

Consolidated Capital Management, LLC also increased their holdings in NVIDIA Corporation (NVDA) by 183.6%, from 8,846 shares to 13,199 shares. This is in line with the trend of increased demand for semiconductors due to the rise of technologies such as the Internet of Things and autonomous vehicles.

On the other hand, the firm decreased their holdings in the Invesco QQQ Trust (QQQ) by 58.9%, from 13,614 shares to 4,645 shares. This could indicate a bearish outlook on the technology sector, which is heavily represented in QQQ.

Another interesting change was the firm's complete exit from Ark ETF Trust (ARKK), selling all of their shares in Q4 2022 and acquiring 102,623 shares in Q1 2023 of the same fund. This could suggest a change in their investment strategy, or it could simply be due to portfolio readjustment.

The decrease in holdings of Union Pacific Corporation (UNP) by 2.8%, from 1,362 shares to 1,362 shares, and The Procter & Gamble Company (PG) by 2.2%, from 19,279 shares to 19,210 shares, could suggest a slight bearish outlook on these companies.

Conclusion:

In conclusion, the Q4 2022 and Q1 2023 13F filings of Consolidated Capital Management, LLC reveal some interesting changes in their portfolio holdings. While they remain bullish on the technology sector with increased holdings in Amazon, Meta Platforms, and NVIDIA, they have decreased their holdings in QQQ, indicating a possible bearish outlook.

It is important to note that these changes could be due to a variety of reasons, including shifts in market conditions, changes in company fundamentals, or simply portfolio readjustment. Nevertheless, keeping an eye on these changes can provide useful insights into the investment strategy of a firm like Consolidated Capital Management, LLC.