Stock Taper 
CONCENTRIC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AT&T Inc. | T | 150.41K | $3.31M |
 Bank of America Corporation | BAC | 118.74K | $4.71M |
 Wells Fargo & Company | WFC | 93.05K | $5.26M |
 Verizon Communications Inc. | VZ | 79.73K | $3.58M |
 Cisco Systems, Inc. | CSCO | 78.52K | $4.18M |
 Realty Income Corporation | O | 77.26K | $4.9M |
 Alphabet Inc. | GOOGL | 72.69K | $12.06M |
 Oracle Corporation | ORCL | 65.35K | $11.14M |
 Apple Inc. | AAPL | 59.56K | $13.88M |
 RTX Corporation | RTX | 57.93K | $7.02M |
 Shell plc | SHEL | 55.99K | $3.69M |
 Bristol-Myers Squibb Company | BMY | 54.7K | $2.83M |
 Johnson & Johnson | JNJ | 50.58K | $8.2M |
 Exxon Mobil Corporation | XOM | 50.06K | $5.87M |
 The Procter & Gamble Company | PG | 49.41K | $8.56M |
 Denali Therapeutics Inc. | DNLI | 46.53K | $1.36M |
 AbbVie Inc. | ABBV | 45.12K | $8.91M |
 JPMorgan Chase & Co. | JPM | 42.01K | $8.86M |
 Target Corporation | TGT | 40.22K | $6.27M |
 Broadcom Inc. | AVGO | 39.38K | $6.79M |