Stock Taper 
CONCENTRIC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 100 | $691.18K |
 BlackRock, Inc. | BLK | 285 | $270.61K |
 Netflix, Inc. | NFLX | 538 | $381.59K |
 UnitedHealth Group Incorporated | UNH | 587 | $343.21K |
 Palo Alto Networks, Inc. | PANW | 717 | $245.07K |
 Intuit Inc. | INTU | 1.02K | $633.42K |
 Honeywell International Inc. | HON | 1.27K | $261.9K |
 International Business Machines Corporation | IBM | 1.45K | $320.88K |
 Mid-America Apartment Communities, Inc. | MAA | 1.54K | $244.87K |
 Essex Property Trust, Inc. | ESS | 1.61K | $474.81K |
 Cummins Inc. | CMI | 1.73K | $560.16K |
 Automatic Data Processing, Inc. | ADP | 1.86K | $514.16K |
 Diageo plc | DEO | 1.95K | $273.66K |
 Lowe's Companies, Inc. | LOW | 2.07K | $560.66K |
 Blackstone Inc. | BX | 2.12K | $323.87K |
 Berkshire Hathaway Inc. | BRK-B | 2.14K | $983.58K |
 General Dynamics Corporation | GD | 2.51K | $759.43K |
 ONEOK, Inc. | OKE | 2.53K | $230.92K |
 McDonald's Corporation | MCD | 2.55K | $776.8K |
 Carrier Global Corporation | CARR | 2.65K | $213.3K |