Stock Taper 
CONCENTRIC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 3.08K | $1.2M |
 Accenture plc | ACN | 3.2K | $1.13M |
 Capital One Financial Corporation | COF | 3.43K | $514.17K |
 NextEra Energy, Inc. | NEE | 3.6K | $303.97K |
 ConocoPhillips | COP | 4.24K | $445.86K |
 The Coca-Cola Company | KO | 5K | $359.52K |
 Tesla, Inc. | TSLA | 5.01K | $1.31M |
 Merck & Co., Inc. | MRK | 5.64K | $640.16K |
 American Tower Corporation | AMT | 5.71K | $1.33M |
 NVIDIA Corporation | NVDA | 6.18K | $750.4K |
 Walmart Inc. | WMT | 6.29K | $508.21K |
 Costco Wholesale Corporation | COST | 6.57K | $5.83M |
 U.S. Bancorp | USB | 6.75K | $308.68K |
 Abbott Laboratories | ABT | 7.08K | $807.79K |
 Thermo Fisher Scientific Inc. | TMO | 7.37K | $4.56M |
 The Goldman Sachs Group, Inc. | GS | 7.48K | $3.7M |
 NNN REIT, Inc. | NNN | 7.53K | $364.89K |
 Adobe Inc. | ADBE | 7.66K | $3.97M |
 The Charles Schwab Corporation | SCHW | 7.89K | $511.55K |
 CVS Health Corp. | CVS | 8.66K | $544.67K |