Stock Taper 
CONCENTRIC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 3M Company | MMM | 25.9K | $3.54M |
 Amgen Inc. | AMGN | 26.02K | $8.39M |
 Emerson Electric Co. | EMR | 27.58K | $3.02M |
 Medtronic plc | MDT | 29.92K | $2.69M |
 Simon Property Group, Inc. | SPG | 31.09K | $5.25M |
 Visa Inc. | V | 31.39K | $8.63M |
 Microsoft Corporation | MSFT | 31.84K | $13.7M |
 The Walt Disney Company | DIS | 31.98K | $3.08M |
 PepsiCo, Inc. | PEP | 35.21K | $5.99M |
 Chevron Corporation | CVX | 36.49K | $5.37M |
 Microchip Technology Incorporated | MCHP | 36.88K | $2.96M |
 Digital Realty Trust, Inc. | DLR | 37.06K | $6M |
 Broadcom Inc. | AVGO | 39.38K | $6.79M |
 Target Corporation | TGT | 40.22K | $6.27M |
 JPMorgan Chase & Co. | JPM | 42.01K | $8.86M |
 AbbVie Inc. | ABBV | 45.12K | $8.91M |
 Denali Therapeutics Inc. | DNLI | 46.53K | $1.36M |
 The Procter & Gamble Company | PG | 49.41K | $8.56M |
 Exxon Mobil Corporation | XOM | 50.06K | $5.87M |
 Johnson & Johnson | JNJ | 50.58K | $8.2M |