Stock Taper

CONCENTRIC WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q3 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bristol-Myers Squibb CompanyBMY54.7K$2.83M
Shell plcSHEL55.99K$3.69M
RTX CorporationRTX57.93K$7.02M
Apple Inc.AAPL59.56K$13.88M
Oracle CorporationORCL65.35K$11.14M
Alphabet Inc.GOOGL72.69K$12.06M
Realty Income CorporationO77.26K$4.9M
Cisco Systems, Inc.CSCO78.52K$4.18M
Verizon Communications Inc.VZ79.73K$3.58M
Wells Fargo & CompanyWFC93.05K$5.26M
Bank of America CorporationBAC118.74K$4.71M
AT&T Inc.T150.41K$3.31M