Stock Taper 
CONCENTRIC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Digital Realty Trust, Inc. | DLR | 37.06K | $6M |
 Microchip Technology Incorporated | MCHP | 36.88K | $2.96M |
 Chevron Corporation | CVX | 36.49K | $5.37M |
 PepsiCo, Inc. | PEP | 35.21K | $5.99M |
 The Walt Disney Company | DIS | 31.98K | $3.08M |
 Microsoft Corporation | MSFT | 31.84K | $13.7M |
 Visa Inc. | V | 31.39K | $8.63M |
 Simon Property Group, Inc. | SPG | 31.09K | $5.25M |
 Medtronic plc | MDT | 29.92K | $2.69M |
 Emerson Electric Co. | EMR | 27.58K | $3.02M |
 Amgen Inc. | AMGN | 26.02K | $8.39M |
 3M Company | MMM | 25.9K | $3.54M |
 Pfizer Inc. | PFE | 25.3K | $732.12K |
 California BanCorp | BCAL | 24.44K | $361.51K |
 American Express Company | AXP | 23.51K | $6.38M |
 FedEx Corporation | FDX | 23.49K | $6.43M |
| AC Avalonbay Community | AVB | 23.38K | $5.27M |
 D.R. Horton, Inc. | DHI | 22.24K | $4.24M |
 Opendoor Technologies Inc. | OPEN | 20K | $40K |
 Labcorp Holdings Inc. | LH | 19.9K | $4.45M |