Stock Taper 
CONCENTRIC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 6.57K | $5.83M |
 Walmart Inc. | WMT | 6.29K | $508.21K |
 NVIDIA Corporation | NVDA | 6.18K | $750.4K |
 American Tower Corporation | AMT | 5.71K | $1.33M |
 Merck & Co., Inc. | MRK | 5.64K | $640.16K |
 Tesla, Inc. | TSLA | 5.01K | $1.31M |
 The Coca-Cola Company | KO | 5K | $359.52K |
 ConocoPhillips | COP | 4.24K | $445.86K |
 NextEra Energy, Inc. | NEE | 3.6K | $303.97K |
 Capital One Financial Corporation | COF | 3.43K | $514.17K |
 Accenture plc | ACN | 3.2K | $1.13M |
 Caterpillar Inc. | CAT | 3.08K | $1.2M |
 Carrier Global Corporation | CARR | 2.65K | $213.3K |
 McDonald's Corporation | MCD | 2.55K | $776.8K |
 ONEOK, Inc. | OKE | 2.53K | $230.92K |
 General Dynamics Corporation | GD | 2.51K | $759.43K |
 Berkshire Hathaway Inc. | BRK-B | 2.14K | $983.58K |
 Blackstone Inc. | BX | 2.12K | $323.87K |
 Lowe's Companies, Inc. | LOW | 2.07K | $560.66K |
 Diageo plc | DEO | 1.95K | $273.66K |