CONCENTRIC WEALTH MANAGEMENT, LLC

SEC CIK
0001695345

Holdings, Q3 2024

Positions as of Sep 30, 2024, filed Nov 13, 2024.SEC

Positions
133
−2 vs. Q2 2024
Total value
$410.04M
+$26.5M (+6.9%) vs. Q2 2024

Compare with Q2 2024: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q2 2024.

CONCENTRIC WEALTH MANAGEMENT, LLC holdings in Q3 2024
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AMERICAN CENTY ETF TR025072877US SML CP VALU166,279$15.95M3.89%+766+0.5%Added–
AAPLAPPLE INC COMStock59,556$13.88M3.38%+4,968+9.1%AddedView
MSFTMICROSOFT CORP COMStock31,845$13.7M3.34%−709−2.2%ReducedView
ISHARES CORE MSCI EAFE ETF46432F842ETF169,214$13.21M3.22%+4,464+2.7%Added–
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF210,457$12.08M2.95%+4,766+2.3%Added–
GOOGLALPHABET INC CAP STK CL AStock72,695$12.06M2.94%−505−0.7%ReducedView
ORCLORACLE CORP COMStock65,354$11.14M2.72%−2,475−3.6%ReducedView
ABBVABBVIE INC COMStock45,124$8.91M2.17%−572−1.3%ReducedView
JPMJPMORGAN CHASE & CO COMStock42,011$8.86M2.16%−565−1.3%ReducedView
VVISA INC COM CL AStock31,387$8.63M2.10%−18−0.1%ReducedView
PGPROCTER & GAMBLE CO COMStock49,413$8.56M2.09%−250−0.5%ReducedView
AMGNAMGEN INC COMStock26,025$8.39M2.05%−250−1.0%ReducedView
ISHARES TR464288638ISHS 5-10YR INVT153,052$8.22M2.01%+5,853+4.0%Added–
JNJJOHNSON & JOHNSON COMStock50,575$8.2M2.00%+820+1.6%AddedView
VANGUARD INTERMEDIATE-TERM BOND ETF921937819ETF103,943$8.15M1.99%+3,789+3.8%Added–
VANGUARD REAL ESTATE ETF922908553ETF78,842$7.68M1.87%+1,851+2.4%Added–
RTXRTX CORPORATION COMStock57,928$7.02M1.71%−775−1.3%ReducedView
AVGOBROADCOM INC COMStock39,380$6.79M1.66%+35,390+887.0%AddedView
FDXFEDEX CORP COMStock23,492$6.43M1.57%−274−1.2%ReducedView
AXPAMERICAN EXPRESS CO COMStock23,510$6.38M1.55%−854−3.5%ReducedView
TGTTARGET CORP COMStock40,218$6.27M1.53%+1,032+2.6%AddedView
DLRDIGITAL RLTY TR INCCOM37,064$6M1.46%−292−0.8%ReducedView
PEPPEPSICO INC COMStock35,212$5.99M1.46%+164+0.5%AddedView
SYKSTRYKER CORPORATION COMStock16,315$5.89M1.44%−410−2.5%ReducedView
XOMEXXON MOBIL CORPCOM50,062$5.87M1.43%−235−0.5%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock6,574$5.83M1.42%−439−6.3%ReducedView
CVXCHEVRON CORPORATION COMStock36,489$5.37M1.31%+1,086+3.1%AddedView
ISHARES TR464287721U.S. TECH ETF35,402$5.37M1.31%−120−0.3%Reduced–
AVALONBAY CMNTYS INC053484101COM23,378$5.27M1.28%+68+0.3%Added–
WFCWELLS FARGO & CO COMStock93,045$5.26M1.28%+292+0.3%AddedView
SPGSIMON PPTY GROUP INC NEW COMREIT31,091$5.25M1.28%−79−0.3%ReducedView
OREALTY INCOME CORP COMREIT77,261$4.9M1.19%+1,413+1.9%AddedView
UNPUNION PAC CORP COMStock19,330$4.76M1.16%+148+0.8%AddedView
BACBANK OF AMER CORP COMStock118,740$4.71M1.15%−199−0.2%ReducedView
HDHOME DEPOT INC COMStock11,416$4.63M1.13%−89−0.8%ReducedView
BNYBANK OF NY MELLON CORP COMStock63,782$4.58M1.12%−1,057−1.6%ReducedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock7,372$4.56M1.11%+4+0.1%AddedView
PSAPUBLIC STORAGECOM12,479$4.54M1.11%−20−0.2%ReducedView
LHLABCORP HOLDINGS INC COM SHSStock19,904$4.45M1.08%+104+0.5%AddedView
MAMASTERCARD INCORPORATED CL AStock8,712$4.3M1.05%−265−3.0%ReducedView
DHID R HORTON INCCOM22,239$4.24M1.03%+325+1.5%AddedView
CSCOCISCO SYS INC COMStock78,519$4.18M1.02%+295+0.4%AddedView
ADBEADOBE INC COMStock7,658$3.97M0.97%+95+1.3%AddedView
GSGOLDMAN SACHS GROUP INC COMStock7,479$3.7M0.90%−209−2.7%ReducedView
SHELSHELL PLC SPON ADSADR55,991$3.69M0.90%−180−0.3%ReducedView
VANGUARD S&P 500 ETF922908363ETF6,914$3.65M0.89%+30.0%Added–
VZVERIZON COMMUNICATIONS INC COMStock79,730$3.58M0.87%+1,612+2.1%AddedView
MMM3M CO COMStock25,900$3.54M0.86%−515−1.9%ReducedView
ISHARES MSCI EAFE ETF464287465ETF40,784$3.41M0.83%−2,165−5.0%Reduced–
TAT&T INC COMStock150,410$3.31M0.81%−470.0%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF5,728$3.3M0.81%−25−0.4%Reduced–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF68,466$3.28M0.80%−2,304−3.3%Reduced–
DISDISNEY WALT CO COMStock31,981$3.08M0.75%+996+3.2%AddedView
EMREMERSON ELEC CO COMStock27,584$3.02M0.74%+240+0.9%AddedView
MCHPMICROCHIP TECHNOLOGY INC. COMStock36,884$2.96M0.72%+2,193+6.3%AddedView
BMYBRISTOL-MYERS SQUIBB CO COMStock54,695$2.83M0.69%+3,605+7.1%AddedView
MDTMEDTRONIC PLC SHSStock29,920$2.69M0.66%−1,127−3.6%ReducedView
ISHARES TR464287630RUS 2000 VAL ETF14,601$2.44M0.59%−1,180−7.5%Reduced–
MATXMATSON INCCOM16,918$2.41M0.59%00.0%UnchangedView
AMZNAMAZON COM INC COMStock12,266$2.29M0.56%+402+3.4%AddedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF7,184$2.03M0.50%00.0%Unchanged–
GOOGALPHABET INC CAP STK CL CStock10,621$1.78M0.43%−290−2.7%ReducedView
CLCOLGATE PALMOLIVE CO COMStock16,415$1.7M0.42%−75−0.5%ReducedView
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755ETF42,714$1.6M0.39%+35,029+455.8%Added–
TJXTJX COS INC NEW COMStock13,390$1.57M0.38%−454−3.3%ReducedView
DNLIDENALI THERAPEUTICS INCCOM46,526$1.36M0.33%00.0%UnchangedView
AMTAMERICAN TOWER CORP COMREIT5,715$1.33M0.32%−25−0.4%ReducedView
TSLATESLA INC COMStock5,013$1.31M0.32%−700−12.3%ReducedView
ISHARES TR464287622RUS 1000 ETF4,036$1.27M0.31%+99+2.5%Added–
NKENIKE INC CL BStock14,142$1.25M0.30%−25−0.2%ReducedView
CATCATERPILLAR INC COMStock3,075$1.2M0.29%00.0%UnchangedView
INVESCO QQQ TRUST SERIES I46090E103ETF2,320$1.13M0.28%−40−1.7%Reduced–
ACNACCENTURE PLC IRELAND SHS CLASS AStock3,200$1.13M0.28%00.0%UnchangedView
ISHARES S&P 100 ETF464287101ETF3,600$996.34K0.24%00.0%Unchanged–
INVESCO EXCHANGE TRADED FD T46137V704DORSEY WRGT BASC10,300$987.15K0.24%00.0%Unchanged–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock2,137$983.58K0.24%−75−3.4%ReducedView
ISHARES S&P SMALL-CAP 600 VALUE ETF464287879ETF8,303$893.91K0.22%−6−0.1%Reduced–
SPYSTATE STREET SPDR S&P 500 ETFETF1,444$828.51K0.20%−155−9.7%ReducedView
ABTABBOTT LABORATORIES COMStock7,085$807.79K0.20%00.0%UnchangedView
INVESCO EXCHANGE TRADED FD T46137V142WATER RES ETF11,253$793.79K0.19%−22−0.2%Reduced–
MCDMCDONALDS CORP COMStock2,551$776.81K0.19%00.0%UnchangedView
GDGENERAL DYNAMICS CORP COMStock2,513$759.43K0.19%−25−1.0%ReducedView
NVDANVIDIA CORPORATION COMStock6,179$750.4K0.18%−2,097−25.3%ReducedView
PFEPFIZER INC COMStock25,298$732.12K0.18%−568−2.2%ReducedView
BRK.ABERKSHIRE HATHAWAY INC DELCL A100$691.18K0.17%+99+9,900.0%AddedView
MRKMERCK & CO INC COMStock5,637$640.16K0.16%−75−1.3%ReducedView
INTUINTUIT COMStock1,020$633.42K0.15%−100−8.9%ReducedView
ISHARES SEMICONDUCTOR ETF464287523ETF2,745$632.97K0.15%00.0%Unchanged–
ISHARES TR46436E7180-3 MTH TREASURY5,870$591.23K0.14%−1,760−23.1%Reduced–
LOWLOWES COS INC COMStock2,070$560.66K0.14%−135−6.1%ReducedView
CMICUMMINS INC COMStock1,730$560.16K0.14%00.0%UnchangedView
CVSCVS HEALTH CORP COMStock8,662$544.67K0.13%−200−2.3%ReducedView
COFCAPITAL ONE FINL CORP COMStock3,434$514.17K0.13%00.0%UnchangedView
ADPAUTOMATIC DATA PROCESSING INC COMStock1,858$514.16K0.13%00.0%UnchangedView
SCHWCHARLES SCHWAB CORP (THE) COMStock7,893$511.55K0.12%+30.0%AddedView
WMTWALMART INC COMStock6,294$508.21K0.12%−162−2.5%ReducedView
ISHARES CORE S&P MID-CAP ETF464287507ETF7,774$484.48K0.12%+119+1.6%Added–
ESSESSEX PPTY TR INCCOM1,607$474.81K0.12%+12+0.8%AddedView
SCHWAB US DIVIDEND EQUITY ETF808524797ETF5,333$450.76K0.11%+2,270+74.1%Added–
COPCONOCOPHILLIPS COMStock4,235$445.86K0.11%00.0%UnchangedView

Sold out since Q2 2024 (5)

Positions held at the end of Q2 2024 that are no longer in this filing.

CONCENTRIC WEALTH MANAGEMENT, LLC positions sold out since Q2 2024
SecurityClassShares, Q2 2024Value, Q2 2024% of portfolio, Q2 2024
CALIFORNIA BANCORP INC13005U101COM15,374$330.54K0.09%
CRMSALESFORCE INC COMStock1,039$267.13K0.07%
METAMETA PLATFORMS INC CL AStock509$256.69K0.07%
INTCINTEL CORP COMStock7,800$241.57K0.06%
DDOGDATADOG INCCL A COM1,545$200.37K0.05%

13F filings by quarter

CONCENTRIC WEALTH MANAGEMENT, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q3 2024Nov 13, 2024133$410.04Mvs. Q2 2024SEC
Q2 2024Aug 14, 2024135$383.54Mvs. Q1 2024SEC
Q1 2024May 9, 2024136$375.65Mvs. Q4 2023SEC
Q4 2023Feb 14, 2024126$344.48Mvs. Q3 2023SEC
Q3 2023Nov 9, 2023117$303.6Mvs. Q2 2023SEC
Q2 2023Aug 9, 2023118$314.42Mvs. Q1 2023SEC
Q1 2023May 11, 2023118$302.25Mvs. Q4 2022SEC
Q4 2022Feb 13, 2023118$292.83Mvs. Q3 2022SEC
Q3 2022Nov 10, 2022115$271.41Mvs. Q2 2022SEC
Q2 2022Aug 12, 2022117$296.5Mvs. Q1 2022SEC
Q1 2022Apr 14, 2022127$346.01Mvs. Q4 2021SEC
Q4 2021Feb 10, 2022128$354.6Mvs. Q3 2021SEC
Q3 2021Nov 12, 2021128$327.01Mvs. Q2 2021SEC
Q2 2021Aug 12, 2021130$326.53Mvs. Q1 2021SEC
Q1 2021May 14, 2021127$302.96M–SEC