CW
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CONCENTRIC WEALTH MANAGEMENT, LLC13F | |
CONCENTRIC WEALTH MANAGEMENT, LLC | |
Last update 2024-11-13 | 133 Stocks (3 new) |
Value $410.00 Mil | Turnover 2 % |
Portfolio Report |
CONCENTRIC WEALTH MANAGEMENT, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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CONCENTRIC WEALTH MANAGEMENT, LLC Total Holding History ($B)
CONCENTRIC WEALTH MANAGEMENT, LLC's Asset Allocation
CONCENTRIC WEALTH MANAGEMENT, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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CONCENTRIC WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2024-09-30
CONCENTRIC WEALTH MANAGEMENT, LLC's Yearly Returns
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CONCENTRIC WEALTH MANAGEMENT, LLC's Holdings Heat Map
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CONCENTRIC WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
CONCENTRIC WEALTH MANAGEMENT, LLC News
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