Concentric Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $473 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $69M, American Centy ETF Tr Avantis with a value of $16M, Apple Inc. with a value of $13.9M, Microsoft Corp with a value of $13.7M, and Ishares Tr with a value of $13.2M.
Examining the 13F form we can see an increase of $93.5M in the current position value, from $379M to 473M.
Concentric Wealth Management, LLC is based out at Lafayette, CA
Below you can find more details about Concentric Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$473 Million
Financial Services: $119 Million
ETFs: $102 Million
Technology: $60 Million
Healthcare: $45.9 Million
Industrials: $30.7 Million
Consumer Defensive: $29.5 Million
Real Estate: $28.4 Million
Communication Services: $24.2 Million
Other: $32.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
