Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brookfield Corporation | BN | 1.24M | $52.92M |
 ConocoPhillips | COP | 382.67K | $39.78M |
 Walmart Inc. | WMT | 375.06K | $42.48M |
 Enterprise Products Partners L.P. | EPD | 343.27K | $12.62M |
 The Williams Companies, Inc. | WMB | 318.52K | $23.68M |
 RTX Corporation | RTX | 312.8K | $59.35M |
 Duke Energy Corporation | DUK | 251.43K | $31.83M |
 Johnson & Johnson | JNJ | 244.8K | $62.17M |
 Apple Inc. | AAPL | 240.9K | $69.71M |
 Alphabet Inc. | GOOG | 230.79K | $81.55M |
 Amazon.com, Inc. | AMZN | 197.15K | $46.99M |
 Microsoft Corporation | MSFT | 174.47K | $65.08M |
 The Progressive Corporation | PGR | 169.96K | $37.13M |
 Union Pacific Corporation | UNP | 129.83K | $35.31M |
 JPMorgan Chase & Co. | JPM | 123.14K | $40.31M |
 Berkshire Hathaway Inc. | BRK-B | 98.73K | $49.4M |
 McDonald's Corporation | MCD | 94.45K | $25.53M |
 Mastercard Incorporated | MA | 88.92K | $45.67M |
 The Home Depot, Inc. | HD | 81.95K | $28.9M |
 Altria Group, Inc. | MO | 75.48K | $5.43M |