Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alexandria Real Estate Equities, Inc.ARE100$5.29K
Upstart Holdings, Inc.UPST100$3.54K
IonQ, Inc.IONQ100$5.33K
Firefly Aerospace Inc.FLY100$2.94K
Marsh & McLennan Companies, Inc.MRSH101$16.83K
Arista Networks, Inc.ANET101$17.16K
Keysight Technologies, Inc.KEYS102$35.71K
Brown-Forman CorporationBF-B103$2.73K
Marvell Technology, Inc.MRVL103$30.57K
T-Mobile US, Inc.TMUS104$17.44K
Vertiv Holdings CoVRT109$36.49K
O'Reilly Automotive, Inc.ORLY113$10.41K
Yum! Brands, Inc.YUM113$18.06K
American Water Works Company, Inc.AWK114$15K
Compass, Inc.COMP115$1.41K
TowneBankTOWN116$4.2K
Agilent Technologies, Inc.A116$15.41K
Versant Media Group, Inc. Class AVSNT119$4.29K
Yum China Holdings, Inc.YUMC123$5.03K
Arqit Quantum Inc.ARQQ130$3.86K