Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dow Inc.DOW319$8.73K
Baxter International Inc.BAX320$6.82K
Cigna CorporationCI321$88.49K
Ball CorporationBALL325$20.28K
Xylem Inc.XYL326$38.54K
Brookfield Renewable Partners L.P.BEP354$12.29K
AstraZeneca PLCAZN357$67.69K
Western Midstream Partners, LPWES375$16.41K
Deere & CompanyDE379$240.41K
Solventum CorporationSOLV386$29.78K
Adobe Inc.ADBE389$79.75K
CMS Energy CorporationCMS400$30.6K
Canadian Natural Resources LimitedCNQ400$15.8K
LyondellBasell Industries N.V.LYB400$21.06K
Banco Santander, S.A.SAN400$5.52K
V.F. CorporationVFC400$6.67K
Avista CorporationAVA400$16.36K
Alpine Income Property Trust, Inc.PINE400$8.3K
Hewlett Packard Enterprise CompanyHPE400$18.04K
W. P. Carey Inc.WPC402$28.74K