Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Willis Towers Watson Public Limited CompanyWTW405$105.86K
Qnity Electronics, Inc.Q411$67.12K
eBay Inc.EBAY413$46.15K
City Holding CompanyCHCO415$55.05K
Accenture plcACN416$51.77K
Pool CorporationPOOL424$91.12K
Citigroup Inc.C431$60.32K
Novartis AGNVS436$68.33K
Prudential Financial, Inc.PRU437$47.16K
DTE Energy CompanyDTE450$68.57K
Rio Tinto GroupRIO453$43K
NIKE, Inc.NKE472$19.38K
Vodafone Group Public Limited CompanyVOD477$6.31K
CBRE Group, Inc.CBRE482$64.92K
Kinsale Capital Group, Inc.KNSL485$159.96K
Solstice Advanced Materials Inc.SOLS490$43.41K
J.B. Hunt Transport Services, Inc.JBHT500$144.72K
John B. Sanfilippo & Son, Inc.JBSS500$42.99K
Veralto CorporationVLTO504$44.7K
GE HealthCare Technologies Inc.GEHC514$32.9K