Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 McKesson Corporation | MCK | 518 | $391.4K |
 SoFi Technologies, Inc. | SOFI | 525 | $9.41K |
 HCA Healthcare, Inc. | HCA | 559 | $217.95K |
 CubeSmart | CUBE | 560 | $22.27K |
 T. Rowe Price Group, Inc. | TROW | 563 | $64.01K |
 NXP Semiconductors N.V. | NXPI | 564 | $158.64K |
 Valero Energy Corporation | VLO | 573 | $149.11K |
 Johnson Controls International plc | JCI | 580 | $84.74K |
 Palantir Technologies Inc. | PLTR | 582 | $67.94K |
 Quest Diagnostics Incorporated | DGX | 590 | $125.05K |
 Royal Bank of Canada | RY | 600 | $124.18K |
 STAG Industrial, Inc. | STAG | 600 | $22.84K |
 NewMarket Corporation | NEU | 609 | $481.87K |
 Rubrik, Inc. | RBRK | 620 | $49.77K |
 RPM International Inc. | RPM | 646 | $71.8K |
 Medtronic plc | MDT | 652 | $51.02K |
 Evergy, Inc. | EVRG | 658 | $56.87K |
 Unilever PLC | UL | 666 | $40.04K |
 Burke & Herbert Financial Services Corp. | BHRB | 666 | $47.86K |
 Exelon Corporation | EXC | 667 | $31.1K |