Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eaton Corporation plcETN1.81K$770.42K
MPLX LpMPLX1.82K$102.45K
DexCom, Inc.DXCM1.86K$125.27K
Illinois Tool Works Inc.ITW1.86K$504.43K
The AES CorporationAES1.88K$27.49K
NNN REIT, Inc.NNN1.9K$88.41K
Starwood Property Trust, Inc.STWD1.91K$31.29K
The PNC Financial Services Group, Inc.PNC1.92K$471.78K
Kimberly-Clark CorporationKMB1.92K$210.43K
Encompass Health CorporationEHC1.92K$193.87K
Dover CorporationDOV1.98K$443.4K
Comcast CorporationCMCSA1.99K$48.75K
Biogen Inc.BIIB2.01K$434.06K
Fiserv, Inc.FISV2.04K$99.82K
NiSource IncNI2.13K$101.09K
Broadridge Financial Solutions, Inc.BR2.13K$291.7K
Capital One Financial CorporationCOF2.22K$445.38K
Iron Mountain IncorporatedIRM2.22K$280.66K
Costco Wholesale CorporationCOST2.24K$2.1M
Nucor CorporationNUE2.25K$500.74K