Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EPR Properties | EPR | 3K | $174.03K |
 Albemarle Corporation | ALB | 3K | $405.09K |
 Gen Digital Inc. | GEN | 3K | $74.79K |
 Automatic Data Processing, Inc. | ADP | 3.4K | $761.5K |
 Trane Technologies plc | TT | 3.42K | $1.68M |
 Regions Financial Corporation | RF | 3.44K | $103.8K |
 Main Street Capital Corporation | MAIN | 3.6K | $186.77K |
 Starbucks Corporation | SBUX | 3.74K | $382.07K |
 The Kraft Heinz Company | KHC | 3.74K | $88.39K |
 Corning Inc | GLW | 3.87K | $988.51K |
 QUALCOMM Incorporated | QCOM | 3.92K | $724.01K |
 Blackstone Inc. | BX | 3.97K | $467.15K |
 Shell plc | SHEL | 4K | $309.93K |
 Fortinet, Inc. | FTNT | 4.06K | $623.24K |
 Entergy Corporation | ETR | 4.28K | $491.14K |
 The Charles Schwab Corporation | SCHW | 4.32K | $398.79K |
 GE Aerospace | GE | 4.44K | $1.66M |
 Carrier Global Corporation | CARR | 4.5K | $329.78K |
 The TJX Companies, Inc. | TJX | 4.57K | $692.51K |
 International Business Machines Corporation | IBM | 4.66K | $1.31M |