Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Southern Company | SO | 4.67K | $446.87K |
 Baker Hughes Company | BKR | 4.93K | $273.5K |
 Enbridge Inc. | ENB | 5.01K | $271.65K |
 Energy Transfer LP | ET | 5.1K | $97.51K |
 Morgan Stanley | MS | 5.48K | $1.15M |
 NextEra Energy, Inc. | NEE | 5.64K | $495.02K |
 Citizens Financial Group, Inc. | CFG | 5.85K | $409.91K |
 Kinder Morgan, Inc. | KMI | 5.88K | $187.95K |
 Emerson Electric Co. | EMR | 6K | $858.47K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 6.16K | $2.94M |
 British American Tobacco p.l.c. | BTI | 6.36K | $393.04K |
 Amphenol Corporation | APH | 6.43K | $1.13M |
 CarMax, Inc. | KMX | 6.45K | $340.93K |
 Netflix, Inc. | NFLX | 6.51K | $464.88K |
 Applied Materials, Inc. | AMAT | 6.56K | $4.74M |
 Sysco Corporation | SYY | 6.58K | $550.29K |
 Brookfield Asset Management Ltd. | BAM | 6.65K | $298.16K |
 Abbott Laboratories | ABT | 6.76K | $613.04K |
 Markel Corporation | MKL | 7.27K | $14.2M |
 Teck Resources Limited | TECK | 7.45K | $442.86K |