Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX7.53K$1.25M
AbbVie Inc.ABBV7.57K$1.91M
Microchip Technology IncorporatedMCHP7.61K$694.21K
D-Wave Quantum Inc.QBTS7.99K$191.56K
Oracle CorporationORCL8.03K$1.18M
Intel Corp.INTC8.7K$1.21M
Fastenal CompanyFAST8.73K$419.11K
Broadcom Inc.AVGO8.91K$3.37M
The Procter & Gamble CompanyPG9.29K$1.36M
Lowe's Companies, Inc.LOW9.52K$2.1M
AT&T Inc.T10.1K$208.99K
Verizon Communications Inc.VZ10.38K$439.36K
Genworth Financial, Inc.GNW11.48K$108.72K
Visa Inc.V12.22K$4.19M
Raymond James Financial, Inc.RJF13.19K$2M
United Bankshares, Inc.UBSI13.34K$611.55K
PepsiCo, Inc.PEP13.45K$1.82M
Amentum Holdings, Inc.AMTM15.53K$321.04K
Jacobs Solutions Inc.J16.09K$2.03M
Dominion Energy, Inc.D16.44K$1.12M