Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cisco Systems, Inc.CSCO17.01K$2M
The Coca-Cola CompanyKO17.41K$1.41M
Tri-Continental CorporationTY17.85K$614.26K
NVIDIA CorporationNVDA18.44K$3.69M
Merck & Co., Inc.MRK18.62K$2.39M
UDR, Inc.UDR19.29K$769.98K
Atlantic Union Bankshares CorporationAUB21.27K$899.85K
Universal CorporationUVV21.96K$1.15M
Bank of America CorporationBAC22.02K$1.25M
Banco Bilbao Vizcaya Argentaria, S.A.BBVA22.29K$558.54K
Mondelez International, Inc.MDLZ30.12K$1.74M
Alphabet Inc.GOOGL30.73K$10.98M
Truist Financial CorporationTFC36.13K$1.8M
Philip Morris International Inc.PM61.28K$11.09M
CSX CorporationCSX74.01K$3.52M
Altria Group, Inc.MO75.48K$5.43M
The Home Depot, Inc.HD81.95K$28.9M
Mastercard IncorporatedMA88.92K$45.67M
McDonald's CorporationMCD94.45K$25.53M
Berkshire Hathaway Inc.BRK-B98.73K$49.4M