Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Watts Water Technologies, Inc.WTS47$18.4K
Kyndryl Holdings, Inc.KD48$543
Canopy Growth CorporationCGC48$46
Block, Inc.XYZ49$3.72K
Monster Beverage CorporationMNST49$4.71K
LTC Properties, Inc.LTC50$1.92K
Lockheed Martin CorporationLMT50$25.47K
Snowflake Inc.SNOW50$12.72K
Public StoragePSA53$16.79K
Cameco CorporationCCJ57$5.83K
Howmet Aerospace Inc.HWM58$15.59K
Revvity, Inc.RVTY60$6.68K
Hubbell IncorporatedHUBB61$31.91K
Figma, Inc.FIG65$1.18K
PayPal Holdings, Inc.PYPL65$2.81K
Elme CommunitiesELME65$96
Reddit, Inc.RDDT66$11.45K
Advanced Drainage Systems, Inc.WMS66$10.36K
Carnival Corporation & plcCCL66$1.89K
Fluor CorporationFLR66$3.46K