Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
W. R. Berkley CorporationWRB2.86K$201.93K
Canadian Pacific Kansas City Ltd.CP2.84K$246K
Micron Technology, Inc.MU2.83K$3.27M
VICI Properties Inc.VICI2.8K$74.34K
Ingersoll Rand Inc.IR2.72K$223.26K
Paychex, Inc.PAYX2.67K$262.74K
Pfizer Inc.PFE2.64K$63.48K
BP p.l.c.BP2.55K$94.15K
Meta Platforms, Inc.META2.53K$1.43M
American Electric Power Company, Inc.AEP2.46K$336.83K
Marriott International, Inc.MAR2.36K$874.96K
Elevance Health Inc.ELV2.35K$907.65K
Gildan Activewear Inc.GIL2.31K$119.25K
Texas Instruments IncorporatedTXN2.28K$680.79K
United Parcel Service, Inc.UPS2.25K$241.81K
Nucor CorporationNUE2.25K$500.74K
Costco Wholesale CorporationCOST2.24K$2.1M
Iron Mountain IncorporatedIRM2.22K$280.66K
Capital One Financial CorporationCOF2.22K$445.38K
Broadridge Financial Solutions, Inc.BR2.13K$291.7K