Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NiSource Inc | NI | 2.13K | $101.09K |
 Fiserv, Inc. | FISV | 2.04K | $99.82K |
 Biogen Inc. | BIIB | 2.01K | $434.06K |
 Comcast Corporation | CMCSA | 1.99K | $48.75K |
 Dover Corporation | DOV | 1.98K | $443.4K |
 Encompass Health Corporation | EHC | 1.92K | $193.87K |
 Kimberly-Clark Corporation | KMB | 1.92K | $210.43K |
 The PNC Financial Services Group, Inc. | PNC | 1.92K | $471.78K |
 Starwood Property Trust, Inc. | STWD | 1.91K | $31.29K |
 NNN REIT, Inc. | NNN | 1.9K | $88.41K |
 The AES Corporation | AES | 1.88K | $27.49K |
 Illinois Tool Works Inc. | ITW | 1.86K | $504.43K |
 DexCom, Inc. | DXCM | 1.86K | $125.27K |
 MPLX Lp | MPLX | 1.82K | $102.45K |
 Gilead Sciences, Inc. | GILD | 1.81K | $228.42K |
 Eaton Corporation plc | ETN | 1.81K | $770.42K |
 Ares Capital Corporation | ARCC | 1.8K | $33.35K |
 Intuitive Surgical, Inc. | ISRG | 1.78K | $707.87K |
 Essential Properties Realty Trust, Inc. | EPRT | 1.75K | $52.24K |
 3M Company | MMM | 1.71K | $277.49K |