Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CareTrust REIT, Inc. | CTRE | 1.68K | $67.91K |
 Zoetis Inc. | ZTS | 1.61K | $115.84K |
 Trinity Capital Inc. | TRIN | 1.61K | $28.8K |
 Amgen Inc. | AMGN | 1.61K | $581.93K |
 Air Products and Chemicals, Inc. | APD | 1.6K | $470.26K |
 COPT Defense Properties | CDP | 1.6K | $58.22K |
 Broadstone Net Lease, Inc. | BNL | 1.58K | $32.64K |
 Danaher Corporation | DHR | 1.57K | $298.83K |
 Waste Management, Inc. | WM | 1.55K | $346.13K |
 Prologis, Inc. | PLD | 1.55K | $209.57K |
 Arthur J. Gallagher & Co. | AJG | 1.5K | $343.9K |
 Brookfield Infrastructure Corporation | BIPC | 1.48K | $57.1K |
 Slb N.V. | SLB | 1.47K | $68.34K |
 M&T Bank Corporation | MTB | 1.46K | $347.5K |
 American Express Company | AXP | 1.39K | $470.84K |
 Cronos Group Inc. | CRON | 1.38K | $3.84K |
 AllianceBernstein Holding L.P. | AB | 1.35K | $47.55K |
 Assurant, Inc. | AIZ | 1.35K | $361.98K |
 Sempra | SRE | 1.31K | $121.82K |
 Bristol-Myers Squibb Company | BMY | 1.25K | $72.03K |