Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 InvenTrust Properties Corp. | IVT | 1.25K | $44.25K |
 KLA Corporation | KLAC | 1.25K | $377.14K |
 Caterpillar Inc. | CAT | 1.22K | $1.3M |
 Honeywell International Inc. | HON | 1.22K | $272.26K |
 Omega Healthcare Investors, Inc. | OHI | 1.2K | $57.22K |
 CVS Health Corp. | CVS | 1.2K | $124.14K |
 HP Inc. | HPQ | 1.2K | $26.33K |
 The Boeing Company | BA | 1.19K | $258.25K |
 Rigetti Computing, Inc. | RGTI | 1.16K | $22.49K |
 Rush Enterprises, Inc. | RUSHB | 1.13K | $86.06K |
 Stantec Inc. | STN | 1.11K | $76.83K |
 GE Vernova Inc. | GEV | 1.1K | $1.3M |
 Apollo Global Management, Inc. | APO | 1.1K | $130.14K |
 The Walt Disney Company | DIS | 1.08K | $104.43K |
 Realty Income Corporation | O | 1.08K | $67.1K |
 The Goldman Sachs Group, Inc. | GS | 1.07K | $1.09M |
 Canadian National Railway Company | CNI | 1.06K | $126.99K |
 Intuit Inc. | INTU | 1.05K | $274.21K |
 Novo Nordisk A/S | NVO | 1.05K | $50.34K |
 Xcel Energy Inc. | XEL | 1.04K | $83.51K |