Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY1.02K$1.22M
Highwoods Properties, Inc.HIW1.02K$30.67K
Brixmor Property Group Inc.BRX1K$31.53K
Shore Bancshares, Inc.SHBI1K$22.95K
ARS Pharmaceuticals, Inc.SPRY1K$8.01K
ONEOK, Inc.OKE984$85.55K
Ross Stores, Inc.ROST980$208.59K
Capital Southwest CorporationCSWC980$23.3K
Analog Devices, Inc.ADI973$386.63K
Brookfield Infrastructure Partners L.P.BIP950$34.67K
Corteva, Inc.CTVA918$77.75K
Avery Dennison CorporationAVY911$147.9K
Eversource EnergyES900$65.04K
BlackRock, Inc.BLK877$843.29K
Parker-Hannifin CorporationPH876$856.83K
General Dynamics CorporationGD849$300.75K
Manulife Financial CorporationMFC838$33.95K
Global Net Lease, Inc.GNL824$7.37K
Edwards Lifesciences CorporationEW818$74K
Aon plcAON816$270.66K