Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 New Jersey Resources Corporation | NJR | 800 | $44.83K |
 Salesforce, Inc. | CRM | 799 | $125.17K |
 EOG Resources, Inc. | EOG | 796 | $103.27K |
 Chubb Limited | CB | 786 | $267.82K |
 Thermo Fisher Scientific Inc. | TMO | 745 | $373.51K |
 Tesla, Inc. | TSLA | 734 | $308.72K |
 Lam Research Corporation | LRCX | 730 | $316.33K |
 UGI Corporation | UGI | 720 | $24.87K |
 Colgate-Palmolive Company | CL | 716 | $65.64K |
 Teledyne Technologies Incorporated | TDY | 708 | $472.17K |
 Apollo Commercial Real Estate Finance, Inc. | ARI | 700 | $7.48K |
 Titan America S.A. | TTAM | 692 | $12.91K |
 General Motors Company | GM | 674 | $51.96K |
 The Hanover Insurance Group, Inc. | THG | 673 | $144.1K |
 United Rentals, Inc. | URI | 672 | $761.3K |
 Exelon Corporation | EXC | 667 | $31.1K |
 Burke & Herbert Financial Services Corp. | BHRB | 666 | $47.86K |
 Unilever PLC | UL | 666 | $40.04K |
 Evergy, Inc. | EVRG | 658 | $56.87K |
 Medtronic plc | MDT | 652 | $51.02K |