Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hewlett Packard Enterprise CompanyHPE400$18.04K
Avista CorporationAVA400$16.36K
CMS Energy CorporationCMS400$30.6K
Banco Santander, S.A.SAN400$5.52K
Adobe Inc.ADBE389$79.75K
Solventum CorporationSOLV386$29.78K
Deere & CompanyDE379$240.41K
Western Midstream Partners, LPWES375$16.41K
AstraZeneca PLCAZN357$67.69K
Brookfield Renewable Partners L.P.BEP354$12.29K
Xylem Inc.XYL326$38.54K
Ball CorporationBALL325$20.28K
Cigna CorporationCI321$88.49K
Baxter International Inc.BAX320$6.82K
Dow Inc.DOW319$8.73K
Cardinal Health, Inc.CAH319$75.86K
Shopify Inc.SHOP310$35.4K
Viatris Inc.VTRS306$4.86K
U.S. BancorpUSB305$18.42K
Ingredion IncorporatedINGR302$28.6K