Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Compass, Inc. | COMP | 115 | $1.41K |
 American Water Works Company, Inc. | AWK | 114 | $15K |
 Yum! Brands, Inc. | YUM | 113 | $18.06K |
 O'Reilly Automotive, Inc. | ORLY | 113 | $10.41K |
 Vertiv Holdings Co | VRT | 109 | $36.49K |
 T-Mobile US, Inc. | TMUS | 104 | $17.44K |
 Marvell Technology, Inc. | MRVL | 103 | $30.57K |
 Brown-Forman Corporation | BF-B | 103 | $2.73K |
 Keysight Technologies, Inc. | KEYS | 102 | $35.71K |
 Arista Networks, Inc. | ANET | 101 | $17.16K |
 Marsh & McLennan Companies, Inc. | MRSH | 101 | $16.83K |
 Prospect Capital Corporation | PSEC | 100 | $231 |
 Alexandria Real Estate Equities, Inc. | ARE | 100 | $5.29K |
 IonQ, Inc. | IONQ | 100 | $5.33K |
 Upstart Holdings, Inc. | UPST | 100 | $3.54K |
 Firefly Aerospace Inc. | FLY | 100 | $2.94K |
 Uber Technologies, Inc. | UBER | 98 | $7.07K |
 Dollar General Corporation | DG | 96 | $11.04K |
 Snap-on Incorporated | SNA | 94 | $37.83K |
 Campbell Soup Company | CPB | 93 | $2.07K |