Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sony Group CorporationSONY90$1.8K
VeriSign, Inc.VRSN84$21.13K
Millrose Properties, Inc.MRP83$2.49K
Unum GroupUNM83$7.42K
Equifax Inc.EFX82$13.02K
Linde plcLIN82$42.55K
Welltower Inc.WELL77$17.48K
CoStar Group, Inc.CSGP76$2.15K
S&P Global Inc.SPGI76$30.95K
Carpenter Technology CorporationCRS75$46.26K
Tapestry, Inc.TPR74$10.83K
Charter Communications, Inc.CHTR72$10.24K
First Solar, Inc.FSLR70$16.52K
Delta Air Lines, Inc.DAL70$6.56K
Intercontinental Exchange, Inc.ICE68$8.37K
Advanced Drainage Systems, Inc.WMS66$10.36K
Carnival Corporation & plcCCL66$1.89K
Reddit, Inc.RDDT66$11.45K
Fluor CorporationFLR66$3.46K
Elme CommunitiesELME65$96