Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Raymond James Financial, Inc.RJF13.19K$2M
Visa Inc.V12.22K$4.19M
Genworth Financial, Inc.GNW11.48K$108.72K
Verizon Communications Inc.VZ10.38K$439.36K
AT&T Inc.T10.1K$208.99K
Lowe's Companies, Inc.LOW9.52K$2.1M
The Procter & Gamble CompanyPG9.29K$1.36M
Broadcom Inc.AVGO8.91K$3.37M
Fastenal CompanyFAST8.73K$419.11K
Intel Corp.INTC8.7K$1.21M
Oracle CorporationORCL8.03K$1.18M
D-Wave Quantum Inc.QBTS7.99K$191.56K
Microchip Technology IncorporatedMCHP7.61K$694.21K
AbbVie Inc.ABBV7.57K$1.91M
Chevron CorporationCVX7.53K$1.25M
Teck Resources LimitedTECK7.45K$442.86K
Markel CorporationMKL7.27K$14.2M
Abbott LaboratoriesABT6.76K$613.04K
Brookfield Asset Management Ltd.BAM6.65K$298.16K
Sysco CorporationSYY6.58K$550.29K