Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Applied Materials, Inc.AMAT6.56K$4.74M
Netflix, Inc.NFLX6.51K$464.88K
CarMax, Inc.KMX6.45K$340.93K
Amphenol CorporationAPH6.43K$1.13M
British American Tobacco p.l.c.BTI6.36K$393.04K
Taiwan Semiconductor Manufacturing Company LimitedTSM6.16K$2.94M
Emerson Electric Co.EMR6K$858.47K
Kinder Morgan, Inc.KMI5.88K$187.95K
Citizens Financial Group, Inc.CFG5.85K$409.91K
NextEra Energy, Inc.NEE5.64K$495.02K
Morgan StanleyMS5.48K$1.15M
Energy Transfer LPET5.1K$97.51K
Enbridge Inc.ENB5.01K$271.65K
Baker Hughes CompanyBKR4.93K$273.5K
The Southern CompanySO4.67K$446.87K
International Business Machines CorporationIBM4.66K$1.31M
The TJX Companies, Inc.TJX4.57K$692.51K
Carrier Global CorporationCARR4.5K$329.78K
GE AerospaceGE4.44K$1.66M
The Charles Schwab CorporationSCHW4.32K$398.79K