Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Entergy CorporationETR4.28K$491.14K
Fortinet, Inc.FTNT4.06K$623.24K
Shell plcSHEL4K$309.93K
Blackstone Inc.BX3.97K$467.15K
QUALCOMM IncorporatedQCOM3.92K$724.01K
Corning IncGLW3.87K$988.51K
The Kraft Heinz CompanyKHC3.74K$88.39K
Starbucks CorporationSBUX3.74K$382.07K
Main Street Capital CorporationMAIN3.6K$186.77K
Regions Financial CorporationRF3.44K$103.8K
Trane Technologies plcTT3.42K$1.68M
Automatic Data Processing, Inc.ADP3.4K$761.5K
Gen Digital Inc.GEN3K$74.79K
EPR PropertiesEPR3K$174.03K
Albemarle CorporationALB3K$405.09K
Norfolk Southern CorporationNSC2.95K$929.3K
Cintas CorporationCTAS2.92K$497.31K
Ford Motor CompanyF2.92K$40.59K
Wells Fargo & CompanyWFC2.91K$240.32K
Southwest Airlines Co.LUV2.87K$147.57K