
HERITAGE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | HLN | 85K | $700.47K |
![]() | XPEL | 82K | $2.91M |
![]() | CMCSA | 28K | $1.09M |
![]() | INTC | 27K | $837.77K |
![]() | RELX | 21K | $956.11K |
![]() | SU | 19K | $710.81K |
![]() | AAPL | 16K | $3.33M |
![]() | CSCO | 14K | $687.63K |
![]() | EMR | 14K | $1.52M |
![]() | GTN | 14K | $70.71K |
![]() | COP | 14K | $1.54M |
![]() | SHO | 13K | $140.07K |
![]() | VIAV | 13K | $91.58K |
![]() | MRK | 13K | $1.62M |
![]() | WFC | 13K | $762.18K |
![]() | RTX | 12K | $1.22M |
![]() | ZWS | 12K | $341.04K |
![]() | TEL | 10K | $1.53M |
![]() | BSY | 10K | $498.69K |
![]() | TTE | 10K | $656.55K |

Haleon plc
HLN
Shares Held
85K
Value
$700.47K

XPEL, Inc.
XPEL
Shares Held
82K
Value
$2.91M

Comcast Corporation
CMCSA
Shares Held
28K
Value
$1.09M

Intel Corporation
INTC
Shares Held
27K
Value
$837.77K

RELX Plc
RELX
Shares Held
21K
Value
$956.11K

Suncor Energy Inc.
SU
Shares Held
19K
Value
$710.81K

Apple Inc.
AAPL
Shares Held
16K
Value
$3.33M

Cisco Systems, Inc.
CSCO
Shares Held
14K
Value
$687.63K

Emerson Electric Co.
EMR
Shares Held
14K
Value
$1.52M

Gray Media, Inc.
GTN
Shares Held
14K
Value
$70.71K

ConocoPhillips
COP
Shares Held
14K
Value
$1.54M

Sunstone Hotel Investors, Inc.
SHO
Shares Held
13K
Value
$140.07K

Viavi Solutions Inc.
VIAV
Shares Held
13K
Value
$91.58K

Merck & Co., Inc.
MRK
Shares Held
13K
Value
$1.62M

Wells Fargo & Company
WFC
Shares Held
13K
Value
$762.18K

RTX Corporation
RTX
Shares Held
12K
Value
$1.22M

Zurn Elkay Water Solutions Corporation
ZWS
Shares Held
12K
Value
$341.04K

TE Connectivity Ltd.
TEL
Shares Held
10K
Value
$1.53M

Bentley Systems, Incorporated
BSY
Shares Held
10K
Value
$498.69K

TotalEnergies SE
TTE
Shares Held
10K
Value
$656.55K
