Stock Taper

HERITAGE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Costco Wholesale CorporationCOST238$202.3K
Fair Isaac CorporationFICO251$373.66K
Chemed CorporationCHE520$282.21K
Teledyne Technologies IncorporatedTDY722$280.13K
Saia, Inc.SAIA725$343.86K
Berkshire Hathaway Inc.BRK-B755$307.13K
Watsco, Inc.WSO953$441.69K
Lennox International Inc.LII1.03K$549.16K
ASML Holding N.V.ASML1.04K$1.06M
Amazon.com, Inc.AMZN1.07K$206.2K
S&P Global Inc.SPGI1.08K$479.93K
Zebra Technologies CorporationZBRA1.21K$373.5K
Alphabet Inc.GOOG1.24K$227.44K
Pool CorporationPOOL1.25K$384.22K
Balchem CorpBCPC1.34K$205.81K
Broadcom Inc.AVGO1.43K$2.3M
Equifax Inc.EFX1.65K$399.46K
Charles River Laboratories International, Inc.CRL1.69K$349.12K
Deere & CompanyDE1.7K$636.14K
LPL Financial Holdings Inc.LPLA1.71K$478.2K