Stock Taper

HERITAGE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Moelis & CompanyMC4.27K$242.82K
Genuine Parts CompanyGPC4.33K$598.37K
Philip Morris International Inc.PM4.4K$445.95K
Honeywell International Inc.HON4.79K$1.02M
Check Point Software Technologies Ltd.CHKP4.81K$793.15K
The Cooper Companies, Inc.COO4.93K$430.48K
The Home Depot, Inc.HD5.1K$1.75M
Zoetis Inc.ZTS5.39K$934.13K
W. R. Berkley CorporationWRB5.46K$428.91K
Stryker CorporationSYK5.62K$1.91M
Northern Oil and Gas, Inc.NOG5.84K$217.25K
SM Energy CompanySM5.88K$254.01K
Novartis AGNVS5.93K$631.29K
Accenture plcACN5.94K$1.8M
Arthur J. Gallagher & Co.AJG6.09K$1.58M
Visa Inc.V6.09K$1.6M
Abbott LaboratoriesABT6.22K$646.19K
Benchmark Electronics, Inc.BHE6.49K$256K
Marcus & Millichap, Inc.MMI6.57K$206.99K
Novo Nordisk A/SNVO6.74K$962.4K