Stock Taper

HERITAGE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Texas Instruments IncorporatedTXN6.8K$1.32M
Altria Group, Inc.MO7.11K$323.86K
EOG Resources, Inc.EOG7.15K$900.33K
Microsoft CorporationMSFT7.64K$3.41M
Medtronic plcMDT7.99K$628.8K
Lowe's Companies, Inc.LOW8.06K$1.78M
Rollins, Inc.ROL8.34K$407.03K
Sony Group CorporationSONY8.46K$718.38K
Alcon Inc.ALC8.46K$754.07K
AbbVie Inc.ABBV8.9K$1.53M
AstraZeneca PLCAZN9.1K$709.79K
Analog Devices, Inc.ADI9.15K$2.09M
CNX Resources CorporationCNX9.3K$225.97K
Intercontinental Exchange, Inc.ICE9.45K$1.29M
Jacobs Solutions Inc.J9.61K$1.34M
TotalEnergies SETTE9.85K$656.55K
Bentley Systems, IncorporatedBSY10.1K$498.69K
TE Connectivity plcTEL10.2K$1.53M
Zurn Elkay Water Solutions CorporationZWS11.6K$341.04K
RTX CorporationRTX12.18K$1.22M