Stock Taper

HERITAGE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Jacobs Solutions Inc.J9.61K$1.34M
Intercontinental Exchange, Inc.ICE9.45K$1.29M
CNX Resources CorporationCNX9.3K$225.97K
Analog Devices, Inc.ADI9.15K$2.09M
AstraZeneca PLCAZN9.1K$709.79K
AbbVie Inc.ABBV8.9K$1.53M
Alcon Inc.ALC8.46K$754.07K
Sony Group CorporationSONY8.46K$718.38K
Rollins, Inc.ROL8.34K$407.03K
Lowe's Companies, Inc.LOW8.06K$1.78M
Medtronic plcMDT7.99K$628.8K
Microsoft CorporationMSFT7.64K$3.41M
EOG Resources, Inc.EOG7.15K$900.33K
Altria Group, Inc.MO7.11K$323.86K
Texas Instruments IncorporatedTXN6.8K$1.32M
Novo Nordisk A/SNVO6.74K$962.4K
Marcus & Millichap, Inc.MMI6.57K$206.99K
Benchmark Electronics, Inc.BHE6.49K$256K
Abbott LaboratoriesABT6.22K$646.19K
Visa Inc.V6.09K$1.6M