Stock Taper

HERITAGE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arthur J. Gallagher & Co.AJG6.09K$1.58M
Accenture plcACN5.94K$1.8M
Novartis AGNVS5.93K$631.29K
SM Energy CompanySM5.88K$254.01K
Northern Oil and Gas, Inc.NOG5.84K$217.25K
Stryker CorporationSYK5.62K$1.91M
W. R. Berkley CorporationWRB5.46K$428.91K
Zoetis Inc.ZTS5.39K$934.13K
The Home Depot, Inc.HD5.1K$1.75M
The Cooper Companies, Inc.COO4.93K$430.48K
Check Point Software Technologies Ltd.CHKP4.81K$793.15K
Honeywell International Inc.HON4.79K$1.02M
Philip Morris International Inc.PM4.4K$445.95K
Genuine Parts CompanyGPC4.33K$598.37K
Moelis & CompanyMC4.27K$242.82K
Dolby Laboratories, Inc.DLB4.1K$325.01K
Korn FerryKFY3.61K$242.59K
BJ's Wholesale Club Holdings, Inc.BJ3.52K$308.76K
Teradyne, Inc.TER3.5K$519.39K
The Scotts Miracle-Gro CompanySMG3.49K$226.84K