HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 92K | $2.68M |
 | AAPL | 67K | $17.08M |
 | CSCO | 57K | $4.45M |
 | ET | 56K | $1.08M |
 | HPQ | 30K | $583.70K |
 | CCJ | 30K | $3.29M |
 | JPM | 30K | $8.73M |
 | FCX | 30K | $1.73M |
 | MRK | 29K | $3.44M |
 | VZ | 23K | $1.17M |
 | ABBV | 22K | $4.69M |
 | NVDA | 21K | $3.63M |
 | XOM | 20K | $3.46M |
 | BAC | 20K | $989.37K |
 | COP | 20K | $2.63M |
 | G | 19K | $706.07K |
 | ALL | 18K | $3.81M |
 | CMCSA | 18K | $514.32K |
 | VLO | 18K | $4.40M |
 | DUK | 16K | $2.12M |
AT&T Inc.
T
Shares Held
92K
Value
$2.68M
Apple Inc.
AAPL
Shares Held
67K
Value
$17.08M
Cisco Systems, Inc.
CSCO
Shares Held
57K
Value
$4.45M
Energy Transfer LP
ET
Shares Held
56K
Value
$1.08M
HP Inc.
HPQ
Shares Held
30K
Value
$583.70K
Cameco Corporation
CCJ
Shares Held
30K
Value
$3.29M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$8.73M
Freeport-McMoRan Inc.
FCX
Shares Held
30K
Value
$1.73M
Merck & Co., Inc.
MRK
Shares Held
29K
Value
$3.44M
Verizon Communications Inc.
VZ
Shares Held
23K
Value
$1.17M
AbbVie Inc.
ABBV
Shares Held
22K
Value
$4.69M
NVIDIA Corporation
NVDA
Shares Held
21K
Value
$3.63M
Exxon Mobil Corporation
XOM
Shares Held
20K
Value
$3.46M
Bank of America Corporation
BAC
Shares Held
20K
Value
$989.37K
ConocoPhillips
COP
Shares Held
20K
Value
$2.63M
Genpact Limited
G
Shares Held
19K
Value
$706.07K
The Allstate Corporation
ALL
Shares Held
18K
Value
$3.81M
Comcast Corporation
CMCSA
Shares Held
18K
Value
$514.32K
Valero Energy Corporation
VLO
Shares Held
18K
Value
$4.40M
Duke Energy Corporation
DUK
Shares Held
16K
Value
$2.12M