Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 U.S. Bancorp | USB | 275.1K | $16.62M |
 The Procter & Gamble Company | PG | 125.34K | $18.38M |
 AT&T Inc. | T | 91.89K | $1.9M |
 Walmart Inc. | WMT | 70.52K | $7.99M |
 Apple Inc. | AAPL | 65.78K | $19.03M |
 Huntington Bancshares Incorporated | HBAN | 55.53K | $984.48K |
 Energy Transfer LP | ET | 55.31K | $1.06M |
 Cisco Systems, Inc. | CSCO | 54.4K | $6.39M |
 Microsoft Corporation | MSFT | 35.77K | $13.34M |
 Cincinnati Financial Corporation | CINF | 32.43K | $6M |
 Cameco Corporation | CCJ | 30.13K | $3.07M |
 JPMorgan Chase & Co. | JPM | 29.38K | $9.62M |
 Freeport-McMoRan Inc. | FCX | 29.18K | $1.84M |
 Merck & Co., Inc. | MRK | 28.61K | $3.68M |
 HP Inc. | HPQ | 28.18K | $618.38K |
 The Coca-Cola Company | KO | 27.61K | $2.24M |
 Johnson & Johnson | JNJ | 26.96K | $6.85M |
 CSX Corporation | CSX | 26K | $1.24M |
 Chevron Corporation | CVX | 23.56K | $3.91M |
 Verizon Communications Inc. | VZ | 23.17K | $981K |