Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 XPO Logistics, Inc. | XPO | 7K | $1.44M |
 KB Home | KBH | 7.09K | $444.08K |
 Marathon Petroleum Corporation | MPC | 7.22K | $1.85M |
 Advanced Micro Devices, Inc. | AMD | 7.34K | $4.27M |
 The PNC Financial Services Group, Inc. | PNC | 7.42K | $1.83M |
 Eaton Corporation plc | ETN | 7.67K | $3.27M |
 Bristol-Myers Squibb Company | BMY | 7.71K | $444.13K |
 Broadcom Inc. | AVGO | 7.85K | $2.96M |
 Altria Group, Inc. | MO | 7.89K | $567.91K |
 Eli Lilly and Company | LLY | 7.99K | $9.58M |
 Crown Castle Inc. | CCI | 8.4K | $636.51K |
 Barrick Mining Corporation | B | 8.61K | $316.11K |
 Emerson Electric Co. | EMR | 9.39K | $1.34M |
 Archer-Daniels-Midland Company | ADM | 9.44K | $721.37K |
 McDonald's Corporation | MCD | 9.67K | $2.61M |
 Analog Devices, Inc. | ADI | 10.13K | $4.02M |
 Amazon.com, Inc. | AMZN | 10.16K | $2.42M |
 Xcel Energy Inc. | XEL | 10.34K | $830.51K |
 Alphabet Inc. | GOOG | 10.63K | $3.76M |
 RTX Corporation | RTX | 10.66K | $2.02M |