Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 10.76K | $3.85M |
 Weyerhaeuser Company | WY | 10.88K | $260.47K |
 Joby Aviation, Inc. | JOBY | 11K | $98.12K |
 Vale S.A. | VALE | 11K | $165.44K |
 Cintas Corporation | CTAS | 11.06K | $1.88M |
 PepsiCo, Inc. | PEP | 11.16K | $1.51M |
 Vitesse Energy, Inc. | VTS | 11.2K | $176.6K |
 Johnson Controls International plc | JCI | 11.28K | $1.65M |
 Enbridge Inc. | ENB | 11.91K | $645.51K |
 NextEra Energy, Inc. | NEE | 12.1K | $1.06M |
 Philip Morris International Inc. | PM | 12.18K | $2.2M |
 Chubb Limited | CB | 12.69K | $4.32M |
 Abbott Laboratories | ABT | 13.21K | $1.2M |
 KLA Corporation | KLAC | 13.57K | $4.09M |
 Oracle Corporation | ORCL | 13.58K | $1.99M |
 Encompass Health Corporation | EHC | 14.19K | $1.43M |
 Byrna Technologies Inc. | BYRN | 14.5K | $97.3K |
 American Homes 4 Rent | AMH | 15.8K | $529.75K |
 Fifth Third Bancorp | FITB | 15.91K | $896.96K |
 Duke Energy Corporation | DUK | 16.21K | $2.05M |