Stock Taper

HERITAGE WEALTH MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mondelez International, Inc.MDLZ16.25K$940.07K
Genpact LimitedG17K$467.64K
Valero Energy CorporationVLO17.15K$4.47M
Comcast CorporationCMCSA17.92K$439.84K
The Allstate CorporationALL18.27K$4.35M
The Kroger Co.KR19.27K$1.07M
ConocoPhillipsCOP19.82K$2.06M
Bank of America CorporationBAC20.21K$1.15M
Exxon Mobil CorporationXOM20.22K$2.76M
Pfizer Inc.PFE20.77K$500.26K
NVIDIA CorporationNVDA20.96K$4.19M
AbbVie Inc.ABBV21.22K$5.34M
Verizon Communications Inc.VZ23.17K$981K
Chevron CorporationCVX23.56K$3.91M
CSX CorporationCSX26K$1.24M
Johnson & JohnsonJNJ26.96K$6.85M
The Coca-Cola CompanyKO27.61K$2.24M
HP Inc.HPQ28.18K$618.38K
Merck & Co., Inc.MRK28.61K$3.68M
Freeport-McMoRan Inc.FCX29.18K$1.84M