Stock Taper

HERITAGE WEALTH MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
JPMorgan Chase & Co.JPM29.38K$9.62M
Cameco CorporationCCJ30.13K$3.07M
Cincinnati Financial CorporationCINF32.43K$6M
Microsoft CorporationMSFT35.77K$13.34M
Cisco Systems, Inc.CSCO54.4K$6.39M
Energy Transfer LPET55.31K$1.06M
Huntington Bancshares IncorporatedHBAN55.53K$984.48K
Apple Inc.AAPL65.78K$19.03M
Walmart Inc.WMT70.52K$7.99M
AT&T Inc.T91.89K$1.9M
The Procter & Gamble CompanyPG125.34K$18.38M
U.S. BancorpUSB275.1K$16.62M