Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Evercore Inc. | EVR | 1K | $341.44K |
 Vertiv Holdings Co | VRT | 1.04K | $349.89K |
 Tesla, Inc. | TSLA | 1.06K | $447.52K |
 Elevance Health Inc. | ELV | 1.11K | $427.9K |
 Keysight Technologies, Inc. | KEYS | 1.14K | $397.33K |
 TD Synnex Corp | SNX | 1.2K | $321.07K |
 CME Group Inc. | CME | 1.2K | $265.41K |
 UnitedHealth Group Incorporated | UNH | 1.22K | $505.41K |
 Toyota Motor Corporation | TM | 1.28K | $215.48K |
 Meta Platforms, Inc. | META | 1.49K | $840.43K |
 American Express Company | AXP | 1.5K | $508.05K |
 Nucor Corporation | NUE | 1.55K | $345.71K |
 Motorola Solutions, Inc. | MSI | 1.68K | $696.03K |
 Generac Holdings Inc. | GNRC | 1.69K | $493.38K |
 Costco Wholesale Corporation | COST | 1.75K | $1.64M |
 The TJX Companies, Inc. | TJX | 1.8K | $272.7K |
 Marsh & McLennan Companies, Inc. | MRSH | 1.85K | $308.67K |
 Prologis, Inc. | PLD | 1.88K | $255.22K |
 Prudential Financial, Inc. | PRU | 2.06K | $221.9K |
 Lam Research Corporation | LRCX | 2.09K | $905.23K |