Stock Taper

HERITAGE WEALTH MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Clorox CompanyCLX2.18K$208.11K
Honeywell International Inc.HON2.2K$492.47K
American Financial Group, Inc.AFG2.25K$314.87K
The Boeing CompanyBA2.29K$496.15K
Jabil Inc.JBL2.31K$888.53K
Yum! Brands, Inc.YUM2.31K$369.28K
The Travelers Companies, Inc.TRV2.33K$769.18K
Corning IncGLW2.39K$611.5K
Air Products and Chemicals, Inc.APD2.42K$708.91K
Starbucks CorporationSBUX2.55K$260.58K
Cardinal Health, Inc.CAH2.56K$609.34K
Cencora, Inc.COR2.64K$747.35K
Norfolk Southern CorporationNSC2.67K$838.7K
Micron Technology, Inc.MU2.81K$3.24M
Visa Inc.V2.83K$969.57K
Berkshire Hathaway Inc.BRK-B2.96K$1.48M
Amgen Inc.AMGN3.12K$1.13M
3M CompanyMMM3.15K$510.19K
Automatic Data Processing, Inc.ADP3.21K$719.55K
MetLife, Inc.MET3.24K$274.22K