Stock Taper

HERITAGE WEALTH MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Home Depot, Inc.HD3.24K$1.14M
Palantir Technologies Inc.PLTR3.42K$398.55K
WESCO International, Inc.WCC3.44K$1.19M
GE AerospaceGE3.54K$1.32M
Carrier Global CorporationCARR3.65K$267.43K
Stryker CorporationSYK3.66K$1.15M
Dollar General CorporationDG3.74K$430.51K
American Water Works Company, Inc.AWK3.75K$493.43K
Intercontinental Exchange, Inc.ICE3.88K$477.67K
Dominion Energy, Inc.D3.98K$271.45K
D.R. Horton, Inc.DHI4.01K$653.15K
Globe Life Inc.GL4.04K$721.33K
Zoetis Inc.ZTS4.12K$295.99K
Occidental Petroleum CorporationOXY4.15K$201.57K
Liberty Media CorporationFWONK4.2K$399.11K
Wells Fargo & CompanyWFC4.23K$349.76K
American Electric Power Company, Inc.AEP4.26K$582.81K
Microchip Technology IncorporatedMCHP4.35K$396.63K
AstraZeneca PLCAZN4.42K$837.17K
The Southern CompanySO4.46K$426.48K