Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Salesforce, Inc. | CRM | 4.53K | $709.36K |
 Intel Corp. | INTC | 4.62K | $644.95K |
 Aflac Incorporated | AFL | 4.77K | $558.81K |
 Waste Management, Inc. | WM | 5.16K | $1.15M |
 Deere & Company | DE | 5.19K | $3.29M |
 Sysco Corporation | SYY | 5.3K | $442.97K |
 Canadian Pacific Kansas City Ltd. | CP | 5.42K | $469.99K |
 Newmont Corporation | NEM | 5.45K | $509.03K |
 Piper Sandler Companies | PIPR | 5.54K | $401.05K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.65K | $2.7M |
 Public Service Enterprise Group Incorporated | PEG | 5.73K | $464.8K |
 Caterpillar Inc. | CAT | 5.81K | $6.19M |
 Phillips 66 | PSX | 6.02K | $1.02M |
 Novartis AG | NVS | 6.05K | $948.4K |
 QUALCOMM Incorporated | QCOM | 6.15K | $1.14M |
 Union Pacific Corporation | UNP | 6.23K | $1.69M |
 International Business Machines Corporation | IBM | 6.46K | $1.82M |
 American Tower Corporation | AMT | 6.69K | $1.09M |
 The Charles Schwab Corporation | SCHW | 6.73K | $621.25K |
 Sempra | SRE | 6.87K | $636.64K |