Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Globe Life Inc. | GL | 4.04K | $721.33K |
 D.R. Horton, Inc. | DHI | 4.01K | $653.15K |
 Dominion Energy, Inc. | D | 3.98K | $271.45K |
 Intercontinental Exchange, Inc. | ICE | 3.88K | $477.67K |
 American Water Works Company, Inc. | AWK | 3.75K | $493.43K |
 Dollar General Corporation | DG | 3.74K | $430.51K |
 Stryker Corporation | SYK | 3.66K | $1.15M |
 Carrier Global Corporation | CARR | 3.65K | $267.43K |
 GE Aerospace | GE | 3.54K | $1.32M |
 WESCO International, Inc. | WCC | 3.44K | $1.19M |
 Palantir Technologies Inc. | PLTR | 3.42K | $398.55K |
 The Home Depot, Inc. | HD | 3.24K | $1.14M |
 MetLife, Inc. | MET | 3.24K | $274.22K |
 Automatic Data Processing, Inc. | ADP | 3.21K | $719.55K |
 3M Company | MMM | 3.15K | $510.19K |
 Amgen Inc. | AMGN | 3.12K | $1.13M |
 Berkshire Hathaway Inc. | BRK-B | 2.96K | $1.48M |
 Visa Inc. | V | 2.83K | $969.57K |
 Micron Technology, Inc. | MU | 2.81K | $3.24M |
 Norfolk Southern Corporation | NSC | 2.67K | $838.7K |