Stock Taper

HERITAGE WEALTH MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cencora, Inc.COR2.64K$747.35K
Cardinal Health, Inc.CAH2.56K$609.34K
Starbucks CorporationSBUX2.55K$260.58K
Air Products and Chemicals, Inc.APD2.42K$708.91K
Corning IncGLW2.39K$611.5K
The Travelers Companies, Inc.TRV2.33K$769.18K
Yum! Brands, Inc.YUM2.31K$369.28K
Jabil Inc.JBL2.31K$888.53K
The Boeing CompanyBA2.29K$496.15K
American Financial Group, Inc.AFG2.25K$314.87K
Honeywell International Inc.HON2.2K$492.47K
The Clorox CompanyCLX2.18K$208.11K
Lam Research CorporationLRCX2.09K$905.23K
Prudential Financial, Inc.PRU2.06K$221.9K
Prologis, Inc.PLD1.88K$255.22K
Marsh & McLennan Companies, Inc.MRSH1.85K$308.67K
The TJX Companies, Inc.TJX1.8K$272.7K
Costco Wholesale CorporationCOST1.75K$1.64M
Generac Holdings Inc.GNRC1.69K$493.38K
Motorola Solutions, Inc.MSI1.68K$696.03K