Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nucor Corporation | NUE | 1.55K | $345.71K |
 American Express Company | AXP | 1.5K | $508.05K |
 Meta Platforms, Inc. | META | 1.49K | $840.43K |
 Toyota Motor Corporation | TM | 1.28K | $215.48K |
 UnitedHealth Group Incorporated | UNH | 1.22K | $505.41K |
 CME Group Inc. | CME | 1.2K | $265.41K |
 TD Synnex Corp | SNX | 1.2K | $321.07K |
 Keysight Technologies, Inc. | KEYS | 1.14K | $397.33K |
 Elevance Health Inc. | ELV | 1.11K | $427.9K |
 Tesla, Inc. | TSLA | 1.06K | $447.52K |
 Vertiv Holdings Co | VRT | 1.04K | $349.89K |
 Evercore Inc. | EVR | 1K | $341.44K |
 Texas Instruments Incorporated | TXN | 989 | $294.79K |
 Illinois Tool Works Inc. | ITW | 978 | $264.52K |
 Applied Materials, Inc. | AMAT | 952 | $688.3K |
 Northrop Grumman Corporation | NOC | 933 | $475.19K |
 Teradyne, Inc. | TER | 883 | $427.23K |
 Western Digital Corporation | WDC | 854 | $545.47K |
 GE Vernova Inc. | GEV | 845 | $992.76K |
 Snowflake Inc. | SNOW | 835 | $212.51K |