Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AbbVie Inc. | ABBV | 21.22K | $5.34M |
 NVIDIA Corporation | NVDA | 20.96K | $4.19M |
 Pfizer Inc. | PFE | 20.77K | $500.26K |
 Exxon Mobil Corporation | XOM | 20.22K | $2.76M |
 Bank of America Corporation | BAC | 20.21K | $1.15M |
 ConocoPhillips | COP | 19.82K | $2.06M |
 The Kroger Co. | KR | 19.27K | $1.07M |
 The Allstate Corporation | ALL | 18.27K | $4.35M |
 Comcast Corporation | CMCSA | 17.92K | $439.84K |
 Valero Energy Corporation | VLO | 17.15K | $4.47M |
 Genpact Limited | G | 17K | $467.64K |
 Mondelez International, Inc. | MDLZ | 16.25K | $940.07K |
 Duke Energy Corporation | DUK | 16.21K | $2.05M |
 Fifth Third Bancorp | FITB | 15.91K | $896.96K |
 American Homes 4 Rent | AMH | 15.8K | $529.75K |
 Byrna Technologies Inc. | BYRN | 14.5K | $97.3K |
 Encompass Health Corporation | EHC | 14.19K | $1.43M |
 Oracle Corporation | ORCL | 13.58K | $1.99M |
 KLA Corporation | KLAC | 13.57K | $4.09M |
 Abbott Laboratories | ABT | 13.21K | $1.2M |