Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chubb Limited | CB | 12.69K | $4.32M |
 Philip Morris International Inc. | PM | 12.18K | $2.2M |
 NextEra Energy, Inc. | NEE | 12.1K | $1.06M |
 Enbridge Inc. | ENB | 11.91K | $645.51K |
 Johnson Controls International plc | JCI | 11.28K | $1.65M |
 Vitesse Energy, Inc. | VTS | 11.2K | $176.6K |
 PepsiCo, Inc. | PEP | 11.16K | $1.51M |
 Cintas Corporation | CTAS | 11.06K | $1.88M |
 Joby Aviation, Inc. | JOBY | 11K | $98.12K |
 Vale S.A. | VALE | 11K | $165.44K |
 Weyerhaeuser Company | WY | 10.88K | $260.47K |
 Alphabet Inc. | GOOGL | 10.76K | $3.85M |
 RTX Corporation | RTX | 10.66K | $2.02M |
 Alphabet Inc. | GOOG | 10.63K | $3.76M |
 Xcel Energy Inc. | XEL | 10.34K | $830.51K |
 Amazon.com, Inc. | AMZN | 10.16K | $2.42M |
 Analog Devices, Inc. | ADI | 10.13K | $4.02M |
 McDonald's Corporation | MCD | 9.67K | $2.61M |
 Archer-Daniels-Midland Company | ADM | 9.44K | $721.37K |
 Emerson Electric Co. | EMR | 9.39K | $1.34M |