Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Barrick Mining Corporation | B | 8.61K | $316.11K |
 Crown Castle Inc. | CCI | 8.4K | $636.51K |
 Eli Lilly and Company | LLY | 7.99K | $9.58M |
 Altria Group, Inc. | MO | 7.89K | $567.91K |
 Broadcom Inc. | AVGO | 7.85K | $2.96M |
 Bristol-Myers Squibb Company | BMY | 7.71K | $444.13K |
 Eaton Corporation plc | ETN | 7.67K | $3.27M |
 The PNC Financial Services Group, Inc. | PNC | 7.42K | $1.83M |
 Advanced Micro Devices, Inc. | AMD | 7.34K | $4.27M |
 Marathon Petroleum Corporation | MPC | 7.22K | $1.85M |
 KB Home | KBH | 7.09K | $444.08K |
 XPO Logistics, Inc. | XPO | 7K | $1.44M |
 Sempra | SRE | 6.87K | $636.64K |
 The Charles Schwab Corporation | SCHW | 6.73K | $621.25K |
 American Tower Corporation | AMT | 6.69K | $1.09M |
 International Business Machines Corporation | IBM | 6.46K | $1.82M |
 Union Pacific Corporation | UNP | 6.23K | $1.69M |
 QUALCOMM Incorporated | QCOM | 6.15K | $1.14M |
 Novartis AG | NVS | 6.05K | $948.4K |
 Phillips 66 | PSX | 6.02K | $1.02M |