Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 5.81K | $6.19M |
 Public Service Enterprise Group Incorporated | PEG | 5.73K | $464.8K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.65K | $2.7M |
 Piper Sandler Companies | PIPR | 5.54K | $401.05K |
 Newmont Corporation | NEM | 5.45K | $509.03K |
 Canadian Pacific Kansas City Ltd. | CP | 5.42K | $469.99K |
 Sysco Corporation | SYY | 5.3K | $442.97K |
 Deere & Company | DE | 5.19K | $3.29M |
 Waste Management, Inc. | WM | 5.16K | $1.15M |
 Aflac Incorporated | AFL | 4.77K | $558.81K |
 Intel Corp. | INTC | 4.62K | $644.95K |
 Salesforce, Inc. | CRM | 4.53K | $709.36K |
 The Southern Company | SO | 4.46K | $426.48K |
 AstraZeneca PLC | AZN | 4.42K | $837.17K |
 Microchip Technology Incorporated | MCHP | 4.35K | $396.63K |
 American Electric Power Company, Inc. | AEP | 4.26K | $582.81K |
 Wells Fargo & Company | WFC | 4.23K | $349.76K |
 Liberty Media Corporation | FWONK | 4.2K | $399.11K |
 Occidental Petroleum Corporation | OXY | 4.15K | $201.57K |
 Zoetis Inc. | ZTS | 4.12K | $295.99K |