HERITAGE WEALTH MANAGEMENT, INC./TEXAS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 9K | $1.47M |
 | SLB | 8K | $417.80K |
 | T | 7K | $204.41K |
 | TRGP | 5K | $1.20M |
 | AAPL | 4K | $1.13M |
 | CVX | 3K | $628.57K |
 | SO | 2K | $202.69K |
 | BRK-B | 2K | $856.81K |
 | AVGO | 1K | $449.54K |
 | JPM | 1K | $372.11K |
 | MSFT | 1K | $431.59K |
 | ABBV | 1K | $240.33K |
 | JNJ | 991 | $242.24K |
 | SPGI | 961 | $408.57K |
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.47M
Slb N.V.
SLB
Shares Held
8K
Value
$417.80K
AT&T Inc.
T
Shares Held
7K
Value
$204.41K
Targa Resources Corp.
TRGP
Shares Held
5K
Value
$1.20M
Apple Inc.
AAPL
Shares Held
4K
Value
$1.13M
Chevron Corporation
CVX
Shares Held
3K
Value
$628.57K
The Southern Company
SO
Shares Held
2K
Value
$202.69K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$856.81K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$449.54K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$372.11K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$431.59K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$240.33K
Johnson & Johnson
JNJ
Shares Held
991
Value
$242.24K
S&P Global Inc.
SPGI
Shares Held
961
Value
$408.57K