Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC./TEXAS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 S&P Global Inc. | SPGI | 961 | $391.2K |
 Johnson & Johnson | JNJ | 992 | $252.04K |
 AbbVie Inc. | ABBV | 1.11K | $278.89K |
 Microsoft Corporation | MSFT | 1.17K | $435.12K |
 JPMorgan Chase & Co. | JPM | 1.24K | $404.73K |
 Broadcom Inc. | AVGO | 1.45K | $548.67K |
 Berkshire Hathaway Inc. | BRK-B | 1.79K | $894.7K |
 The Southern Company | SO | 2.1K | $200.99K |
 Chevron Corporation | CVX | 2.64K | $437.73K |
 Targa Resources Corp. | TRGP | 4.8K | $1.29M |
 Apple Inc. | AAPL | 5.47K | $1.58M |
 Slb N.V. | SLB | 8.14K | $378.28K |
 Exxon Mobil Corporation | XOM | 9.14K | $1.25M |
 Paramount Skydance Corporation Class B Common Stock | PSKY | 15K | $147.9K |
 Pfizer Inc. | PFE | 23.6K | $568.23K |