Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC. /CA/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 130 | $220.66K |
 CrowdStrike Holdings, Inc. | CRWD | 325 | $248.02K |
 Caterpillar Inc. | CAT | 455 | $484.53K |
 Lockheed Martin Corporation | LMT | 475 | $241.99K |
 Costco Wholesale Corporation | COST | 514 | $480.77K |
 UnitedHealth Group Incorporated | UNH | 526 | $218.62K |
 Applied Materials, Inc. | AMAT | 613 | $443.2K |
 Lam Research Corporation | LRCX | 703 | $304.63K |
 Axon Enterprise, Inc. | AXON | 713 | $399.71K |
 Visa Inc. | V | 858 | $294.37K |
 AbbVie Inc. | ABBV | 931 | $234.28K |
 McDonald's Corporation | MCD | 965 | $260.85K |
 Eli Lilly and Company | LLY | 1.01K | $1.21M |
 Micron Technology, Inc. | MU | 1.02K | $1.18M |
 Corning Inc | GLW | 1.17K | $298.85K |
 Texas Instruments Incorporated | TXN | 1.18K | $351.43K |
 Advanced Micro Devices, Inc. | AMD | 1.24K | $720.91K |
 Berkshire Hathaway Inc. | BRK-B | 1.27K | $635.5K |
 Tesla, Inc. | TSLA | 1.32K | $554.35K |
 Alphabet Inc. | GOOG | 1.32K | $467.1K |