Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC. /CA/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 JPMorgan Chase & Co. | JPM | 1.62K | $529.05K |
 Merck & Co., Inc. | MRK | 1.66K | $212.93K |
 Stryker Corporation | SYK | 2.45K | $770.46K |
 Chevron Corporation | CVX | 2.73K | $451.99K |
 Johnson & Johnson | JNJ | 2.81K | $713.48K |
 Meta Platforms, Inc. | META | 2.82K | $1.59M |
 The Home Depot, Inc. | HD | 2.87K | $1.01M |
 QUALCOMM Incorporated | QCOM | 2.88K | $532.73K |
 PepsiCo, Inc. | PEP | 2.95K | $399.36K |
 RTX Corporation | RTX | 3.09K | $585.7K |
 Exxon Mobil Corporation | XOM | 3.24K | $443.07K |
 Starbucks Corporation | SBUX | 3.64K | $371.97K |
 Oracle Corporation | ORCL | 3.7K | $542.35K |
 Microsoft Corporation | MSFT | 5.25K | $1.96M |
 Cisco Systems, Inc. | CSCO | 5.93K | $696.25K |
 Alphabet Inc. | GOOGL | 6.2K | $2.22M |
 Amazon.com, Inc. | AMZN | 6.54K | $1.56M |
 Amcor plc | AMCR | 7.97K | $345.5K |
 Nu Holdings Ltd. | NU | 10.01K | $133.75K |
 Blue Owl Capital Inc. | OWL | 11.54K | $100.99K |