Stock Taper 
HERITAGE WEALTH MANAGEMENT, INC. /CA/
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RTX Corporation | RTX | 3.09K | $585.7K |
 PepsiCo, Inc. | PEP | 2.95K | $399.36K |
 QUALCOMM Incorporated | QCOM | 2.88K | $532.73K |
 The Home Depot, Inc. | HD | 2.87K | $1.01M |
 Meta Platforms, Inc. | META | 2.82K | $1.59M |
 Johnson & Johnson | JNJ | 2.81K | $713.48K |
 Chevron Corporation | CVX | 2.73K | $451.99K |
 Stryker Corporation | SYK | 2.45K | $770.46K |
 Merck & Co., Inc. | MRK | 1.66K | $212.93K |
 JPMorgan Chase & Co. | JPM | 1.62K | $529.05K |
 Alphabet Inc. | GOOG | 1.32K | $467.1K |
 Tesla, Inc. | TSLA | 1.32K | $554.35K |
 Berkshire Hathaway Inc. | BRK-B | 1.27K | $635.5K |
 Advanced Micro Devices, Inc. | AMD | 1.24K | $720.91K |
 Texas Instruments Incorporated | TXN | 1.18K | $351.43K |
 Corning Inc | GLW | 1.17K | $298.85K |
 Micron Technology, Inc. | MU | 1.02K | $1.18M |
 Eli Lilly and Company | LLY | 1.01K | $1.21M |
 McDonald's Corporation | MCD | 965 | $260.85K |
 AbbVie Inc. | ABBV | 931 | $234.28K |