Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Philip Morris International Inc. | PM | 5.86K | $1.06M |
 Netflix, Inc. | NFLX | 5.94K | $424.33K |
 Nasdaq, Inc. | NDAQ | 6.03K | $474.89K |
 American Healthcare REIT, Inc. | AHR | 6.24K | $325.31K |
 Starbucks Corporation | SBUX | 6.47K | $661.58K |
 Interactive Brokers Group, Inc. | IBKR | 6.49K | $564.94K |
 Exxon Mobil Corporation | XOM | 6.73K | $920.58K |
 WEC Energy Group, Inc. | WEC | 6.85K | $800.11K |
 Emerson Electric Co. | EMR | 6.93K | $992.46K |
 Alphabet Inc. | GOOG | 7.14K | $2.52M |
 RTX Corporation | RTX | 8.01K | $1.52M |
 Bank of America Corporation | BAC | 8.38K | $477.39K |
 KLA Corporation | KLAC | 8.74K | $2.64M |
 Alphabet Inc. | GOOGL | 8.79K | $3.14M |
 Broadcom Inc. | AVGO | 8.98K | $3.39M |
 Altria Group, Inc. | MO | 9.87K | $709.94K |
 Amphenol Corporation | APH | 10.93K | $1.93M |
 Walmart Inc. | WMT | 11.75K | $1.33M |
 Microsoft Corporation | MSFT | 11.84K | $4.42M |
 The Williams Companies, Inc. | WMB | 13.16K | $978.17K |