Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WEC Energy Group, Inc. | WEC | 6.85K | $800.11K |
 Exxon Mobil Corporation | XOM | 6.73K | $920.58K |
 Interactive Brokers Group, Inc. | IBKR | 6.49K | $564.94K |
 Starbucks Corporation | SBUX | 6.47K | $661.58K |
 American Healthcare REIT, Inc. | AHR | 6.24K | $325.31K |
 Nasdaq, Inc. | NDAQ | 6.03K | $474.89K |
 Netflix, Inc. | NFLX | 5.94K | $424.33K |
 Philip Morris International Inc. | PM | 5.86K | $1.06M |
 State Street Corporation | STT | 5.82K | $986.9K |
 Suncor Energy Inc. | SU | 5.74K | $308.19K |
 AbbVie Inc. | ABBV | 5.7K | $1.43M |
 Zurn Elkay Water Solutions Corporation | ZWS | 5.34K | $269.73K |
 Hewlett Packard Enterprise Company | HPE | 5.22K | $235.39K |
 Intel Corp. | INTC | 5.19K | $724.96K |
 Verizon Communications Inc. | VZ | 5.11K | $216.52K |
 The Boeing Company | BA | 4.86K | $1.05M |
 CSX Corporation | CSX | 4.8K | $228.09K |
 Texas Instruments Incorporated | TXN | 4.45K | $1.33M |
 Viavi Solutions Inc. | VIAV | 4.31K | $206K |
 PepsiCo, Inc. | PEP | 4.25K | $575.73K |