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National Asset Management

Latest statistics and disclosures from B. Riley Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, VUG, MSFT, VTV, and represent 13.78% of B. Riley Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$21M), VTV (+$17M), EFG (+$10M), HYZD (+$9.5M), VCSH (+$9.4M), IVV (+$8.3M), BIL (+$8.2M), VEA (+$8.1M), TBIL (+$7.2M), IUSB (+$7.1M).
Started 152 new stock positions in APP, PBE, VMO, VKQ, RELX, AEIS, CIEN, Zynerba Pharmaceuticals, BWA, YUMC.
Reduced shares in these 10 stocks: UTEN (-$6.7M), IJS (-$5.9M), TLT (-$5.7M), TSLA, SPYV, APUE, IWY, QQQE, UTWO, FNDA.
Sold out of its positions in ANF, AFRM, ALTG, AWR, AMPH, ARM, BW, GDXU, BGC, HYT.
B. Riley Wealth Advisors was a net buyer of stock by $309M.
B. Riley Wealth Advisors has $3.7B in assets under management (AUM), dropping by -0.45%.
Central Index Key (CIK): 0001464811

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Portfolio Holdings for B. Riley Wealth Advisors

B. Riley Wealth Advisors holds 1445 positions in its portfolio as reported in the March 2024 quarterly 13F filing

B. Riley Wealth Advisors has 1445 total positions. Only the first 250 positions are shown.

Sign up to view all of the B. Riley Wealth Advisors March 31, 2024 positions
Download the B. Riley Wealth Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.6	$133M	+3%	778k	171.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$114M	+7%	265k	431.41	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$95M	+28%	349k	272.31	View chart
Microsoft Corporation (MSFT)	2.5	$92M	+7%	291k	315.75	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$75M	+29%	544k	137.93	View chart
Amazon (AMZN)	1.8	$66M	+4%	519k	127.12	View chart
NVIDIA Corporation (NVDA)	1.7	$63M		144k	434.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$43M	+3%	121k	358.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$36M	+4%	83k	429.02	View chart
Exxon Mobil Corporation (XOM)	0.8	$31M	+3%	265k	117.58	View chart
Home Depot (HD)	0.8	$30M	+5%	98k	302.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$30M	+4%	75k	394.18	View chart
Meta Platforms Cl A (META)	0.8	$29M	+7%	96k	300.21	View chart
UnitedHealth (UNH)	0.8	$28M	+14%	56k	504.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$28M	+7%	212k	130.86	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$28M	+34%	633k	43.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$27M	+7%	78k	350.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$27M	+2%	205k	131.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$27M	+54%	354k	75.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$26M	+44%	602k	43.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$26M	+65%	296k	86.30	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.7	$25M	+62%	1.2M	21.12	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$24M	+11%	455k	53.56	View chart
Tesla Motors (TSLA)	0.6	$24M	-16%	95k	250.22	View chart
Procter & Gamble Company (PG)	0.6	$24M	-11%	163k	145.86	View chart
JPMorgan Chase & Co. (JPM)	0.6	$24M	+9%	163k	145.02	View chart
Enterprise Products Partners (EPD)	0.6	$23M	+2%	848k	27.37	View chart
Eli Lilly & Co. (LLY)	0.6	$23M	+7%	43k	537.13	View chart
Johnson & Johnson (JNJ)	0.6	$23M	+4%	149k	155.75	View chart
Visa Com Cl A (V)	0.6	$23M	+8%	99k	230.01	View chart
Broadcom (AVGO)	0.6	$23M		27k	830.57	View chart
Abbvie (ABBV)	0.6	$22M	+11%	145k	149.06	View chart
Chevron Corporation (CVX)	0.6	$21M	-3%	122k	168.62	View chart
Proshares Tr Large Cap Cre (CSM)	0.5	$20M	+45%	399k	48.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$19M	+17%	109k	171.45	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$18M	+81%	199k	91.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$18M	+45%	370k	48.93	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.5	$18M	+47%	265k	67.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$18M	+31%	134k	132.30	View chart
Merck & Co (MRK)	0.5	$17M	+10%	163k	103.68	View chart
Wal-Mart Stores (WMT)	0.4	$17M	+3%	104k	159.93	View chart
Costco Wholesale Corporation (COST)	0.4	$16M	+9%	29k	564.95	View chart
RBB Us Treas 3 Mnth (TBIL)	0.4	$16M	+80%	322k	50.07	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.4	$16M	+44%	1.1M	14.47	View chart
Thermo Fisher Scientific (TMO)	0.4	$15M	+9%	30k	506.52	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.4	$15M	+69%	474k	31.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$15M	+46%	159k	91.53	View chart
Mastercard Incorporated Cl A (MA)	0.4	$15M	+4%	37k	395.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$15M	+34%	77k	189.07	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$15M	+29%	304k	47.59	View chart
McDonald's Corporation (MCD)	0.4	$14M		54k	263.44	View chart
Lam Research Corporation (LRCX)	0.4	$14M	-6%	23k	628.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$14M	+33%	66k	214.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$14M	+56%	157k	87.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$14M	+33%	288k	47.83	View chart
International Business Machines (IBM)	0.4	$13M	+13%	95k	140.30	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$13M		147k	90.39	View chart
Palo Alto Networks (PANW)	0.4	$13M		56k	234.44	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$13M	+34%	876k	14.95	View chart
Honeywell International (HON)	0.3	$13M	+9%	70k	184.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$12M	-11%	77k	156.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$12M	+31%	159k	75.17	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$12M	+5%	849k	14.03	View chart
Nextera Energy (NEE)	0.3	$12M	+11%	206k	57.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$12M	+67%	298k	39.21	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.3	$12M	-2%	34k	345.04	View chart
Amgen (AMGN)	0.3	$12M	+7%	43k	268.76	View chart
Pepsi (PEP)	0.3	$12M	-7%	68k	169.44	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$11M	-10%	86k	128.74	View chart
Cisco Systems (CSCO)	0.3	$11M	+13%	206k	53.76	View chart
Pfizer (PFE)	0.3	$11M	+17%	328k	33.17	View chart
Caterpillar (CAT)	0.3	$11M	+2%	40k	273.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$11M	+19%	51k	212.41	View chart
Bristol Myers Squibb (BMY)	0.3	$11M	+13%	186k	58.04	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$10M	+149%	140k	72.66	View chart
Verizon Communications (VZ)	0.3	$10M	+3%	311k	32.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$9.9M	-9%	200k	49.43	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$9.8M	-12%	24k	415.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$9.5M	+16%	139k	68.64	View chart
Uber Technologies (UBER)	0.2	$9.0M	-10%	195k	45.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$8.9M	+74%	116k	76.38	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$8.8M	-15%	54k	163.93	View chart
Union Pacific Corporation (UNP)	0.2	$8.8M	+25%	43k	203.63	View chart
Coca-Cola Company (KO)	0.2	$8.7M	+8%	155k	56.43	View chart
Deere & Company (DE)	0.2	$8.7M	+7%	23k	378.69	View chart
Adobe Systems Incorporated (ADBE)	0.2	$8.6M	+5%	17k	509.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.5M	+64%	118k	71.97	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$8.5M	+16%	142k	59.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$8.4M		168k	49.85	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$8.3M	+7%	166k	50.18	View chart
Agnico (AEM)	0.2	$8.3M		183k	45.45	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$8.3M	+33%	93k	88.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$8.3M	+27%	88k	94.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.3M	+49%	120k	68.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$8.2M	+2%	40k	208.24	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$8.2M		77k	107.14	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$8.2M	+47%	118k	69.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.1M	+57%	32k	250.49	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$8.0M	+138%	135k	59.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$7.9M	-2%	84k	94.04	View chart
Stryker Corporation (SYK)	0.2	$7.9M		29k	274.02	View chart
Boeing Company (BA)	0.2	$7.9M	+6%	41k	191.68	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$7.8M		163k	47.89	View chart
Advanced Micro Devices (AMD)	0.2	$7.8M	+4%	76k	102.82	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$7.7M	+47%	112k	68.81	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$7.7M	+2%	79k	96.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$7.6M	+24%	105k	72.31	View chart
TJX Companies (TJX)	0.2	$7.5M		85k	88.88	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$7.5M	+19%	200k	37.39	View chart
Duke Energy Corp Com New (DUK)	0.2	$7.4M	+3%	84k	88.26	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$7.3M	+26%	144k	50.74	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$7.2M	+14%	108k	67.06	View chart
Pioneer Natural Resources (PXD)	0.2	$7.2M	+270%	31k	229.55	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$7.2M	-3%	71k	101.38	View chart
Williams Companies (WMB)	0.2	$7.1M	+3%	211k	33.69	View chart
Lockheed Martin Corporation (LMT)	0.2	$7.1M	+9%	17k	408.98	View chart
Boulder Growth & Income Fund (STEW)	0.2	$7.1M	-17%	545k	12.98	View chart
Bank of America Corporation (BAC)	0.2	$7.0M	+9%	257k	27.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.0M	+46%	45k	154.68	View chart
Qualcomm (QCOM)	0.2	$7.0M	+8%	63k	111.07	View chart
Automatic Data Processing (ADP)	0.2	$6.9M	+6%	29k	241.72	View chart
American Tower Reit (AMT)	0.2	$6.9M	+2%	42k	164.45	View chart
Goldman Sachs (GS)	0.2	$6.9M	+17%	21k	323.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.6M	+3%	63k	105.01	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$6.5M	+79%	88k	73.63	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$6.5M	NEW	72k	89.97	View chart
Servicenow (NOW)	0.2	$6.4M	-16%	12k	558.96	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$6.4M	+3%	64k	100.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$6.4M	-21%	99k	64.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.4M	+15%	40k	159.49	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$6.4M	+23%	32k	201.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$6.3M	+98%	43k	147.41	View chart
Abbott Laboratories (ABT)	0.2	$6.3M	+14%	65k	96.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$6.2M	+174%	123k	50.89	View chart
At&t (T)	0.2	$6.2M	+12%	410k	15.02	View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)	0.2	$6.1M	-16%	124k	49.36	View chart
Dow (DOW)	0.2	$6.0M	+3%	117k	51.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$6.0M	-48%	68k	88.69	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$5.8M	-3%	116k	49.92	View chart
Starbucks Corporation (SBUX)	0.2	$5.8M	+3%	63k	91.27	View chart
Netflix (NFLX)	0.2	$5.7M	-7%	15k	377.61	View chart
Airbnb Com Cl A (ABNB)	0.2	$5.7M	+35%	42k	137.21	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$5.7M	+27%	131k	43.78	View chart
CVS Caremark Corporation (CVS)	0.2	$5.6M	+29%	80k	69.82	View chart
Nike CL B (NKE)	0.2	$5.6M	+17%	58k	95.95	View chart
Oracle Corporation (ORCL)	0.2	$5.6M	+2%	53k	105.92	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$5.5M	-10%	114k	48.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.5M	-24%	39k	141.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$5.5M	+6%	16k	335.88	View chart
Waste Management (WM)	0.1	$5.4M		35k	152.44	View chart
salesforce (CRM)	0.1	$5.3M		26k	202.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.3M	-28%	56k	94.79	View chart
Walt Disney Company (DIS)	0.1	$5.2M		64k	81.05	View chart
Ford Motor Company (F)	0.1	$5.2M	+22%	415k	12.42	View chart
Archer Daniels Midland Company (ADM)	0.1	$5.1M	+3%	68k	75.42	View chart
Southern Company (SO)	0.1	$5.1M	+4%	79k	64.72	View chart
Lowe's Companies (LOW)	0.1	$4.9M	+20%	24k	207.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.9M	-2%	18k	266.50	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.9M	+6%	54k	90.94	View chart
ConocoPhillips (COP)	0.1	$4.9M	+5%	41k	120.40	View chart
Oneok (OKE)	0.1	$4.9M		77k	63.43	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.8M	-19%	302k	16.00	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.8M	+6%	108k	44.34	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$4.7M	+2%	30k	159.61	View chart
Proshares Tr Short Qqq New (PSQ)	0.1	$4.7M	+29%	432k	10.89	View chart
Eaton Corp SHS (ETN)	0.1	$4.7M	-4%	22k	213.28	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.6M	+12%	29k	159.01	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$4.6M	+6%	191k	24.00	View chart
Phillips 66 (PSX)	0.1	$4.6M	+15%	38k	120.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.6M	-8%	90k	50.60	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$4.5M	+4%	54k	84.15	View chart
Hecla Mining Company (HL)	0.1	$4.5M	+2%	1.2M	3.91	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.5M	-8%	135k	33.17	View chart
Intel Corporation (INTC)	0.1	$4.5M	+9%	126k	35.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.4M		43k	103.32	View chart
Republic Services (RSG)	0.1	$4.3M		30k	143.05	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$4.3M	+11%	143k	30.15	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$4.3M	+8%	95k	45.43	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.1	$4.3M	-37%	47k	92.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.2M	+26%	60k	70.76	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$4.2M	-29%	7.2k	588.62	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$4.2M	+12%	38k	110.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$4.2M	-12%	55k	75.84	View chart
Rockwell Automation (ROK)	0.1	$4.2M	+543%	15k	285.87	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$4.0M	-37%	151k	26.67	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$4.0M		40k	102.02	View chart
CSX Corporation (CSX)	0.1	$4.0M	+4%	130k	30.75	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.0M		9.1k	440.18	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$4.0M		111k	35.57	View chart
3M Company (MMM)	0.1	$3.9M	+11%	42k	93.62	View chart
Altria (MO)	0.1	$3.9M	+14%	92k	43.01	View chart
AutoZone (AZO)	0.1	$3.9M	+12%	1.5k	2540.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.9M	+83%	38k	103.72	View chart
Linde SHS (LIN)	0.1	$3.9M	+12%	10k	372.36	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.1	$3.9M	-9%	461k	8.38	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.9M	-33%	34k	113.16	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$3.8M	+62%	91k	42.05	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$3.8M		363k	10.55	View chart
Roper Industries (ROP)	0.1	$3.8M	+5%	7.8k	484.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.8M		16k	235.90	View chart
Philip Morris International (PM)	0.1	$3.8M	+24%	40k	93.85	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.7M	-6%	63k	58.93	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.7M	-40%	106k	34.99	View chart
FedEx Corporation (FDX)	0.1	$3.7M	+15%	14k	266.15	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$3.7M	-35%	140k	26.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.7M	+7%	21k	177.57	View chart
Emerson Electric (EMR)	0.1	$3.7M	+14%	38k	96.57	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$3.7M	+6%	23k	160.98	View chart
Devon Energy Corporation (DVN)	0.1	$3.6M	-32%	76k	47.70	View chart
Newmont Mining Corporation (NEM)	0.1	$3.6M	-4%	97k	36.95	View chart
Crown Castle Intl (CCI)	0.1	$3.6M	+29%	39k	92.03	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.6M	+31%	12k	307.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$3.5M	+47%	42k	82.52	View chart
United Parcel Service CL B (UPS)	0.1	$3.5M		22k	155.87	View chart
Dupont De Nemours (DD)	0.1	$3.4M	+2%	46k	74.59	View chart
Cleveland-cliffs (CLF)	0.1	$3.4M	+18%	217k	15.63	View chart
Pbf Energy Cl A (PBF)	0.1	$3.4M	+4%	63k	53.53	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$3.4M	+8%	14k	235.98	View chart
Coherent Corp (COHR)	0.1	$3.3M	+8%	101k	32.64	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$3.3M		9.4k	347.72	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$3.3M	+3%	102k	32.14	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$3.2M	+22%	31k	104.92	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$3.2M	+29%	67k	48.35	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$3.2M	-2%	21k	151.87	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)	0.1	$3.2M	-8%	108k	29.63	View chart
Snowflake Cl A (SNOW)	0.1	$3.2M	-27%	21k	152.77	View chart
Medtronic SHS (MDT)	0.1	$3.2M	+27%	41k	79.04	View chart
Kinder Morgan (KMI)	0.1	$3.2M	+2%	191k	16.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.2M	+5%	16k	194.77	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$3.2M	-17%	43k	74.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.1M	-16%	86k	36.66	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$3.1M	+135%	48k	65.57	View chart
American Express Company (AXP)	0.1	$3.1M	+3%	21k	149.19	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$3.1M	+24%	45k	69.82	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$3.1M	-44%	97k	32.17	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$3.1M	-4%	65k	46.96	View chart
Sherwin-Williams Company (SHW)	0.1	$3.1M	-3%	12k	255.06	View chart
Metropcs Communications (TMUS)	0.1	$3.0M	-9%	22k	140.05	View chart
Lauder Estee Cos Cl A (EL)	0.1	$3.0M	+419%	21k	144.55	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$3.0M	+611%	60k	50.49	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$3.0M	+158%	21k	146.35	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$3.0M	+11%	34k	88.55	View chart
Enbridge (ENB)	0.1	$2.9M	+6%	89k	33.23	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$2.9M	NEW	147k	19.86	View chart
Applied Digital Corp Com New (APLD)	0.1	$2.9M	-9%	466k	6.24	View chart
Lululemon Athletica (LULU)	0.1	$2.9M	+30%	7.5k	385.61	View chart
Jabil Circuit (JBL)	0.1	$2.9M	+32%	23k	126.89	View chart
Atkore Intl (ATKR)	0.1	$2.9M	+9%	19k	149.19	View chart
Shopify Cl A (SHOP)	0.1	$2.9M	-7%	53k	54.57	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.8M	+16%	12k	227.93	View chart

Past Filings by B. Riley Wealth Advisors

SEC 13F filings are viewable for B. Riley Wealth Advisors going back to 2010

B. Riley Wealth Advisors 2024 Q1 filed May 16, 2024
B. Riley Wealth Advisors 2023 Q4 filed March 15, 2024
B. Riley Wealth Advisors 2023 Q3 filed Dec. 1, 2023
B. Riley Wealth Advisors 2023 Q2 filed July 27, 2023
B. Riley Wealth Advisors 2023 Q1 filed May 17, 2023
B. Riley Wealth Advisors 2022 Q4 restated filed March 15, 2023
B. Riley Wealth Advisors 2022 Q4 filed Feb. 21, 2023
B. Riley Wealth Advisors 2022 Q3 restated filed Nov. 22, 2022
National Asset Management 2022 Q3 filed Nov. 14, 2022
National Asset Management 2022 Q2 filed Aug. 12, 2022
National Asset Management 2022 Q1 filed May 2, 2022
National Asset Management 2021 Q4 filed Jan. 28, 2022
National Asset Management 2021 Q3 filed Nov. 16, 2021
National Asset Management 2021 Q2 filed Aug. 10, 2021
National Asset Management 2021 Q1 filed May 13, 2021
National Asset Management 2020 Q4 filed Feb. 4, 2021

View all past filings

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