National Asset Management
Latest statistics and disclosures from B. Riley Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, IVV, AMZN, and represent 17.85% of B. Riley Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$152M), AAPL (+$34M), FC (+$17M), DYNF (+$14M), IVW (+$12M), JEPQ (+$12M), PG (+$11M), WMT (+$11M), APUE (+$9.2M), CMG (+$7.9M).
- Started 216 new stock positions in FUSI, ANF, NDAQ, VST, INGR, AVAV, IGLB, VRT, AMH, SGHT.
- Reduced shares in these 10 stocks: VUG (-$48M), QQQ (-$43M), IVV (-$28M), VTV (-$25M), VCSH (-$16M), LRCX (-$13M), AVGO (-$13M), EFV (-$13M), VEA (-$11M), META (-$9.4M).
- Sold out of its positions in BTAL, AEF, GLTR, Activision Blizzard, AEHR, AEIS, AKTS, ALSN, Aterian, UHAL.
- B. Riley Wealth Advisors was a net seller of stock by $-358M.
- B. Riley Wealth Advisors has $3.9B in assets under management (AUM), dropping by 6.25%.
- Central Index Key (CIK): 0001464811
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Portfolio Holdings for B. Riley Wealth Advisors
B. Riley Wealth Advisors holds 1379 positions in its portfolio as reported in the June 2024 quarterly 13F filing
B. Riley Wealth Advisors has 1379 total positions. Only the first 250 positions are shown.
- Sign up to view all of the B. Riley Wealth Advisors June 30, 2024 positions
- Download the B. Riley Wealth Advisors June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.0 | $198M | +20% | 941k | 210.62 |
|
| NVIDIA Corporation (NVDA) | 4.3 | $170M | +850% | 1.4M | 123.54 |
|
| Microsoft Corporation (MSFT) | 3.2 | $124M | -4% | 277k | 446.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $117M | -19% | 213k | 547.23 |
|
| Amazon (AMZN) | 2.4 | $93M | -7% | 481k | 193.25 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $82M | -36% | 220k | 374.47 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.6 | $63M | -28% | 388k | 161.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $46M | 84k | 545.97 |
|
|
| Meta Platforms Cl A (META) | 1.0 | $39M | -19% | 77k | 504.22 |
|
| Procter & Gamble Company (PG) | 1.0 | $38M | +39% | 229k | 164.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $36M | -6% | 198k | 182.15 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $35M | -11% | 38k | 905.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $34M | -9% | 68k | 501.89 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $34M | +12% | 298k | 115.12 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.8 | $32M | +12% | 714k | 45.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $31M | -16% | 171k | 183.42 |
|
| Broadcom (AVGO) | 0.8 | $31M | -29% | 19k | 1605.53 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $29M | -9% | 71k | 406.80 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $29M | -13% | 141k | 202.26 |
|
| Home Depot (HD) | 0.7 | $27M | -21% | 77k | 344.24 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $25M | +95% | 272k | 92.54 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $25M | -17% | 245k | 102.30 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $23M | -5% | 27k | 850.00 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $22M | -15% | 383k | 56.68 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $22M | -5% | 127k | 170.76 |
|
| UnitedHealth (UNH) | 0.5 | $22M | -23% | 42k | 509.26 |
|
| Abbvie (ABBV) | 0.5 | $19M | -23% | 111k | 171.52 |
|
| Palo Alto Networks (PANW) | 0.5 | $19M | 56k | 339.01 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $19M | -36% | 384k | 49.42 |
|
| Enterprise Products Partners (EPD) | 0.5 | $19M | -24% | 638k | 28.98 |
|
| Merck & Co (MRK) | 0.5 | $18M | -8% | 148k | 124.56 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $18M | +50% | 81k | 226.23 |
|
| Chevron Corporation (CVX) | 0.4 | $18M | -7% | 113k | 156.42 |
|
| Wal-Mart Stores (WMT) | 0.4 | $18M | +149% | 258k | 67.71 |
|
| Johnson & Johnson (JNJ) | 0.4 | $17M | -21% | 117k | 146.16 |
|
| Franklin Covey (FC) | 0.4 | $17M | NEW | 448k | 38.00 |
|
| Visa Com Cl A (V) | 0.4 | $17M | -35% | 64k | 262.47 |
|
| International Business Machines (IBM) | 0.4 | $17M | 96k | 172.95 |
|
|
| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.4 | $17M | -35% | 754k | 21.86 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.4 | $16M | -33% | 264k | 62.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $16M | -30% | 76k | 215.01 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.4 | $16M | 320k | 50.02 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $16M | +25% | 108k | 145.75 |
|
| Tesla Motors (TSLA) | 0.4 | $15M | -20% | 76k | 197.88 |
|
| McDonald's Corporation (MCD) | 0.4 | $15M | +7% | 58k | 254.84 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $15M | +8% | 26k | 577.35 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $15M | +34% | 270k | 54.79 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.4 | $14M | NEW | 307k | 46.94 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $14M | -22% | 154k | 91.78 |
|
| Uber Technologies (UBER) | 0.4 | $14M | 193k | 72.68 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $14M | 154k | 91.08 |
|
|
| Caterpillar (CAT) | 0.4 | $14M | +5% | 42k | 333.10 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.3 | $13M | -29% | 186k | 72.06 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $13M | -17% | 30k | 441.17 |
|
| Nextera Energy (NEE) | 0.3 | $13M | -8% | 188k | 70.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $13M | -6% | 48k | 268.46 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $13M | -10% | 69k | 183.45 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $13M | -22% | 235k | 53.53 |
|
| Amgen (AMGN) | 0.3 | $13M | -7% | 40k | 312.45 |
|
| Pepsi (PEP) | 0.3 | $12M | +9% | 75k | 164.96 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $12M | +47% | 67k | 182.01 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $12M | -9% | 133k | 91.15 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $12M | -27% | 22k | 553.38 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $12M | -28% | 55k | 218.89 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $12M | +2807% | 214k | 55.50 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $12M | +20% | 48k | 243.03 |
|
| Verizon Communications (VZ) | 0.3 | $11M | -12% | 271k | 41.24 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $11M | -59% | 143k | 77.28 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $11M | -21% | 226k | 48.67 |
|
| Agnico (AEM) | 0.3 | $11M | -8% | 168k | 65.40 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $11M | +26% | 90k | 121.87 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $11M | +2% | 173k | 63.07 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $11M | 34k | 316.18 |
|
|
| Lam Research Corporation (LRCX) | 0.3 | $11M | -55% | 10k | 1066.92 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $11M | -39% | 97k | 110.35 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $11M | +12% | 71k | 150.50 |
|
| Trust For Professional Man Activepassive Us (APUE) | 0.3 | $11M | +657% | 316k | 33.34 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $11M | +10% | 85k | 123.80 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $10M | -25% | 635k | 16.22 |
|
| Pfizer (PFE) | 0.3 | $10M | +11% | 365k | 27.98 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $10M | +116% | 231k | 43.93 |
|
| Qualcomm (QCOM) | 0.3 | $9.9M | -20% | 50k | 199.18 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $9.7M | -41% | 39k | 250.55 |
|
| Advanced Micro Devices (AMD) | 0.2 | $9.6M | -21% | 60k | 162.21 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $9.6M | +316% | 45k | 214.52 |
|
| Netflix (NFLX) | 0.2 | $9.5M | -7% | 14k | 674.89 |
|
| Honeywell International (HON) | 0.2 | $9.3M | -37% | 44k | 213.54 |
|
| Bank of America Corporation (BAC) | 0.2 | $9.1M | -11% | 228k | 39.77 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $9.1M | -15% | 113k | 80.13 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $9.0M | +113% | 82k | 110.50 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $8.7M | +337% | 121k | 72.05 |
|
| Eaton Corp SHS (ETN) | 0.2 | $8.7M | +25% | 28k | 313.55 |
|
| Coca-Cola Company (KO) | 0.2 | $8.6M | -13% | 134k | 64.13 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $8.5M | +10% | 60k | 142.74 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $8.5M | -30% | 110k | 76.70 |
|
| Goldman Sachs (GS) | 0.2 | $8.3M | -13% | 18k | 452.34 |
|
| Stryker Corporation (SYK) | 0.2 | $8.3M | -15% | 24k | 341.05 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $8.2M | +4% | 170k | 48.13 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $8.1M | -13% | 15k | 555.54 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $8.1M | +87% | 119k | 68.14 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $8.0M | +19999% | 127k | 62.65 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $7.9M | +9% | 109k | 72.64 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $7.9M | -3% | 81k | 97.07 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $7.7M | +15% | 21k | 364.52 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $7.7M | -9% | 84k | 91.81 |
|
| Cisco Systems (CSCO) | 0.2 | $7.6M | -22% | 160k | 47.51 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $7.6M | -10% | 76k | 100.23 |
|
| TJX Companies (TJX) | 0.2 | $7.5M | -19% | 68k | 110.10 |
|
| At&t (T) | 0.2 | $7.5M | -4% | 393k | 19.11 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $7.5M | -7% | 16k | 467.09 |
|
| salesforce (CRM) | 0.2 | $7.3M | +8% | 29k | 257.10 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.2 | $7.2M | -43% | 625k | 11.61 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $7.2M | -44% | 165k | 43.76 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $7.1M | +10% | 127k | 56.04 |
|
| Deere & Company (DE) | 0.2 | $7.1M | -17% | 19k | 375.09 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $7.0M | -64% | 132k | 53.04 |
|
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.2 | $7.0M | -53% | 222k | 31.60 |
|
| Williams Companies (WMB) | 0.2 | $7.0M | -22% | 164k | 42.50 |
|
| Oracle Corporation (ORCL) | 0.2 | $7.0M | -5% | 49k | 141.20 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $7.0M | +4% | 121k | 57.61 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $6.9M | +24% | 169k | 41.11 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $6.8M | +17% | 106k | 64.46 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $6.8M | -10% | 97k | 70.29 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $6.8M | -12% | 163k | 41.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $6.7M | -19% | 133k | 50.47 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $6.5M | +2% | 17k | 383.18 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $6.5M | +138% | 66k | 97.67 |
|
| Super Micro Computer (SMCI) | 0.2 | $6.4M | +4% | 7.9k | 819.35 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $6.4M | 39k | 164.28 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $6.4M | -7% | 27k | 240.09 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $6.1M | -36% | 75k | 81.08 |
|
| Abbott Laboratories (ABT) | 0.2 | $6.1M | -9% | 59k | 103.91 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $6.1M | -28% | 80k | 76.58 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $6.1M | +221% | 104k | 58.52 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $6.0M | +54% | 23k | 260.70 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $5.9M | -19% | 5.8k | 1022.74 |
|
| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.2 | $5.9M | +64% | 160k | 37.02 |
|
| Hecla Mining Company (HL) | 0.1 | $5.9M | +4% | 1.2M | 4.85 |
|
| Waste Management (WM) | 0.1 | $5.9M | -22% | 28k | 213.35 |
|
| Dow (DOW) | 0.1 | $5.9M | -5% | 110k | 53.05 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.8M | +41% | 33k | 174.34 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $5.8M | +131% | 24k | 246.89 |
|
| Boulder Growth & Income Fund (STEW) | 0.1 | $5.8M | -27% | 397k | 14.55 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $5.8M | +14% | 53k | 108.53 |
|
| Southern Company (SO) | 0.1 | $5.7M | -6% | 74k | 77.57 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $5.7M | -27% | 58k | 99.49 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $5.7M | +19% | 66k | 86.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $5.7M | -4% | 53k | 106.66 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $5.7M | -39% | 72k | 78.33 |
|
| American Tower Reit (AMT) | 0.1 | $5.6M | -31% | 29k | 195.99 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $5.6M | -12% | 56k | 100.08 |
|
| Union Pacific Corporation (UNP) | 0.1 | $5.5M | -43% | 24k | 226.26 |
|
| Oneok (OKE) | 0.1 | $5.5M | -12% | 67k | 81.55 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.4M | +14% | 18k | 297.54 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $5.4M | -12% | 59k | 91.78 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.4M | -4% | 28k | 194.53 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $5.4M | NEW | 61k | 87.46 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $5.3M | -46% | 62k | 84.79 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $5.2M | -33% | 70k | 74.89 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $5.2M | NEW | 87k | 59.20 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $5.1M | -30% | 28k | 183.53 |
|
| Devon Energy Corporation (DVN) | 0.1 | $5.1M | +41% | 108k | 47.40 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $5.1M | -20% | 13k | 392.01 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $5.1M | +9% | 166k | 30.63 |
|
| Walt Disney Company (DIS) | 0.1 | $5.1M | -20% | 51k | 99.29 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $5.0M | -39% | 122k | 40.75 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $5.0M | +51% | 155k | 32.06 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $4.9M | +17% | 27k | 182.40 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.9M | +10% | 10k | 468.73 |
|
| Ford Motor Company (F) | 0.1 | $4.7M | -8% | 378k | 12.54 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.6M | +31% | 15k | 303.41 |
|
| Applied Digital Corp Com New (APLD) | 0.1 | $4.6M | +66% | 775k | 5.95 |
|
| Trust For Professional Man Activepassive Eq (APIE) | 0.1 | $4.6M | +694% | 161k | 28.46 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $4.5M | -63% | 323k | 14.05 |
|
| Metropcs Communications (TMUS) | 0.1 | $4.5M | +16% | 25k | 176.18 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.4M | 141k | 31.55 |
|
|
| ConocoPhillips (COP) | 0.1 | $4.4M | -4% | 39k | 114.38 |
|
| AutoZone (AZO) | 0.1 | $4.4M | -4% | 1.5k | 2964.10 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $4.4M | +1063% | 135k | 32.56 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $4.4M | +2% | 143k | 30.46 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $4.3M | -27% | 95k | 45.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.3M | -43% | 169k | 25.33 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $4.3M | +4% | 50k | 85.66 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $4.2M | +1369% | 81k | 52.20 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $4.2M | +3% | 101k | 41.87 |
|
| Starbucks Corporation (SBUX) | 0.1 | $4.2M | -14% | 54k | 77.85 |
|
| Emerson Electric (EMR) | 0.1 | $4.2M | 38k | 110.16 |
|
|
| Boeing Company (BA) | 0.1 | $4.2M | -44% | 23k | 182.01 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $4.2M | +2% | 69k | 60.45 |
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $4.2M | +13% | 209k | 19.88 |
|
| Linde SHS (LIN) | 0.1 | $4.1M | -9% | 9.4k | 438.82 |
|
| CSX Corporation (CSX) | 0.1 | $4.1M | -5% | 123k | 33.45 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.1M | -19% | 34k | 118.60 |
|
| Lowe's Companies (LOW) | 0.1 | $4.0M | -23% | 18k | 220.46 |
|
| Phillips 66 (PSX) | 0.1 | $4.0M | -25% | 28k | 141.17 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.0M | -5% | 20k | 202.89 |
|
| American Express Company (AXP) | 0.1 | $4.0M | -17% | 17k | 231.56 |
|
| Altria (MO) | 0.1 | $3.9M | -8% | 84k | 46.52 |
|
| Servicenow (NOW) | 0.1 | $3.9M | -56% | 5.0k | 786.70 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $3.8M | -63% | 32k | 119.32 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $3.8M | -10% | 97k | 39.16 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $3.7M | +66% | 85k | 44.10 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $3.7M | +23% | 49k | 75.86 |
|
| Micron Technology (MU) | 0.1 | $3.7M | +4% | 28k | 131.53 |
|
| Intel Corporation (INTC) | 0.1 | $3.7M | -5% | 118k | 30.97 |
|
| 3M Company (MMM) | 0.1 | $3.6M | -15% | 36k | 102.19 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $3.6M | +555% | 41k | 88.92 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $3.6M | -8% | 8.3k | 435.97 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $3.6M | -13% | 18k | 197.91 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $3.6M | -42% | 72k | 50.52 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.6M | -23% | 46k | 78.58 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $3.6M | +56% | 74k | 48.60 |
|
| Trust For Professional Man Activepassive Cr (APCB) | 0.1 | $3.6M | +942% | 121k | 29.29 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $3.5M | +11% | 73k | 48.28 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $3.5M | -58% | 58k | 59.84 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $3.5M | +65% | 80k | 43.66 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $3.5M | -26% | 82k | 42.59 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $3.5M | +10% | 36k | 95.53 |
|
| Citigroup Com New (C) | 0.1 | $3.4M | -10% | 54k | 63.46 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $3.4M | -11% | 13k | 266.97 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) | 0.1 | $3.4M | NEW | 95k | 35.44 |
|
| Dell Technologies CL C (DELL) | 0.1 | $3.4M | +84% | 24k | 137.91 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $3.3M | +13% | 11k | 314.52 |
|
| RBB Us Treasy 2 Yr (UTWO) | 0.1 | $3.3M | NEW | 69k | 47.95 |
|
| United Parcel Service CL B (UPS) | 0.1 | $3.3M | +8% | 24k | 136.85 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $3.3M | +15% | 87k | 37.93 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $3.3M | +14% | 25k | 132.05 |
|
| FedEx Corporation (FDX) | 0.1 | $3.3M | -22% | 11k | 301.22 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $3.2M | -10% | 31k | 104.25 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $3.2M | -29% | 134k | 23.91 |
|
| Philip Morris International (PM) | 0.1 | $3.2M | -22% | 31k | 102.63 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.2M | -21% | 53k | 59.39 |
|
| Enbridge (ENB) | 0.1 | $3.2M | 89k | 35.59 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $3.1M | +127% | 26k | 118.07 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $3.1M | -20% | 27k | 115.47 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $3.1M | +145% | 31k | 100.71 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $3.1M | -34% | 53k | 59.06 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.1M | -4% | 20k | 158.97 |
|
| Coherent Corp (COHR) | 0.1 | $3.1M | -57% | 43k | 72.46 |
|
| Rivernorth Opprtunities Fd I (RIV) | 0.1 | $3.0M | +28% | 248k | 12.26 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $3.0M | NEW | 28k | 106.77 |
|
| American Electric Power Company (AEP) | 0.1 | $3.0M | +32% | 34k | 87.74 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.0M | +8% | 31k | 97.19 |
|
| A Mark Precious Metals (AMRK) | 0.1 | $3.0M | +123% | 93k | 32.37 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $3.0M | +18% | 157k | 19.03 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.0M | -74% | 36k | 83.96 |
|
| Martin Marietta Materials (MLM) | 0.1 | $3.0M | -12% | 5.5k | 541.83 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $3.0M | -7% | 12k | 259.32 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.0M | -16% | 9.9k | 298.44 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $2.9M | NEW | 70k | 42.17 |
|
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 Q2 filed Aug. 19, 2024
- 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