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: VTV (+$17M), VUG (+$12M), TBIL (+$11M), HYZD (+$9.2M), VCSH (+$7.7M), TFLO (+$7.3M), SPYG (+$7.1M), IVV (+$6.6M), PKW (+$6.0M), KNG (+$5.8M).
- Started 130 new stock positions in PSFF, MMU, ZYNE, SCMB, HNRG, CBOE, VRSK, DJUL, BSY, MHO.
- Reduced shares in these 10 stocks: AAPL (-$101M), BRK.B (-$48M), AMZN (-$47M), CVX (-$38M), AZO (-$32M), BAC (-$22M), GLD (-$22M), BIL (-$21M), BRK.A (-$20M), SH (-$19M).
- Sold out of its positions in ABBNY, AGCO, Amc Entmt Hldgs Inc Cl A, ARKG, AZZ, BCD, ACHV, ADAP, AEG, ALK.
- B. Riley Wealth Advisors was a net seller of stock by $-605M.
- B. Riley Wealth Advisors has $3.7B in assets under management (AUM), dropping by -17.05%.
- 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 September 2023 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 Sept. 30, 2023 positions
- Download the B. Riley Wealth Advisors September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.6 | $133M | -43% | 778k | 171.21 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $114M | +6% | 265k | 431.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.6 | $95M | +13% | 349k | 272.31 |
|
| Microsoft Corporation (MSFT) | 2.5 | $92M | +4% | 291k | 315.75 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.0 | $75M | +28% | 544k | 137.93 |
|
| Amazon (AMZN) | 1.8 | $66M | -41% | 519k | 127.12 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $63M | 144k | 434.99 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $43M | -3% | 121k | 358.80 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $36M | 83k | 429.02 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $31M | 265k | 117.58 |
|
|
| Home Depot (HD) | 0.8 | $30M | 98k | 302.16 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $30M | +3% | 75k | 394.18 |
|
| Meta Platforms Cl A (META) | 0.8 | $29M | +17% | 96k | 300.21 |
|
| UnitedHealth (UNH) | 0.8 | $28M | +10% | 56k | 504.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $28M | 212k | 130.86 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.7 | $28M | +9% | 633k | 43.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $27M | -63% | 78k | 350.30 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $27M | +3% | 205k | 131.85 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $27M | +40% | 354k | 75.15 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $26M | +2% | 602k | 43.72 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $26M | +9% | 296k | 86.30 |
|
| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.7 | $25M | +59% | 1.2M | 21.12 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $24M | -3% | 455k | 53.56 |
|
| Tesla Motors (TSLA) | 0.6 | $24M | -22% | 95k | 250.22 |
|
| Procter & Gamble Company (PG) | 0.6 | $24M | 163k | 145.86 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $24M | +2% | 163k | 145.02 |
|
| Enterprise Products Partners (EPD) | 0.6 | $23M | 848k | 27.37 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $23M | +2% | 43k | 537.13 |
|
| Johnson & Johnson (JNJ) | 0.6 | $23M | 149k | 155.75 |
|
|
| Visa Com Cl A (V) | 0.6 | $23M | +3% | 99k | 230.01 |
|
| Broadcom (AVGO) | 0.6 | $23M | 27k | 830.57 |
|
|
| Abbvie (ABBV) | 0.6 | $22M | -12% | 145k | 149.06 |
|
| Chevron Corporation (CVX) | 0.6 | $21M | -64% | 122k | 168.62 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.5 | $20M | +33% | 399k | 48.81 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $19M | -54% | 109k | 171.45 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $18M | -53% | 199k | 91.82 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $18M | +46% | 370k | 48.93 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.5 | $18M | +22% | 265k | 67.80 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $18M | -6% | 134k | 132.30 |
|
| Merck & Co (MRK) | 0.5 | $17M | -3% | 163k | 103.68 |
|
| Wal-Mart Stores (WMT) | 0.4 | $17M | +2% | 104k | 159.93 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $16M | 29k | 564.95 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.4 | $16M | +204% | 322k | 50.07 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.4 | $16M | -54% | 1.1M | 14.47 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $15M | -3% | 30k | 506.52 |
|
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.4 | $15M | +53% | 474k | 31.59 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $15M | +28% | 159k | 91.53 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $15M | -4% | 37k | 395.91 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $15M | +14% | 77k | 189.07 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $15M | -2% | 304k | 47.59 |
|
| McDonald's Corporation (MCD) | 0.4 | $14M | -9% | 54k | 263.44 |
|
| Lam Research Corporation (LRCX) | 0.4 | $14M | +3% | 23k | 628.83 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $14M | +23% | 66k | 214.18 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $14M | +57% | 157k | 87.90 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $14M | +7% | 288k | 47.83 |
|
| International Business Machines (IBM) | 0.4 | $13M | -2% | 95k | 140.30 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $13M | 147k | 90.39 |
|
|
| Palo Alto Networks (PANW) | 0.4 | $13M | +14% | 56k | 234.44 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $13M | -29% | 876k | 14.95 |
|
| Honeywell International (HON) | 0.3 | $13M | 70k | 184.74 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $12M | -39% | 77k | 156.15 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $12M | 159k | 75.17 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $12M | +12% | 849k | 14.03 |
|
| Nextera Energy (NEE) | 0.3 | $12M | +2% | 206k | 57.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $12M | +3% | 298k | 39.21 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $12M | 34k | 345.04 |
|
|
| Amgen (AMGN) | 0.3 | $12M | -56% | 43k | 268.76 |
|
| Pepsi (PEP) | 0.3 | $12M | -15% | 68k | 169.44 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $11M | -5% | 86k | 128.74 |
|
| Cisco Systems (CSCO) | 0.3 | $11M | +8% | 206k | 53.76 |
|
| Pfizer (PFE) | 0.3 | $11M | 328k | 33.17 |
|
|
| Caterpillar (CAT) | 0.3 | $11M | -63% | 40k | 273.00 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $11M | -9% | 51k | 212.41 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $11M | -58% | 186k | 58.04 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $10M | +28% | 140k | 72.66 |
|
| Verizon Communications (VZ) | 0.3 | $10M | -11% | 311k | 32.41 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $9.9M | +11% | 200k | 49.43 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $9.8M | -27% | 24k | 415.77 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $9.5M | +51% | 139k | 68.64 |
|
| Uber Technologies (UBER) | 0.2 | $9.0M | 195k | 45.99 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $8.9M | +16% | 116k | 76.38 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $8.8M | +2% | 54k | 163.93 |
|
| Union Pacific Corporation (UNP) | 0.2 | $8.8M | +7% | 43k | 203.63 |
|
| Coca-Cola Company (KO) | 0.2 | $8.7M | -67% | 155k | 56.43 |
|
| Deere & Company (DE) | 0.2 | $8.7M | -53% | 23k | 378.69 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $8.6M | +2% | 17k | 509.91 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $8.5M | 118k | 71.97 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $8.5M | -3% | 142k | 59.65 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $8.4M | 168k | 49.85 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $8.3M | 166k | 50.18 |
|
|
| Agnico (AEM) | 0.2 | $8.3M | -2% | 183k | 45.45 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $8.3M | -9% | 93k | 88.80 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $8.3M | -23% | 88k | 94.31 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $8.3M | +25% | 120k | 68.92 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $8.2M | +22% | 40k | 208.24 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $8.2M | +5% | 77k | 107.14 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $8.2M | +33% | 118k | 69.58 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $8.1M | +43% | 32k | 250.49 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $8.0M | +799% | 135k | 59.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $7.9M | +2% | 84k | 94.04 |
|
| Stryker Corporation (SYK) | 0.2 | $7.9M | 29k | 274.02 |
|
|
| Boeing Company (BA) | 0.2 | $7.9M | -68% | 41k | 191.68 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $7.8M | 163k | 47.89 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $7.8M | -51% | 76k | 102.82 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $7.7M | -22% | 112k | 68.81 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $7.7M | 79k | 96.92 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $7.6M | 105k | 72.31 |
|
|
| TJX Companies (TJX) | 0.2 | $7.5M | -9% | 85k | 88.88 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $7.5M | -12% | 200k | 37.39 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $7.4M | 84k | 88.26 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $7.3M | NEW | 144k | 50.74 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $7.2M | +6% | 108k | 67.06 |
|
| Pioneer Natural Resources (PXD) | 0.2 | $7.2M | +2% | 31k | 229.55 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $7.2M | +82% | 71k | 101.38 |
|
| Williams Companies (WMB) | 0.2 | $7.1M | 211k | 33.69 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $7.1M | +7% | 17k | 408.98 |
|
| Boulder Growth & Income Fund (STEW) | 0.2 | $7.1M | -20% | 545k | 12.98 |
|
| Bank of America Corporation (BAC) | 0.2 | $7.0M | -76% | 257k | 27.38 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $7.0M | -3% | 45k | 154.68 |
|
| Qualcomm (QCOM) | 0.2 | $7.0M | +3% | 63k | 111.07 |
|
| Automatic Data Processing (ADP) | 0.2 | $6.9M | -41% | 29k | 241.72 |
|
| American Tower Reit (AMT) | 0.2 | $6.9M | -3% | 42k | 164.45 |
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| Goldman Sachs (GS) | 0.2 | $6.9M | +19% | 21k | 323.56 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $6.6M | -30% | 63k | 105.01 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $6.5M | 88k | 73.63 |
|
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.2 | $6.5M | +1150% | 72k | 89.97 |
|
| Servicenow (NOW) | 0.2 | $6.4M | -9% | 12k | 558.96 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $6.4M | 64k | 100.11 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $6.4M | -15% | 99k | 64.35 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $6.4M | +13% | 40k | 159.49 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $6.4M | -7% | 32k | 201.37 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $6.3M | +22% | 43k | 147.41 |
|
| Abbott Laboratories (ABT) | 0.2 | $6.3M | -68% | 65k | 96.85 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $6.2M | +9% | 123k | 50.89 |
|
| At&t (T) | 0.2 | $6.2M | +4% | 410k | 15.02 |
|
| First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.2 | $6.1M | +2081% | 124k | 49.36 |
|
| Dow (DOW) | 0.2 | $6.0M | 117k | 51.56 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $6.0M | +359% | 68k | 88.69 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $5.8M | 116k | 49.92 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $5.8M | +17% | 63k | 91.27 |
|
| Netflix (NFLX) | 0.2 | $5.7M | -10% | 15k | 377.61 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $5.7M | -35% | 42k | 137.21 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $5.7M | 131k | 43.78 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $5.6M | -67% | 80k | 69.82 |
|
| Nike CL B (NKE) | 0.2 | $5.6M | +5% | 58k | 95.95 |
|
| Oracle Corporation (ORCL) | 0.2 | $5.6M | +3% | 53k | 105.92 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $5.5M | -9% | 114k | 48.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.5M | +3% | 39k | 141.69 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $5.5M | +3% | 16k | 335.88 |
|
| Waste Management (WM) | 0.1 | $5.4M | 35k | 152.44 |
|
|
| salesforce (CRM) | 0.1 | $5.3M | -16% | 26k | 202.78 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $5.3M | -11% | 56k | 94.79 |
|
| Walt Disney Company (DIS) | 0.1 | $5.2M | -15% | 64k | 81.05 |
|
| Ford Motor Company (F) | 0.1 | $5.2M | -5% | 415k | 12.42 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $5.1M | -25% | 68k | 75.42 |
|
| Southern Company (SO) | 0.1 | $5.1M | +8% | 79k | 64.72 |
|
| Lowe's Companies (LOW) | 0.1 | $4.9M | +2% | 24k | 207.84 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $4.9M | 18k | 266.50 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.9M | +144% | 54k | 90.94 |
|
| ConocoPhillips (COP) | 0.1 | $4.9M | -11% | 41k | 120.40 |
|
| Oneok (OKE) | 0.1 | $4.9M | +164% | 77k | 63.43 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $4.8M | +113% | 302k | 16.00 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $4.8M | +5% | 108k | 44.34 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $4.7M | +13% | 30k | 159.61 |
|
| Proshares Tr Short Qqq New (PSQ) | 0.1 | $4.7M | +2% | 432k | 10.89 |
|
| Eaton Corp SHS (ETN) | 0.1 | $4.7M | +5% | 22k | 213.28 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $4.6M | 29k | 159.01 |
|
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $4.6M | -5% | 191k | 24.00 |
|
| Phillips 66 (PSX) | 0.1 | $4.6M | +4% | 38k | 120.15 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.6M | +4% | 90k | 50.60 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $4.5M | -14% | 54k | 84.15 |
|
| Hecla Mining Company (HL) | 0.1 | $4.5M | +29% | 1.2M | 3.91 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $4.5M | -9% | 135k | 33.17 |
|
| Intel Corporation (INTC) | 0.1 | $4.5M | +6% | 126k | 35.55 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.4M | -11% | 43k | 103.32 |
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| Republic Services (RSG) | 0.1 | $4.3M | 30k | 143.05 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.3M | +38% | 143k | 30.15 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $4.3M | -11% | 95k | 45.43 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $4.3M | -49% | 47k | 92.10 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.2M | +8% | 60k | 70.76 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $4.2M | -28% | 7.2k | 588.62 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $4.2M | -11% | 38k | 110.47 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $4.2M | -8% | 55k | 75.84 |
|
| Rockwell Automation (ROK) | 0.1 | $4.2M | 15k | 285.87 |
|
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $4.0M | -49% | 151k | 26.67 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $4.0M | +140% | 40k | 102.02 |
|
| CSX Corporation (CSX) | 0.1 | $4.0M | -72% | 130k | 30.75 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $4.0M | 9.1k | 440.18 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $4.0M | -2% | 111k | 35.57 |
|
| 3M Company (MMM) | 0.1 | $3.9M | -3% | 42k | 93.62 |
|
| Altria (MO) | 0.1 | $3.9M | -11% | 92k | 43.01 |
|
| AutoZone (AZO) | 0.1 | $3.9M | -89% | 1.5k | 2540.49 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.9M | +39% | 38k | 103.72 |
|
| Linde SHS (LIN) | 0.1 | $3.9M | +23% | 10k | 372.36 |
|
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.1 | $3.9M | -14% | 461k | 8.38 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $3.9M | -4% | 34k | 113.16 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $3.8M | +54% | 91k | 42.05 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $3.8M | +2% | 363k | 10.55 |
|
| Roper Industries (ROP) | 0.1 | $3.8M | +4% | 7.8k | 484.26 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.8M | +5% | 16k | 235.90 |
|
| Philip Morris International (PM) | 0.1 | $3.8M | -2% | 40k | 93.85 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $3.7M | -49% | 63k | 58.93 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.7M | -29% | 106k | 34.99 |
|
| FedEx Corporation (FDX) | 0.1 | $3.7M | -9% | 14k | 266.15 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $3.7M | -49% | 140k | 26.42 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.7M | +21% | 21k | 177.57 |
|
| Emerson Electric (EMR) | 0.1 | $3.7M | +7% | 38k | 96.57 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.7M | +5% | 23k | 160.98 |
|
| Devon Energy Corporation (DVN) | 0.1 | $3.6M | -5% | 76k | 47.70 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.6M | -16% | 97k | 36.95 |
|
| Crown Castle Intl (CCI) | 0.1 | $3.6M | -6% | 39k | 92.03 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.6M | +5% | 12k | 307.11 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $3.5M | +6% | 42k | 82.52 |
|
| United Parcel Service CL B (UPS) | 0.1 | $3.5M | -6% | 22k | 155.87 |
|
| Dupont De Nemours (DD) | 0.1 | $3.4M | 46k | 74.59 |
|
|
| Cleveland-cliffs (CLF) | 0.1 | $3.4M | -15% | 217k | 15.63 |
|
| Pbf Energy Cl A (PBF) | 0.1 | $3.4M | -19% | 63k | 53.53 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $3.4M | +5% | 14k | 235.98 |
|
| Coherent Corp (COHR) | 0.1 | $3.3M | +5% | 101k | 32.64 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.3M | -7% | 9.4k | 347.72 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $3.3M | +325% | 102k | 32.14 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $3.2M | +19% | 31k | 104.92 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $3.2M | +45% | 67k | 48.35 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $3.2M | 21k | 151.87 |
|
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN) | 0.1 | $3.2M | +39% | 108k | 29.63 |
|
| Snowflake Cl A (SNOW) | 0.1 | $3.2M | +66% | 21k | 152.77 |
|
| Medtronic SHS (MDT) | 0.1 | $3.2M | +12% | 41k | 79.04 |
|
| Kinder Morgan (KMI) | 0.1 | $3.2M | +3% | 191k | 16.58 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $3.2M | -3% | 16k | 194.77 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $3.2M | +63% | 43k | 74.21 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $3.1M | 86k | 36.66 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $3.1M | 48k | 65.57 |
|
|
| American Express Company (AXP) | 0.1 | $3.1M | -74% | 21k | 149.19 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $3.1M | 45k | 69.82 |
|
|
| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.1 | $3.1M | -51% | 97k | 32.17 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $3.1M | 65k | 46.96 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.1M | -2% | 12k | 255.06 |
|
| Metropcs Communications (TMUS) | 0.1 | $3.0M | +6% | 22k | 140.05 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $3.0M | 21k | 144.55 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $3.0M | 60k | 50.49 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $3.0M | -18% | 21k | 146.35 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $3.0M | -4% | 34k | 88.55 |
|
| Enbridge (ENB) | 0.1 | $2.9M | -28% | 89k | 33.23 |
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $2.9M | +155% | 147k | 19.86 |
|
| Applied Digital Corp Com New (APLD) | 0.1 | $2.9M | -80% | 466k | 6.24 |
|
| Lululemon Athletica (LULU) | 0.1 | $2.9M | +5% | 7.5k | 385.61 |
|
| Jabil Circuit (JBL) | 0.1 | $2.9M | -4% | 23k | 126.89 |
|
| Atkore Intl (ATKR) | 0.1 | $2.9M | -4% | 19k | 149.19 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.9M | +23% | 53k | 54.57 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.8M | +24% | 12k | 227.93 |
|
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 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
- National Asset Management 2020 Q3 filed Nov. 9, 2020
- National Asset Management 2020 Q2 filed July 31, 2020