National Asset Management

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

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Portfolio Holdings for B. Riley Wealth Advisors

B. Riley Wealth Advisors holds 1386 positions in its portfolio as reported in the December 2023 quarterly 13F filing

B. Riley Wealth Advisors has 1386 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.9 $145M -3% 754k 192.53
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Ishares Tr Core S&p500 Etf (IVV) 3.2 $117M -7% 245k 477.63
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Microsoft Corporation (MSFT) 2.8 $102M -6% 272k 376.04
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Vanguard Index Fds Growth Etf (VUG) 2.3 $84M -22% 271k 310.88
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Amazon (AMZN) 2.0 $75M -4% 496k 151.94
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NVIDIA Corporation (NVDA) 1.9 $71M 142k 495.22
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Vanguard Index Fds Value Etf (VTV) 1.7 $63M -23% 419k 149.50
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $48M -3% 117k 409.73
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $38M -3% 79k 477.19
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Home Depot (HD) 0.9 $32M -5% 93k 346.55
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Meta Platforms Cl A (META) 0.9 $32M -6% 90k 353.96
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $31M -4% 72k 436.80
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Broadcom (AVGO) 0.8 $30M 27k 1116.23
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Tesla Motors (TSLA) 0.8 $28M +19% 114k 248.48
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Alphabet Cap Stk Cl C (GOOG) 0.8 $28M -2% 201k 140.93
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $28M -7% 197k 139.69
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Procter & Gamble Company (PG) 0.7 $27M +12% 184k 146.54
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $26M -6% 73k 356.66
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Exxon Mobil Corporation (XOM) 0.7 $26M -3% 257k 99.98
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UnitedHealth (UNH) 0.7 $26M -12% 49k 526.48
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JPMorgan Chase & Co. (JPM) 0.7 $25M -8% 148k 170.10
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Visa Com Cl A (V) 0.6 $24M -7% 91k 260.35
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Eli Lilly & Co. (LLY) 0.6 $23M -6% 40k 582.92
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $23M -10% 408k 55.41
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Johnson & Johnson (JNJ) 0.6 $22M -4% 142k 156.74
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Enterprise Products Partners (EPD) 0.6 $22M -2% 827k 26.35
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Ishares Tr Core Total Usd (IUSB) 0.6 $22M -25% 470k 46.07
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Abbvie (ABBV) 0.5 $20M -10% 130k 154.97
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $20M -30% 417k 47.90
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Lam Research Corporation (LRCX) 0.5 $19M +6% 24k 785.26
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Chevron Corporation (CVX) 0.5 $19M +3% 127k 149.16
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Spdr Gold Tr Gold Shs (GLD) 0.5 $18M -14% 93k 191.17
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $18M -35% 230k 77.37
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Costco Wholesale Corporation (COST) 0.5 $18M -9% 26k 675.00
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Ishares Tr Eafe Grwth Etf (EFG) 0.5 $17M -39% 179k 96.85
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Palo Alto Networks (PANW) 0.4 $17M 56k 294.88
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Merck & Co (MRK) 0.4 $16M -9% 147k 109.78
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Wal-Mart Stores (WMT) 0.4 $16M -3% 100k 158.17
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McDonald's Corporation (MCD) 0.4 $16M 53k 296.51
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Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.4 $16M -38% 722k 21.61
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $15M -23% 102k 147.24
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Proshares Tr Large Cap Cre (CSM) 0.4 $15M -31% 273k 54.77
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Mastercard Incorporated Cl A (MA) 0.4 $15M -4% 35k 426.51
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $15M +13% 88k 170.40
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Thermo Fisher Scientific (TMO) 0.4 $15M -8% 27k 531.14
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International Business Machines (IBM) 0.4 $14M -12% 83k 163.55
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Uber Technologies (UBER) 0.4 $14M +12% 219k 61.57
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Honeywell International (HON) 0.4 $13M -8% 64k 209.71
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Ishares Tr Eafe Value Etf (EFV) 0.4 $13M -31% 255k 52.10
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Vanguard World Fds Inf Tech Etf (VGT) 0.4 $13M +14% 27k 484.01
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $13M +94% 132k 98.88
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $13M +11% 96k 136.38
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.4 $13M -32% 180k 72.15
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Pepsi (PEP) 0.3 $13M +7% 74k 171.07
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Select Sector Spdr Tr Technology (XLK) 0.3 $12M +17% 64k 192.48
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Select Sector Spdr Tr Energy (XLE) 0.3 $12M 146k 83.84
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $12M -25% 57k 213.33
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $12M -25% 50k 241.77
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Ishares Core Msci Emkt (IEMG) 0.3 $12M -22% 235k 50.58
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $12M +10% 222k 52.29
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Amgen (AMGN) 0.3 $12M -7% 40k 288.02
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Caterpillar (CAT) 0.3 $11M -2% 39k 295.68
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $11M -31% 109k 104.46
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Verizon Communications (VZ) 0.3 $11M -3% 299k 37.70
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Nextera Energy (NEE) 0.3 $11M -10% 185k 60.74
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Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $11M -5% 802k 13.80
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Vaneck Etf Trust Oil Services Etf (OIH) 0.3 $11M +2% 35k 309.52
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Advanced Micro Devices (AMD) 0.3 $11M -4% 72k 147.41
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $11M -25% 215k 49.36
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $10M -15% 43k 237.22
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Blackstone Group Inc Com Cl A (BX) 0.3 $10M 77k 130.92
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Agnico (AEM) 0.3 $10M 184k 54.85
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Boeing Company (BA) 0.3 $10M -6% 39k 260.66
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $10M -44% 110k 91.39
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Proshares Tr Short S&p 500 Ne (SH) 0.3 $9.9M -30% 759k 12.99
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Servicenow (NOW) 0.3 $9.7M +19% 14k 706.48
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Adobe Systems Incorporated (ADBE) 0.3 $9.6M -5% 16k 596.61
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $9.5M 171k 55.67
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $9.3M -23% 121k 77.02
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Pimco Etf Tr Active Bd Etf (BOND) 0.3 $9.3M -35% 100k 92.78
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Boulder Growth & Income Fund (STEW) 0.2 $9.2M +21% 661k 13.87
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Cisco Systems (CSCO) 0.2 $9.1M -12% 181k 50.52
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $9.0M -13% 120k 75.10
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $9.0M -2% 39k 232.64
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Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.2 $8.9M -41% 280k 31.79
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RBB Us Treas 3 Mnth (TBIL) 0.2 $8.9M -44% 178k 49.86
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American Tower Reit (AMT) 0.2 $8.9M -2% 41k 217.56
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $8.8M +26% 126k 70.35
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Stryker Corporation (SYK) 0.2 $8.8M 29k 300.24
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $8.7M -25% 653k 13.30
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Deere & Company (DE) 0.2 $8.6M -6% 21k 401.34
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $8.5M +2% 86k 99.25
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $8.5M +39% 78k 108.25
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Union Pacific Corporation (UNP) 0.2 $8.4M -20% 34k 245.62
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Qualcomm (QCOM) 0.2 $8.4M -7% 58k 144.63
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Select Sector Spdr Tr Indl (XLI) 0.2 $8.4M +3% 74k 113.99
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Coca-Cola Company (KO) 0.2 $8.4M -7% 143k 58.93
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Bristol Myers Squibb (BMY) 0.2 $8.4M -12% 163k 51.31
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $8.1M +31% 52k 157.80
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $8.1M +509% 79k 103.07
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Pfizer (PFE) 0.2 $8.0M -14% 279k 28.79
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Netflix (NFLX) 0.2 $8.0M +7% 16k 486.89
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $7.9M 164k 48.45
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Bank of America Corporation (BAC) 0.2 $7.9M -8% 235k 33.67
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Duke Energy Corp Com New (DUK) 0.2 $7.9M -3% 81k 97.04
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $7.8M +60% 75k 104.45
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $7.8M -6% 154k 50.47
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TJX Companies (TJX) 0.2 $7.8M 83k 93.81
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.2 $7.7M +20% 149k 51.68
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $7.7M +40% 10k 756.92
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $7.6M -2% 77k 98.59
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $7.5M -3% 61k 122.75
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $7.3M -40% 178k 41.10
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $7.3M -13% 122k 59.66
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $7.2M -21% 69k 104.92
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Lockheed Martin Corporation (LMT) 0.2 $7.2M -8% 16k 453.26
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Williams Companies (WMB) 0.2 $7.1M -2% 205k 34.83
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $7.0M -12% 94k 74.58
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Ishares Gold Tr Ishares New (IAU) 0.2 $7.0M +68% 179k 39.03
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $7.0M +59% 241k 28.88
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Goldman Sachs (GS) 0.2 $7.0M -14% 18k 385.78
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $6.9M +11% 128k 53.97
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salesforce (CRM) 0.2 $6.8M 26k 263.14
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First Tr Value Line Divid In SHS (FVD) 0.2 $6.8M -16% 168k 40.56
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RBB Us Treasr 10 Yr (UTEN) 0.2 $6.7M NEW 149k 45.08
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Ishares Tr Mbs Etf (MBB) 0.2 $6.5M -25% 70k 94.08
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Ishares Tr Core Div Grwth (DGRO) 0.2 $6.5M +3% 120k 53.82
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Palantir Technologies Cl A (PLTR) 0.2 $6.4M +24% 375k 17.17
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $6.4M -19% 84k 76.38
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John Hancock Exchange Traded Multifactr Sml (JHSC) 0.2 $6.4M +80% 175k 36.57
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Waste Management (WM) 0.2 $6.3M 35k 179.10
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Automatic Data Processing (ADP) 0.2 $6.3M -6% 27k 234.37
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Abbott Laboratories (ABT) 0.2 $6.2M -12% 57k 110.07
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $6.2M -32% 80k 77.73
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $6.2M -13% 35k 179.97
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $6.2M -3% 62k 100.21
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Dow (DOW) 0.2 $6.2M -3% 113k 54.84
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At&t (T) 0.2 $6.1M -10% 366k 16.78
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $6.1M +220% 35k 175.22
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Raytheon Technologies Corp (RTX) 0.2 $6.0M -39% 72k 84.14
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $6.0M -33% 80k 75.35
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $6.0M +50% 51k 117.13
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First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $6.0M +54% 216k 27.69
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Walt Disney Company (DIS) 0.2 $5.9M 66k 90.57
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Starbucks Corporation (SBUX) 0.2 $5.9M -2% 61k 96.01
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $5.9M -42% 66k 88.36
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $5.8M -5% 15k 377.68
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $5.8M -20% 114k 50.47
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Snowflake Cl A (SNOW) 0.2 $5.8M +38% 29k 199.00
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Intel Corporation (INTC) 0.2 $5.7M -8% 114k 50.25
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $5.7M +2% 19k 303.16
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Ishares Tr S&p 100 Etf (OEF) 0.2 $5.7M -19% 26k 223.39
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $5.7M -36% 20k 277.15
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $5.6M +9% 99k 56.40
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Select Sector Spdr Tr Financial (XLF) 0.1 $5.5M +8% 148k 37.60
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Eaton Corp SHS (ETN) 0.1 $5.5M +4% 23k 240.82
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $5.5M -32% 76k 72.03
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Hecla Mining Company (HL) 0.1 $5.4M -2% 1.1M 4.81
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Nike CL B (NKE) 0.1 $5.4M -14% 50k 108.94
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $5.4M -31% 31k 173.89
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Oracle Corporation (ORCL) 0.1 $5.4M -2% 51k 105.43
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $5.4M -2% 29k 186.55
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Trust For Professional Man Activepassive Us (APUE) 0.1 $5.4M +340% 184k 29.09
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Oneok (OKE) 0.1 $5.3M 76k 70.22
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $5.3M +13% 63k 84.87
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $5.3M +160% 72k 73.55
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Southern Company (SO) 0.1 $5.3M -4% 75k 70.12
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Novo-nordisk A S Adr (NVO) 0.1 $5.3M -5% 51k 103.45
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $5.2M +1525% 113k 46.63
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Devon Energy Corporation (DVN) 0.1 $5.1M +47% 113k 45.30
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Republic Services (RSG) 0.1 $5.0M 30k 165.44
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CVS Caremark Corporation (CVS) 0.1 $4.9M -22% 62k 78.96
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.8M 43k 111.63
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $4.8M -21% 103k 46.36
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Archer Daniels Midland Company (ADM) 0.1 $4.7M -3% 65k 72.22
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Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.1 $4.7M +10% 510k 9.21
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $4.7M -7% 87k 53.84
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.1 $4.7M -4% 52k 91.02
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Huntington Bancshares Incorporated (HBAN) 0.1 $4.6M 356k 12.87
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $4.6M +45% 71k 64.86
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Comcast Corp Cl A (CMCSA) 0.1 $4.5M -5% 102k 43.85
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ConocoPhillips (COP) 0.1 $4.5M -5% 39k 116.07
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Shopify Cl A (SHOP) 0.1 $4.5M +8% 57k 77.90
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $4.5M 40k 110.66
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Lowe's Companies (LOW) 0.1 $4.4M -16% 20k 222.55
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Texas Instruments Incorporated (TXN) 0.1 $4.4M -11% 26k 170.46
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Phillips 66 (PSX) 0.1 $4.4M -13% 33k 133.14
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $4.4M -59% 56k 78.03
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CSX Corporation (CSX) 0.1 $4.3M -3% 125k 34.67
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $4.3M +7% 68k 63.33
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Northrop Grumman Corporation (NOC) 0.1 $4.3M 9.2k 468.13
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Newmont Mining Corporation (NEM) 0.1 $4.2M +5% 102k 41.39
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $4.2M +699% 50k 84.64
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World Gold Tr Spdr Gld Minis (GLDM) 0.1 $4.2M +19% 103k 40.91
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Airbnb Com Cl A (ABNB) 0.1 $4.2M -26% 31k 136.14
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $4.2M 16k 262.26
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3M Company (MMM) 0.1 $4.1M -10% 38k 109.32
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Ford Motor Company (F) 0.1 $4.1M -18% 338k 12.19
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $4.1M 112k 36.72
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Roper Industries (ROP) 0.1 $4.1M -4% 7.4k 545.14
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Coherent Corp (COHR) 0.1 $4.1M -7% 93k 43.53
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Ishares Tr Conv Bd Etf (ICVT) 0.1 $4.0M +21% 52k 78.59
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $4.0M -5% 180k 22.44
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $4.0M -10% 128k 31.19
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $4.0M -6% 16k 255.31
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $3.9M -44% 49k 80.04
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.9M -6% 19k 200.71
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Sherwin-Williams Company (SHW) 0.1 $3.9M +3% 12k 311.90
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Metropcs Communications (TMUS) 0.1 $3.8M +10% 24k 160.33
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $3.8M +33% 44k 87.67
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Linde SHS (LIN) 0.1 $3.8M -11% 9.3k 410.70
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $3.8M 9.3k 406.88
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $3.8M -6% 21k 178.81
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American Express Company (AXP) 0.1 $3.8M -3% 20k 187.34
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN) 0.1 $3.8M +9% 118k 31.79
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Cleveland-cliffs (CLF) 0.1 $3.7M -15% 184k 20.42
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Ishares Tr Short Treas Bd (SHV) 0.1 $3.7M -11% 34k 110.13
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $3.7M -58% 57k 65.06
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Vanguard World Mega Cap Index (MGC) 0.1 $3.7M +2% 22k 169.28
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $3.6M +887% 73k 49.93
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $3.6M -49% 21k 168.54
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.6M -20% 47k 76.13
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AutoZone (AZO) 0.1 $3.6M -10% 1.4k 2586.03
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United Parcel Service CL B (UPS) 0.1 $3.5M 23k 157.23
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Applied Digital Corp Com New (APLD) 0.1 $3.5M +9% 513k 6.74
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Crown Castle Intl (CCI) 0.1 $3.5M -23% 30k 115.19
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Dupont De Nemours (DD) 0.1 $3.4M -2% 45k 76.93
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $3.4M -4% 16k 219.57
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $3.4M +169% 34k 100.27
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $3.4M +6% 42k 80.15
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Truist Financial Corp equities (TFC) 0.1 $3.4M 91k 36.92
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A Mark Precious Metals (AMRK) 0.1 $3.3M +164% 110k 30.25
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Pan American Silver Corp Can (PAAS) 0.1 $3.3M +10% 204k 16.33
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Altria (MO) 0.1 $3.3M -12% 80k 41.28
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $3.3M +4% 68k 48.38
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Vanguard World Fds Health Car Etf (VHT) 0.1 $3.3M -7% 13k 250.70
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Kinder Morgan (KMI) 0.1 $3.3M -2% 186k 17.64
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Ishares Tr Blackrock Ultra (ICSH) 0.1 $3.2M +112% 64k 50.36
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $3.2M +2% 93k 34.62
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Emerson Electric (EMR) 0.1 $3.2M -13% 33k 97.33
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RBB Us Treasy 2 Yr (UTWO) 0.1 $3.2M NEW 66k 48.34
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $3.2M +37% 66k 48.19
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Starwood Property Trust (STWD) 0.1 $3.2M +3% 147k 21.50
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Proshares Tr Short Qqq New (PSQ) 0.1 $3.1M -23% 332k 9.48
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $3.1M NEW 57k 55.35
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Amphenol Corp Cl A (APH) 0.1 $3.1M 31k 99.35
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Morgan Stanley Com New (MS) 0.1 $3.1M +15% 33k 93.25
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.1M -23% 8.8k 350.90
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Freeport-mcmoran CL B (FCX) 0.1 $3.1M +53% 72k 42.57
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Ares Capital Corporation (ARCC) 0.1 $3.1M +16% 153k 20.03
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Past Filings by B. Riley Wealth Advisors

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

View all past filings