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, IVV, MSFT, VUG, and represent 16.81% of B. Riley Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$21M), ACWV (+$10M), EFV (+$6.3M), XMMO (+$5.8M), SPYV (+$5.7M), IAU (+$5.7M), IWX (+$5.6M), ETN, IUSB, XLU.
- Started 82 new stock positions in CGBL, MSTR, FLRT, XCEM, SSRM, POWL, RGA, BOXX, TEL, STT.
- Reduced shares in these 10 stocks: AAPL (-$46M), NVDA (-$30M), MSFT (-$16M), VTV (-$16M), PG (-$14M), AMZN (-$14M), Lam Research Corporation (-$11M), EPD (-$9.9M), TBIL (-$9.0M), NEE (-$9.0M).
- Sold out of its positions in AAON, AES, Aberdeen Asia-Pacific Income Fund, ACP, PPLT, ASO, ATNM, GOLF, ARLP, FUSI.
- B. Riley Wealth Advisors was a net seller of stock by $-497M.
- B. Riley Wealth Advisors has $3.6B in assets under management (AUM), dropping by -8.47%.
- Central Index Key (CIK): 0001464811
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Portfolio Holdings for B. Riley Wealth Advisors
B. Riley Wealth Advisors holds 1263 positions in its portfolio as reported in the September 2024 quarterly 13F filing
B. Riley Wealth Advisors has 1263 total positions. Only the first 250 positions are shown.
- Sign up to view all of the B. Riley Wealth Advisors Sept. 30, 2024 positions
- Download the B. Riley Wealth Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $171M | -21% | 741k | 230.96 |
|
| NVIDIA Corporation (NVDA) | 3.8 | $137M | -18% | 1.1M | 121.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $118M | -3% | 205k | 572.57 |
|
| Microsoft Corporation (MSFT) | 2.8 | $102M | -13% | 240k | 426.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $77M | -8% | 200k | 381.86 |
|
| Amazon (AMZN) | 2.1 | $75M | -15% | 405k | 184.56 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $52M | -22% | 299k | 173.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $49M | +2% | 86k | 572.55 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.0 | $38M | +11% | 798k | 47.01 |
|
| Meta Platforms Cl A (META) | 1.0 | $37M | -15% | 65k | 576.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $35M | -3% | 66k | 524.09 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $33M | -2% | 37k | 885.78 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $32M | -7% | 275k | 117.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $28M | -14% | 170k | 165.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $28M | -14% | 60k | 457.98 |
|
| Home Depot (HD) | 0.8 | $27M | -13% | 67k | 407.69 |
|
| Procter & Gamble Company (PG) | 0.7 | $25M | -35% | 146k | 171.57 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $25M | -15% | 120k | 208.80 |
|
| Broadcom (AVGO) | 0.7 | $24M | +624% | 139k | 172.25 |
|
| UnitedHealth (UNH) | 0.6 | $23M | -9% | 38k | 587.56 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $22M | -4% | 122k | 178.59 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $22M | -16% | 204k | 106.36 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $22M | -16% | 228k | 94.93 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $22M | -4% | 364k | 59.25 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $21M | -12% | 24k | 882.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $21M | -28% | 122k | 167.19 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $19M | +16% | 125k | 152.59 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $19M | +4% | 85k | 224.17 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $19M | 77k | 244.40 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $18M | -11% | 229k | 80.65 |
|
| International Business Machines (IBM) | 0.5 | $18M | -13% | 83k | 221.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $18M | -8% | 350k | 52.07 |
|
| Franklin Covey (FC) | 0.5 | $18M | 448k | 40.66 |
|
|
| Tesla Motors (TSLA) | 0.5 | $18M | -7% | 70k | 256.44 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $17M | +49% | 346k | 49.92 |
|
| Abbvie (ABBV) | 0.5 | $17M | -22% | 86k | 196.69 |
|
| McDonald's Corporation (MCD) | 0.5 | $17M | -6% | 54k | 304.24 |
|
| Palo Alto Networks (PANW) | 0.5 | $16M | -14% | 48k | 339.53 |
|
| Johnson & Johnson (JNJ) | 0.4 | $16M | -16% | 98k | 161.59 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.4 | $16M | -8% | 242k | 65.13 |
|
| Visa Com Cl A (V) | 0.4 | $15M | -16% | 53k | 275.66 |
|
| Merck & Co (MRK) | 0.4 | $14M | -13% | 128k | 112.98 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.4 | $14M | -5% | 291k | 49.26 |
|
| Caterpillar (CAT) | 0.4 | $14M | -14% | 36k | 391.10 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $14M | -7% | 28k | 494.29 |
|
| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.4 | $14M | -17% | 624k | 22.13 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $14M | +83% | 243k | 56.67 |
|
| Uber Technologies (UBER) | 0.4 | $14M | -4% | 184k | 74.09 |
|
| Eaton Corp SHS (ETN) | 0.4 | $14M | +48% | 41k | 329.21 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $14M | +4% | 57k | 236.20 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $14M | +40% | 166k | 81.17 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $14M | -13% | 232k | 57.97 |
|
| Chevron Corporation (CVX) | 0.4 | $13M | -22% | 87k | 148.91 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $13M | -2% | 66k | 195.87 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $13M | -12% | 135k | 94.39 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $13M | +39% | 169k | 74.82 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $13M | +8% | 232k | 54.35 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.4 | $13M | -11% | 165k | 76.42 |
|
| Agnico (AEM) | 0.3 | $12M | -8% | 153k | 80.45 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $12M | -18% | 21k | 583.39 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $12M | -10% | 42k | 281.93 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $12M | -12% | 19k | 609.13 |
|
| Pepsi (PEP) | 0.3 | $12M | -7% | 69k | 169.34 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $12M | -4% | 86k | 134.92 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $11M | 171k | 66.11 |
|
|
| Trust For Professional Man Activepassive Us (APUE) | 0.3 | $11M | 319k | 34.99 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $11M | -14% | 73k | 152.51 |
|
| Amgen (AMGN) | 0.3 | $11M | -15% | 34k | 319.82 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $11M | -13% | 41k | 262.74 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $11M | -6% | 210k | 50.19 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $10M | -25% | 52k | 198.05 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $10M | -26% | 174k | 57.79 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $10M | NEW | 87k | 114.17 |
|
| Advanced Micro Devices (AMD) | 0.3 | $9.9M | +2% | 61k | 163.55 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $9.9M | -12% | 125k | 79.29 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $9.8M | +49% | 119k | 82.06 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $9.7M | -14% | 83k | 117.12 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $9.5M | -10% | 64k | 150.34 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $9.5M | -4% | 33k | 291.03 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $9.1M | +10% | 90k | 101.04 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $9.0M | +13% | 24k | 372.81 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $8.9M | +22% | 156k | 57.09 |
|
| Verizon Communications (VZ) | 0.2 | $8.9M | -26% | 199k | 44.78 |
|
| Enterprise Products Partners (EPD) | 0.2 | $8.7M | -53% | 298k | 29.20 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $8.7M | +3% | 112k | 77.16 |
|
| Netflix (NFLX) | 0.2 | $8.6M | -13% | 12k | 708.52 |
|
| Pfizer (PFE) | 0.2 | $8.6M | -17% | 301k | 28.70 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $8.5M | -17% | 32k | 266.09 |
|
| Stryker Corporation (SYK) | 0.2 | $8.4M | -3% | 24k | 359.34 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $8.4M | -40% | 91k | 91.83 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $8.3M | -4% | 106k | 78.46 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $8.3M | -5% | 72k | 115.50 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $8.2M | 167k | 48.96 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $8.2M | +2% | 86k | 95.56 |
|
| Honeywell International (HON) | 0.2 | $8.1M | -9% | 40k | 205.84 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $8.1M | +26% | 214k | 37.90 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $8.1M | -6% | 153k | 52.86 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $8.0M | +10% | 107k | 74.67 |
|
| Bank of America Corporation (BAC) | 0.2 | $8.0M | -11% | 202k | 39.51 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $7.9M | +41% | 79k | 100.31 |
|
| Coca-Cola Company (KO) | 0.2 | $7.9M | -18% | 109k | 71.83 |
|
| Oracle Corporation (ORCL) | 0.2 | $7.8M | -6% | 46k | 169.41 |
|
| Hecla Mining Company (HL) | 0.2 | $7.8M | -3% | 1.2M | 6.66 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $7.6M | +32% | 78k | 97.44 |
|
| salesforce (CRM) | 0.2 | $7.6M | -3% | 28k | 276.77 |
|
| Qualcomm (QCOM) | 0.2 | $7.6M | -9% | 45k | 169.78 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $7.6M | 121k | 62.66 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $7.5M | +4% | 111k | 67.30 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $7.4M | -22% | 13k | 593.44 |
|
| Cisco Systems (CSCO) | 0.2 | $7.4M | -12% | 140k | 53.10 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $7.4M | -17% | 67k | 110.64 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $7.3M | -8% | 151k | 48.32 |
|
| Southern Company (SO) | 0.2 | $7.1M | +5% | 78k | 90.39 |
|
| Automatic Data Processing (ADP) | 0.2 | $7.0M | -5% | 25k | 278.51 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $7.0M | -41% | 77k | 90.26 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $7.0M | -56% | 140k | 49.97 |
|
| Nextera Energy (NEE) | 0.2 | $7.0M | -56% | 82k | 84.78 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $6.9M | -9% | 154k | 45.07 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $6.9M | +11% | 59k | 115.48 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $6.8M | +28% | 113k | 60.38 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $6.7M | -8% | 115k | 58.56 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $6.6M | +690% | 125k | 52.54 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.2 | $6.6M | +6% | 56k | 116.44 |
|
| At&t (T) | 0.2 | $6.5M | -24% | 297k | 22.02 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.2 | $6.5M | +50% | 122k | 53.47 |
|
| Goldman Sachs (GS) | 0.2 | $6.5M | -28% | 13k | 493.13 |
|
| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.2 | $6.5M | +2% | 164k | 39.87 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.2 | $6.5M | +66% | 141k | 46.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $6.5M | -6% | 36k | 178.33 |
|
| New York Life Investments Et Nyli Merger Arbi (MNA) | 0.2 | $6.4M | -11% | 196k | 32.85 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $6.4M | +910% | 54k | 119.69 |
|
| American Tower Reit (AMT) | 0.2 | $6.4M | -3% | 28k | 230.86 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $6.4M | -5% | 126k | 50.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $6.3M | +14% | 70k | 90.39 |
|
| Boulder Growth & Income Fund (STEW) | 0.2 | $5.9M | -4% | 378k | 15.70 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.9M | -20% | 12k | 512.88 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.9M | -8% | 95k | 62.02 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.9M | +2% | 19k | 312.70 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $5.8M | -7% | 61k | 96.23 |
|
| Deere & Company (DE) | 0.2 | $5.7M | -27% | 14k | 415.48 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $5.7M | -5% | 22k | 257.20 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $5.6M | -15% | 64k | 87.86 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.6M | -7% | 57k | 97.31 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.2 | $5.6M | NEW | 69k | 80.87 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $5.5M | -5% | 31k | 176.52 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $5.5M | -4% | 55k | 101.35 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $5.5M | +3% | 28k | 197.74 |
|
| Trust For Professional Man Activepassive Eq (APIE) | 0.2 | $5.4M | +10% | 179k | 30.49 |
|
| Waste Management (WM) | 0.2 | $5.4M | -5% | 26k | 208.15 |
|
| Abbott Laboratories (ABT) | 0.1 | $5.4M | -19% | 47k | 113.49 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $5.3M | -3% | 161k | 33.24 |
|
| Williams Companies (WMB) | 0.1 | $5.3M | -29% | 116k | 45.91 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $5.3M | -11% | 64k | 83.00 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $5.3M | +12% | 159k | 33.31 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $5.2M | -3% | 67k | 78.04 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.2M | -2% | 15k | 354.62 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $5.1M | -7% | 12k | 423.59 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $5.0M | -10% | 25k | 198.59 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $5.0M | +2% | 6.0k | 833.22 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $5.0M | +10% | 55k | 90.11 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $5.0M | 153k | 32.61 |
|
|
| Oneok (OKE) | 0.1 | $4.9M | -19% | 54k | 92.03 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $4.9M | -13% | 24k | 205.61 |
|
| Starbucks Corporation (SBUX) | 0.1 | $4.9M | -6% | 51k | 97.07 |
|
| TJX Companies (TJX) | 0.1 | $4.9M | -38% | 42k | 116.64 |
|
| Metropcs Communications (TMUS) | 0.1 | $4.9M | -6% | 24k | 207.11 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $4.8M | +22% | 60k | 80.82 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $4.8M | 143k | 33.77 |
|
|
| Dow (DOW) | 0.1 | $4.8M | -20% | 88k | 54.58 |
|
| Union Pacific Corporation (UNP) | 0.1 | $4.8M | -19% | 20k | 244.70 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $4.8M | -13% | 105k | 45.13 |
|
| Lowe's Companies (LOW) | 0.1 | $4.6M | -5% | 17k | 270.64 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.6M | -33% | 40k | 117.10 |
|
| 3M Company (MMM) | 0.1 | $4.6M | -4% | 34k | 136.17 |
|
| American Express Company (AXP) | 0.1 | $4.6M | 17k | 270.72 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $4.5M | +221% | 42k | 108.86 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $4.4M | -56% | 276k | 16.07 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $4.4M | +7% | 74k | 59.48 |
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $4.3M | 205k | 20.98 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $4.2M | -25% | 17k | 244.92 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $4.2M | -5% | 89k | 46.97 |
|
| ConocoPhillips (COP) | 0.1 | $4.2M | 38k | 109.09 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.1M | -13% | 9.0k | 460.36 |
|
| Corning Incorporated (GLW) | 0.1 | $4.1M | +39% | 92k | 44.98 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.1M | -7% | 32k | 127.91 |
|
| Emerson Electric (EMR) | 0.1 | $4.0M | -3% | 37k | 109.47 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $4.0M | -9% | 293k | 13.65 |
|
| Walt Disney Company (DIS) | 0.1 | $4.0M | -18% | 42k | 95.36 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.0M | -7% | 18k | 218.16 |
|
| Linde SHS (LIN) | 0.1 | $4.0M | -11% | 8.3k | 474.72 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $3.9M | -2% | 31k | 125.31 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $3.9M | -12% | 7.3k | 531.83 |
|
| Proshares Tr Short S&p 500 Ne | 0.1 | $3.9M | -43% | 355k | 10.98 |
|
| CSX Corporation (CSX) | 0.1 | $3.9M | -8% | 113k | 34.34 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.9M | +6% | 21k | 186.96 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.8M | -2% | 45k | 84.40 |
|
| AutoZone (AZO) | 0.1 | $3.8M | -18% | 1.2k | 3122.47 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $3.7M | NEW | 36k | 100.94 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $3.6M | +48% | 54k | 67.03 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.6M | -4% | 9.5k | 376.98 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $3.6M | 72k | 49.59 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $3.6M | +578% | 37k | 97.89 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.6M | -34% | 67k | 53.42 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $3.5M | -12% | 85k | 41.59 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.5M | +22% | 6.1k | 569.53 |
|
| Servicenow (NOW) | 0.1 | $3.5M | -21% | 3.9k | 893.00 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) | 0.1 | $3.5M | 95k | 36.51 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $3.4M | -11% | 27k | 127.09 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $3.4M | +145% | 15k | 229.66 |
|
| Devon Energy Corporation (DVN) | 0.1 | $3.4M | -21% | 85k | 39.99 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $3.4M | -7% | 34k | 101.59 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $3.4M | +9% | 34k | 100.73 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $3.4M | -8% | 68k | 49.84 |
|
| Altria (MO) | 0.1 | $3.3M | -23% | 65k | 51.77 |
|
| Enbridge (ENB) | 0.1 | $3.3M | -7% | 82k | 40.69 |
|
| Rivernorth Opprtunities Fd I (RIV) | 0.1 | $3.3M | +2% | 253k | 12.92 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $3.3M | +21% | 17k | 198.60 |
|
| Coherent Corp (COHR) | 0.1 | $3.2M | -15% | 36k | 89.23 |
|
| Applied Digital Corp Com New (APLD) | 0.1 | $3.2M | -49% | 389k | 8.24 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $3.2M | +41% | 30k | 108.43 |
|
| American Electric Power Company (AEP) | 0.1 | $3.2M | -9% | 31k | 102.22 |
|
| Trust For Professional Man Activepassive Cr (APCB) | 0.1 | $3.2M | -14% | 104k | 30.25 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.1M | -3% | 30k | 104.32 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $3.1M | -3% | 11k | 281.90 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $3.1M | +16% | 104k | 29.84 |
|
| Apollo Global Mgmt (APO) | 0.1 | $3.1M | -7% | 25k | 127.07 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $3.1M | -17% | 21k | 150.09 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $3.1M | -5% | 18k | 175.21 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $3.1M | -57% | 28k | 109.97 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $3.0M | -21% | 56k | 54.30 |
|
| Consolidated Edison (ED) | 0.1 | $3.0M | -9% | 29k | 104.10 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $3.0M | -8% | 48k | 62.90 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.0M | -6% | 33k | 91.01 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.0M | -37% | 11k | 281.63 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $3.0M | -68% | 36k | 82.35 |
|
| Citigroup Com New (C) | 0.1 | $3.0M | -11% | 48k | 62.05 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $2.9M | +5% | 30k | 96.65 |
|
| Philip Morris International (PM) | 0.1 | $2.9M | -23% | 24k | 122.21 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $2.9M | +2% | 30k | 95.42 |
|
| Boeing Company (BA) | 0.1 | $2.9M | -17% | 19k | 151.30 |
|
| Kinder Morgan (KMI) | 0.1 | $2.9M | -10% | 127k | 22.43 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $2.9M | -18% | 48k | 60.06 |
|
| United Parcel Service CL B (UPS) | 0.1 | $2.8M | -12% | 21k | 133.72 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $2.8M | -12% | 138k | 20.48 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.8M | -3% | 23k | 125.21 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.8M | +75% | 44k | 64.04 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $2.8M | -10% | 39k | 70.97 |
|
| Martin Marietta Materials (MLM) | 0.1 | $2.8M | -4% | 5.2k | 530.03 |
|
| Danaher Corporation (DHR) | 0.1 | $2.8M | -9% | 10k | 277.26 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.8M | -14% | 23k | 119.45 |
|
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 Q3 filed Dec. 13, 2024
- 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