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, MSFT, VUG, AMZN, and represent 14.12% of B. Riley Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJS (+$6.8M), UTEN (+$6.7M), TLT (+$6.3M), SPYV, TSLA, IWY, APUE, QQQE, BND, JEPQ.
- Started 93 new stock positions in RRC, TPR, FDEC, TAN, JMBS, QYLG, FNDA, EMXC, GEN, NJR.
- Reduced shares in these 10 stocks: VUG (-$24M), VTV (-$19M), EFG (-$11M), HYZD (-$9.7M), VCSH (-$9.7M), IVV (-$9.2M), VEA (-$8.9M), BIL (-$8.2M), IUSB (-$7.5M), MSFT (-$7.4M).
- Sold out of its positions in BTAL, Activision Blizzard, AEHR, AEIS, AKTS, COR, ANSS, APP, ATR, ARRY.
- B. Riley Wealth Advisors was a net seller of stock by $-334M.
- 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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Positions held by National Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio 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.
- Sign up to view all of the B. Riley Wealth Advisors Dec. 31, 2023 positions
- Download the B. Riley Wealth Advisors December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 3.9 | $145M | -3% | 754k | 192.53 |
|
Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $117M | -7% | 245k | 477.63 |
|
Microsoft Corporation (MSFT) | 2.8 | $102M | -6% | 272k | 376.04 |
|
Vanguard Index Fds Growth Etf (VUG) | 2.3 | $84M | -22% | 271k | 310.88 |
|
Amazon (AMZN) | 2.0 | $75M | -4% | 496k | 151.94 |
|
NVIDIA Corporation (NVDA) | 1.9 | $71M | 142k | 495.22 |
|
|
Vanguard Index Fds Value Etf (VTV) | 1.7 | $63M | -23% | 419k | 149.50 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $48M | -3% | 117k | 409.73 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $38M | -3% | 79k | 477.19 |
|
Home Depot (HD) | 0.9 | $32M | -5% | 93k | 346.55 |
|
Meta Platforms Cl A (META) | 0.9 | $32M | -6% | 90k | 353.96 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $31M | -4% | 72k | 436.80 |
|
Broadcom (AVGO) | 0.8 | $30M | 27k | 1116.23 |
|
|
Tesla Motors (TSLA) | 0.8 | $28M | +19% | 114k | 248.48 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.8 | $28M | -2% | 201k | 140.93 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $28M | -7% | 197k | 139.69 |
|
Procter & Gamble Company (PG) | 0.7 | $27M | +12% | 184k | 146.54 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $26M | -6% | 73k | 356.66 |
|
Exxon Mobil Corporation (XOM) | 0.7 | $26M | -3% | 257k | 99.98 |
|
UnitedHealth (UNH) | 0.7 | $26M | -12% | 49k | 526.48 |
|
JPMorgan Chase & Co. (JPM) | 0.7 | $25M | -8% | 148k | 170.10 |
|
Visa Com Cl A (V) | 0.6 | $24M | -7% | 91k | 260.35 |
|
Eli Lilly & Co. (LLY) | 0.6 | $23M | -6% | 40k | 582.92 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $23M | -10% | 408k | 55.41 |
|
Johnson & Johnson (JNJ) | 0.6 | $22M | -4% | 142k | 156.74 |
|
Enterprise Products Partners (EPD) | 0.6 | $22M | -2% | 827k | 26.35 |
|
Ishares Tr Core Total Usd (IUSB) | 0.6 | $22M | -25% | 470k | 46.07 |
|
Abbvie (ABBV) | 0.5 | $20M | -10% | 130k | 154.97 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $20M | -30% | 417k | 47.90 |
|
Lam Research Corporation (LRCX) | 0.5 | $19M | +6% | 24k | 785.26 |
|
Chevron Corporation (CVX) | 0.5 | $19M | +3% | 127k | 149.16 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $18M | -14% | 93k | 191.17 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $18M | -35% | 230k | 77.37 |
|
Costco Wholesale Corporation (COST) | 0.5 | $18M | -9% | 26k | 675.00 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $17M | -39% | 179k | 96.85 |
|
Palo Alto Networks (PANW) | 0.4 | $17M | 56k | 294.88 |
|
|
Merck & Co (MRK) | 0.4 | $16M | -9% | 147k | 109.78 |
|
Wal-Mart Stores (WMT) | 0.4 | $16M | -3% | 100k | 158.17 |
|
McDonald's Corporation (MCD) | 0.4 | $16M | 53k | 296.51 |
|
|
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.4 | $16M | -38% | 722k | 21.61 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $15M | -23% | 102k | 147.24 |
|
Proshares Tr Large Cap Cre (CSM) | 0.4 | $15M | -31% | 273k | 54.77 |
|
Mastercard Incorporated Cl A (MA) | 0.4 | $15M | -4% | 35k | 426.51 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $15M | +13% | 88k | 170.40 |
|
Thermo Fisher Scientific (TMO) | 0.4 | $15M | -8% | 27k | 531.14 |
|
International Business Machines (IBM) | 0.4 | $14M | -12% | 83k | 163.55 |
|
Uber Technologies (UBER) | 0.4 | $14M | +12% | 219k | 61.57 |
|
Honeywell International (HON) | 0.4 | $13M | -8% | 64k | 209.71 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.4 | $13M | -31% | 255k | 52.10 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $13M | +14% | 27k | 484.01 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $13M | +94% | 132k | 98.88 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $13M | +11% | 96k | 136.38 |
|
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.4 | $13M | -32% | 180k | 72.15 |
|
Pepsi (PEP) | 0.3 | $13M | +7% | 74k | 171.07 |
|
Select Sector Spdr Tr Technology (XLK) | 0.3 | $12M | +17% | 64k | 192.48 |
|
Select Sector Spdr Tr Energy (XLE) | 0.3 | $12M | 146k | 83.84 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $12M | -25% | 57k | 213.33 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $12M | -25% | 50k | 241.77 |
|
Ishares Core Msci Emkt (IEMG) | 0.3 | $12M | -22% | 235k | 50.58 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $12M | +10% | 222k | 52.29 |
|
Amgen (AMGN) | 0.3 | $12M | -7% | 40k | 288.02 |
|
Caterpillar (CAT) | 0.3 | $11M | -2% | 39k | 295.68 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $11M | -31% | 109k | 104.46 |
|
Verizon Communications (VZ) | 0.3 | $11M | -3% | 299k | 37.70 |
|
Nextera Energy (NEE) | 0.3 | $11M | -10% | 185k | 60.74 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $11M | -5% | 802k | 13.80 |
|
Vaneck Etf Trust Oil Services Etf (OIH) | 0.3 | $11M | +2% | 35k | 309.52 |
|
Advanced Micro Devices (AMD) | 0.3 | $11M | -4% | 72k | 147.41 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $11M | -25% | 215k | 49.36 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $10M | -15% | 43k | 237.22 |
|
Blackstone Group Inc Com Cl A (BX) | 0.3 | $10M | 77k | 130.92 |
|
|
Agnico (AEM) | 0.3 | $10M | 184k | 54.85 |
|
|
Boeing Company (BA) | 0.3 | $10M | -6% | 39k | 260.66 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $10M | -44% | 110k | 91.39 |
|
Proshares Tr Short S&p 500 Ne (SH) | 0.3 | $9.9M | -30% | 759k | 12.99 |
|
Servicenow (NOW) | 0.3 | $9.7M | +19% | 14k | 706.48 |
|
Adobe Systems Incorporated (ADBE) | 0.3 | $9.6M | -5% | 16k | 596.61 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $9.5M | 171k | 55.67 |
|
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $9.3M | -23% | 121k | 77.02 |
|
Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $9.3M | -35% | 100k | 92.78 |
|
Boulder Growth & Income Fund (STEW) | 0.2 | $9.2M | +21% | 661k | 13.87 |
|
Cisco Systems (CSCO) | 0.2 | $9.1M | -12% | 181k | 50.52 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $9.0M | -13% | 120k | 75.10 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $9.0M | -2% | 39k | 232.64 |
|
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.2 | $8.9M | -41% | 280k | 31.79 |
|
RBB Us Treas 3 Mnth (TBIL) | 0.2 | $8.9M | -44% | 178k | 49.86 |
|
American Tower Reit (AMT) | 0.2 | $8.9M | -2% | 41k | 217.56 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $8.8M | +26% | 126k | 70.35 |
|
Stryker Corporation (SYK) | 0.2 | $8.8M | 29k | 300.24 |
|
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $8.7M | -25% | 653k | 13.30 |
|
Deere & Company (DE) | 0.2 | $8.6M | -6% | 21k | 401.34 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $8.5M | +2% | 86k | 99.25 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $8.5M | +39% | 78k | 108.25 |
|
Union Pacific Corporation (UNP) | 0.2 | $8.4M | -20% | 34k | 245.62 |
|
Qualcomm (QCOM) | 0.2 | $8.4M | -7% | 58k | 144.63 |
|
Select Sector Spdr Tr Indl (XLI) | 0.2 | $8.4M | +3% | 74k | 113.99 |
|
Coca-Cola Company (KO) | 0.2 | $8.4M | -7% | 143k | 58.93 |
|
Bristol Myers Squibb (BMY) | 0.2 | $8.4M | -12% | 163k | 51.31 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $8.1M | +31% | 52k | 157.80 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $8.1M | +509% | 79k | 103.07 |
|
Pfizer (PFE) | 0.2 | $8.0M | -14% | 279k | 28.79 |
|
Netflix (NFLX) | 0.2 | $8.0M | +7% | 16k | 486.89 |
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $7.9M | 164k | 48.45 |
|
|
Bank of America Corporation (BAC) | 0.2 | $7.9M | -8% | 235k | 33.67 |
|
Duke Energy Corp Com New (DUK) | 0.2 | $7.9M | -3% | 81k | 97.04 |
|
First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.2 | $7.8M | +60% | 75k | 104.45 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $7.8M | -6% | 154k | 50.47 |
|
TJX Companies (TJX) | 0.2 | $7.8M | 83k | 93.81 |
|
|
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.2 | $7.7M | +20% | 149k | 51.68 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $7.7M | +40% | 10k | 756.92 |
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $7.6M | -2% | 77k | 98.59 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $7.5M | -3% | 61k | 122.75 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $7.3M | -40% | 178k | 41.10 |
|
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $7.3M | -13% | 122k | 59.66 |
|
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $7.2M | -21% | 69k | 104.92 |
|
Lockheed Martin Corporation (LMT) | 0.2 | $7.2M | -8% | 16k | 453.26 |
|
Williams Companies (WMB) | 0.2 | $7.1M | -2% | 205k | 34.83 |
|
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $7.0M | -12% | 94k | 74.58 |
|
Ishares Gold Tr Ishares New (IAU) | 0.2 | $7.0M | +68% | 179k | 39.03 |
|
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $7.0M | +59% | 241k | 28.88 |
|
Goldman Sachs (GS) | 0.2 | $7.0M | -14% | 18k | 385.78 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $6.9M | +11% | 128k | 53.97 |
|
salesforce (CRM) | 0.2 | $6.8M | 26k | 263.14 |
|
|
First Tr Value Line Divid In SHS (FVD) | 0.2 | $6.8M | -16% | 168k | 40.56 |
|
RBB Us Treasr 10 Yr (UTEN) | 0.2 | $6.7M | NEW | 149k | 45.08 |
|
Ishares Tr Mbs Etf (MBB) | 0.2 | $6.5M | -25% | 70k | 94.08 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $6.5M | +3% | 120k | 53.82 |
|
Palantir Technologies Cl A (PLTR) | 0.2 | $6.4M | +24% | 375k | 17.17 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $6.4M | -19% | 84k | 76.38 |
|
John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.2 | $6.4M | +80% | 175k | 36.57 |
|
Waste Management (WM) | 0.2 | $6.3M | 35k | 179.10 |
|
|
Automatic Data Processing (ADP) | 0.2 | $6.3M | -6% | 27k | 234.37 |
|
Abbott Laboratories (ABT) | 0.2 | $6.2M | -12% | 57k | 110.07 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $6.2M | -32% | 80k | 77.73 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $6.2M | -13% | 35k | 179.97 |
|
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $6.2M | -3% | 62k | 100.21 |
|
Dow (DOW) | 0.2 | $6.2M | -3% | 113k | 54.84 |
|
At&t (T) | 0.2 | $6.1M | -10% | 366k | 16.78 |
|
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $6.1M | +220% | 35k | 175.22 |
|
Raytheon Technologies Corp (RTX) | 0.2 | $6.0M | -39% | 72k | 84.14 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $6.0M | -33% | 80k | 75.35 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $6.0M | +50% | 51k | 117.13 |
|
First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $6.0M | +54% | 216k | 27.69 |
|
Walt Disney Company (DIS) | 0.2 | $5.9M | 66k | 90.57 |
|
|
Starbucks Corporation (SBUX) | 0.2 | $5.9M | -2% | 61k | 96.01 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $5.9M | -42% | 66k | 88.36 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $5.8M | -5% | 15k | 377.68 |
|
Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $5.8M | -20% | 114k | 50.47 |
|
Snowflake Cl A (SNOW) | 0.2 | $5.8M | +38% | 29k | 199.00 |
|
Intel Corporation (INTC) | 0.2 | $5.7M | -8% | 114k | 50.25 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $5.7M | +2% | 19k | 303.16 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.2 | $5.7M | -19% | 26k | 223.39 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.7M | -36% | 20k | 277.15 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $5.6M | +9% | 99k | 56.40 |
|
Select Sector Spdr Tr Financial (XLF) | 0.1 | $5.5M | +8% | 148k | 37.60 |
|
Eaton Corp SHS (ETN) | 0.1 | $5.5M | +4% | 23k | 240.82 |
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $5.5M | -32% | 76k | 72.03 |
|
Hecla Mining Company (HL) | 0.1 | $5.4M | -2% | 1.1M | 4.81 |
|
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 |
|
Oracle Corporation (ORCL) | 0.1 | $5.4M | -2% | 51k | 105.43 |
|
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $5.4M | -2% | 29k | 186.55 |
|
Trust For Professional Man Activepassive Us (APUE) | 0.1 | $5.4M | +340% | 184k | 29.09 |
|
Oneok (OKE) | 0.1 | $5.3M | 76k | 70.22 |
|
|
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 |
|
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 |
|
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 |
|
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 |
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $4.7M | -7% | 87k | 53.84 |
|
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 |
|
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 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $4.3M | +7% | 68k | 63.33 |
|
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 |
|
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $4.2M | +699% | 50k | 84.64 |
|
World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $4.2M | +19% | 103k | 40.91 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $4.2M | -26% | 31k | 136.14 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.2M | 16k | 262.26 |
|
|
3M Company (MMM) | 0.1 | $4.1M | -10% | 38k | 109.32 |
|
Ford Motor Company (F) | 0.1 | $4.1M | -18% | 338k | 12.19 |
|
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 |
|
Coherent Corp (COHR) | 0.1 | $4.1M | -7% | 93k | 43.53 |
|
Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $4.0M | +21% | 52k | 78.59 |
|
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $4.0M | -5% | 180k | 22.44 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $4.0M | -10% | 128k | 31.19 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $4.0M | -6% | 16k | 255.31 |
|
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $3.9M | -44% | 49k | 80.04 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.9M | -6% | 19k | 200.71 |
|
Sherwin-Williams Company (SHW) | 0.1 | $3.9M | +3% | 12k | 311.90 |
|
Metropcs Communications (TMUS) | 0.1 | $3.8M | +10% | 24k | 160.33 |
|
First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $3.8M | +33% | 44k | 87.67 |
|
Linde SHS (LIN) | 0.1 | $3.8M | -11% | 9.3k | 410.70 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.8M | 9.3k | 406.88 |
|
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.8M | -6% | 21k | 178.81 |
|
American Express Company (AXP) | 0.1 | $3.8M | -3% | 20k | 187.34 |
|
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN) | 0.1 | $3.8M | +9% | 118k | 31.79 |
|
Cleveland-cliffs (CLF) | 0.1 | $3.7M | -15% | 184k | 20.42 |
|
Ishares Tr Short Treas Bd (SHV) | 0.1 | $3.7M | -11% | 34k | 110.13 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $3.7M | -58% | 57k | 65.06 |
|
Vanguard World Mega Cap Index (MGC) | 0.1 | $3.7M | +2% | 22k | 169.28 |
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $3.6M | +887% | 73k | 49.93 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $3.6M | -49% | 21k | 168.54 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.6M | -20% | 47k | 76.13 |
|
AutoZone (AZO) | 0.1 | $3.6M | -10% | 1.4k | 2586.03 |
|
United Parcel Service CL B (UPS) | 0.1 | $3.5M | 23k | 157.23 |
|
|
Applied Digital Corp Com New (APLD) | 0.1 | $3.5M | +9% | 513k | 6.74 |
|
Crown Castle Intl (CCI) | 0.1 | $3.5M | -23% | 30k | 115.19 |
|
Dupont De Nemours (DD) | 0.1 | $3.4M | -2% | 45k | 76.93 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $3.4M | -4% | 16k | 219.57 |
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $3.4M | +169% | 34k | 100.27 |
|
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $3.4M | +6% | 42k | 80.15 |
|
Truist Financial Corp equities (TFC) | 0.1 | $3.4M | 91k | 36.92 |
|
|
A Mark Precious Metals (AMRK) | 0.1 | $3.3M | +164% | 110k | 30.25 |
|
Pan American Silver Corp Can (PAAS) | 0.1 | $3.3M | +10% | 204k | 16.33 |
|
Altria (MO) | 0.1 | $3.3M | -12% | 80k | 41.28 |
|
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $3.3M | +4% | 68k | 48.38 |
|
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $3.3M | -7% | 13k | 250.70 |
|
Kinder Morgan (KMI) | 0.1 | $3.3M | -2% | 186k | 17.64 |
|
Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $3.2M | +112% | 64k | 50.36 |
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $3.2M | +2% | 93k | 34.62 |
|
Emerson Electric (EMR) | 0.1 | $3.2M | -13% | 33k | 97.33 |
|
RBB Us Treasy 2 Yr (UTWO) | 0.1 | $3.2M | NEW | 66k | 48.34 |
|
Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $3.2M | +37% | 66k | 48.19 |
|
Starwood Property Trust (STWD) | 0.1 | $3.2M | +3% | 147k | 21.50 |
|
Proshares Tr Short Qqq New (PSQ) | 0.1 | $3.1M | -23% | 332k | 9.48 |
|
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $3.1M | NEW | 57k | 55.35 |
|
Amphenol Corp Cl A (APH) | 0.1 | $3.1M | 31k | 99.35 |
|
|
Morgan Stanley Com New (MS) | 0.1 | $3.1M | +15% | 33k | 93.25 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.1M | -23% | 8.8k | 350.90 |
|
Freeport-mcmoran CL B (FCX) | 0.1 | $3.1M | +53% | 72k | 42.57 |
|
Ares Capital Corporation (ARCC) | 0.1 | $3.1M | +16% | 153k | 20.03 |
|
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 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
- National Asset Management 2020 Q3 filed Nov. 9, 2020