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 1493 positions in its portfolio as reported in the December 2022 quarterly 13F filing

B. Riley Wealth Advisors has 1493 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.5 $124M -6% 952k 129.93
Ishares Tr Core S&p500 Etf (IVV) 2.1 $75M -4% 196k 384.21
Vanguard Index Fds Growth Etf (VUG) 2.1 $75M +3% 351k 213.11
Microsoft Corporation (MSFT) 2.1 $75M -8% 311k 239.82
Vanguard Index Fds Value Etf (VTV) 1.9 $67M 474k 140.37
Amazon (AMZN) 1.3 $47M 562k 84.00
Home Depot (HD) 0.9 $33M 105k 315.86
Exxon Mobil Corporation (XOM) 0.9 $32M 292k 110.30
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $32M +27% 347k 91.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $31M -3% 81k 384.04
Abbvie (ABBV) 0.9 $31M +3% 191k 161.61
Spdr Gold Tr Gold Shs (GLD) 0.8 $30M +3% 174k 169.62
Johnson & Johnson (JNJ) 0.8 $29M +3% 167k 175.70
UnitedHealth (UNH) 0.8 $29M +3% 54k 530.17

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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $29M -6% 107k 266.28
NVIDIA Corporation (NVDA) 0.8 $28M 191k 146.14
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $28M +4% 184k 151.85
Proshares Tr Short S&p 500 Ne (SH) 0.8 $28M 1.7M 16.03
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.8 $28M +6% 1.9M 14.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $27M -2% 654k 41.97
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $23M -9% 275k 84.75
Alphabet Cap Stk Cl A (GOOGL) 0.6 $23M -8% 261k 88.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $23M +14% 74k 308.90
Ishares Tr Core Total Usd (IUSB) 0.6 $22M +26% 488k 44.93
Thermo Fisher Scientific (TMO) 0.6 $22M -3% 39k 550.98
Merck & Co (MRK) 0.6 $21M 192k 111.64
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $21M -3% 253k 83.76
Chevron Corporation (CVX) 0.6 $21M 118k 179.49
JPMorgan Chase & Co. (JPM) 0.6 $21M +9% 158k 134.10
Alphabet Cap Stk Cl C (GOOG) 0.6 $21M 234k 88.73
Visa Com Cl A (V) 0.6 $20M 97k 207.76
Procter & Gamble Company (PG) 0.6 $20M 133k 151.56
Enterprise Products Partners (EPD) 0.6 $20M +5% 827k 24.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $20M -7% 57k 351.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $20M +5% 202k 96.96
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $19M +18% 346k 55.05
Nextera Energy (NEE) 0.5 $19M -4% 226k 83.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $19M -8% 249k 75.19
Pepsi (PEP) 0.5 $18M 101k 181.57
Pfizer (PFE) 0.5 $18M +2% 346k 51.24
Mastercard Incorporated Cl A (MA) 0.5 $18M 51k 347.73
Proshares Tr Large Cap Cre (CSM) 0.5 $17M 387k 44.91
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.5 $17M -8% 813k 20.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $16M 349k 46.71
Honeywell International (HON) 0.5 $16M +5% 75k 214.30
Broadcom (AVGO) 0.4 $16M +2% 29k 559.14
Costco Wholesale Corporation (COST) 0.4 $15M +3% 34k 456.50
Wal-Mart Stores (WMT) 0.4 $15M +3% 107k 142.27
Bristol Myers Squibb (BMY) 0.4 $15M +5% 211k 71.94
Eli Lilly & Co. (LLY) 0.4 $15M +11% 40k 365.84
Ishares Tr Eafe Value Etf (EFV) 0.4 $14M +28% 311k 45.88
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $14M +11% 191k 74.55
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $14M +15% 44k 319.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $14M 292k 47.43
Tesla Motors (TSLA) 0.4 $14M -6% 111k 123.18
Verizon Communications (VZ) 0.4 $14M -2% 346k 39.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $14M +3% 179k 75.28
International Business Machines (IBM) 0.4 $13M 95k 140.89
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.4 $13M +14% 150k 87.83
Vanguard Index Fds Small Cp Etf (VB) 0.4 $13M +19% 72k 183.54
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.4 $13M -2% 204k 64.34
Select Sector Spdr Tr Energy (XLE) 0.4 $13M +4% 147k 87.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $13M +10% 156k 81.17
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $13M +18% 470k 26.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $12M -6% 307k 38.98
McDonald's Corporation (MCD) 0.3 $12M 46k 260.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $12M -4% 62k 191.19
American Tower Reit (AMT) 0.3 $12M -5% 55k 213.33
Select Sector Spdr Tr Financial (XLF) 0.3 $12M +9% 340k 34.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $11M 56k 200.54
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $11M +2% 83k 135.85
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $11M 133k 83.60
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $11M +48% 412k 26.68
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $10M 72k 145.07
First Tr Value Line Divid In SHS (FVD) 0.3 $10M +6% 260k 39.91
Meta Platforms Cl A (META) 0.3 $10M -21% 84k 119.60
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.3 $9.8M +19% 320k 30.59
Vaneck Etf Trust Oil Services Etf (OIH) 0.3 $9.7M +7% 32k 304.05
Amgen (AMGN) 0.3 $9.6M -13% 37k 262.64
Coca-Cola Company (KO) 0.3 $9.5M +5% 151k 63.40
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $9.5M -11% 105k 90.77
Walt Disney Company (DIS) 0.3 $9.4M -7% 109k 86.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $9.4M +6% 133k 70.51
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $9.2M +6% 97k 94.64
Union Pacific Corporation (UNP) 0.2 $8.8M 42k 207.07
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $8.7M +4% 106k 82.48
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.2 $8.7M -3% 275k 31.73
Deere & Company (DE) 0.2 $8.7M +2% 20k 429.97
Select Sector Spdr Tr Technology (XLK) 0.2 $8.7M +30% 70k 124.44
Ishares Tr Core Div Grwth (DGRO) 0.2 $8.6M 172k 50.00
Lam Research Corporation (LRCX) 0.2 $8.6M -14% 20k 422.15
Boulder Growth & Income Fund (STEW) 0.2 $8.6M +91% 677k 12.70
Boeing Company (BA) 0.2 $8.3M +7% 43k 190.49
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $8.2M +2236% 212k 38.89
CVS Caremark Corporation (CVS) 0.2 $8.1M +3% 87k 93.19
Bank of America Corporation (BAC) 0.2 $8.1M +9% 243k 33.12
Ishares Msci Emerg Mrkt (EEMV) 0.2 $8.0M +36% 151k 53.05
Cisco Systems (CSCO) 0.2 $8.0M +4% 167k 47.64
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.2 $8.0M +31% 437k 18.22
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $7.9M +7% 106k 74.32
At&t (T) 0.2 $7.8M +2% 426k 18.41
TJX Companies (TJX) 0.2 $7.8M -5% 98k 79.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $7.8M -11% 173k 44.81
Lockheed Martin Corporation (LMT) 0.2 $7.7M 16k 486.49
Ishares Tr Mbs Etf (MBB) 0.2 $7.7M +437% 83k 92.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $7.7M +17% 159k 48.24
Agnico (AEM) 0.2 $7.6M -4% 146k 51.99
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $7.6M +14% 640k 11.87
Ishares Tr Msci Eafe Etf (EFA) 0.2 $7.5M -10% 115k 65.64
First Tr Exchange Traded Indls Prod Dur (FXR) 0.2 $7.5M +13% 146k 51.51
Williams Companies (WMB) 0.2 $7.3M -15% 223k 32.90
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $7.3M +31% 36k 203.81
First Tr Exchange Traded Finls Alphadex (FXO) 0.2 $7.2M +24% 176k 40.96
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $7.1M +12% 136k 52.57
Duke Energy Corp Com New (DUK) 0.2 $7.1M +5% 69k 102.99
Raytheon Technologies Corp (RTX) 0.2 $7.1M 70k 100.92
Automatic Data Processing (ADP) 0.2 $7.1M +2% 30k 240.02
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $7.0M +4% 97k 72.44
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $6.9M +9% 69k 100.14
Palo Alto Networks (PANW) 0.2 $6.9M +15% 50k 139.54
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $6.9M -26% 96k 72.10
Stryker Corporation (SYK) 0.2 $6.9M 28k 245.20
Ishares Tr Tips Bd Etf (TIP) 0.2 $6.9M -45% 64k 106.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $6.9M +7% 21k 332.09
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $6.8M 150k 45.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $6.8M +11% 48k 141.25
Starbucks Corporation (SBUX) 0.2 $6.7M 68k 99.20
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $6.7M -12% 173k 38.71
Nike CL B (NKE) 0.2 $6.7M -2% 57k 117.01
Adobe Systems Incorporated (ADBE) 0.2 $6.6M -5% 20k 336.53
Qualcomm (QCOM) 0.2 $6.5M 59k 109.94
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $6.5M -6% 96k 67.45
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $6.5M 86k 74.95
Vanguard World Fds Materials Etf (VAW) 0.2 $6.5M +12% 38k 170.20
Abbott Laboratories (ABT) 0.2 $6.5M -2% 59k 109.90
Ishares Tr Residential Mult (REZ) 0.2 $6.4M +4% 94k 68.34
Crown Castle Intl (CCI) 0.2 $6.4M 47k 135.65
ConocoPhillips (COP) 0.2 $6.2M +25% 54k 116.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $6.2M +22% 26k 241.89
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $6.2M +43% 63k 98.21
Northrop Grumman Corporation (NOC) 0.2 $6.1M +2% 11k 545.63
Ishares Tr S&p 100 Etf (OEF) 0.2 $6.0M -8% 35k 170.57
Waste Management (WM) 0.2 $6.0M -3% 38k 156.88
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $5.9M -31% 60k 98.99
Archer Daniels Midland Company (ADM) 0.2 $5.9M +9% 63k 92.85
Ishares Tr U.s. Tech Etf (IYW) 0.2 $5.9M +253% 79k 74.49
Caterpillar (CAT) 0.2 $5.8M 24k 239.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $5.7M +4% 98k 58.50
Ishares Tr Core Msci Eafe (IEFA) 0.2 $5.7M -2% 93k 61.64
United Parcel Service CL B (UPS) 0.2 $5.7M +5% 33k 173.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $5.7M +9% 36k 158.80
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $5.7M +10% 113k 50.33
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $5.6M +2% 210k 26.63
Ford Motor Company (F) 0.2 $5.4M +10% 466k 11.63
Philip Morris International (PM) 0.2 $5.4M +10% 53k 102.27
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $5.4M +41% 55k 96.99
Altria (MO) 0.1 $5.3M 115k 46.57
Ishares Core Msci Emkt (IEMG) 0.1 $5.3M -10% 114k 46.70
AutoZone (AZO) 0.1 $5.3M +14% 2.2k 2466.18
Blackstone Group Inc Com Cl A (BX) 0.1 $5.2M -8% 70k 74.19
Charles Schwab Corporation (SCHW) 0.1 $5.1M +16% 64k 79.45
Enbridge (ENB) 0.1 $5.0M -4% 129k 39.10
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.1 $5.0M +102% 551k 9.11
Texas Instruments Incorporated (TXN) 0.1 $5.0M +3% 30k 165.22
Ishares Tr Short Treas Bd (SHV) 0.1 $5.0M -13% 46k 109.92
Netflix (NFLX) 0.1 $5.0M -4% 17k 288.25
Proshares Tr Short Qqq New (PSQ) 0.1 $4.9M +49% 336k 14.72
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $4.9M -4% 98k 50.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $4.9M 23k 214.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.9M +19% 45k 108.21
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $4.8M +32% 48k 100.02
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $4.8M +596% 117k 40.89
Goldman Sachs (GS) 0.1 $4.8M 14k 343.37
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $4.7M -6% 94k 50.27
Oracle Corporation (ORCL) 0.1 $4.6M +5% 56k 81.74
Amphenol Corp Cl A (APH) 0.1 $4.6M +31% 60k 76.31
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $4.6M -5% 16k 288.77
Ishares Gold Tr Ishares New (IAU) 0.1 $4.6M +33% 132k 34.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $4.6M -2% 101k 45.15
3M Company (MMM) 0.1 $4.5M -13% 38k 119.92
Dow (DOW) 0.1 $4.5M +16% 90k 50.39
Lowe's Companies (LOW) 0.1 $4.5M +4% 23k 199.25
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $4.4M -67% 196k 22.72
CSX Corporation (CSX) 0.1 $4.4M 142k 30.98
Arch Resources Cl A (ARCH) 0.1 $4.4M +48% 31k 142.79
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $4.3M 53k 82.32
Hecla Mining Company (HL) 0.1 $4.3M +119% 779k 5.56
Mondelez Intl Cl A (MDLZ) 0.1 $4.3M +52% 65k 67.01
Devon Energy Corporation (DVN) 0.1 $4.3M +25% 70k 61.51
Olin Corp Com Par $1 (OLN) 0.1 $4.2M -11% 80k 52.94
Newmont Mining Corporation (NEM) 0.1 $4.2M -19% 90k 47.17
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $4.2M +291% 29k 145.93
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $4.2M +6% 72k 57.82
Advanced Micro Devices (AMD) 0.1 $4.1M -18% 64k 64.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $4.1M -35% 48k 84.80
Gladstone Commercial Corporation (GOOD) 0.1 $4.1M -3% 220k 18.50
Zoetis Cl A (ZTS) 0.1 $4.0M 28k 146.55
Republic Services (RSG) 0.1 $4.0M +2% 31k 129.48
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $4.0M +30% 37k 108.18
American Express Company (AXP) 0.1 $4.0M +4% 27k 147.75
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $3.9M 60k 64.91
Roper Industries (ROP) 0.1 $3.9M +4% 9.1k 432.08
Comcast Corp Cl A (CMCSA) 0.1 $3.9M 112k 34.97
Southern Company (SO) 0.1 $3.9M +3% 55k 71.41
Ishares Tr Core High Dv Etf (HDV) 0.1 $3.9M -14% 37k 104.24
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $3.8M +3% 67k 57.61
Vanguard World Fds Health Car Etf (VHT) 0.1 $3.8M +2% 15k 248.05
Emerson Electric (EMR) 0.1 $3.8M +24% 39k 96.06
Kinder Morgan (KMI) 0.1 $3.8M -33% 209k 18.08
MPLX Com Unit Rep Ltd (MPLX) 0.1 $3.8M +2% 115k 32.84
Paypal Holdings (PYPL) 0.1 $3.7M -18% 54k 69.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $3.7M +11% 41k 91.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.7M +25% 49k 75.54
Wells Fargo & Company (WFC) 0.1 $3.7M +12% 90k 41.07
Generac Holdings (GNRC) 0.1 $3.7M -2% 37k 100.66
Phillips 66 (PSX) 0.1 $3.6M +8% 34k 104.08
Morgan Stanley Com New (MS) 0.1 $3.5M +5% 42k 85.02
Intel Corporation (INTC) 0.1 $3.5M 133k 26.43
salesforce (CRM) 0.1 $3.5M -19% 26k 132.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $3.5M +13% 7.8k 443.99
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $3.4M +547% 40k 85.56
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $3.4M +12% 27k 125.11
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $3.4M +53% 23k 151.61
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $3.4M +21% 57k 59.44
Iron Mountain (IRM) 0.1 $3.4M -8% 67k 50.39
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $3.3M +11% 22k 154.13
Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.3M -2% 19k 174.36
Yamana Gold (AUY) 0.1 $3.3M -23% 590k 5.58
Ishares Tr Conv Bd Etf (ICVT) 0.1 $3.3M +46% 47k 69.47
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $3.2M NEW 50k 64.72
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $3.2M -7% 25k 129.16
Asml Holding N V N Y Registry Shs (ASML) 0.1 $3.2M 5.9k 546.45
American Water Works (AWK) 0.1 $3.2M +34% 21k 152.42
Phillips Edison & Co Common Stock (PECO) 0.1 $3.2M -2% 101k 31.93
Becton, Dickinson and (BDX) 0.1 $3.2M -45% 13k 254.30
Paramount Global Class B Com (PARA) 0.1 $3.2M +175% 186k 17.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.2M 21k 151.65
Canadian Natural Resources (CNQ) 0.1 $3.1M -27% 55k 56.10
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $3.1M -28% 185k 16.80
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.1M -3% 15k 210.52
Eaton Corp SHS (ETN) 0.1 $3.0M -4% 19k 156.95
Intuit (INTU) 0.1 $3.0M -13% 7.8k 389.24
Wp Carey (WPC) 0.1 $3.0M +2% 38k 79.18
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $3.0M 25k 123.15
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $3.0M +2% 58k 51.79
Sprott Physical Gold Tr Unit (PHYS) 0.1 $3.0M +3% 212k 14.10
Novo-nordisk A S Adr (NVO) 0.1 $3.0M -9% 22k 135.34
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $3.0M -20% 97k 30.54
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $2.9M +5% 62k 46.89
Vanguard World Mega Cap Index (MGC) 0.1 $2.9M 22k 132.40

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