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 11.63% of B. Riley Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYV (+$7.9M), BIL (+$6.8M), MBB (+$6.3M), IUSB, IYW, SHYG, STEW, XSOE, MDYV, MTUM.
- Started 191 new stock positions in XPEV, XOP, RGR, SUB, MUSA, RIOT, BAH, BAUG, BRK.A, WAT.
- Reduced shares in these 10 stocks: GOVT (-$9.0M), AAPL (-$8.4M), MSFT (-$6.6M), TIP (-$5.7M), IVV, SDS, META, MINT, , BDX.
- Sold out of its positions in BTAL, AMRK, PALL, Abiomed, GOLF, AQNU, ALGN, ALTG, American Vrtual Cloud Tech I, AM.
- B. Riley Wealth Advisors was a net buyer of stock by $68M.
- B. Riley Wealth Advisors has $3.6B in assets under management (AUM), dropping by 7.80%.
- Central Index Key (CIK): 0001464811
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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.
- Sign up to view all of the B. Riley Wealth Advisors Dec. 31, 2022 positions
- Download the B. Riley Wealth Advisors December 2022 csv data
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 |
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 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
- National Asset Management 2020 Q1 filed May 6, 2020
- National Asset Management 2019 Q4 filed Feb. 10, 2020
- National Asset Management 2019 Q3 filed Nov. 12, 2019