Wunderlich Securities
Latest statistics and disclosures from B. Riley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, AMZN, VTV, MSFT, and represent 17.08% of B. Riley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CSM (+$7.5M), CWB (+$6.4M), PDBC (+$5.7M), MINT, FTSM, EFG, TLT, ICSH, LIT, DNOV.
- Started 69 new stock positions in MCO, VUSB, IBB, UCON, KHC, EMLC, FMAR, DHI, LIN, NS.
- Reduced shares in these 10 stocks: SPY (-$16M), AMGN (-$16M), BAC (-$11M), JPM (-$11M), DBC (-$7.6M), AAPL (-$7.3M), BOND (-$7.3M), QQQ (-$5.3M), VUG, MNA.
- Sold out of its positions in ALB, IBUY, Appollo Global Mgmt Inc Cl A, ASXC, RILY, BNTX, CDNS, CG, CVNA, CHWY.
- B. Riley Wealth Management was a net seller of stock by $-98M.
- B. Riley Wealth Management has $1.3B in assets under management (AUM), dropping by -10.10%.
- Central Index Key (CIK): 0001599892
Tip: Access up to 7 years of quarterly data
Positions held by Wunderlich Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for B. Riley Wealth Management
Companies in the B. Riley Wealth Management portfolio as of the March 2022 quarterly 13F filing
B. Riley Wealth Management has 626 total positions. Only the first 250 positions are shown.
- Sign up to view all of the B. Riley Wealth Management March 31, 2022 positions
- Download the B. Riley Wealth Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $57M | -11% | 324k | 174.61 | |
| Vanguard Index Fds Growth Etf (VUG) | 3.5 | $46M | -8% | 160k | 287.60 | |
| Amazon (AMZN) | 3.3 | $43M | -4% | 13k | 3259.83 | |
| Vanguard Index Fds Value Etf (VTV) | 3.2 | $42M | 281k | 147.78 | ||
| Microsoft Corporation (MSFT) | 2.7 | $35M | -3% | 112k | 308.31 | |
| Home Depot (HD) | 1.6 | $21M | 71k | 299.33 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $21M | -43% | 46k | 451.64 | |
| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 1.5 | $20M | +5% | 914k | 21.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $19M | 6.8k | 2781.34 | ||
| Thermo Fisher Scientific (TMO) | 1.5 | $19M | 32k | 590.67 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.4 | $18M | +5% | 230k | 78.07 | |
| Proshares Tr Large Cap Cre (CSM) | 1.2 | $16M | +92% | 288k | 53.83 | |
| American Tower Reit (AMT) | 1.1 | $15M | +2% | 59k | 251.23 | |
| Abbvie (ABBV) | 1.1 | $14M | 109k | 131.02 | ||
Setup an alertWunderlich Securities will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $14M | -27% | 39k | 362.55 | |
| Spdr Ser Tr Bloomberg Conv (CWB) | 1.0 | $13M | +92% | 174k | 76.95 | |
| Visa Com Cl A (V) | 0.9 | $12M | 54k | 221.77 | ||
| Costco Wholesale Corporation (COST) | 0.9 | $12M | -6% | 21k | 575.86 | |
| Enterprise Products Partners (EPD) | 0.9 | $12M | +4% | 460k | 25.81 | |
| NVIDIA Corporation (NVDA) | 0.9 | $12M | -7% | 42k | 272.86 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.9 | $12M | -38% | 113k | 101.78 | |
| Honeywell International (HON) | 0.9 | $11M | -7% | 58k | 194.58 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $11M | +31% | 116k | 96.27 | |
| Gladstone Commercial Corporation (GOOD) | 0.9 | $11M | 502k | 22.02 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.8 | $11M | +14% | 105k | 100.50 | |
| Crown Castle Intl (CCI) | 0.8 | $11M | 57k | 184.60 | ||
| UnitedHealth (UNH) | 0.8 | $11M | -8% | 21k | 509.97 | |
| Pfizer (PFE) | 0.8 | $9.8M | -3% | 189k | 51.77 | |
| Nextera Energy (NEE) | 0.7 | $9.5M | 112k | 84.71 | ||
| Merck & Co (MRK) | 0.7 | $9.3M | 113k | 82.05 | ||
| Verizon Communications (VZ) | 0.7 | $9.1M | -5% | 185k | 49.06 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.7 | $9.0M | +42% | 150k | 59.53 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $8.9M | -7% | 107k | 82.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $8.9M | -14% | 3.2k | 2792.56 | |
| Johnson & Johnson (JNJ) | 0.7 | $8.7M | -7% | 49k | 177.23 | |
| Meta Platforms Cl A (FB) | 0.7 | $8.7M | -2% | 39k | 222.37 | |
| Bristol Myers Squibb (BMY) | 0.6 | $8.4M | -10% | 115k | 73.03 | |
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.6 | $8.3M | -27% | 261k | 31.94 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $8.3M | -8% | 23k | 357.40 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $8.1M | +13% | 33k | 248.14 | |
| Duke Energy Corp Com New (DUK) | 0.6 | $8.0M | 72k | 111.66 | ||
| Chevron Corporation (CVX) | 0.5 | $7.1M | -4% | 44k | 162.83 | |
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.5 | $7.1M | -2% | 128k | 55.56 | |
| Wal-Mart Stores (WMT) | 0.5 | $7.0M | -9% | 47k | 148.92 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $7.0M | +19% | 95k | 73.60 | |
| Pepsi (PEP) | 0.5 | $6.9M | 41k | 167.38 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $6.7M | +5% | 19k | 352.93 | |
| Nike CL B (NKE) | 0.5 | $6.7M | -2% | 50k | 134.57 | |
| CVS Caremark Corporation (CVS) | 0.5 | $6.5M | 64k | 101.21 | ||
| Welltower Inc Com reit (WELL) | 0.5 | $6.2M | -6% | 65k | 96.14 | |
| Union Pacific Corporation (UNP) | 0.5 | $6.1M | 22k | 273.23 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $6.1M | -2% | 78k | 78.05 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $6.0M | +180% | 60k | 100.16 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $5.9M | -26% | 33k | 180.63 | |
| Boeing Company (BA) | 0.4 | $5.8M | -22% | 30k | 191.49 | |
| Invesco Activly Mangd Etc Optimum Yield (PDBC) | 0.4 | $5.7M | NEW | 321k | 17.64 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $5.6M | +10% | 27k | 212.54 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.4 | $5.6M | 114k | 49.07 | ||
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.4 | $5.6M | +23% | 114k | 49.00 | |
| Procter & Gamble Company (PG) | 0.4 | $5.4M | -5% | 36k | 152.80 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $5.3M | -25% | 280k | 19.02 | |
| CSX Corporation (CSX) | 0.4 | $5.3M | 141k | 37.45 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $5.2M | -6% | 48k | 108.36 | |
| Waste Management (WM) | 0.4 | $5.2M | +2% | 33k | 158.50 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.1M | -22% | 12k | 415.21 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $4.8M | -26% | 87k | 55.55 | |
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.4 | $4.8M | +32% | 368k | 13.00 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.4 | $4.7M | -11% | 97k | 48.95 | |
| Tesla Motors (TSLA) | 0.4 | $4.7M | 4.4k | 1077.70 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $4.7M | +17% | 14k | 346.80 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $4.6M | +16% | 29k | 157.72 | |
| Target Corporation (TGT) | 0.4 | $4.6M | -4% | 22k | 212.20 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $4.4M | 390k | 11.19 | ||
| Enbridge (ENB) | 0.3 | $4.3M | 94k | 46.09 | ||
| Eli Lilly & Co. (LLY) | 0.3 | $4.3M | 15k | 286.35 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $4.3M | 18k | 237.84 | ||
| Walt Disney Company (DIS) | 0.3 | $4.3M | 31k | 137.17 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.2M | +17% | 9.3k | 453.72 | |
| Broadcom (AVGO) | 0.3 | $4.1M | -10% | 6.6k | 629.65 | |
| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.3 | $4.1M | -3% | 66k | 61.40 | |
| Paypal Holdings (PYPL) | 0.3 | $4.0M | +27% | 35k | 115.65 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $3.9M | +8% | 8.6k | 455.65 | |
| First Tr Value Line Divid In SHS (FVD) | 0.3 | $3.9M | +15% | 92k | 42.30 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $3.8M | +13% | 219k | 17.53 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $3.8M | +2% | 63k | 60.96 | |
| Pacer Fds Tr Trendpilot Us Bd (PTBD) | 0.3 | $3.8M | -3% | 156k | 24.31 | |
| Ford Motor Company (F) | 0.3 | $3.8M | +9% | 224k | 16.91 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $3.8M | -4% | 8.6k | 441.33 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.6M | -75% | 204k | 17.51 | |
| American Water Works (AWK) | 0.3 | $3.5M | -3% | 21k | 165.53 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $3.5M | -3% | 22k | 158.92 | |
| Starbucks Corporation (SBUX) | 0.3 | $3.5M | -9% | 38k | 90.97 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.2 | $3.2M | -6% | 64k | 49.92 | |
| salesforce (CRM) | 0.2 | $3.2M | 15k | 212.31 | ||
| Cisco Systems (CSCO) | 0.2 | $3.1M | -14% | 55k | 55.75 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.1M | +5% | 18k | 175.93 | |
| Republic Services (RSG) | 0.2 | $3.0M | +5% | 23k | 132.51 | |
| Martin Marietta Materials (MLM) | 0.2 | $3.0M | 7.7k | 384.94 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $3.0M | +64% | 78k | 38.32 | |
| At&t (T) | 0.2 | $2.9M | -25% | 123k | 23.63 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.2 | $2.9M | -5% | 58k | 49.08 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $2.8M | -9% | 15k | 185.02 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.8M | 12k | 227.65 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.8M | +3% | 17k | 162.14 | |
| Amgen (AMGN) | 0.2 | $2.8M | -84% | 12k | 241.83 | |
| Coca-Cola Company (KO) | 0.2 | $2.8M | +3% | 44k | 62.01 | |
| Roper Industries (ROP) | 0.2 | $2.7M | +5% | 5.8k | 472.28 | |
| Jacobs Engineering (J) | 0.2 | $2.5M | +5% | 18k | 137.83 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $2.5M | +20% | 164k | 15.37 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $2.5M | +5% | 21k | 119.63 | |
| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $2.4M | +188% | 32k | 76.99 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $2.4M | +10% | 86k | 28.28 | |
| First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) | 0.2 | $2.4M | 100k | 24.14 | ||
| Dominion Resources (D) | 0.2 | $2.4M | -3% | 28k | 84.96 | |
| Starwood Property Trust (STWD) | 0.2 | $2.4M | 98k | 24.17 | ||
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $2.4M | NEW | 18k | 132.08 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $2.4M | +19% | 45k | 53.10 | |
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.2 | $2.3M | -49% | 51k | 45.75 | |
| SYSCO Corporation (SYY) | 0.2 | $2.3M | +22% | 28k | 81.65 | |
| Sherwin-Williams Company (SHW) | 0.2 | $2.3M | +16% | 9.1k | 249.61 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.2M | +9% | 18k | 124.56 | |
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.2 | $2.2M | -11% | 48k | 46.25 | |
| Peak (PEAK) | 0.2 | $2.2M | -7% | 64k | 34.33 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $2.2M | +32% | 21k | 103.00 | |
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.2 | $2.2M | -3% | 41k | 52.74 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $2.2M | +30% | 49k | 43.95 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $2.2M | NEW | 43k | 50.14 | |
| Amphenol Corp Cl A (APH) | 0.2 | $2.1M | +6% | 29k | 75.35 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.1M | -22% | 4.3k | 490.44 | |
| Lowe's Companies (LOW) | 0.2 | $2.1M | -12% | 11k | 202.17 | |
| Stryker Corporation (SYK) | 0.2 | $2.1M | -21% | 7.9k | 267.34 | |
| 3M Company (MMM) | 0.2 | $2.1M | +5% | 14k | 148.85 | |
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.2 | $2.1M | -8% | 42k | 49.36 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.0M | +47% | 27k | 76.42 | |
| Pimco Dynamic Income SHS (PDI) | 0.2 | $2.0M | +33% | 83k | 24.37 | |
| United Parcel Service CL B (UPS) | 0.2 | $2.0M | +2% | 9.4k | 214.45 | |
| Sempra Energy (SRE) | 0.2 | $2.0M | -2% | 12k | 168.13 | |
| John Hancock Pref. Income Fund II (HPF) | 0.2 | $2.0M | 105k | 19.03 | ||
| Shopify Cl A (SHOP) | 0.2 | $2.0M | +12% | 2.9k | 675.79 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.9M | +8% | 2.8k | 684.94 | |
| Danaher Corporation (DHR) | 0.1 | $1.9M | +9% | 6.4k | 293.32 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $1.9M | 5.4k | 344.15 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.9M | -10% | 40k | 46.83 | |
| Norfolk Southern (NSC) | 0.1 | $1.8M | 6.4k | 285.23 | ||
| First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.1 | $1.8M | +299% | 53k | 34.65 | |
| Bank of America Corporation (BAC) | 0.1 | $1.8M | -86% | 44k | 41.21 | |
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.1 | $1.8M | 215k | 8.40 | ||
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $1.8M | -6% | 28k | 64.62 | |
| Paramount Global Class B Com (PARA) | 0.1 | $1.8M | -46% | 47k | 37.80 | |
| Abbott Laboratories (ABT) | 0.1 | $1.8M | +9% | 15k | 118.39 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $1.7M | +64% | 34k | 50.28 | |
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $1.7M | +112% | 88k | 19.40 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | +11% | 9.3k | 183.48 | |
| First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) | 0.1 | $1.7M | +33% | 45k | 37.88 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.7M | 44k | 38.29 | ||
| Oneok (OKE) | 0.1 | $1.7M | 24k | 70.64 | ||
| Annaly Capital Management (NLY) | 0.1 | $1.7M | -2% | 236k | 7.04 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.7M | +3% | 20k | 84.32 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.7M | +219% | 32k | 51.20 | |
| Netflix (NFLX) | 0.1 | $1.6M | +43% | 4.4k | 374.63 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.6M | -37% | 15k | 107.87 | |
| Bce Com New (BCE) | 0.1 | $1.6M | 29k | 55.47 | ||
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.6M | -37% | 10k | 158.86 | |
| Intel Corporation (INTC) | 0.1 | $1.6M | +39% | 33k | 49.57 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $1.6M | 6.2k | 254.43 | ||
| Palo Alto Networks (PANW) | 0.1 | $1.6M | +49% | 2.5k | 622.60 | |
| First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) | 0.1 | $1.5M | 43k | 34.98 | ||
| Twilio Cl A (TWLO) | 0.1 | $1.5M | 9.1k | 164.83 | ||
| McDonald's Corporation (MCD) | 0.1 | $1.5M | -31% | 6.1k | 247.29 | |
| Phillips 66 (PSX) | 0.1 | $1.5M | 17k | 86.40 | ||
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.5M | -3% | 39k | 38.34 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $1.5M | 38k | 39.85 | ||
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.5M | -11% | 31k | 48.46 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.5M | +20% | 3.5k | 416.34 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.5M | +24% | 30k | 49.73 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.5M | 20k | 71.35 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $1.5M | -10% | 3.3k | 447.04 | |
| FedEx Corporation (FDX) | 0.1 | $1.5M | -34% | 6.3k | 231.43 | |
| Goldman Sachs (GS) | 0.1 | $1.4M | -63% | 4.4k | 330.12 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.4M | -13% | 13k | 109.36 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.4M | -13% | 39k | 36.42 | |
| International Business Machines (IBM) | 0.1 | $1.4M | -3% | 11k | 130.05 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.4M | +9% | 9.9k | 137.03 | |
| Dover Corporation (DOV) | 0.1 | $1.4M | 8.7k | 156.84 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.4M | 5.3k | 255.79 | ||
| ConocoPhillips (COP) | 0.1 | $1.3M | 13k | 99.97 | ||
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) | 0.1 | $1.3M | NEW | 38k | 33.87 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $1.3M | -24% | 6.7k | 187.95 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | +11% | 3.7k | 337.09 | |
| Lightwave Logic Inc C ommon (LWLG) | 0.1 | $1.2M | +13% | 130k | 9.61 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | 16k | 76.38 | ||
| The Trade Desk Com Cl A (TTD) | 0.1 | $1.2M | -15% | 17k | 69.22 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.2M | +4% | 5.1k | 230.22 | |
| Etf Ser Solutions Nationwide Nasdq (NUSI) | 0.1 | $1.1M | +6% | 46k | 24.56 | |
| MercadoLibre (MELI) | 0.1 | $1.1M | 952.00 | 1189.08 | ||
| Cigna Corp (CI) | 0.1 | $1.1M | 4.7k | 239.68 | ||
| 4068594 Enphase Energy (ENPH) | 0.1 | $1.1M | +141% | 5.5k | 201.84 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.1M | -6% | 5.4k | 205.20 | |
| Global Payments (GPN) | 0.1 | $1.1M | 8.1k | 136.84 | ||
| Spdr Ser Tr S&p Kensho New (KOMP) | 0.1 | $1.1M | -35% | 21k | 51.97 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $1.1M | +9% | 6.8k | 161.83 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.1M | +28% | 15k | 71.40 | |
| Illinois Tool Works (ITW) | 0.1 | $1.1M | 5.2k | 209.36 | ||
| Putnam Mun Opportunities Tr Sh Ben Int (PMO) | 0.1 | $1.1M | +13% | 93k | 11.65 | |
| Dow (DOW) | 0.1 | $1.1M | +10% | 17k | 63.72 | |
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.1 | $1.1M | 87k | 12.18 | ||
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $1.0M | -4% | 9.0k | 116.19 | |
| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.1 | $1.0M | +3% | 37k | 28.44 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.0M | 22k | 48.44 | ||
| Airbnb Com Cl A (ABNB) | 0.1 | $1.0M | -64% | 6.0k | 171.79 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | -17% | 10k | 99.05 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.0M | -2% | 6.7k | 151.84 | |
| Applied Materials (AMAT) | 0.1 | $1.0M | +29% | 7.7k | 131.85 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.0M | -35% | 19k | 53.42 | |
| AutoZone (AZO) | 0.1 | $990k | +19% | 484.00 | 2045.45 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $967k | +68% | 19k | 50.19 | |
| Industrial Logistics Pptys T Com Shs Ben Int (ILPT) | 0.1 | $964k | +34% | 43k | 22.66 | |
| Axon Enterprise (AXON) | 0.1 | $958k | +5% | 7.0k | 137.78 | |
| First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.1 | $951k | 25k | 38.04 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $937k | -38% | 14k | 66.30 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $936k | +15% | 4.1k | 226.96 | |
| Deere & Company (DE) | 0.1 | $919k | +22% | 2.2k | 415.27 | |
| Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $919k | NEW | 15k | 61.32 | |
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $903k | +62% | 19k | 47.04 | |
| Intercontinental Exchange (ICE) | 0.1 | $895k | +15% | 6.8k | 132.12 | |
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) | 0.1 | $891k | +24% | 25k | 35.36 | |
| Ameriprise Financial (AMP) | 0.1 | $883k | -11% | 2.9k | 300.44 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $882k | +43% | 3.2k | 277.71 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $873k | 5.0k | 174.60 | ||
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $868k | +72% | 17k | 52.44 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.1 | $865k | +6% | 50k | 17.45 | |
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $852k | 58k | 14.61 | ||
| Service Corporation International (SCI) | 0.1 | $849k | +43% | 13k | 65.85 | |
| Caterpillar (CAT) | 0.1 | $832k | -39% | 3.7k | 222.70 | |
| First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) | 0.1 | $825k | 22k | 38.04 | ||
| BlackRock Municipal Income Trust II (BLE) | 0.1 | $822k | +2% | 67k | 12.32 | |
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $820k | -61% | 8.5k | 96.15 | |
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $818k | -2% | 34k | 24.09 | |
| Oracle Corporation (ORCL) | 0.1 | $818k | -51% | 9.9k | 82.71 | |
| Micron Technology (MU) | 0.1 | $811k | +14% | 10k | 77.85 | |
| Citigroup Com New (C) | 0.1 | $810k | -17% | 15k | 53.39 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $806k | 6.5k | 123.22 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $801k | -19% | 12k | 69.48 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $796k | -46% | 6.3k | 126.87 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $784k | -22% | 5.8k | 134.62 | |
| Block Cl A (SQ) | 0.1 | $784k | -12% | 5.8k | 135.52 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $780k | +4% | 24k | 33.20 | |
| Qualcomm (QCOM) | 0.1 | $780k | -46% | 5.1k | 152.85 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $771k | 7.0k | 110.73 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $770k | -12% | 28k | 27.79 | |
Past Filings by B. Riley Wealth Management
SEC 13F filings are viewable for B. Riley Wealth Management going back to 2014
- B. Riley Wealth Management 2022 Q1 filed May 10, 2022
- B. Riley Wealth Management 2021 Q4 filed Feb. 10, 2022
- B. Riley Wealth Management 2021 Q3 filed Nov. 12, 2021
- B. Riley Wealth Management 2021 Q2 filed Aug. 12, 2021
- B. Riley Wealth Management 2021 Q1 filed May 17, 2021
- B. Riley Wealth Management 2020 Q4 filed Feb. 11, 2021
- B. Riley Wealth Management 2020 Q3 filed Nov. 12, 2020
- B. Riley Wealth Management 2020 Q2 filed Aug. 17, 2020
- B. Riley Wealth Management 2020 Q1 filed May 15, 2020
- B. Riley Wealth Management 2019 Q4 filed Feb. 14, 2020
- B. Riley Wealth Management 2019 Q3 filed Nov. 15, 2019
- B. Riley Wealth Management 2019 Q2 filed Aug. 14, 2019
- B. Riley Wealth Management 2019 Q1 filed May 17, 2019
- B. Riley Wealth Management 2018 Q4 filed Feb. 19, 2019
- B. Riley Wealth Management 2018 Q3 filed Nov. 16, 2018
- Wunderlich Securities 2016 Q1 filed April 12, 2016