Wunderlich Securities
Latest statistics and disclosures from B. Riley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, SH, PDBC, VTIP, GLD, and represent 71.64% of B. Riley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$16B), SH (+$14B), VTIP (+$10B), PDBC (+$9.1B), SHY (+$6.5B), GLD (+$4.4B), RIV (+$722M), MOAT (+$415M), INFL (+$407M), VOD (+$332M).
- Started 202 new stock positions in LEN, ITM, RFMZ, EXC, LILAK, IYZ, FSM, AM, IEI, Alexco Resource Corp.
- Reduced shares in these 10 stocks: JPM (-$991M), SBUX (-$143M), USO (-$117M), BMY (-$71M), ADBE (-$59M), HD (-$52M), GOOGL (-$42M), NKE (-$38M), WMT (-$26M), LFMD (-$25M).
- Sold out of its positions in ARKQ, ARKW, AA, FDG, BLOK, SWAN, ANET, Biotricity, MQY, BLDR.
- B. Riley Wealth Management was a net buyer of stock by $66B.
- B. Riley Wealth Management has $86B in assets under management (AUM), dropping by 6486.33%.
- 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
B. Riley Wealth Management holds 755 positions in its portfolio as reported in the June 2022 quarterly 13F filing
B. Riley Wealth Management has 755 total positions. Only the first 250 positions are shown.
- Sign up to view all of the B. Riley Wealth Management June 30, 2022 positions
- Download the B. Riley Wealth Management June 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 18.8 | $16B | NEW | 181k | 89175.57 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 16.3 | $14B | NEW | 854k | 16291.50 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 15.2 | $13B | +232% | 1.1M | 12159.11 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 13.0 | $11B | +910% | 326k | 34061.19 |
|
| Spdr Gold Tr Gold Shs (GLD) | 8.4 | $7.2B | +163% | 86k | 83229.00 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 8.1 | $6.9B | +1735% | 90k | 76777.99 |
|
| Microsoft Corporation (MSFT) | 1.6 | $1.3B | +9% | 123k | 10829.22 |
|
| Apple (AAPL) | 1.1 | $965M | +21% | 394k | 2449.10 |
|
| Johnson & Johnson (JNJ) | 1.0 | $843M | +13% | 55k | 15229.68 |
|
| Rivernorth Opprtunities Fd I (RIV) | 0.8 | $722M | NEW | 186k | 3881.06 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $517M | +6% | 20k | 25670.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $445M | +9% | 3.5k | 127740.88 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $431M | +145% | 17k | 25235.63 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $415M | NEW | 15k | 27484.11 |
|
| Listed Fd Tr Horizon Kinetics (INFL) | 0.5 | $407M | NEW | 14k | 28539.27 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $393M | -15% | 98k | 4025.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $377M | -10% | 6.1k | 61335.18 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.4 | $332M | NEW | 29k | 11507.59 |
|
| Lennar Corp Cl A (LEN) | 0.4 | $325M | NEW | 4.6k | 70570.00 |
|
| Tekla Healthcare Invs Sh Ben Int (HQH) | 0.4 | $324M | +284% | 65k | 5003.60 |
|
| Cisco Systems (CSCO) | 0.4 | $318M | +8% | 60k | 5279.46 |
|
| Procter & Gamble Company (PG) | 0.3 | $299M | +21% | 43k | 6904.62 |
|
| Magna Intl Inc cl a (MGA) | 0.3 | $298M | NEW | 5.8k | 51402.80 |
|
| FedEx Corporation (FDX) | 0.3 | $295M | +26% | 8.0k | 36984.45 |
|
| Liberty Global SHS CL C (LBTYK) | 0.3 | $293M | NEW | 14k | 21552.23 |
|
| General Motors Company (GM) | 0.3 | $292M | +233% | 18k | 16090.90 |
|
| Citigroup Com New (C) | 0.3 | $291M | +94% | 29k | 9896.72 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $275M | -78% | 44k | 6211.04 |
|
| Lumen Technologies (LUMN) | 0.3 | $255M | NEW | 27k | 9299.32 |
|
| Oracle Corporation (ORCL) | 0.3 | $254M | +76% | 17k | 14568.32 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $210M | +174% | 17k | 12170.55 |
|
| Chevron Corporation (CVX) | 0.2 | $194M | +32% | 58k | 3356.78 |
|
| Walt Disney Company (DIS) | 0.2 | $186M | 32k | 5915.08 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $181M | +55% | 5.9k | 30867.03 |
|
| Amgen (AMGN) | 0.2 | $181M | +38% | 16k | 11324.29 |
|
| Bristol-myers Squibb | 0.2 | $179M | NEW | 38k | 4684.11 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $173M | +180% | 29k | 5940.33 |
|
| Composecure Com Cl A (CMPO) | 0.2 | $156M | NEW | 30k | 5200.00 |
|
| Wal-Mart Stores (WMT) | 0.2 | $143M | -15% | 40k | 3613.82 |
|
| Home Depot (HD) | 0.2 | $137M | -27% | 52k | 2644.02 |
|
| United Sts Oil Units (USO) | 0.2 | $135M | -46% | 4.7k | 28541.24 |
|
| Unilever Spon Adr New (UL) | 0.1 | $128M | +59% | 10k | 12657.63 |
|
| Carlyle Group (CG) | 0.1 | $127M | NEW | 8.9k | 14245.56 |
|
| Nike CL B (NKE) | 0.1 | $122M | -23% | 38k | 3238.81 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $118M | +6% | 121k | 976.42 |
|
| United Sts Nat Gas Unit Par (UNG) | 0.1 | $117M | NEW | 6.4k | 18324.23 |
|
| General Dynamics Corporation (GD) | 0.1 | $115M | +235% | 3.8k | 30436.01 |
|
| Medtronic SHS (MDT) | 0.1 | $113M | +29% | 8.6k | 13132.77 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $112M | NEW | 2.2k | 51340.19 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $111M | +4% | 8.9k | 12457.85 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $106M | +8% | 189k | 560.76 |
|
| Rivernorth Flexible Municipal Incm Fd II (RFMZ) | 0.1 | $105M | NEW | 15k | 6881.63 |
|
| Starbucks Corporation (SBUX) | 0.1 | $101M | -58% | 16k | 6437.04 |
|
| International Flavors & Fragrances (IFF) | 0.1 | $101M | NEW | 1.5k | 67959.57 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $100M | -37% | 5.4k | 18394.20 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $100M | +33% | 5.0k | 20097.90 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $95M | NEW | 960.00 | 99260.42 |
|
| Ford Motor Company (F) | 0.1 | $92M | +16% | 260k | 353.00 |
|
| The Arena Group Holdings (AREN) | 0.1 | $90M | NEW | 10k | 9000.00 |
|
| Horizon Technology Fin (HRZN) | 0.1 | $89M | NEW | 8.4k | 10610.25 |
|
| Visa Com Cl A (V) | 0.1 | $87M | -15% | 46k | 1919.28 |
|
| Becton, Dickinson and (BDX) | 0.1 | $83M | +223% | 3.4k | 24050.36 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $81M | NEW | 2.5k | 31726.52 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $77M | NEW | 5.3k | 14440.73 |
|
| Biogen Idec (BIIB) | 0.1 | $71M | NEW | 681.00 | 103718.06 |
|
| Usa Compression Partners Comunit Ltdpar (USAC) | 0.1 | $63M | NEW | 4.1k | 15482.72 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $58M | NEW | 789.00 | 73419.52 |
|
| Aspen Group Com New (ASPU) | 0.1 | $57M | NEW | 58k | 980.00 |
|
| Intel Corporation (INTC) | 0.1 | $56M | +100% | 66k | 858.58 |
|
| Journey Med Corp (DERM) | 0.1 | $56M | NEW | 15k | 3740.00 |
|
| GDL Com Sh Ben It (GDL) | 0.1 | $53M | NEW | 47k | 1139.58 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $48M | +25% | 201k | 239.50 |
|
| Novagold Res Com New (NG) | 0.1 | $48M | NEW | 10k | 4810.00 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $47M | +9% | 117k | 403.33 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $43M | +16% | 329k | 131.88 |
|
| Abbott Laboratories (ABT) | 0.1 | $43M | +66% | 25k | 1749.92 |
|
| Guess? (GES) | 0.0 | $43M | NEW | 2.5k | 17050.00 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $43M | +3% | 48k | 891.82 |
|
| UnitedHealth (UNH) | 0.0 | $41M | -13% | 18k | 2266.45 |
|
| Smith Micro Software Com New (SMSI) | 0.0 | $39M | NEW | 20k | 1949.71 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $38M | -29% | 15k | 2618.50 |
|
| Tesla Motors (TSLA) | 0.0 | $38M | +47% | 6.5k | 5876.41 |
|
| Ontrak | 0.0 | $36M | NEW | 74k | 487.92 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $35M | +34% | 4.8k | 7182.16 |
|
| AutoZone (AZO) | 0.0 | $34M | +103% | 986.00 | 34811.36 |
|
| McDonald's Corporation (MCD) | 0.0 | $32M | +15% | 7.0k | 4559.11 |
|
| Verizon Communications (VZ) | 0.0 | $32M | +3% | 192k | 164.72 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $31M | +30% | 55k | 562.40 |
|
| Waste Management (WM) | 0.0 | $31M | -19% | 26k | 1180.42 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $31M | +14% | 14k | 2165.53 |
|
| Amazon (AMZN) | 0.0 | $30M | +2049% | 283k | 106.21 |
|
| 3M Company (MMM) | 0.0 | $28M | +60% | 23k | 1251.76 |
|
| Fortuna Silver Mines (FSM) | 0.0 | $28M | NEW | 10k | 2840.00 |
|
| Pepsi (PEP) | 0.0 | $26M | -8% | 38k | 689.85 |
|
| MetLife (MET) | 0.0 | $25M | NEW | 2.3k | 10967.08 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $24M | -42% | 13k | 1816.49 |
|
| Huntsman Corporation (HUN) | 0.0 | $24M | NEW | 2.2k | 11025.83 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $24M | 38k | 620.76 |
|
|
| Lowe's Companies (LOW) | 0.0 | $23M | +14% | 12k | 1928.72 |
|
| Goldman Sachs (GS) | 0.0 | $22M | +2% | 4.5k | 5018.60 |
|
| Target Corporation (TGT) | 0.0 | $22M | -49% | 11k | 2050.29 |
|
| Emerson Electric (EMR) | 0.0 | $22M | +181% | 8.7k | 2517.42 |
|
| Meta Platforms Cl A (META) | 0.0 | $22M | -6% | 36k | 595.88 |
|
| Caterpillar (CAT) | 0.0 | $21M | +47% | 5.5k | 3831.82 |
|
| At&t (T) | 0.0 | $21M | +37% | 169k | 125.02 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $21M | +21% | 3.9k | 5405.99 |
|
| Bank of America Corporation (BAC) | 0.0 | $21M | +13% | 50k | 425.05 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $21M | +19% | 275k | 76.26 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $21M | NEW | 375.00 | 55290.67 |
|
| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.0 | $19M | 932k | 19.90 |
|
|
| BlackRock (BLK) | 0.0 | $18M | +31% | 763.00 | 23733.94 |
|
| Advanced Micro Devices (AMD) | 0.0 | $17M | +74% | 23k | 747.61 |
|
| Enterprise Products Partners (EPD) | 0.0 | $17M | +49% | 686k | 24.37 |
|
| Shopify Cl A (SHOP) | 0.0 | $17M | +1077% | 34k | 490.46 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $15M | +16% | 335k | 44.61 |
|
| Merck & Co (MRK) | 0.0 | $14M | -15% | 96k | 147.36 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $13M | -25% | 24k | 543.26 |
|
| Abbvie (ABBV) | 0.0 | $13M | -25% | 81k | 153.16 |
|
| Sorrento Therapeutics Com New (SRNEQ) | 0.0 | $11M | NEW | 14k | 826.70 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $11M | +20% | 139k | 80.49 |
|
| American Tower Reit (AMT) | 0.0 | $10M | -31% | 41k | 255.58 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $10M | +20% | 127k | 79.22 |
|
| Pfizer (PFE) | 0.0 | $9.2M | -6% | 176k | 52.43 |
|
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.0 | $8.8M | +8% | 283k | 30.96 |
|
| Union Pacific Corporation (UNP) | 0.0 | $8.5M | -6% | 21k | 407.26 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $8.1M | -8% | 1.4k | 5915.75 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $8.0M | +24% | 41k | 197.02 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $7.8M | -12% | 132k | 59.38 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $7.7M | +29% | 77k | 99.11 |
|
| Honeywell International (HON) | 0.0 | $7.4M | -26% | 43k | 173.81 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $7.2M | +63% | 79k | 91.12 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $7.1M | +19% | 114k | 62.49 |
|
| Okta Cl A (OKTA) | 0.0 | $7.1M | 2.3k | 3115.47 |
|
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $6.8M | +2800% | 29k | 232.59 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $6.1M | +20% | 94k | 64.66 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $5.9M | NEW | 1.5k | 3916.33 |
|
| Nextera Energy (NEE) | 0.0 | $5.7M | -34% | 74k | 77.46 |
|
| Crown Castle Intl (CCI) | 0.0 | $5.7M | -40% | 34k | 168.38 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $5.6M | +52% | 101k | 55.45 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $5.5M | NEW | 32k | 172.47 |
|
| Illinois Tool Works (ITW) | 0.0 | $5.5M | +72% | 9.0k | 607.93 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $5.4M | +15% | 31k | 176.10 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $5.1M | -33% | 48k | 107.21 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $4.9M | +54% | 97k | 50.44 |
|
| Gladstone Commercial Corporation (GOOD) | 0.0 | $4.7M | -49% | 252k | 18.84 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.0 | $4.7M | +33% | 122k | 38.81 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $4.7M | +9% | 95k | 49.06 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $4.6M | +11% | 15k | 307.84 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $4.6M | +165% | 91k | 50.09 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $4.4M | +19% | 10k | 429.98 |
|
| Coca-Cola Company (KO) | 0.0 | $4.4M | +56% | 70k | 62.90 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $4.3M | +10% | 32k | 134.23 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $4.3M | +57% | 5.7k | 753.54 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $4.2M | -13% | 242k | 17.23 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $4.1M | +495% | 98k | 41.65 |
|
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.0 | $4.1M | +794% | 100k | 40.80 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $4.0M | +12% | 20k | 196.99 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $4.0M | +85% | 80k | 50.03 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $3.9M | -20% | 12k | 324.26 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $3.9M | 387k | 9.98 |
|
|
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $3.8M | -29% | 81k | 47.76 |
|
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $3.8M | NEW | 1.5k | 2440.41 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $3.7M | -19% | 77k | 48.30 |
|
| Globalstar (GSAT) | 0.0 | $3.6M | 13k | 280.18 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $3.6M | 9.4k | 379.11 |
|
|
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $3.5M | NEW | 308.00 | 11288.96 |
|
| Broadcom (AVGO) | 0.0 | $3.4M | +7% | 7.1k | 485.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $3.3M | +40% | 18k | 188.64 |
|
| Creative Media & Cmnty Tr Com New (CMCT) | 0.0 | $3.3M | NEW | 1.2k | 2632.26 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $3.2M | NEW | 2.2k | 1466.24 |
|
| Qualcomm (QCOM) | 0.0 | $3.2M | +120% | 11k | 283.81 |
|
| International Business Machines (IBM) | 0.0 | $3.2M | +115% | 23k | 141.19 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.1M | NEW | 33k | 96.40 |
|
| Universal Technical Institute (UTI) | 0.0 | $3.1M | NEW | 1.2k | 2653.10 |
|
| Williams Companies (WMB) | 0.0 | $3.1M | +604% | 99k | 31.21 |
|
| Runway Growth Finance Corp (RWAY) | 0.0 | $3.1M | 16k | 195.65 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $3.0M | -42% | 37k | 82.36 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $3.0M | NEW | 218.00 | 13779.82 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $3.0M | NEW | 43.00 | 69209.30 |
|
| Republic Services (RSG) | 0.0 | $3.0M | 23k | 130.86 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $2.9M | +22% | 35k | 84.71 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $2.8M | +310% | 96k | 29.15 |
|
| Dhi (DHX) | 0.0 | $2.8M | NEW | 1.5k | 1848.58 |
|
| CSX Corporation (CSX) | 0.0 | $2.7M | -33% | 94k | 29.06 |
|
| Allogene Therapeutics (ALLO) | 0.0 | $2.7M | NEW | 636.00 | 4237.42 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $2.6M | -55% | 29k | 92.67 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.6M | -4% | 21k | 127.10 |
|
| Everi Hldgs (EVRI) | 0.0 | $2.6M | NEW | 431.00 | 6064.97 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $2.6M | 17k | 149.83 |
|
|
| Textainer Group Holdings SHS (TGH) | 0.0 | $2.5M | NEW | 246.00 | 10158.54 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $2.5M | +30% | 35k | 71.50 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.5M | +59% | 5.2k | 478.60 |
|
| Franchise Group | 0.0 | $2.4M | NEW | 6.8k | 360.99 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $2.4M | +14% | 24k | 101.56 |
|
| Enbridge (ENB) | 0.0 | $2.4M | -40% | 56k | 42.27 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $2.4M | 167k | 14.18 |
|
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $2.3M | 32k | 72.61 |
|
|
| Boeing Company (BA) | 0.0 | $2.3M | -43% | 17k | 136.71 |
|
| Victory Cap Hldgs Com Cl A (VCTR) | 0.0 | $2.3M | NEW | 254.00 | 8933.07 |
|
| Roper Industries (ROP) | 0.0 | $2.2M | 5.7k | 394.66 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $2.2M | -8% | 71k | 31.45 |
|
| salesforce (CRM) | 0.0 | $2.2M | -11% | 13k | 165.01 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $2.2M | +16% | 48k | 45.44 |
|
| Alta Equipment Group Common Stock (ALTG) | 0.0 | $2.2M | +7% | 14k | 154.31 |
|
| Jacobs Engineering | 0.0 | $2.2M | -7% | 17k | 127.13 |
|
| United Parcel Service CL B (UPS) | 0.0 | $2.2M | +25% | 12k | 182.51 |
|
| First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) | 0.0 | $2.1M | -7% | 93k | 22.73 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $2.1M | +20% | 100k | 20.87 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $2.1M | +5% | 52k | 39.91 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $2.1M | 18k | 113.93 |
|
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $2.1M | -28% | 157k | 13.11 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $2.0M | -18% | 14k | 143.46 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $2.0M | NEW | 12k | 169.03 |
|
| Dow (DOW) | 0.0 | $2.0M | +135% | 40k | 51.61 |
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $2.0M | -52% | 175k | 11.32 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) | 0.0 | $1.9M | +155% | 55k | 34.37 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $1.9M | NEW | 840.00 | 2213.10 |
|
| Dominion Resources (D) | 0.0 | $1.8M | -17% | 23k | 79.80 |
|
| iStar Financial | 0.0 | $1.8M | NEW | 361.00 | 5096.95 |
|
| Usd Partners Com Ut Rep Ltd (USDP) | 0.0 | $1.8M | +248% | 354k | 5.20 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.8M | 28k | 64.37 |
|
|
| Diversified Healthcare Tr Com Sh Ben Int (DHC) | 0.0 | $1.8M | NEW | 5.8k | 314.15 |
|
| First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.0 | $1.8M | +7% | 56k | 32.39 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $1.8M | -8% | 44k | 41.41 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.8M | 2.8k | 631.94 |
|
|
| Lifemd (LFMD) | 0.0 | $1.7M | -93% | 2.3k | 758.85 |
|
| Lightpath Technologies Com Cl A (LPTH) | 0.0 | $1.7M | NEW | 3.8k | 458.17 |
|
| First Tr Exchange Traded Chindia Etf | 0.0 | $1.7M | NEW | 240.00 | 7150.00 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.7M | -4% | 4.1k | 413.38 |
|
| Martin Marietta Materials (MLM) | 0.0 | $1.7M | -26% | 5.7k | 299.28 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.7M | +8% | 43k | 39.23 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $1.7M | -15% | 43k | 39.16 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $1.7M | -63% | 41k | 40.93 |
|
| Customers Ban (CUBI) | 0.0 | $1.7M | NEW | 132.00 | 12606.06 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.7M | +30% | 50k | 32.88 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $1.6M | -18% | 34k | 48.47 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.6M | +91% | 13k | 125.99 |
|
| American Water Works (AWK) | 0.0 | $1.6M | -48% | 11k | 148.78 |
|
| Stryker Corporation (SYK) | 0.0 | $1.6M | +2% | 8.1k | 198.96 |
|
| John Hancock Pref. Income Fund II (HPF) | 0.0 | $1.6M | -14% | 90k | 17.98 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.6M | -21% | 7.1k | 223.97 |
|
| Southern Company (SO) | 0.0 | $1.6M | +116% | 22k | 71.30 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $1.6M | -15% | 18k | 87.31 |
|
| Phillips 66 (PSX) | 0.0 | $1.6M | +11% | 19k | 81.98 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.6M | +10% | 10k | 153.66 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $1.6M | 89k | 17.72 |
|
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $1.6M | +7% | 6.7k | 235.50 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $1.6M | -25% | 11k | 137.52 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $1.6M | -71% | 36k | 43.14 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.6M | +34% | 4.8k | 326.46 |
|
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 Q2 filed Sept. 9, 2022
- 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