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 VMW, MTB, EGP, CADE, CELH, ZY, CECE, TGH, JBLU, PGR.
  • 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, BTCY, 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

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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.

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

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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 (OTRK) 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 (SRNE) 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 (MMP) 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 (FRG) 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 (STAR) 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 (FNI) 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

View all past filings