Wunderlich Securities

Latest statistics and disclosures from B. Riley Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Wunderlich Securities consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for B. Riley Wealth Management

Companies in the B. Riley Wealth Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.2 $53M +1621% 453k 115.81
Amazon (AMZN) 5.1 $43M +164% 14k 3148.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $27M -32% 326k 82.85
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.3 $20M NEW 244k 80.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $18M +23% 54k 334.89
American Tower Reit (AMT) 1.8 $15M 62k 241.74
Proshares Tr Large Cap Cre (CSM) 1.8 $15M +20% 195k 76.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $14M +569% 49k 277.84
Pimco Etf Tr Active Bd Etf (BOND) 1.6 $13M +6% 119k 112.43
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 1.6 $13M +4% 634k 20.77
Home Depot (HD) 1.5 $13M -36% 45k 277.72
Verizon Communications (VZ) 1.4 $12M +23% 202k 59.49
Visa Com Cl A (V) 1.4 $12M +20% 59k 199.96
Merck & Co (MRK) 1.3 $11M +23% 135k 82.95

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Facebook Cl A (FB) 1.3 $11M +8% 42k 261.90
Thermo Fisher Scientific (TMO) 1.3 $11M -29% 24k 441.54
Microsoft Corporation (MSFT) 1.2 $10M -63% 48k 210.34
Crown Castle Intl (CCI) 1.2 $9.9M 60k 166.50
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 1.2 $9.9M 97k 102.01
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 1.1 $9.2M +10% 272k 33.64
Gladstone Commercial Corporation (GOOD) 1.0 $8.6M +3% 509k 16.85
Nextera Energy (NEE) 1.0 $8.5M 31k 277.57
Mastercard Incorporated Cl A (MA) 1.0 $8.4M 25k 338.16
Alphabet Cap Stk Cl A (GOOGL) 1.0 $8.3M +13% 5.7k 1465.64
At&t (T) 0.9 $7.6M +49% 267k 28.51
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.9 $7.6M NEW 50k 152.23
Costco Wholesale Corporation (COST) 0.9 $7.5M +13% 21k 354.98
Abbvie (ABBV) 0.9 $7.5M +22% 85k 87.59
First Tr Value Line Divid In SHS (FVD) 0.9 $7.3M +45% 232k 31.46
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.9 $7.2M +20% 163k 44.38
Honeywell International (HON) 0.8 $7.0M -27% 42k 164.61
Duke Energy Corp Com New (DUK) 0.8 $6.9M +21% 78k 88.56
Bristol Myers Squibb (BMY) 0.8 $6.6M -8% 110k 60.29
UnitedHealth (UNH) 0.8 $6.6M +16% 21k 311.77
Dominion Resources (D) 0.7 $6.3M 79k 78.94
Pfizer (PFE) 0.7 $6.2M -30% 169k 36.70
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) 0.7 $6.2M 14k 434.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $6.0M NEW 113k 53.52
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.7 $5.8M +12% 84k 68.89
Exxon Mobil Corporation (XOM) 0.7 $5.6M +26% 163k 34.33
Boeing Company (BA) 0.7 $5.5M +40% 34k 165.26
NVIDIA Corporation (NVDA) 0.7 $5.5M +175% 10k 541.25
Paypal Holdings (PYPL) 0.6 $5.4M +36% 27k 197.04
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.6 $5.3M +400% 104k 51.68
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.6 $5.3M NEW 277k 19.17
Enterprise Products Partners (EPD) 0.6 $5.2M -28% 327k 15.79
Alphabet Cap Stk Cl C (GOOG) 0.6 $5.2M +55% 3.5k 1469.48
Zoom Video Communications In Cl A (ZM) 0.6 $5.0M +2% 11k 470.09
Spdr Gold Tr Gold Shs (GLD) 0.6 $5.0M +59% 28k 177.13
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $4.8M +53% 17k 277.53
Energy Transfer Com Ut Ltd Ptn (ET) 0.6 $4.7M +79% 873k 5.42
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $4.7M +51% 16k 293.98
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.5 $4.5M -3% 131k 34.20
3M Company (MMM) 0.5 $4.4M +64% 28k 160.17
Welltower Inc Com reit (WELL) 0.5 $4.2M -3% 77k 55.09
Pepsi (PEP) 0.5 $4.0M -31% 29k 138.59
Cisco Systems (CSCO) 0.5 $3.9M +35% 99k 39.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.9M +159% 18k 212.96
Shopify Cl A (SHOP) 0.4 $3.8M +105% 3.7k 1022.84
JPMorgan Chase & Co. (JPM) 0.4 $3.8M +95% 39k 96.28
Tesla Motors (TSLA) 0.4 $3.7M +756% 8.7k 429.06
Lockheed Martin Corporation (LMT) 0.4 $3.7M -35% 9.6k 383.23
Amgen (AMGN) 0.4 $3.6M +51% 14k 254.17
Procter & Gamble Company (PG) 0.4 $3.5M -33% 25k 139.00
Select Sector Spdr Tr Technology (XLK) 0.4 $3.4M +3% 29k 116.70
Solar Senior Capital (SUNS) 0.4 $3.3M 263k 12.60
Nike CL B (NKE) 0.4 $3.3M -48% 26k 125.53
Vaneck Vectors Etf Tr Oil Svcs Etf (OIH) 0.4 $3.3M NEW 33k 97.70
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.4 $3.2M 59k 53.62
Starwood Property Trust (STWD) 0.4 $3.1M -8% 205k 15.09
Adobe Systems Incorporated (ADBE) 0.4 $3.0M -2% 6.1k 490.36
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.3 $2.8M NEW 56k 50.57
Twilio Cl A (TWLO) 0.3 $2.8M +27% 11k 247.09
CSX Corporation (CSX) 0.3 $2.7M NEW 34k 77.66
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $2.7M -14% 18k 147.00
Broadcom (AVGO) 0.3 $2.6M +11% 7.1k 364.37
Target Corporation (TGT) 0.3 $2.6M NEW 16k 157.40
Waste Management (WM) 0.3 $2.5M +2% 22k 113.17
Tekla Healthcare Invs Sh Ben Int (HQH) 0.3 $2.5M +309% 123k 20.62
The Trade Desk Com Cl A (TTD) 0.3 $2.5M +184% 4.9k 518.82
Peak (PEAK) 0.3 $2.5M -4% 92k 27.15
Wisdomtree Tr Intl Equity Fd (DWM) 0.3 $2.5M +11% 54k 45.47
Pennantpark Floating Rate Capi (PFLT) 0.3 $2.5M 292k 8.44
Enbridge (ENB) 0.3 $2.5M +3% 84k 29.20
Wal-Mart Stores (WMT) 0.3 $2.5M -28% 18k 139.88
Hancock John Pfd Income I Com (HPF) 0.3 $2.4M -11% 134k 17.82
Johnson & Johnson (JNJ) 0.3 $2.2M -66% 15k 148.89
Abbott Laboratories (ABT) 0.3 $2.2M NEW 20k 108.81
Sprott Physical Gold Tr Unit (PHYS) 0.2 $2.1M +81% 138k 15.05
Nuveen Quality Pref. Inc. Fund II (JPS) 0.2 $2.0M +5% 232k 8.81
MPLX Com Unit Rep Ltd (MPLX) 0.2 $2.0M +647% 130k 15.74
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.0M +6% 19k 108.12
Spdr Ser Tr Spdr Bloomberg (BIL) 0.2 $2.0M -7% 22k 91.51
Kinder Morgan (KMI) 0.2 $2.0M +100% 160k 12.33
Sempra Energy (SRE) 0.2 $1.9M -20% 16k 118.36
Eli Lilly & Co. (LLY) 0.2 $1.9M -14% 13k 148.03
American Water Works (AWK) 0.2 $1.9M +7% 13k 144.87
Martin Marietta Materials (MLM) 0.2 $1.9M 8.0k 235.30
salesforce (CRM) 0.2 $1.9M +106% 7.4k 251.38
Cohen & Steers Ltd Dur Pfd I (LDP) 0.2 $1.8M +3% 79k 23.37
Snap Cl A (SNAP) 0.2 $1.8M +480% 71k 26.10
Enviva Partners Com Unit (EVA) 0.2 $1.8M NEW 45k 40.27
Sba Communications Corp Cl A (SBAC) 0.2 $1.8M 5.7k 318.55
Sonos (SONO) 0.2 $1.7M -8% 112k 15.18
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $1.7M +285% 49k 34.81
Blackrock Science & Tech Tr Shs Ben Int (BSTZ) 0.2 $1.7M +74% 65k 25.65
Comcast Corp Cl A (CMCSA) 0.2 $1.6M +315% 35k 46.27
Uber Technologies (UBER) 0.2 $1.6M +9% 43k 36.48
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.2 $1.6M NEW 99k 15.66
Ares Capital Corporation (ARCC) 0.2 $1.6M +43% 111k 13.95
Coca-Cola Company (KO) 0.2 $1.5M -54% 31k 49.36
FedEx Corporation (FDX) 0.2 $1.5M +40% 5.9k 251.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.5M +37% 13k 111.40
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.5M +4% 30k 49.33
Norfolk Southern (NSC) 0.2 $1.5M NEW 6.8k 214.06
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 0.2 $1.5M 55k 26.63
Amphenol Corp Cl A (APH) 0.2 $1.5M NEW 13k 108.24
Bce Com New (BCE) 0.2 $1.4M +22% 34k 41.47
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.2 $1.4M 78k 17.52
Netflix (NFLX) 0.2 $1.4M +25% 2.7k 500.18
First Tr Nasdaq-100 Tech Ind Dj Internt Idx (FDN) 0.2 $1.3M NEW 7.1k 188.39
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.3M -20% 6.0k 221.45
Solar Cap (SLRC) 0.2 $1.3M 83k 15.85
Churchill Cap Corp Ii Cl A (CCX) 0.2 $1.3M 156k 8.46
Blackstone Group Com Cl A (BX) 0.1 $1.3M +53% 24k 52.20
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.3M NEW 22k 58.24
Raytheon Technologies Corp (RTX) 0.1 $1.2M -60% 21k 57.54
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.1 $1.2M -34% 39k 31.83
Kimberly-Clark Corporation (KMB) 0.1 $1.2M -12% 8.3k 147.70
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $1.2M +2% 84k 14.35
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $1.2M NEW 82k 14.73
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.2M -44% 33k 36.45
Teladoc (TDOC) 0.1 $1.2M +87% 5.5k 219.24
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M +2% 3.5k 338.90
Bank of America Corporation (BAC) 0.1 $1.2M NEW 49k 24.10
Global Payments (GPN) 0.1 $1.2M 6.7k 177.54
ViaSat (VSAT) 0.1 $1.2M -12% 34k 34.40
Ecolab (ECL) 0.1 $1.2M -10% 5.9k 199.90
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $1.2M -14% 42k 27.40
Disney Walt Com Disney (DIS) 0.1 $1.1M -68% 9.3k 124.07
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.1M +167% 3.6k 311.57
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $1.1M +332% 20k 55.02
Chevron Corporation (CVX) 0.1 $1.1M -80% 15k 72.02
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.1 $1.1M +11% 78k 13.71
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.0M +391% 10k 101.94
Workhorse Group Com New (WKHS) 0.1 $1.0M NEW 41k 25.29
Svmk Inc ordinary shares (SVMK) 0.1 $995k 45k 22.11
Global Med Reit Com New (GMRE) 0.1 $991k +216% 73k 13.50
Nuveen High Income November (JHB) 0.1 $985k +10% 110k 8.95
First Tr High Yield Opprt 20 (FTHY) 0.1 $977k NEW 49k 20.14
Vanguard World Fds Health Car Etf (VHT) 0.1 $969k +100% 4.7k 204.04
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $958k +7% 40k 24.07
Pimco Dynamic Cr Income Com Shs (PCI) 0.1 $949k +119% 47k 20.07
Slack Technologies Com Cl A (WORK) 0.1 $917k +16% 34k 26.85
Dover Corporation (DOV) 0.1 $900k 8.3k 108.37
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $899k +7% 45k 19.99
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $885k NEW 59k 15.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $884k NEW 2.7k 333.46
First Tr Nasdaq-100 Tech Ind Cap Strength Etf (FTCS) 0.1 $882k NEW 14k 63.27
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) 0.1 $870k -7% 40k 21.61
First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $863k +10% 9.5k 90.97
Hca Holdings (HCA) 0.1 $856k NEW 6.9k 124.73
Beyond Meat (BYND) 0.1 $844k NEW 5.1k 165.98
Eaton Corp SHS (ETN) 0.1 $838k +58% 8.2k 102.00
Targa Res Corp (TRGP) 0.1 $833k +236% 59k 14.02
Starbucks Corporation (SBUX) 0.1 $830k -76% 9.7k 85.88
Vanguard World Fds Materials Etf (VAW) 0.1 $825k NEW 6.1k 134.58
Elastic N V Ord Shs (ESTC) 0.1 $820k +36% 7.6k 107.91
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $819k +37% 11k 76.95
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $808k -36% 25k 32.72
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $805k -3% 42k 19.37
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $800k 14k 56.20
Delek Logistics Partners Com Unt Rp Int (DKL) 0.1 $800k NEW 28k 28.37
BlackRock Municipal Income Trust II (BLE) 0.1 $799k +45% 54k 14.89
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $791k NEW 16k 50.78
Twitter (TWTR) 0.1 $750k +31% 17k 44.50
Advanced Micro Devices (AMD) 0.1 $734k NEW 8.9k 82.02
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $733k +22% 50k 14.69
Main Street Capital Corporation (MAIN) 0.1 $731k NEW 25k 29.57
ConocoPhillips (COP) 0.1 $719k +3% 22k 32.84
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $717k +84% 37k 19.23
Chubb (CB) 0.1 $713k 6.1k 116.07
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $709k +277% 49k 14.53
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $708k 14k 52.15
First Tr Sr Floating Rate 20 Com Shs (FIV) 0.1 $707k +18% 84k 8.45
Tc Pipelines Ut Com Ltd Prt (TCP) 0.1 $701k 27k 25.60
SYSCO Corporation (SYY) 0.1 $699k -62% 11k 62.22
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $698k +219% 9.7k 72.14
Flexshares Tr Discp Dur Mbs (MBSD) 0.1 $698k +231% 29k 24.16
Healthcare Realty Trust Incorporated (HR) 0.1 $687k -13% 23k 30.14
Intuitive Surgical Com New (ISRG) 0.1 $685k +127% 965.00 709.84
Oracle Corporation (ORCL) 0.1 $677k +144% 11k 59.70
Analog Devices (ADI) 0.1 $669k NEW 5.7k 116.67
Nuveen Cr Opportunities 2022 (JCO) 0.1 $657k +7% 83k 7.89
Glaxosmithkline Sponsored Adr (GSK) 0.1 $650k +17% 17k 37.62
Etsy (ETSY) 0.1 $640k NEW 5.3k 121.56
Hp (HPQ) 0.1 $635k +10% 34k 18.98
Element Solutions (ESI) 0.1 $631k 60k 10.52
MercadoLibre (MELI) 0.1 $631k +89% 583.00 1082.33
Zillow Group Cl C Cap Stk (Z) 0.1 $630k +10% 6.2k 101.53
Crowdstrike Hldgs Cl A (CRWD) 0.1 $609k -9% 4.4k 137.29
Altria (MO) 0.1 $599k +43% 16k 38.67
Vuzix Corp Com New (VUZI) 0.1 $597k 131k 4.56
BlackRock (BLK) 0.1 $597k +173% 1.1k 563.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $585k +88% 6.1k 95.87
Invesco Exchange Traded Fd T Dwa Staples (PSL) 0.1 $583k +46% 7.7k 75.95
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) 0.1 $572k NEW 43k 13.47
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $564k +32% 30k 18.77
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $561k +65% 11k 50.53
Gabelli Global Multimedia Trust (GGT) 0.1 $560k NEW 87k 6.46
AutoZone (AZO) 0.1 $553k NEW 470.00 1176.60
American Express Company (AXP) 0.1 $552k +140% 5.5k 100.16
Roku Com Cl A (ROKU) 0.1 $548k -10% 2.9k 188.77
Moderna (MRNA) 0.1 $546k +31% 7.7k 70.78
Northrop Grumman Corporation (NOC) 0.1 $543k -80% 1.7k 315.51
Flexshares Tr Ready Acc Vari (RAVI) 0.1 $540k +3% 7.1k 76.27
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $535k +81% 11k 47.17
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $532k +47% 8.3k 64.11
Medtronic SHS (MDT) 0.1 $530k +67% 5.1k 103.88
Vanguard World Fds Utilities Etf (VPU) 0.1 $526k +58% 4.1k 129.08
Blackrock Munivest Fund II (MVT) 0.1 $523k -7% 38k 13.94
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.1 $521k +23% 3.0k 174.25
Texas Instruments Incorporated (TXN) 0.1 $521k -40% 3.7k 142.70
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $521k 36k 14.56
O'reilly Automotive (ORLY) 0.1 $519k +11% 1.1k 460.92
Rivernorth Opprtunities Fd I (RIV) 0.1 $512k NEW 36k 14.34
Blackrock Science & Technolo SHS (BST) 0.1 $504k NEW 12k 43.01
Ishares Core Msci Emkt (IEMG) 0.1 $504k -42% 9.5k 52.85
Advisorshares Tr Dorsy Shrt Etf (DWSH) 0.1 $502k -22% 26k 19.05
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.1 $499k NEW 16k 31.80
Mondelez Intl Cl A (MDLZ) 0.1 $486k -51% 8.5k 57.47
Air Products & Chemicals (APD) 0.1 $485k NEW 1.6k 297.73
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $481k +71% 13k 36.23
Vaneck Vectors Etf Tr Amt Free Short M (SMB) 0.1 $480k NEW 27k 18.04
Spotify Technology S A SHS (SPOT) 0.1 $463k +116% 1.9k 242.66
Fastly Cl A (FSLY) 0.1 $463k -19% 4.9k 93.63
Union Pacific Corporation (UNP) 0.1 $457k -86% 2.3k 196.73
Ventas (VTR) 0.1 $454k -20% 11k 41.96
Invesco Van Kampen Muni Opp Trust (VMO) 0.1 $454k -15% 37k 12.23
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $450k NEW 7.3k 61.85
Apollo Sr Floating Rate Fd I (AFT) 0.1 $448k NEW 35k 12.83
Nuveen Calif Select Tax Free Sh Ben Int (NXC) 0.1 $448k 28k 16.00
BP Sponsored Adr (BP) 0.1 $446k NEW 26k 17.48
Vaneck Vectors Etf Tr Amt Free Int Etf (ITM) 0.1 $446k NEW 8.7k 51.30
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $444k +24% 11k 39.12
Proshares Tr Short S&p 500 Ne (SH) 0.1 $443k NEW 22k 20.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $441k NEW 4.8k 92.47
Accenture Plc Ireland Shs Class A (ACN) 0.1 $431k NEW 1.9k 225.77
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $431k +53% 4.4k 97.14
Western Asset Hgh Yld Dfnd (HYI) 0.1 $428k +45% 31k 14.03
SVB Financial (SIVB) 0.1 $428k +2% 1.8k 240.86
Invesco Exchange Traded Fd T Cleantech Etf (PZD) 0.1 $428k 7.6k 56.68
Invesco Exch Trd Slf Idx Fd Bu Lshs 2023 Hy (BSJN) 0.1 $426k 17k 24.52
Innovator Etfs Tr S&p 500 Pwretf (POCT) 0.0 $420k 16k 26.42
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $419k 7.5k 55.61
Wp Carey (WPC) 0.0 $417k +25% 6.4k 65.18
Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $416k -4% 4.4k 93.82
Ark Etf Tr Innovation Etf (ARKK) 0.0 $408k +25% 4.4k 92.04
American Electric Power Company (AEP) 0.0 $405k NEW 5.0k 81.74
Mongodb Cl A (MDB) 0.0 $401k +25% 1.7k 231.39
Allianzgi Artificial (AIO) 0.0 $395k -49% 18k 21.58
Ishares Tr Core Msci Eafe (IEFA) 0.0 $390k -17% 6.5k 60.23
Gaming & Leisure Pptys (GLPI) 0.0 $388k -45% 11k 36.92
Coupa Software (COUP) 0.0 $384k +73% 1.4k 273.89
Antero Midstream Corp antero midstream (AM) 0.0 $383k NEW 71k 5.37
Baxter International (BAX) 0.0 $383k +102% 4.8k 80.39
Western Asset Income Fund (PAI) 0.0 $379k +45% 24k 16.10
American Centy Etf Tr Focused Dynamic (FDG) 0.0 $375k NEW 5.8k 64.74
Select Sector Spdr Tr Communication (XLC) 0.0 $372k +4% 6.3k 59.38
Goldman Sachs (GS) 0.0 $367k +37% 1.8k 200.77
Vanguard Index Fds Growth Etf (VUG) 0.0 $367k -99% 1.6k 227.67
Barrick Gold Corp (GOLD) 0.0 $366k NEW 13k 28.09
Zoetis Cl A (ZTS) 0.0 $366k NEW 2.2k 165.46
Nuveen Calif Municpal Valu F (NCB) 0.0 $366k 23k 15.64
Phillips 66 (PSX) 0.0 $359k -55% 6.9k 51.80
Jd.com Spon Adr Cl A (JD) 0.0 $354k +33% 4.6k 77.58
Servicenow (NOW) 0.0 $353k +5% 728.00 484.89
Invesco Exchange-traded Fd T Sr Ln Etf (BKLN) 0.0 $352k NEW 16k 21.77
Astrazeneca Sponsored Adr (AZN) 0.0 $350k NEW 6.4k 54.82
Nuveen High Income 2020 Targ 0.0 $348k 37k 9.46
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $346k 8.1k 42.55
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $345k +9% 1.8k 188.01
Ishares Tr Core S&p500 Etf (IVV) 0.0 $344k -69% 1.0k 335.94
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $338k 5.9k 57.52
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $337k -11% 3.1k 108.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $337k -21% 4.2k 81.01
Constellation Brands Cl A (STZ) 0.0 $333k +3% 1.8k 189.42
Marvell Technology Group Ord (MRVL) 0.0 $333k NEW 8.4k 39.70
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.0 $326k 10k 32.60
Covetrus (CVET) 0.0 $322k NEW 13k 24.40
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.0 $319k NEW 3.6k 88.37
Physicians Realty Trust (DOC) 0.0 $318k NEW 18k 17.91
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $310k 1.4k 223.02
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $310k +156% 51k 6.09
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $305k -32% 10k 29.52
Nuveen Build Amer Bd (NBB) 0.0 $300k +19% 13k 22.42
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $296k NEW 5.5k 53.58
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $293k NEW 5.0k 58.12
Iron Mountain (IRM) 0.0 $292k NEW 11k 26.78
Ishares Tr Usa Momentum Fct (MTUM) 0.0 $287k NEW 1.9k 147.63
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $286k NEW 4.8k 59.43
Sea Sponsored Ads (SE) 0.0 $285k NEW 1.8k 154.22
Allianzgi Equity & Conv In (NIE) 0.0 $282k NEW 12k 24.25
Gw Pharmaceuticals Ads (GWPH) 0.0 $278k +61% 2.9k 97.37
Bny Mellon Strategic Muns (LEO) 0.0 $277k NEW 34k 8.27
Archer Daniels Midland Company (ADM) 0.0 $275k NEW 5.9k 46.52
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $275k -10% 14k 19.22
Tortoise Midstream Energy M (NTG) 0.0 $273k -9% 19k 14.49
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.0 $271k +17% 7.7k 35.28
Becton, Dickinson and (BDX) 0.0 $270k NEW 1.2k 232.56
Hdfc Bank Sponsored Ads (HDB) 0.0 $269k NEW 5.4k 50.00
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.0 $268k NEW 4.5k 59.75
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $266k NEW 10k 26.63
Tff Pharmaceuticals (TFFP) 0.0 $264k NEW 14k 18.46
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $260k +3% 5.1k 51.08
Carrier Global Corporation (CARR) 0.0 $258k NEW 8.5k 30.53
Indexiq Etf Tr Hdg Eve Driv (QED) 0.0 $257k 11k 22.71
Nuveen Equity Premium Income Fund (BXMX) 0.0 $255k NEW 23k 11.29
Ishares Silver Tr Ishares (SLV) 0.0 $255k NEW 12k 21.64
General Motors Company (GM) 0.0 $254k NEW 8.6k 29.63
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $254k +20% 21k 12.01
Blackrock Muniyield Quality Fund (MQY) 0.0 $253k +23% 16k 16.03
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $253k NEW 2.1k 121.17
Trillium Therapeutics Com New (TRIL) 0.0 $252k NEW 18k 14.20
Intellicheck Com New (IDN) 0.0 $252k 38k 6.68
Otis Worldwide Corp (OTIS) 0.0 $250k +8% 4.0k 62.39
Novartis Sponsored Adr (NVS) 0.0 $249k NEW 2.9k 86.94
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $245k +6% 5.2k 47.12
EXACT Sciences Corporation (EXAS) 0.0 $244k NEW 2.4k 101.84
Rivernorth Opportunistic Mun (RMI) 0.0 $242k NEW 12k 20.41
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $242k NEW 4.6k 52.51
Diamond Hill Investment Grou Com New (DHIL) 0.0 $241k NEW 1.9k 126.51
Automatic Data Processing (ADP) 0.0 $240k NEW 1.7k 139.29
Eaton Vance Corp Com Non Vtg (EV) 0.0 $240k -3% 6.3k 38.10
Marriott Vacations Wrldwde Cp (VAC) 0.0 $235k NEW 2.6k 90.84
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.0 $230k NEW 5.3k 43.44
Equinix (EQIX) 0.0 $229k -9% 301.00 760.80
Datadog Cl A Com (DDOG) 0.0 $229k -17% 2.2k 102.23
Osi Etf Tr Oshs Gbl Inter (OGIG) 0.0 $226k -9% 5.1k 44.08
Wayfair Cl A (W) 0.0 $226k NEW 778.00 290.49
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $223k NEW 4.1k 53.92
Invesco Exch Trd Slf Idx Fd Bu Lshs 2020 Hy 0.0 $221k 9.5k 23.33
Fidelity National Information Services (FIS) 0.0 $221k NEW 1.5k 147.43
Nustar Energy Unit Com (NS) 0.0 $221k +2% 21k 10.63
First Tr Dynamic Europe Equi Com Shs (FDEU) 0.0 $219k NEW 22k 10.03
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $218k -37% 7.7k 28.48
New Residential Invt Corp Com New (NRZ) 0.0 $217k NEW 27k 7.94
Service Pptys Tr Com Sh Ben Int (SVC) 0.0 $216k +18% 27k 7.94
Zscaler Incorporated (ZS) 0.0 $215k NEW 1.5k 140.98
Medical Properties Trust (MPW) 0.0 $215k NEW 12k 17.64
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $214k NEW 7.9k 26.98
4068594 Enphase Energy (ENPH) 0.0 $213k NEW 2.6k 82.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $213k -55% 1.1k 185.54
Chewy Cl A (CHWY) 0.0 $209k NEW 3.8k 54.86
Focus Finl Partners Com Cl A (FOCS) 0.0 $206k NEW 6.3k 32.83
Asml Holding N V N Y Registry Shs (ASML) 0.0 $206k -16% 558.00 369.18
Centene Corporation (CNC) 0.0 $203k NEW 3.5k 58.37
Dcp Midstream Com Ut Ltd Ptn (DCP) 0.0 $203k -4% 18k 11.18
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.0 $202k NEW 4.1k 49.81
Icici Bank Adr (IBN) 0.0 $199k NEW 20k 9.85
Invesco High Income 2024 Tar cmn (IHTA) 0.0 $199k 25k 7.93
Tekla World Healthcare Ben Int Shs (THW) 0.0 $198k NEW 14k 14.37
BRT Realty Trust (BRT) 0.0 $183k NEW 58k 3.14
Range Resources (RRC) 0.0 $180k NEW 27k 6.60
BlackRock MuniVest Fund (MVF) 0.0 $180k +76% 21k 8.67
Western Asset Municipal Hgh Incm Fnd (MHF) 0.0 $179k NEW 24k 7.46
Fortress Trans Infrst Invs L Com Rep Ltd Liab (FTAI) 0.0 $178k NEW 10k 17.15
Annaly Capital Management (NLY) 0.0 $176k +47% 25k 7.14
Allianzgi Nfj Divid Int Prem S cefs (NFJ) 0.0 $175k +20% 15k 11.78
AllianceBernstein Global Hgh Incm (AWF) 0.0 $175k NEW 17k 10.52
Goldman Sachs Mlp Energy Renai Com cef (GER) 0.0 $175k NEW 29k 5.99
Nuveen Dow 30 Dynamic Overwr SHS (DIAX) 0.0 $172k NEW 13k 13.53
Frontline Shs New (FRO) 0.0 $170k +161% 26k 6.49
Blackstone Gso Strategic Cr Com Shs Ben In (BGB) 0.0 $169k NEW 14k 12.25
Independence Realty Trust In (IRT) 0.0 $167k NEW 14k 11.56
Scorpio Tankers SHS (STNG) 0.0 $167k +2% 15k 11.06
Suro Capital Corp Com New (SSSS) 0.0 $164k -2% 15k 10.84
Apollo Tactical Income Fd In (AIF) 0.0 $155k NEW 12k 12.68
Calamos Global Dynamic Income Fund (CHW) 0.0 $154k NEW 19k 8.11
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $149k -20% 20k 7.37
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.0 $149k 12k 12.32
Kimbell Rty Partners Unit (KRP) 0.0 $148k +38% 24k 6.12
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $148k NEW 10k 14.25
Smiledirectclub Cl A Com (SDC) 0.0 $148k NEW 13k 11.68
Nuveen High Income 2023 (JHAA) 0.0 $141k 15k 9.43
First Tr High Income L/s (FSD) 0.0 $139k NEW 10k 13.89
Wells Fargo Income Opportuni Wf Inc Oppty Fd (EAD) 0.0 $138k NEW 19k 7.30
Cadence Bancorporation Cl A (CADE) 0.0 $132k NEW 15k 8.56
Euronav Nv Antwerpen SHS (EURN) 0.0 $132k 15k 8.80
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $130k NEW 11k 11.49
Alta Equipment Group Common Stock (ALTG) 0.0 $128k +12% 16k 7.85
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $127k -21% 21k 5.97
Bny Mellon Alcentra Global Cr (DCF) 0.0 $121k +3% 15k 8.07
Broadmark Rlty Cap (BRMK) 0.0 $116k NEW 12k 9.85
Amarin Corp Spons Adr New (AMRN) 0.0 $114k NEW 27k 4.20
Preferred Apartment Communitie (APTS) 0.0 $111k NEW 21k 5.41
Invesco Van Kampen Dyn Cr Opp Fund (VTA) 0.0 $92k NEW 10k 9.20
Bluerock Residential Gwt Rei Com Cl A (BRG) 0.0 $88k NEW 12k 7.60
Therapeuticsmd (TXMD) 0.0 $79k +25% 50k 1.59
Vaxart Com New (VXRT) 0.0 $71k NEW 11k 6.64
Invesco Van Kampen Senior Income Trust (VVR) 0.0 $71k +16% 20k 3.65
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $69k NEW 20k 3.43
Gabelli Equity Trust (GAB) 0.0 $65k 13k 5.07
Prospect Capital Corporation (PSEC) 0.0 $62k NEW 12k 5.03
Limelight Networks (LLNW) 0.0 $59k NEW 10k 5.74
Diversified Healthcare Tr Com Sh Ben Int (DHC) 0.0 $55k +39% 16k 3.49
Athersys (ATHX) 0.0 $54k NEW 28k 1.96
Colony Cap Cl A Com (CLNY) 0.0 $29k NEW 11k 2.76
Alliance Res Partner Ut Ltd Part (ARLP) 0.0 $28k 10k 2.80
J Jill Inc call 0.0 $27k 50k 0.54
Smart Sand (SND) 0.0 $26k NEW 20k 1.30
Prospect Cap Corp Note 4.950% 7/1 0.0 $23k NEW 23k 1.00
Highpoint Res Corp 0.0 $20k NEW 85k 0.24
180 Degree Cap 0.0 $19k 10k 1.90