$307 Million is the total value of B. Riley Wealth Advisors, Inc.'s 702 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 2.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.2% |
| AT&T INC | 42 | Q3 2023 | 1.6% |
| SPDR S&P 500 ETF Trust | 42 | Q3 2023 | 1.9% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 1.8% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.7% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 1.5% |
| Exxon Mobil Corporation | 42 | Q3 2023 | 1.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 0.9% |
View B. Riley Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-03-15 |
| 13F-HR | 2023-12-01 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-17 |
| 13F-HR/A | 2023-03-15 |
| 13F-HR | 2023-02-21 |
| 13F-HR/A | 2022-11-22 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View B. Riley Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.