B. Riley Wealth Advisors, Inc. - Q4 2013 holdings

$313 Million is the total value of B. Riley Wealth Advisors, Inc.'s 676 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 25.0% .

 Value Shares↓ Weighting
SPY SellSPDR S&P 500 ETF TRtr unit$4,565,000
-18.2%
24,717
-25.6%
1.46%
-23.6%
XOM SellEXXON MOBIL CORP$3,417,000
+16.0%
33,760
-1.4%
1.09%
+8.3%
DVY SellISHARESselect divid etf$3,377,000
-2.3%
47,330
-9.2%
1.08%
-8.7%
BVN SellCOMPANIA DE MINAS BUENAVENTUsponsored adr$3,153,000
-5.3%
280,985
-1.2%
1.01%
-11.5%
BSJI SellCLAYMORE EXCHANGE TRD FD TRgug blt2018 hy$3,001,000
+1.2%
111,320
-0.4%
0.96%
-5.4%
VZ SellVERIZON COMMUNICATIONS INC$2,971,000
+2.7%
60,450
-2.4%
0.95%
-4.0%
T104PS SellAMERICAN RLTY CAP PPTYS INC$2,394,000
+4.1%
186,296
-1.1%
0.76%
-2.7%
PG SellPROCTER & GAMBLE CO$2,269,000
+6.6%
27,868
-1.0%
0.72%
-0.4%
FB SellFACEBOOK INCcl a$2,207,000
+3.8%
40,389
-4.6%
0.70%
-3.0%
PFE SellPFIZER INC$2,171,000
-0.2%
70,864
-6.4%
0.69%
-6.9%
BMY SellBRISTOL MYERS SQUIBB CO$1,873,000
+6.2%
35,247
-7.5%
0.60%
-0.8%
JPM SellJPMORGAN CHASE & CO$1,706,000
+2.4%
29,168
-9.5%
0.54%
-4.4%
KO SellCOCA COLA CO$1,643,000
+8.6%
39,774
-0.4%
0.52%
+1.5%
TIP SellISHAREStips bd etf$1,560,000
-3.8%
14,195
-1.4%
0.50%
-10.1%
EPD SellENTERPRISE PRODS PARTNERS L$1,534,000
+3.4%
23,138
-4.8%
0.49%
-3.4%
IWM SellISHARESrussell 2000 etf$1,422,000
-77.3%
12,324
-79.0%
0.45%
-78.8%
PM SellPHILIP MORRIS INTL INC$1,405,000
-2.5%
16,124
-3.1%
0.45%
-8.9%
LLY SellLILLY ELI & CO$1,347,000
-19.1%
26,404
-20.2%
0.43%
-24.6%
PFN SellPIMCO INCOME STRATEGY FUND I$1,338,000
-5.8%
134,453
-3.4%
0.43%
-12.0%
IGD SellING GLOBAL EQTY DIV & PREM O$1,328,000
-1.7%
148,339
-0.8%
0.42%
-8.2%
BA SellBOEING CO$1,327,000
+0.1%
9,725
-13.8%
0.42%
-6.4%
SLYV SellSPDR SERIES TRUSTs&p 600 smcp val$1,266,000
+7.8%
11,890
-0.6%
0.40%
+0.7%
ARR SellARMOUR RESIDENTIAL REIT INC$1,204,000
-15.4%
300,269
-11.4%
0.38%
-20.9%
MILLQ SellMILLER ENERGY RES INC$1,197,000
-34.0%
170,000
-32.0%
0.38%
-38.5%
ACG SellALLIANCEBERNSTEIN INCOME FUN$1,161,000
-6.1%
162,865
-7.3%
0.37%
-12.3%
MO SellALTRIA GROUP INC$1,159,000
+9.9%
30,199
-1.7%
0.37%
+2.5%
DUK SellDUKE ENERGY CORP NEW$1,132,000
+2.5%
16,406
-0.8%
0.36%
-4.0%
FCX SellFREEPORT-MCMORAN COPPER & GO$1,109,000
-17.9%
29,396
-28.0%
0.35%
-23.4%
FDN SellFIRST TR EXCHANGE TRADED FDdj internt idx$1,087,000
+11.1%
18,164
-0.2%
0.35%
+3.9%
GLD SellSPDR GOLD TRUST$1,066,000
-23.4%
9,183
-15.4%
0.34%
-28.6%
MIN SellMFS INTER INCOME TRsh ben int$1,064,000
-5.4%
205,477
-3.0%
0.34%
-11.7%
DD SellDU PONT E I DE NEMOURS & CO$1,031,000
-1.8%
15,867
-11.5%
0.33%
-8.4%
GOOGL SellGOOGLE INCcl a$989,000
-46.9%
883
-58.5%
0.32%
-50.4%
RVLT SellREVOLUTION LIGHTING TECHNOLO$971,000
+17.3%
283,620
-12.7%
0.31%
+9.5%
RSP SellRYDEX ETF TRUSTgug s&p500 eq wt$893,000
-6.0%
12,536
-14.0%
0.28%
-12.3%
CLF SellCLIFFS NAT RES INC$890,000
+25.7%
33,972
-1.7%
0.28%
+17.4%
BOH SellBANK HAWAII CORP$866,000
-1.6%
14,649
-9.4%
0.28%
-8.0%
LQD SellISHARESiboxx inv cp etf$861,000
-12.1%
7,544
-12.5%
0.28%
-17.9%
BP SellBP PLCsponsored adr$839,000
+11.3%
17,262
-3.8%
0.27%
+3.9%
VB SellVANGUARD INDEX FDSsmall cp etf$831,000
+2.7%
7,562
-4.2%
0.26%
-4.3%
XLK SellSELECT SECTOR SPDR TRtechnology$795,000
+10.1%
22,247
-1.2%
0.25%
+2.8%
RZG SellRYDEX ETF TRUSTgug s&p sc600 pg$769,000
+11.0%
9,640
-0.2%
0.25%
+3.8%
VOD SellVODAFONE GROUP PLC NEWspons adr new$761,000
-14.9%
19,350
-23.9%
0.24%
-20.6%
IGR SellCBRE CLARION GLOBAL REAL EST$738,000
-2.6%
93,174
-0.5%
0.24%
-8.9%
XLU SellSELECT SECTOR SPDR TRsbi int-utils$730,000
-1.7%
19,213
-3.3%
0.23%
-8.3%
HD SellHOME DEPOT INC$725,000
+7.2%
8,811
-1.1%
0.23%
+0.4%
MPW SellMEDICAL PPTYS TRUST INC$713,000
-1.8%
58,341
-2.2%
0.23%
-8.1%
VUG SellVANGUARD INDEX FDSgrowth etf$700,000
+9.2%
7,527
-0.6%
0.22%
+2.3%
LUMN SellCENTURYLINK INC$683,000
-1.6%
21,437
-3.0%
0.22%
-8.0%
GGN SellGAMCO GLOBAL GOLD NAT RES &$654,000
-15.8%
72,504
-1.3%
0.21%
-21.4%
SHY SellISHARES1-3 yr tr bd etf$647,000
-45.6%
7,669
-45.6%
0.21%
-49.1%
4945SC SellKINDER MORGAN ENERGY PARTNERut ltd partner$628,000
-0.8%
7,786
-1.9%
0.20%
-6.9%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$622,000
+2.6%
14,114
-6.3%
0.20%
-3.9%
C SellCITIGROUP INC$608,000
+4.6%
11,672
-2.5%
0.19%
-2.5%
SCHA SellSCHWAB STRATEGIC TRus sml cap etf$598,000
+7.9%
11,393
-0.8%
0.19%
+1.1%
IEI SellISHARES3-7 yr tr bd etf$596,000
-91.1%
4,964
-91.0%
0.19%
-91.7%
AMD SellADVANCED MICRO DEVICES INC$589,000
-1.2%
152,300
-2.7%
0.19%
-7.8%
MON SellMONSANTO CO NEW$559,000
-1.8%
4,798
-12.0%
0.18%
-8.2%
HE SellHAWAIIAN ELEC INDUSTRIES$554,000
-9.8%
21,251
-13.2%
0.18%
-15.7%
CME SellCME GROUP INC$534,000
+3.9%
6,800
-2.2%
0.17%
-2.8%
PSX SellPHILLIPS 66$533,000
-19.2%
6,912
-39.4%
0.17%
-24.8%
FSC SellFIFTH STREET FINANCE CORP$522,000
-11.8%
56,398
-1.9%
0.17%
-17.3%
SCHM SellSCHWAB STRATEGIC TRus mid-cap etf$521,000
-6.8%
13,927
-13.8%
0.17%
-13.1%
PGX SellPOWERSHARES GLOBAL ETF TRUSTagg pfd port$507,000
-5.2%
37,732
-3.5%
0.16%
-11.5%
NCZ SellALLIANZGI CONV & INCOME FD I$489,000
+3.8%
54,475
-0.5%
0.16%
-3.1%
SCHB SellSCHWAB STRATEGIC TRus brd mkt etf$484,000
-2.4%
10,749
-11.0%
0.16%
-8.8%
2108SC SellEL PASO PIPELINE PARTNERS L$466,000
-17.4%
12,955
-3.0%
0.15%
-22.8%
EEM SellISHARESmsci emg mkt etf$459,000
-68.5%
10,975
-69.3%
0.15%
-70.5%
INCY SellINCYTE CORP$456,000
+11.5%
9,000
-16.1%
0.15%
+4.3%
OXLC SellOXFORD LANE CAP CORP$456,000
-41.3%
26,288
-48.1%
0.15%
-45.1%
CREE SellCREE INC$453,000
-18.8%
7,247
-21.8%
0.14%
-24.1%
MDY SellSPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$450,000
-0.4%
1,842
-7.9%
0.14%
-7.1%
TWO SellTWO HBRS INVT CORP$445,000
-39.9%
47,968
-37.2%
0.14%
-43.9%
AGG SellISHAREScore totusbd etf$442,000
-32.6%
4,157
-32.1%
0.14%
-37.1%
MDLZ SellMONDELEZ INTL INCcl a$436,000
+9.5%
12,338
-2.6%
0.14%
+2.2%
BTU SellPEABODY ENERGY CORP$415,000
-19.7%
21,236
-29.1%
0.13%
-24.9%
TBT SellPROSHARES TR$409,000
+4.3%
5,166
-0.9%
0.13%
-2.2%
SPLV SellPOWERSHARES ETF TR IIs&p500 low vol$409,000
-35.8%
12,337
-39.6%
0.13%
-39.9%
AMLP SellALPS ETF TRalerian mlp$407,000
-10.7%
22,893
-11.6%
0.13%
-16.7%
CLM SellCORNERSTONE STRATEGIC VALUE$405,000
-9.6%
61,297
-2.0%
0.13%
-15.7%
SCHG SellSCHWAB STRATEGIC TRus lcap gr etf$405,000
-11.6%
8,943
-19.8%
0.13%
-17.8%
DEM SellWISDOMTREE TRemerg mkts etf$398,000
-9.3%
7,804
-8.1%
0.13%
-15.3%
VIG SellVANGUARD SPECIALIZED PORTFOLdiv app etf$388,000
-3.0%
5,159
-10.1%
0.12%
-9.5%
NYMT SellNEW YORK MTG TR INC$389,000
-25.3%
55,702
-33.3%
0.12%
-30.3%
GS SellGOLDMAN SACHS GROUP INC$382,000
+7.0%
2,158
-4.5%
0.12%0.0%
ETJ SellEATON VANCE RISK MNGD DIV EQ$368,000
-23.5%
32,653
-26.6%
0.12%
-28.0%
D SellDOMINION RES INC VA NEW$357,000
+3.2%
5,514
-0.4%
0.11%
-3.4%
AEP SellAMERICAN ELEC PWR INC$354,000
-32.2%
7,576
-37.1%
0.11%
-36.5%
IJK SellISHARESs&p mc 400gr etf$352,000
+3.5%
2,344
-4.1%
0.11%
-3.4%
HYB SellNEW AMER HIGH INCOME FD INC$348,000
-26.4%
36,011
-27.6%
0.11%
-31.5%
GSK SellGLAXOSMITHKLINE PLCsponsored adr$339,000
+3.0%
6,341
-3.4%
0.11%
-3.6%
CVY SellCLAYMORE EXCHANGE TRD FD TRgug multi asset$336,000
-6.9%
13,570
-10.9%
0.11%
-13.0%
SLV SellISHARES SILVER TRUSTishares$333,000
-19.2%
17,794
-9.7%
0.11%
-24.8%
SNH SellSENIOR HSG PPTYS TRsh ben int$332,000
-7.0%
14,935
-2.5%
0.11%
-13.1%
NMZ SellNUVEEN MUN HIGH INCOME OPP F$325,000
+2.5%
27,105
-0.3%
0.10%
-3.7%
PHK SellPIMCO HIGH INCOME FD$325,000
-25.8%
27,892
-24.0%
0.10%
-30.7%
BSJF SellCLAYMORE EXCHANGE TRD FD TRgugg bull 2015$318,000
-8.9%
11,857
-9.3%
0.10%
-14.3%
EMC SellE M C CORP MASS$312,000
-20.6%
12,416
-19.3%
0.10%
-25.4%
VGK SellVANGUARD INTL EQUITY INDEX Fftse europe etf$304,000
+0.3%
5,165
-7.0%
0.10%
-6.7%
MCPIQ SellMOLYCORP INC DEL$297,000
-34.0%
52,915
-22.9%
0.10%
-38.3%
IVW SellISHARESs&p 500 grwt etf$296,000
+10.4%
2,995
-0.0%
0.10%
+3.3%
BDCL SellUBS AG LONDON BRH2x lev lng lkd$294,000
-17.2%
9,872
-22.0%
0.09%
-22.3%
SRV SellCUSHING MLP TOTAL RETURN FD$285,000
-15.9%
35,492
-16.4%
0.09%
-21.6%
RY SellROYAL BK CDA MONTREAL QUE$283,0000.0%4,212
-4.5%
0.09%
-7.2%
BXMX SellNUVEEN EQUITY PREM INCOME FD$282,000
-26.6%
22,446
-29.4%
0.09%
-31.3%
HFC SellHOLLYFRONTIER CORP$283,000
+16.0%
5,702
-1.5%
0.09%
+8.4%
BAP SellCREDICORP LTD$282,000
+2.9%
2,124
-0.5%
0.09%
-4.3%
MS SellMORGAN STANLEY$278,000
-4.8%
8,861
-18.1%
0.09%
-11.0%
JOY SellJOY GLOBAL INC$280,000
-53.5%
4,783
-59.4%
0.09%
-56.8%
EVT SellEATON VANCE TAX ADVT DIV INC$275,000
-3.8%
14,464
-9.0%
0.09%
-10.2%
PCL SellPLUM CREEK TIMBER CO INC$272,000
-3.9%
5,843
-3.3%
0.09%
-10.3%
PBP SellPOWERSHARES GLOBAL ETF FDs&p 500 buywrt$272,000
-36.6%
13,094
-38.8%
0.09%
-40.8%
EMN SellEASTMAN CHEM CO$271,000
+3.0%
3,360
-0.3%
0.09%
-3.3%
SRE SellSEMPRA ENERGY$262,000
-0.8%
2,921
-5.2%
0.08%
-6.7%
PAA SellPLAINS ALL AMERN PIPELINE Lunit ltd partn$263,000
-9.0%
5,083
-7.4%
0.08%
-15.2%
EFA SellISHARESmsci eafe etf$259,000
-11.6%
3,865
-16.0%
0.08%
-17.0%
IEF SellISHARES7-10 y tr bd etf$251,000
-6.7%
2,526
-4.2%
0.08%
-13.0%
VTR SellVENTAS INC$249,000
-15.0%
4,355
-8.5%
0.08%
-20.0%
4305PS SellALCATEL-LUCENTsponsored adr$252,000
-31.5%
57,194
-45.1%
0.08%
-36.5%
DOW SellDOW CHEM CO$246,000
+10.3%
5,544
-4.6%
0.08%
+3.9%
PPL SellPPL CORP$243,000
-33.8%
8,070
-33.3%
0.08%
-37.6%
MMM Sell3M CO$238,000
+4.8%
1,697
-10.5%
0.08%
-2.6%
KFN SellKKR FINL HLDGS LLC$236,000
+14.0%
19,373
-3.4%
0.08%
+5.6%
AXP SellAMERICAN EXPRESS CO$234,000
+10.9%
2,582
-7.8%
0.08%
+4.2%
WPC SellW P CAREY INC$232,000
-10.8%
3,783
-5.8%
0.07%
-16.9%
SWY SellSAFEWAY INC$232,000
-5.7%
7,125
-7.5%
0.07%
-11.9%
ACI SellARCH COAL INC$230,000
-3.4%
51,693
-10.6%
0.07%
-9.9%
AGNC SellAMERICAN CAPITAL AGENCY CORP$230,000
-30.9%
11,943
-18.9%
0.07%
-36.0%
GCI SellGANNETT INC$224,000
-0.4%
7,569
-9.8%
0.07%
-6.5%
RAI SellREYNOLDS AMERICAN INC$226,000
-12.4%
4,522
-14.5%
0.07%
-18.2%
MDU SellMDU RES GROUP INC$226,000
-0.4%
7,400
-8.6%
0.07%
-7.7%
SDS SellPROSHARES TR$222,000
-29.3%
7,490
-12.8%
0.07%
-33.6%
TXN SellTEXAS INSTRS INC$218,000
+6.9%
4,973
-1.5%
0.07%0.0%
FXI SellISHARESchina lg-cap etf$215,000
-8.9%
5,595
-12.2%
0.07%
-14.8%
SCHW SellSCHWAB CHARLES CORP NEW$216,000
+16.1%
8,298
-5.7%
0.07%
+7.8%
AWF SellALLIANCEBERNSTEIN GBL HGH IN$215,000
-5.3%
15,085
-0.2%
0.07%
-11.5%
KKR SellKKR & CO L P DEL$215,000
-46.7%
8,825
-54.9%
0.07%
-50.0%
IAU SellISHARES GOLD TRUSTishares$214,000
-12.3%
18,324
-3.0%
0.07%
-18.1%
VEA SellVANGUARD TAX MANAGED INTL FDftse dev mkt etf$212,000
+3.9%
5,093
-1.0%
0.07%
-2.9%
BIV SellVANGUARD BD INDEX FD INCintermed term$209,000
-13.6%
2,554
-12.1%
0.07%
-19.3%
XLY SellSELECT SECTOR SPDR TRsbi cons discr$206,000
-13.1%
3,086
-21.2%
0.07%
-18.5%
ABT SellABBOTT LABS$208,000
-3.3%
5,422
-16.3%
0.07%
-10.8%
POT SellPOTASH CORP SASK INC$206,000
+1.0%
6,240
-4.5%
0.07%
-5.7%
CVS SellCVS CAREMARK CORPORATION$205,000
+12.0%
2,862
-11.1%
0.06%
+3.2%
HAL SellHALLIBURTON CO$205,000
-2.4%
4,048
-7.0%
0.06%
-9.7%
BBT SellBB&T CORP$203,000
+5.7%
5,434
-4.6%
0.06%
-1.5%
HYG SellISHARESiboxx hi yd etf$199,000
-0.5%
2,142
-2.1%
0.06%
-5.9%
IWF SellISHARESrus 1000 grw etf$197,000
-6.2%
2,297
-14.3%
0.06%
-12.5%
NUV SellNUVEEN MUN VALUE FD INC$195,000
-20.7%
21,584
-19.9%
0.06%
-26.2%
VPU SellVANGUARD WORLD FDSutilities etf$192,000
-3.0%
2,310
-4.5%
0.06%
-10.3%
IXC SellISHARESglobal energ etf$192,000
+1.1%
4,435
-4.3%
0.06%
-6.2%
K SellKELLOGG CO$187,000
+0.5%
3,070
-3.2%
0.06%
-6.2%
AMGN SellAMGEN INC$189,000
-22.5%
1,655
-24.0%
0.06%
-27.7%
VLO SellVALERO ENERGY CORP NEW$186,000
+21.6%
3,688
-17.8%
0.06%
+13.5%
CHK SellCHESAPEAKE ENERGY CORP$182,000
-41.7%
6,724
-44.3%
0.06%
-45.8%
SNY SellSANOFIsponsored adr$183,000
-1.1%
3,420
-6.6%
0.06%
-7.9%
BCV SellBANCROFT FUND LTD$183,000
-36.9%
9,817
-39.3%
0.06%
-41.4%
NRF SellNORTHSTAR RLTY FIN CORP$181,000
-2.7%
13,494
-32.5%
0.06%
-9.4%
ESRX SellEXPRESS SCRIPTS HLDG CO$182,000
+4.6%
2,592
-7.8%
0.06%
-1.7%
PEO SellPETROLEUM & RES CORP$179,000
-29.2%
6,531
-30.3%
0.06%
-33.7%
O SellREALTY INCOME CORP$180,000
-25.0%
4,821
-20.3%
0.06%
-30.5%
NAT SellNORDIC AMERICAN TANKERS LIMI$180,000
+11.8%
18,600
-5.0%
0.06%
+3.6%
IVR SellINVESCO MORTGAGE CAPITAL INC$176,000
-54.0%
11,964
-51.9%
0.06%
-57.3%
CII SellBLACKROCK ENH CAP & INC FD I$174,000
-8.4%
12,737
-13.3%
0.06%
-13.8%
X SellUNITED STATES STL CORP NEW$171,000
-31.3%
5,799
-52.1%
0.06%
-35.3%
EWH SellISHARESmsci hong kg etf$173,000
-11.3%
8,412
-13.4%
0.06%
-17.9%
RMRM SellRMR REAL ESTATE INCOME FUND$169,000
-42.1%
9,970
-41.1%
0.05%
-46.0%
LOW SellLOWES COS INC$167,000
+0.6%
3,380
-3.1%
0.05%
-7.0%
JDSU SellJDS UNIPHASE CORP$163,000
-15.1%
12,521
-3.8%
0.05%
-21.2%
TICC SellTICC CAPITAL CORP$162,000
-20.2%
15,649
-25.0%
0.05%
-24.6%
OKS SellONEOK PARTNERS LPunit ltd partn$160,000
-25.2%
3,036
-24.7%
0.05%
-30.1%
NOK SellNOKIA CORPsponsored adr$160,000
-20.0%
19,770
-35.5%
0.05%
-25.0%
STI SellSUNTRUST BKS INC$155,000
+6.9%
4,209
-5.6%
0.05%0.0%
DNY SellDENALI FD INC$158,000
-43.8%
8,147
-44.7%
0.05%
-47.9%
PRU SellPRUDENTIAL FINL INC$152,000
+14.3%
1,645
-3.4%
0.05%
+8.9%
HSA SellHELIOS STRATEGIC INCOME FD I$150,000
-37.8%
22,638
-40.3%
0.05%
-41.5%
DE SellDEERE & CO$151,000
-51.3%
1,658
-56.5%
0.05%
-54.7%
M102SC SellNUVEEN EQTY PRM OPPORTUNITYF$149,000
-27.3%
11,756
-30.8%
0.05%
-31.4%
EXG SellEATON VANCE TAX MNGD GBL DV$146,000
+5.0%
14,584
-1.6%
0.05%
-2.1%
WTR SellAQUA AMERICA INC$146,000
-8.2%
6,200
-3.8%
0.05%
-13.0%
DVN SellDEVON ENERGY CORP NEW$147,000
+5.8%
2,375
-1.2%
0.05%
-2.1%
KBE SellSPDR SERIES TRUSTs&p bk etf$144,000
+8.3%
4,352
-1.6%
0.05%
+2.2%
LIFE SellLIFE TECHNOLOGIES CORP$144,000
+0.7%
1,900
-0.7%
0.05%
-6.1%
EWZ SellISHARESmsci brz cap etf$145,000
-12.1%
3,235
-5.9%
0.05%
-17.9%
OCLS SellOCULUS INNOVATIVE SCIENCES I$144,000
-11.1%
41,310
-30.3%
0.05%
-16.4%
ETW SellEATON VANCE TXMGD GL BUYWR O$144,000
-20.9%
11,927
-25.7%
0.05%
-25.8%
VNQ SellVANGUARD INDEX FDSreit etf$145,000
-9.9%
2,239
-7.8%
0.05%
-16.4%
CEF SellCENTRAL FD CDA LTDcl a$142,000
-18.9%
10,722
-10.0%
0.04%
-25.0%
ILF SellISHARESlatn amer 40 etf$137,000
-29.0%
3,700
-26.6%
0.04%
-33.3%
AMT SellAMERICAN TOWER CORP NEW$137,000
-22.2%
1,711
-28.0%
0.04%
-26.7%
TTE SellTOTAL S Asponsored adr$134,000
-3.6%
2,190
-8.8%
0.04%
-10.4%
SIGA SellSIGA TECHNOLOGIES INC$134,000
-27.6%
40,925
-15.5%
0.04%
-31.7%
UWM SellPROSHARES TR$132,000
-96.1%
1,553
-96.7%
0.04%
-96.4%
VALE SellVALE S Aadr$127,000
-12.4%
8,331
-10.5%
0.04%
-18.0%
NRO SellNEUBERGER BERMAN RE ES SEC F$127,000
-44.3%
29,207
-42.1%
0.04%
-47.4%
NFJ SellALLIANZGI NFJ DIVID INT & PR$127,000
+5.0%
7,179
-0.4%
0.04%0.0%
JNS SellJANUS CAP GROUP INC$129,000
+44.9%
10,395
-0.1%
0.04%
+36.7%
EEP SellENBRIDGE ENERGY PARTNERS L P$126,000
-20.3%
4,202
-19.2%
0.04%
-25.9%
FAX SellABERDEEN ASIA PACIFIC INCOM$124,000
-42.9%
21,517
-39.8%
0.04%
-45.9%
WIW SellWESTERN ASSET CLYM INFL OPP$125,000
-44.7%
11,063
-43.1%
0.04%
-48.1%
SVVC SellFIRSTHAND TECH VALUE FD INC$125,000
-47.0%
5,380
-44.2%
0.04%
-50.6%
DNL SellWISDOMTREE TRglb ex ud dvd gr$122,000
-0.8%
2,410
-4.0%
0.04%
-7.1%
HRZN SellHORIZON TECHNOLOGY FIN CORP$122,000
-52.3%
8,569
-55.4%
0.04%
-55.7%
CRZO SellCARRIZO OIL & GAS INC$123,000
-12.8%
2,758
-27.1%
0.04%
-18.8%
BSP SellAMERN STRATEGIC INCOME PTFL$123,000
-29.3%
15,917
-25.6%
0.04%
-33.9%
PBR SellPETROLEO BRASILEIRO SA PETROsponsored adr$123,000
-45.3%
8,916
-38.7%
0.04%
-49.4%
CIM SellCHIMERA INVT CORP$120,000
-25.0%
38,653
-26.8%
0.04%
-30.9%
GG SellGOLDCORP INC NEW$118,000
-54.3%
5,452
-44.9%
0.04%
-56.8%
CHI SellCALAMOS CONV OPP AND INC FDsh ben int$120,000
+1.7%
9,068
-3.0%
0.04%
-5.0%
SFYWQ SellSWIFT ENERGY CO$115,000
-31.5%
8,500
-42.2%
0.04%
-35.1%
YHOO SellYAHOO INC$116,000
-5.7%
2,860
-23.1%
0.04%
-11.9%
APO SellAPOLLO GLOBAL MGMT LLC$117,000
+4.5%
3,700
-6.3%
0.04%
-2.6%
EXC SellEXELON CORP$116,000
-70.0%
4,245
-67.5%
0.04%
-72.0%
POM SellPEPCO HOLDINGS INC$114,000
-0.9%
5,938
-5.0%
0.04%
-7.7%
DNKN SellDUNKIN BRANDS GROUP INC$112,000
-36.7%
2,325
-40.5%
0.04%
-41.0%
TGP SellTEEKAY LNG PARTNERS L Pprtnrsp units$110,000
-22.5%
2,572
-20.3%
0.04%
-28.6%
OHI SellOMEGA HEALTHCARE INVS INC$111,000
-2.6%
3,730
-2.5%
0.04%
-10.3%
GLO SellCLOUGH GLOBAL OPPORTUNITIESsh ben int$110,000
-21.4%
8,406
-22.6%
0.04%
-27.1%
SU SellSUNCOR ENERGY INC NEW$109,000
-7.6%
3,100
-6.1%
0.04%
-12.5%
E SellENI S P Asponsored adr$109,000
-4.4%
2,250
-9.3%
0.04%
-10.3%
GHY SellPRUDENTIAL GLB SHT DUR HG YL$108,000
-9.2%
6,200
-8.8%
0.03%
-17.1%
KR SellKROGER CO$105,000
-8.7%
2,654
-6.7%
0.03%
-12.8%
XLB SellSELECT SECTOR SPDR TRsbi materials$107,000
+5.9%
2,317
-3.3%
0.03%
-2.9%
VEOEY SellVEOLIA ENVIRONNEMENTsponsored adr$107,000
-7.8%
6,517
-3.8%
0.03%
-15.0%
AAIC SellARLINGTON ASSET INVT CORPcl a new$103,000
-33.5%
3,900
-40.0%
0.03%
-37.7%
PAAS SellPAN AMERICAN SILVER CORP$104,000
-40.9%
8,848
-47.0%
0.03%
-45.0%
NHF SellNEXPOINT CR STRATEGIES FD$104,000
+11.8%
11,038
-9.7%
0.03%
+3.1%
GOV SellGOVERNMENT PPTYS INCOME TR$103,000
-2.8%
4,135
-7.1%
0.03%
-8.3%
TCPC SellTCP CAP CORP$103,000
-36.8%
6,111
-39.1%
0.03%
-41.1%
BBG SellBARRETT BILL CORP$102,000
-5.6%
3,800
-11.6%
0.03%
-10.8%
BGFV SellBIG 5 SPORTING GOODS CORP$99,000
+20.7%
5,000
-2.3%
0.03%
+14.3%
AB SellALLIANCEBERNSTEIN HOLDING LPunit ltd partn$97,000
-8.5%
4,534
-14.9%
0.03%
-13.9%
PBA SellPEMBINA PIPELINE CORP$96,000
-14.3%
2,734
-19.0%
0.03%
-18.4%
LM SellLEGG MASON INC$95,000
-10.4%
2,175
-31.5%
0.03%
-16.7%
PUW SellPOWERSHARES ETF TRUSTwilderhill pro$95,000
+1.1%
2,950
-9.2%
0.03%
-6.2%
NU SellNORTHEAST UTILS$94,000
-24.8%
2,222
-26.8%
0.03%
-30.2%
RCG SellRENN GLOBAL ENTREPENRS$91,000
-26.0%
62,536
-25.5%
0.03%
-31.0%
IDV SellISHARESintl sel div etf$91,000
-7.1%
2,388
-12.0%
0.03%
-14.7%
RFMD SellRF MICRODEVICES INC$92,000
-27.6%
17,883
-20.5%
0.03%
-32.6%
APTS SellPREFERRED APT CMNTYS INC$88,000
-31.8%
11,000
-30.7%
0.03%
-36.4%
ARCC SellARES CAP CORP$89,000
-12.7%
5,017
-15.1%
0.03%
-20.0%
WMC SellWESTERN ASSET MTG CAP CORP$86,000
-20.4%
5,800
-14.1%
0.03%
-27.0%
IDLV SellPOWERSHARES ETF TR IIintl dev lowvl$83,000
-10.8%
2,631
-14.0%
0.03%
-15.6%
BRCM SellBROADCOM CORPcl a$85,000
-11.5%
2,851
-22.5%
0.03%
-18.2%
PHB SellPOWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi$80,000
-24.5%
4,145
-26.6%
0.03%
-27.8%
EWJ SellISHARESmsci japan etf$78,000
-50.9%
6,399
-52.1%
0.02%
-53.7%
SCCO SellSOUTHERN COPPER CORP$79,000
-14.1%
2,750
-18.8%
0.02%
-19.4%
HCBK SellHUDSON CITY BANCORP$78,000
-13.3%
8,250
-17.6%
0.02%
-19.4%
JPI SellNUVEEN PFD & INCOME TERM FD$77,000
-12.5%
3,500
-10.3%
0.02%
-16.7%
AVP SellAVON PRODS INC$75,000
-25.7%
4,347
-11.6%
0.02%
-31.4%
RWM SellPROSHARES TR$75,000
-16.7%
4,464
-8.5%
0.02%
-22.6%
GXP SellGREAT PLAINS ENERGY INC$76,000
-5.0%
3,153
-12.2%
0.02%
-11.1%
EFT SellEATON VANCE FLTING RATE INC$73,000
-41.6%
4,749
-40.7%
0.02%
-46.5%
PTY SellPIMCO CORPORATE & INCOME OPP$69,000
-93.5%
4,002
-93.2%
0.02%
-93.9%
MHRCQ SellMAGNUM HUNTER RES CORP DEL$67,000
-14.1%
9,225
-26.9%
0.02%
-22.2%
NVG SellNUVEEN DIVID ADVANTAGE MUN I$66,000
-10.8%
5,296
-9.5%
0.02%
-16.0%
FEO SellFIRST TR/ABERDEEN EMERG OPT$66,000
-43.6%
3,667
-40.2%
0.02%
-47.5%
WSR SellWHITESTONE REIT$62,000
-61.5%
4,626
-57.6%
0.02%
-63.6%
SDRMU SellSANDRIDGE MISSISSIPPIAN TR Ish ben int$64,000
-34.0%
7,218
-3.1%
0.02%
-39.4%
PGHEF SellPENGROWTH ENERGY CORP$59,000
-28.9%
9,588
-31.3%
0.02%
-32.1%
VFL SellDELAWARE INVT NAT MUNI INC Fsh ben int$58,000
-20.5%
4,971
-18.5%
0.02%
-24.0%
MUFG SellMITSUBISHI UFJ FINL GROUP INsponsored adr$57,000
-19.7%
8,600
-22.6%
0.02%
-25.0%
EWS SellISHARESmsci singap etf$52,000
-5.5%
3,958
-3.7%
0.02%
-10.5%
SPF SellSTANDARD PAC CORP NEW$50,000
-20.6%
5,500
-31.2%
0.02%
-27.3%
HL SellHECLA MNG CO$51,000
-7.3%
16,441
-6.0%
0.02%
-15.8%
PPR SellING PRIME RATE TRsh ben int$46,000
-13.2%
7,841
-9.8%
0.02%
-16.7%
AEG SellAEGON N Vny registry sh$48,000
+4.3%
5,074
-17.8%
0.02%
-6.2%
DNN SellDENISON MINES CORP$38,000
+5.6%
32,000
-3.0%
0.01%0.0%
RENN SellRENREN INCsponsored adr$37,000
-56.0%
12,000
-52.0%
0.01%
-58.6%
HUSA SellHOUSTON AMERN ENERGY CORP$9,000
-40.0%
36,306
-29.2%
0.00%
-40.0%
ExitDRYSHIPS INC.note 5.000%12/0$0-10,000
-100.0%
-0.00%
DRRX ExitDURECT CORP$0-10,000
-100.0%
-0.00%
GNKOQ ExitGENCO SHIPPING & TRADING LTD$0-7,634
-100.0%
-0.01%
PULS ExitPULSE ELECTRONICS CORP$0-10,740
-100.0%
-0.01%
BHY ExitBLACKROCK HIGH YIELD TR$0-5,865
-100.0%
-0.01%
STNG ExitSCORPIO TANKERS INC$0-4,640
-100.0%
-0.02%
ECF ExitELLSWORTH FUND LTD$0-5,652
-100.0%
-0.02%
GFI ExitGOLD FIELDS LTD NEWsponsored adr$0-10,500
-100.0%
-0.02%
SYMM ExitSYMMETRICOM INC$0-10,025
-100.0%
-0.02%
FSTO ExitFOREST OIL CORP$0-8,100
-100.0%
-0.02%
GRPN ExitGROUPON INC$0-4,360
-100.0%
-0.02%
MWA ExitMUELLER WTR PRODS INC$0-6,458
-100.0%
-0.02%
NHS ExitNEUBERGER BERMAN HGH YLD FD$0-4,231
-100.0%
-0.02%
MXWL ExitMAXWELL TECHNOLOGIES INC$0-6,266
-100.0%
-0.02%
TGTX ExitTG THERAPEUTICS INC$0-11,194
-100.0%
-0.02%
OEH ExitORIENT-EXPRESS HOTELS LTDcl a$0-4,690
-100.0%
-0.02%
ARK ExitBLACKROCK SR HIGH INCOME FD$0-16,431
-100.0%
-0.02%
DSL ExitDOUBLELINE INCOME SOLUTIONS$0-3,120
-100.0%
-0.02%
RGEN ExitREPLIGEN CORP$0-6,034
-100.0%
-0.02%
FTT ExitFEDERATED ENHANC TREAS INCM$0-5,517
-100.0%
-0.02%
CTF ExitNUVEEN LG/SHT COMMODITY TOTR$0-4,080
-100.0%
-0.02%
FOXA ExitTWENTY FIRST CENTY FOX INCcl a$0-2,581
-100.0%
-0.03%
TPC ExitTUTOR PERINI CORP$0-4,000
-100.0%
-0.03%
DAL ExitDELTA AIR LINES INC DEL$0-3,679
-100.0%
-0.03%
IYZ ExitISHARES$0-3,172
-100.0%
-0.03%
ARIA ExitARIAD PHARMACEUTICALS INC$0-5,000
-100.0%
-0.03%
HPQ ExitHEWLETT PACKARD CO$0-4,398
-100.0%
-0.03%
HUN ExitHUNTSMAN CORP$0-4,481
-100.0%
-0.03%
GT ExitGOODYEAR TIRE & RUBR CO$0-4,092
-100.0%
-0.03%
RWX ExitSPDR INDEX SHS FDSdj intl rl etf$0-2,236
-100.0%
-0.03%
FMO ExitFIDUCIARY CLAYMORE MLP OPP F$0-3,990
-100.0%
-0.03%
NWPRCCL ExitNATIONAL WESTMINSTER BK PLCspon adr c$0-4,100
-100.0%
-0.04%
MYE ExitMYERS INDS INC$0-5,264
-100.0%
-0.04%
BHI ExitBAKER HUGHES INC$0-2,271
-100.0%
-0.04%
CIDM ExitCINEDIGM DIGITAL CINEMA CORP$0-73,999
-100.0%
-0.04%
NAI ExitALLIANZGI INTL & PREM STRATE$0-10,990
-100.0%
-0.04%
APU ExitAMERIGAS PARTNERS L Punit l p int$0-2,700
-100.0%
-0.04%
HZNP ExitHORIZON PHARMA INC$0-34,813
-100.0%
-0.04%
RGC ExitREGAL ENTMT GROUPcl a$0-6,106
-100.0%
-0.04%
DCT ExitDCT INDUSTRIAL TRUST INC$0-16,500
-100.0%
-0.04%
TJX ExitTJX COS INC NEW$0-2,141
-100.0%
-0.04%
LAZ ExitLAZARD LTD$0-3,379
-100.0%
-0.04%
COLE ExitCOLE REAL ESTATE INVTS INC$0-10,000
-100.0%
-0.04%
NUVA ExitNUVASIVE INC$0-5,092
-100.0%
-0.04%
NE ExitNOBLE CORPORATION BAARnamen -akt$0-3,365
-100.0%
-0.04%
TEF ExitTELEFONICA S Asponsored adr$0-8,168
-100.0%
-0.04%
BG ExitBUNGE LIMITED$0-1,704
-100.0%
-0.04%
UEIC ExitUNIVERSAL ELECTRS INC$0-3,562
-100.0%
-0.04%
EFZ ExitPROSHARES TR$0-3,798
-100.0%
-0.05%
MDYV ExitSPDR SERIES TRUSTs&p 400 mdcp val$0-1,839
-100.0%
-0.05%
TNGO ExitTANGOE INC$0-5,740
-100.0%
-0.05%
UPS ExitUNITED PARCEL SERVICE INCcl b$0-1,533
-100.0%
-0.05%
SIRI ExitSIRIUS XM RADIO INC$0-36,001
-100.0%
-0.05%
NTG ExitTORTOISE MLP FD INC$0-5,260
-100.0%
-0.05%
VXX ExitBARCLAYS BK PLCipath s&p500 vix$0-9,925
-100.0%
-0.05%
LVS ExitLAS VEGAS SANDS CORP$0-2,204
-100.0%
-0.05%
CMLP ExitCRESTWOOD MIDSTREAM PRTNERS$0-6,175
-100.0%
-0.05%
CORN ExitTEUCRIUM COMMODITY TR$0-4,600
-100.0%
-0.05%
KMB ExitKIMBERLY CLARK CORP$0-1,656
-100.0%
-0.05%
CSC ExitCOMPUTER SCIENCES CORP$0-3,082
-100.0%
-0.05%
TLT ExitISHARES20+ yr tr bd etf$0-1,500
-100.0%
-0.06%
IHE ExitISHARESu.s. pharma etf$0-1,510
-100.0%
-0.06%
TWC ExitTIME WARNER CABLE INC$0-1,494
-100.0%
-0.06%
NSC ExitNORFOLK SOUTHERN CORP$0-2,202
-100.0%
-0.06%
UTHR ExitUNITED THERAPEUTICS CORP DEL$0-2,270
-100.0%
-0.06%
DSI ExitISHARESmsci kld400 soc$0-2,849
-100.0%
-0.06%
P105PS ExitINTEGRYS ENERGY GROUP INC$0-3,225
-100.0%
-0.06%
BOND ExitPIMCO ETF TRtotl retn etf$0-1,711
-100.0%
-0.06%
PSA ExitPUBLIC STORAGE$0-1,145
-100.0%
-0.06%
EOG ExitEOG RES INC$0-1,088
-100.0%
-0.06%
RH ExitRESTORATION HARDWARE HLDGS I$0-3,000
-100.0%
-0.06%
GWAY ExitGREENWAY MED TECHNOLOGIES IN$0-9,300
-100.0%
-0.07%
PACB ExitPACIFIC BIOSCIENCES CALIF IN$0-35,626
-100.0%
-0.07%
MWE ExitMARKWEST ENERGY PARTNERS L Punit ltd partn$0-2,817
-100.0%
-0.07%
NUGT ExitDIREXION SHS ETF TRdaily gold miner$0-4,110
-100.0%
-0.07%
FMC ExitF M C CORP$0-2,910
-100.0%
-0.07%
MSI ExitMOTOROLA SOLUTIONS INC$0-3,604
-100.0%
-0.07%
EXP ExitEAGLE MATERIALS INC$0-2,992
-100.0%
-0.07%
WLL ExitWHITING PETE CORP NEW$0-3,673
-100.0%
-0.08%
BWA ExitBORGWARNER INC$0-2,240
-100.0%
-0.08%
RECV ExitRECOVERY ENERGY INC$0-130,276
-100.0%
-0.09%
ZINCQ ExitHORSEHEAD HLDG CORP$0-23,809
-100.0%
-0.10%
AJG ExitGALLAGHER ARTHUR J & CO$0-7,047
-100.0%
-0.10%
QEPM ExitQEP MIDSTREAM PARTNERS LP$0-14,334
-100.0%
-0.11%
MXL ExitMAXLINEAR INCcl a$0-41,194
-100.0%
-0.12%
TLP ExitTRANSMONTAIGNE PARTNERS L P$0-9,400
-100.0%
-0.13%
AOD ExitALPINE TOTAL DYNAMIC DIVID F$0-100,816
-100.0%
-0.14%
WFCPRL ExitWELLS FARGO & CO NEWperp pfd cnv a$0-430
-100.0%
-0.17%
ACAS ExitAMERICAN CAP LTD$0-50,999
-100.0%
-0.24%
UST ExitPROSHARES TRultr 7-10 trea$0-40,284
-100.0%
-0.72%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-01-21
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP42Q3 20232.8%
VANGUARD INDEX FDS42Q3 20232.6%
JOHNSON & JOHNSON42Q3 20231.2%
AT&T INC42Q3 20231.6%
SPDR S&P 500 ETF Trust42Q3 20231.9%
VERIZON COMMUNICATIONS INC42Q3 20231.8%
PROCTER & GAMBLE CO42Q3 20231.7%
CHEVRON CORP NEW42Q3 20231.5%
Exxon Mobil Corporation42Q3 20231.1%
JPMORGAN CHASE & CO42Q3 20230.9%

View B. Riley Wealth Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-16
13F-HR2024-03-15
13F-HR2023-12-01
13F-HR2023-07-27
13F-HR2023-05-17
13F-HR/A2023-03-15
13F-HR2023-02-21
13F-HR/A2022-11-22
13F-HR2022-11-14
13F-HR2022-08-12

View B. Riley Wealth Advisors, Inc.'s complete filings history.

Compare quarters

Export B. Riley Wealth Advisors, Inc.'s holdings