$402 Million is the total value of B. Riley Wealth Advisors, Inc.'s 1394 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNX | FIRST TR MID CAP CORE ALPHAD | $964,000 | -1.1% | 17,868 | 0.0% | 0.24% | +0.8% | |
| IGM | ISHARES TRn amer tech etf | $696,000 | +0.6% | 6,710 | 0.0% | 0.17% | +2.4% | |
| XTL | SPDR SERIES TRUST | $360,000 | -1.4% | 6,250 | 0.0% | 0.09% | 0.0% | |
| PXI | POWERSHARES ETF TRUSTenergy sec por | $296,000 | -3.6% | 6,495 | 0.0% | 0.07% | -1.3% | |
| IMCG | ISHARESmrgstr md cp grw | $265,000 | -1.1% | 1,605 | 0.0% | 0.07% | +1.5% | |
| FFC | FLAHERTY&CRMN PFD SEC INCOM | $205,000 | -8.1% | 10,979 | 0.0% | 0.05% | -5.6% | |
| CHY | CALAMOS CONV & HIGH INCOME F | $155,000 | -5.5% | 11,592 | 0.0% | 0.04% | -2.5% | |
| ZU | ZULILY INCcl a | $131,000 | +0.8% | 10,000 | 0.0% | 0.03% | +3.1% | |
| GTE | GRAN TIERRA ENERGY INC | $39,000 | +11.4% | 13,000 | 0.0% | 0.01% | +11.1% | |
| OHRP | OHR PHARMACEUTICAL INC | $29,000 | 0.0% | 11,250 | 0.0% | 0.01% | 0.0% | |
| RCG | RENN FD INC | $17,000 | +21.4% | 12,243 | 0.0% | 0.00% | +33.3% | |
| RELV | RELIV INTL INC | $14,000 | +16.7% | 10,562 | 0.0% | 0.00% | 0.0% | |
| PVCT | PROVECTUS BIOPHARMACEUTICALS | $10,000 | -33.3% | 18,000 | 0.0% | 0.00% | -50.0% | |
| LOCMQ | LOCAL CORP | $4,000 | -77.8% | 40,000 | 0.0% | 0.00% | -75.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Vanguard #1
- Congress Asset Management Company #2
- Forward Uniplan Advisors #3
- Brandes #4
- W.E. Donoghue #5
- Miller/Howard #6
- MFS #7
- Navellier & Associates Inc. #8
- Elaine F. Hahn #9
- Princeton Capital Management Inc #10
- Concord #11
- AllianceBernstein #12
- Zacks Investment Mgt #13
- WHV #14
- Kayne Anderson #15
- Dreman Value Management LLC #16
- Lindner Capital Advisors Inc. #17
- PMC Sigma Mutual Fund Solutions #18
- Invesco A.I. #19
- Cambiar #20
- Atlanta Capital #21
- Main Management, LLC #22
- Anchor Capital #23
- Lazard #24
- Ascentia Captial Partners LLC #25
- Legg Mason #26
- Institute for Wealth Management LLC #27
- SFE Investment Counsel Inc. #28
- Howard Capital Management, Inc. #29
- Good Harbor Financial, LLC #30
- Mark Aburano-Meister #31
- Risk Paradigm Group #32
- Allianz #33
- Syntax Research, Inc #34
- ThinkEquity/ Sanctuary Wealth Advisors LLC #35
- Astor #36
- Chartwell #37
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2015-08-17
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.