$416 Million is the total value of B. Riley Wealth Advisors, Inc.'s 983 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BVN | COMPANIA DE MINAS BUENAVENTUsponsored adr | $788,000 | -42.6% | 132,196 | 0.0% | 0.19% | -44.6% | |
| NXJ | NUVEEN NJ DIV ADVANTAGE MUN | $501,000 | -0.2% | 39,022 | 0.0% | 0.12% | -4.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $437,000 | -1.8% | 24,168 | 0.0% | 0.10% | -5.4% | |
| REK | PROSHARES TRshrt rl est fd | $315,000 | -1.3% | 15,000 | 0.0% | 0.08% | -3.8% | |
| FIBK | FIRST INTST BANCSYSTEM INC | $311,000 | +0.3% | 11,150 | 0.0% | 0.08% | -2.6% | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $243,000 | -15.3% | 3,646 | 0.0% | 0.06% | -18.3% | |
| TPL | TEXAS PAC LD TRsub ctf prop i t | $211,000 | -6.6% | 1,500 | 0.0% | 0.05% | -8.9% | |
| MCZAF | MAD CATZ INTERACTIVE INC | $93,000 | +57.6% | 150,000 | 0.0% | 0.02% | +46.7% | |
| GTE | GRAN TIERRA ENERGY INC | $28,000 | -28.2% | 13,000 | 0.0% | 0.01% | -30.0% | |
| UNIS | UNILIFE CORP NEW | $22,000 | -54.2% | 21,500 | 0.0% | 0.01% | -58.3% | |
| RELV | RELIV INTL INC | $8,000 | -42.9% | 10,562 | 0.0% | 0.00% | -33.3% | |
| SDOCQ | SANDRIDGE ENERGY INC | $3,000 | -70.0% | 10,700 | 0.0% | 0.00% | -50.0% | |
| APPCQ | AMERICAN APPAREL INC | $2,000 | -71.4% | 12,500 | 0.0% | 0.00% | -100.0% |
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
- AllianceBernstein #11
- Zacks Investment Mgt #12
- WHV #13
- Kayne Anderson #14
- PMC Sigma Mutual Fund Solutions #15
- Invesco A.I. #16
- Cambiar #17
- Atlanta Capital #18
- Main Management, LLC #19
- Anchor Capital #20
- Lazard #21
- Legg Mason #22
- Institute for Wealth Management LLC #23
- Good Harbor Financial, LLC #24
- Mark Aburano-Meister #25
- Risk Paradigm Group #26
- Allianz #27
- Syntax Research, Inc #28
- Astor #29
- Chartwell #30
- Sparrow #31
- Dana Investment #32
- Graham & Dodd Fund LLC #33
- Earnest Partners #34
- Clark Capital Mgmt #35
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-16
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.