$913 Million is the total value of B. Riley Wealth Advisors, Inc.'s 1323 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TRUSTishares | $708,000 | +1.0% | 49,398 | 0.0% | 0.08% | -11.4% | |
| IXJ | ISHARES TRglob hlthcre etf | $630,000 | +1.0% | 10,204 | 0.0% | 0.07% | -11.5% | |
| FIBK | FIRST INTST BANCSYSTEM INC | $375,000 | -0.5% | 9,450 | 0.0% | 0.04% | -12.8% | |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $327,000 | +1.9% | 3,310 | 0.0% | 0.04% | -10.0% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $255,000 | +4.1% | 1,436 | 0.0% | 0.03% | -9.7% | |
| CHW | CALAMOS GBL DYN INCOME FUND | $244,000 | +1.2% | 30,077 | 0.0% | 0.03% | -10.0% | |
| PFXF | VANECK VECTORS ETF TRpfd secs ex finl | $218,000 | +1.9% | 11,000 | 0.0% | 0.02% | -11.1% | |
| GARRISON CAP INC | $133,000 | -4.3% | 19,225 | 0.0% | 0.02% | -11.8% | ||
| IGA | VOYA GLBL ADV & PREM OPP FD | $113,000 | -0.9% | 10,500 | 0.0% | 0.01% | -14.3% | |
| AMZA | ETFIS SER TR Iinfrac act mlp | $62,000 | -6.1% | 11,020 | 0.0% | 0.01% | -12.5% | |
| NHLD | NATIONAL HOLDINGS CORP | $60,000 | +3.4% | 20,550 | 0.0% | 0.01% | 0.0% | |
| NDRA | ENDRA LIFE SCIENCES INC | $40,000 | +2.6% | 23,200 | 0.0% | 0.00% | -20.0% | |
| ZNOG | ZION OIL & GAS INC | $35,000 | -55.1% | 102,500 | 0.0% | 0.00% | -60.0% | |
| COCP | COCRYSTAL PHARMA INC | $30,000 | -14.3% | 12,726 | 0.0% | 0.00% | -25.0% | |
| ALJJ | ALJ REGIONAL HLDGS INC | $24,000 | -4.0% | 15,044 | 0.0% | 0.00% | 0.0% | |
| DXLG | DESTINATION XL GROUP INC | $26,000 | -27.8% | 14,690 | 0.0% | 0.00% | -25.0% | |
| GSV | GOLD STD VENTURES CORP | $17,000 | 0.0% | 15,750 | 0.0% | 0.00% | 0.0% | |
| TLGT | TELIGENT INC NEW | $9,000 | -40.0% | 12,700 | 0.0% | 0.00% | -50.0% | |
| NHLDW | NATIONAL HOLDINGS CORP*w exp 01/18/202 | $6,000 | -25.0% | 17,550 | 0.0% | 0.00% | 0.0% |
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
- Brandes #4
- Miller/Howard #6
- Navellier & Associates Inc. #8
- Zacks Investment Mgt #10
- Cambiar #13
- Anchor Capital #14
- Atlanta Capital #15
- Granite Invstmt Ptnr #17
- Sparrow #18
- Lazard #19
- AthenaInvest Advisor #20
- ACR #21
- Dana Investment #24
- Chartwell #25
- Clark Capital Mgmt #26
- Cohen & Steers #27
- S&P #33
- Hahn Capital Management #41
- Legg Mason #42
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-05
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.