B. Riley Wealth Advisors, Inc. - Q3 2019 holdings

$1.02 Billion is the total value of B. Riley Wealth Advisors, Inc.'s 1304 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .

 Value Shares↓ Weighting
IGF  ISHARES TRglb infrastr etf$929,000
+0.5%
19,9860.0%0.09%
-9.9%
HQH  TEKLA HEALTHCARE INVSsh ben int$443,000
-8.7%
24,1180.0%0.04%
-17.0%
STK  COLUMBIA SELIGM PREM TECH GR$398,000
+3.1%
18,8320.0%0.04%
-7.1%
RYU  INVESCO EXCHANGE TRADED FD Ts&p500 eql utl$353,000
+8.0%
3,3100.0%0.04%
-2.8%
DBO  INVESCO DB MLTI SECTR CMMTYoil fd$263,000
-6.1%
27,8000.0%0.03%
-16.1%
IQ  IQIYI INCsponsored ads$259,000
-22.0%
16,0380.0%0.03%
-27.8%
FAM  FIRST TR ABERDEEN GLBL OPP F$247,000
+1.6%
23,3150.0%0.02%
-11.1%
CHW  CALAMOS GBL DYN INCOME FUND$236,000
-3.3%
30,0770.0%0.02%
-14.8%
ABR  ARBOR RLTY TR INC$222,000
+8.3%
16,8970.0%0.02%0.0%
PFXF  VANECK VECTORS ETF TRpfd secs ex finl$224,000
+2.8%
11,0000.0%0.02%
-8.3%
EDF  STONE HBR EMERG MRKTS INC FD$148,000
-6.3%
11,2500.0%0.02%
-11.8%
GOGO  GOGO INC$155,000
+52.0%
25,6010.0%0.02%
+36.4%
HIE  MILLER HOWARD HIGH INC EQTY$133,000
-1.5%
12,1600.0%0.01%
-13.3%
IGA  VOYA GLBL ADV & PREM OPP FD$109,000
-3.5%
10,5000.0%0.01%
-8.3%
PTN  PALATIN TECHNOLOGIES INC$74,000
-21.3%
81,0000.0%0.01%
-30.0%
NHLD  NATIONAL HOLDINGS CORP$57,000
-5.0%
20,5500.0%0.01%
-14.3%
COCP  COCRYSTAL PHARMA INC$27,000
-10.0%
12,7260.0%0.00%0.0%
ZNOG  ZION OIL & GAS INC$26,000
-25.7%
102,5000.0%0.00%
-25.0%
DXLG  DESTINATION XL GROUP INC$25,000
-3.8%
14,6900.0%0.00%
-33.3%
NDRA  ENDRA LIFE SCIENCES INC$25,000
-37.5%
23,2000.0%0.00%
-50.0%
ALJJ  ALJ REGIONAL HLDGS INC$21,000
-12.5%
15,0440.0%0.00%
-33.3%
TLGT  TELIGENT INC NEW$13,000
+44.4%
12,7000.0%0.00%0.0%
ASNA  ASCENA RETAIL GROUP INC$11,000
-57.7%
41,4840.0%0.00%
-66.7%
NHLDW  NATIONAL HOLDINGS CORP*w exp 01/18/202$4,000
-33.3%
17,5500.0%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
  • 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 2019-11-12
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.

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