$1.87 Billion is the total value of B. Riley Wealth Advisors, Inc.'s 1544 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HOFVW | Exit | HALL OF FAME RESORT & ENTMT*w exp 07/01/202 | $0 | – | -12,000 | -100.0% | 0.00% | – |
| DXLG | Exit | DESTINATION XL GROUP INC | $0 | – | -12,535 | -100.0% | 0.00% | – |
| ESSCW | Exit | EAST STONE ACQUISITION CORP*w exp 12/31/202 | $0 | – | -82,098 | -100.0% | -0.00% | – |
| GLEOWS | Exit | GALILEO ACQUISITION CORP*w exp 10/31/202 | $0 | – | -30,000 | -100.0% | -0.00% | – |
| MIE | Exit | COHEN & STEERS MLP INC & ENR | $0 | – | -15,690 | -100.0% | -0.00% | – |
| LATNW | Exit | UNION ACQUISITION CORP II*w exp 04/01/202 | $0 | – | -12,715 | -100.0% | -0.00% | – |
| GNW | Exit | GENWORTH FINL INC | $0 | – | -17,654 | -100.0% | -0.00% | – |
| PTN | Exit | PALATIN TECHNOLOGIES INC | $0 | – | -81,000 | -100.0% | -0.00% | – |
| CBLI | Exit | CLEVELAND BIOLABS INC | $0 | – | -16,651 | -100.0% | -0.00% | – |
| EYEN | Exit | EYENOVIA INC | $0 | – | -13,000 | -100.0% | -0.00% | – |
| PNNT | Exit | PENNANTPARK INVT CORP | $0 | – | -18,447 | -100.0% | -0.00% | – |
| AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -14,925 | -100.0% | -0.00% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -12,191 | -100.0% | -0.00% | – |
| VUZI | Exit | VUZIX CORP | $0 | – | -14,700 | -100.0% | -0.00% | – |
| MOGU | Exit | MOGU INCspon ads | $0 | – | -32,000 | -100.0% | -0.00% | – |
| ALDX | Exit | ALDEYRA THERAPEUTICS INC | $0 | – | -10,250 | -100.0% | -0.00% | – |
| PSLV | Exit | SPROTT PHYSICAL SILVER TRtr unit | $0 | – | -11,700 | -100.0% | -0.01% | – |
| MAC | Exit | MACERICH CO | $0 | – | -13,950 | -100.0% | -0.01% | – |
| NEPH | Exit | NEPHROS INC | $0 | – | -13,585 | -100.0% | -0.01% | – |
| VER | Exit | VEREIT INC | $0 | – | -14,559 | -100.0% | -0.01% | – |
| HTGC | Exit | HERCULES CAPITAL INC | $0 | – | -10,151 | -100.0% | -0.01% | – |
| MTBC | Exit | MTBC INC | $0 | – | -12,000 | -100.0% | -0.01% | – |
| MIK | Exit | MICHAELS COS INC | $0 | – | -12,000 | -100.0% | -0.01% | – |
| PLYM | Exit | PLYMOUTH INDL REIT INC | $0 | – | -11,005 | -100.0% | -0.01% | – |
| HST | Exit | HOST HOTELS & RESORTS INC | $0 | – | -11,989 | -100.0% | -0.01% | – |
| LXP | Exit | LEXINGTON REALTY TRUST | $0 | – | -12,805 | -100.0% | -0.01% | – |
| BBBY | Exit | BED BATH & BEYOND INC | $0 | – | -10,710 | -100.0% | -0.01% | – |
| HCAC | Exit | HENNESSY CAP ACQUSTION CORP | $0 | – | -16,000 | -100.0% | -0.01% | – |
| LEG | Exit | LEGGETT & PLATT INC | $0 | – | -5,038 | -100.0% | -0.01% | – |
| NGL | Exit | NGL ENERGY PARTNERS LP | $0 | – | -49,507 | -100.0% | -0.01% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC | $0 | – | -4,800 | -100.0% | -0.01% | – |
| MYJ | Exit | BLACKROCK MUNIYIELD N J FD I | $0 | – | -15,089 | -100.0% | -0.01% | – |
| NTRS | Exit | NORTHERN TR CORP | $0 | – | -2,668 | -100.0% | -0.01% | – |
| MHN | Exit | BLACKROCK MUNIHLDGS NY QLTY | $0 | – | -15,278 | -100.0% | -0.01% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -4,950 | -100.0% | -0.01% | – |
| EBON | Exit | EBANG INTL HLDGS INC | $0 | – | -20,000 | -100.0% | -0.01% | – |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -7,156 | -100.0% | -0.01% | – |
| SE | Exit | SEA LTDsponsored ads | $0 | – | -1,484 | -100.0% | -0.01% | – |
| VSLR | Exit | VIVINT SOLAR INC | $0 | – | -5,429 | -100.0% | -0.01% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -5,078 | -100.0% | -0.01% | – |
| CS | Exit | CREDIT SUISSE GROUPsponsored adr | $0 | – | -22,945 | -100.0% | -0.01% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -1,318 | -100.0% | -0.01% | – |
| SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -1,261 | -100.0% | -0.01% | – |
| WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -179 | -100.0% | -0.01% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -3,278 | -100.0% | -0.01% | – |
| GIGB | Exit | GOLDMAN SACHS ETF TRaccess invt gr | $0 | – | -4,685 | -100.0% | -0.01% | – |
| BACPRL | Exit | BK OF AMERICA CORP7.25%cnv pfd l | $0 | – | -178 | -100.0% | -0.01% | – |
| CCMP | Exit | CABOT MICROELECTRONICS CORP | $0 | – | -1,859 | -100.0% | -0.01% | – |
| CPZ | Exit | CALAMOS LNG SHR EQT DYNAMIC | $0 | – | -17,500 | -100.0% | -0.01% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -1,499 | -100.0% | -0.01% | – |
| AIO | Exit | ALLIANZGI ARTIFICIAL INTELLI | $0 | – | -12,036 | -100.0% | -0.01% | – |
| MTH | Exit | MERITAGE HOMES CORP | $0 | – | -2,496 | -100.0% | -0.02% | – |
| CHE | Exit | CHEMED CORP NEW | $0 | – | -629 | -100.0% | -0.02% | – |
| K | Exit | KELLOGG CO | $0 | – | -4,776 | -100.0% | -0.02% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -4,500 | -100.0% | -0.02% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -5,945 | -100.0% | -0.02% | – |
| PLMR | Exit | PALOMAR HLDGS INC | $0 | – | -3,051 | -100.0% | -0.02% | – |
| FTC | Exit | FIRST TRUST LRGCP GWT ALPHAD | $0 | – | -3,977 | -100.0% | -0.02% | – |
| BILI | Exit | BILIBILI INCspons ads rep z | $0 | – | -8,058 | -100.0% | -0.02% | – |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -3,748 | -100.0% | -0.02% | – |
| FPF | Exit | FIRST TR INTER DUR PFD & IN | $0 | – | -16,435 | -100.0% | -0.02% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -5,281 | -100.0% | -0.02% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -1,484 | -100.0% | -0.02% | – |
| SAIL | Exit | SAILPOINT TECHNLGIES HLDGS I | $0 | – | -10,202 | -100.0% | -0.02% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -22,371 | -100.0% | -0.02% | – |
| STT | Exit | STATE STR CORP | $0 | – | -7,327 | -100.0% | -0.02% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -11,796 | -100.0% | -0.02% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -3,550 | -100.0% | -0.02% | – |
| FUTY | Exit | FIDELITY COVINGTON TRUSTmsci utils index | $0 | – | -12,487 | -100.0% | -0.02% | – |
| CNOB | Exit | CONNECTONE BANCORP INC NEW | $0 | – | -28,892 | -100.0% | -0.02% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -4,493 | -100.0% | -0.03% | – |
| ZTO | Exit | ZTO EXPRESS CAYMAN INCsponsored ads a | $0 | – | -14,978 | -100.0% | -0.03% | – |
| SPAQ | Exit | SPARTAN ENERGY ACQUISITION C | $0 | – | -36,100 | -100.0% | -0.03% | – |
| IPOB | Exit | SOCIAL CAP HDOSPHIA HLDG CO | $0 | – | -31,300 | -100.0% | -0.03% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -7,763 | -100.0% | -0.03% | – |
| JHMD | Exit | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $0 | – | -23,352 | -100.0% | -0.03% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -11,787 | -100.0% | -0.03% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -1,106 | -100.0% | -0.04% | – |
| DTEC | Exit | ALPS ETF TRdisruptive tech | $0 | – | -18,000 | -100.0% | -0.04% | – |
| RMD | Exit | RESMED INC | $0 | – | -3,999 | -100.0% | -0.04% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -108,515 | -100.0% | -0.05% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -27,482 | -100.0% | -0.07% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -24,635 | -100.0% | -0.08% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -56,665 | -100.0% | -0.08% | – |
| HIO | Exit | WESTERN ASSET HIGH INCM OPP | $0 | – | -317,188 | -100.0% | -0.08% | – |
| REZ | Exit | ISHARES TRresidnl real est | $0 | – | -34,974 | -100.0% | -0.11% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -42,695 | -100.0% | -0.12% | – |
| MED | Exit | MEDIFAST INC | $0 | – | -13,845 | -100.0% | -0.12% | – |
| LVGO | Exit | LIVONGO HEALTH INC | $0 | – | -27,463 | -100.0% | -0.12% | – |
| FDVV | Exit | FIDELITY COVINGTON TRUSThigh divid etf | $0 | – | -156,068 | -100.0% | -0.23% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -128,452 | -100.0% | -0.34% | – |
| FDRR | Exit | FIDELITY COVINGTON TRUSTdivid etf risi | $0 | – | -213,575 | -100.0% | -0.37% | – |
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 2021-02-04
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 | 2024-03-15 |
| 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 |
| 13F-HR | 2022-05-02 |
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.