$952 Million is the total value of B. Riley Wealth Management, Inc.'s 869 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMT | New | AMERICAN TOWER CORP NEWreit | $13,962,000 | – | 64,120 | +100.0% | 1.47% | – |
| GOOD | New | GLADSTONE COMMERCIAL CORPreit | $13,800,000 | – | 960,968 | +100.0% | 1.45% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LPunit | $7,506,000 | – | 205,704 | +100.0% | 0.79% | – |
| VTHR | New | VANGUARD SCOTTSDALE FDSetf | $5,731,000 | – | 49,778 | +100.0% | 0.60% | – |
| ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $4,333,000 | – | 14,511 | +100.0% | 0.46% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INstock | $2,747,000 | – | 18,801 | +100.0% | 0.29% | – |
| SRE | New | SEMPRA ENERGYstock | $2,436,000 | – | 21,562 | +100.0% | 0.26% | – |
| HQH | New | TEKLA HEALTHCARE INVSsh ben int | $2,249,000 | – | 126,275 | +100.0% | 0.24% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INCreit | $2,223,000 | – | 93,230 | +100.0% | 0.23% | – |
| STWD | New | STARWOOD PPTY TR INCreit | $2,176,000 | – | 212,312 | +100.0% | 0.23% | – |
| HPF | New | HANCOCK JOHN PFD INCOME FD I | $2,095,000 | – | 136,045 | +100.0% | 0.22% | – |
| GSL | New | GLOBAL SHIP LEASE INC NEW | $2,049,000 | – | 553,686 | +100.0% | 0.22% | – |
| GBIL | New | GOLDMAN SACHS ETF TRetf | $1,748,000 | – | 17,343 | +100.0% | 0.18% | – |
| MLM | New | MARTIN MARIETTA MATLS INCstock | $1,601,000 | – | 8,462 | +100.0% | 0.17% | – |
| MPLX | New | MPLX LPstock | $1,539,000 | – | 132,425 | +100.0% | 0.16% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWreit | $1,519,000 | – | 5,627 | +100.0% | 0.16% | – |
| JPS | New | NUVEEN PFD & INCM SECURTIES | $1,482,000 | – | 204,075 | +100.0% | 0.16% | – |
| PSXP | New | PHILLIPS 66 PARTNERS LPstock | $1,359,000 | – | 37,291 | +100.0% | 0.14% | – |
| KMB | New | KIMBERLY CLARK CORPstock | $1,296,000 | – | 10,137 | +100.0% | 0.14% | – |
| ILCG | New | ISHARES TRetf | $1,269,000 | – | 6,834 | +100.0% | 0.13% | – |
| EVA | New | ENVIVA PARTNERS LPstock | $1,142,000 | – | 42,753 | +100.0% | 0.12% | – |
| ECL | New | ECOLAB INCstock | $1,069,000 | – | 6,861 | +100.0% | 0.11% | – |
| ICSH | New | ISHARES TRetf | $940,000 | – | 18,816 | +100.0% | 0.10% | – |
| NHC | New | NATIONAL HEALTHCARE CORPstock | $822,000 | – | 11,466 | +100.0% | 0.09% | – |
| DOV | New | DOVER CORPstock | $814,000 | – | 9,699 | +100.0% | 0.09% | – |
| TCP | New | TC PIPELINES LP | $770,000 | – | 28,020 | +100.0% | 0.08% | – |
| THQ | New | TEKLA HEALTHCARE OPPORTUNITIcef | $773,000 | – | 50,336 | +100.0% | 0.08% | – |
| HR | New | HEALTHCARE RLTY TRreit | $764,000 | – | 27,375 | +100.0% | 0.08% | – |
| IAU | New | ISHARES GOLD TRUSTetf | $747,000 | – | 49,571 | +100.0% | 0.08% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $719,000 | – | 136,089 | +100.0% | 0.08% | – |
| CB | New | CHUBB LIMITEDstock | $704,000 | – | 6,307 | +100.0% | 0.07% | – |
| AMD | New | ADVANCED MICRO DEVICES INCstock | $673,000 | – | 14,795 | +100.0% | 0.07% | – |
| SLQD | New | ISHARES TRetf | $653,000 | – | 13,031 | +100.0% | 0.07% | – |
| GD | New | GENERAL DYNAMICS CORPstock | $637,000 | – | 4,818 | +100.0% | 0.07% | – |
| SH | New | PROSHARES TRetf | $642,000 | – | 23,200 | +100.0% | 0.07% | – |
| GGT | New | GABELLI MULTIMEDIA TR INCcef | $619,000 | – | 114,410 | +100.0% | 0.06% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $597,000 | – | 6,327 | +100.0% | 0.06% | – |
| SQ | New | SQUARE INCstock | $570,000 | – | 10,877 | +100.0% | 0.06% | – |
| VAW | New | VANGUARD WORLD FDSetf | $543,000 | – | 5,641 | +100.0% | 0.06% | – |
| MVT | New | BLACKROCK MUNIVEST FD II INC | $529,000 | – | 38,899 | +100.0% | 0.06% | – |
| ADI | New | ANALOG DEVICES INCstock | $526,000 | – | 5,867 | +100.0% | 0.06% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $476,000 | – | 6,728 | +100.0% | 0.05% | – |
| VMO | New | INVESCO MUN OPPORTUNITY TR | $465,000 | – | 40,589 | +100.0% | 0.05% | – |
| IYW | New | ISHARES TRetf | $466,000 | – | 2,279 | +100.0% | 0.05% | – |
| SMB | New | VANECK VECTORS ETF TRetf | $461,000 | – | 26,528 | +100.0% | 0.05% | – |
| PWB | New | INVESCO EXCHANGE TRADED FD Tetf | $450,000 | – | 10,276 | +100.0% | 0.05% | – |
| STK | New | COLUMBIA SELIGM PREM TECH GRcef | $435,000 | – | 24,604 | +100.0% | 0.05% | – |
| BAX | New | BAXTER INTL INCstock | $424,000 | – | 5,224 | +100.0% | 0.04% | – |
| SDY | New | SPDR SER TRs&p divid etf | $427,000 | – | 5,348 | +100.0% | 0.04% | – |
| VTR | New | VENTAS INCreit | $430,000 | – | 16,025 | +100.0% | 0.04% | – |
| ITM | New | VANECK VECTORS ETF TRetf | $426,000 | – | 8,667 | +100.0% | 0.04% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $414,000 | – | 12,673 | +100.0% | 0.04% | – |
| TIP | New | ISHARES TRetf | $421,000 | – | 3,574 | +100.0% | 0.04% | – |
| WPC | New | WP CAREY INCreit | $409,000 | – | 7,035 | +100.0% | 0.04% | – |
| EMR | New | EMERSON ELEC COstock | $412,000 | – | 8,651 | +100.0% | 0.04% | – |
| AEP | New | AMERICAN ELEC PWR CO INCstock | $397,000 | – | 4,965 | +100.0% | 0.04% | – |
| SMH | New | VANECK VECTORS ETF TRetf | $395,000 | – | 3,373 | +100.0% | 0.04% | – |
| SCHV | New | SCHWAB STRATEGIC TRetf | $391,000 | – | 8,838 | +100.0% | 0.04% | – |
| NID | New | NUVEEN INTER DURATION MN TMFcef | $386,000 | – | 29,735 | +100.0% | 0.04% | – |
| AZO | New | AUTOZONE INCstock | $387,000 | – | 458 | +100.0% | 0.04% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $387,000 | – | 28,612 | +100.0% | 0.04% | – |
| CLX | New | CLOROX CO DELstock | $382,000 | – | 2,205 | +100.0% | 0.04% | – |
| ARKW | New | ARK ETF TRetf | $369,000 | – | 7,005 | +100.0% | 0.04% | – |
| USDP | New | USD PARTNERS LPstock | $373,000 | – | 129,523 | +100.0% | 0.04% | – |
| OEF | New | ISHARES TRetf | $370,000 | – | 3,118 | +100.0% | 0.04% | – |
| BLE | New | BLACKROCK MUNI INCOME TR II | $366,000 | – | 27,380 | +100.0% | 0.04% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Tetf | $366,000 | – | 13,638 | +100.0% | 0.04% | – |
| MDT | New | MEDTRONIC PLCstock | $354,000 | – | 3,928 | +100.0% | 0.04% | – |
| DG | New | DOLLAR GEN CORP NEWstock | $346,000 | – | 2,290 | +100.0% | 0.04% | – |
| WORK | New | SLACK TECHNOLOGIES INCstock | $330,000 | – | 12,300 | +100.0% | 0.04% | – |
| NXTG | New | FIRST TR EXCHANGE TRADED FDetf | $328,000 | – | 7,028 | +100.0% | 0.03% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDetf | $323,000 | – | 12,550 | +100.0% | 0.03% | – |
| ED | New | CONSOLIDATED EDISON INCstock | $319,000 | – | 4,085 | +100.0% | 0.03% | – |
| AIMT | New | AIMMUNE THERAPEUTICS INCstock | $316,000 | – | 21,933 | +100.0% | 0.03% | – |
| APD | New | AIR PRODS & CHEMS INCstock | $317,000 | – | 1,588 | +100.0% | 0.03% | – |
| BKLN | New | INVESCO EXCHANGE-TRADED FD Tetf | $317,000 | – | 15,470 | +100.0% | 0.03% | – |
| MAIN | New | MAIN STR CAP CORPcef | $301,000 | – | 14,692 | +100.0% | 0.03% | – |
| VEEV | New | VEEVA SYS INCstock | $309,000 | – | 1,979 | +100.0% | 0.03% | – |
| GWPH | New | GW PHARMACEUTICALS PLCadr | $302,000 | – | 3,447 | +100.0% | 0.03% | – |
| GIS | New | GENERAL MLS INCstock | $301,000 | – | 5,703 | +100.0% | 0.03% | – |
| CINF | New | CINCINNATI FINL CORPstock | $291,000 | – | 3,860 | +100.0% | 0.03% | – |
| MS | New | MORGAN STANLEYstock | $293,000 | – | 8,629 | +100.0% | 0.03% | – |
| STZ | New | CONSTELLATION BRANDS INCstock | $291,000 | – | 2,035 | +100.0% | 0.03% | – |
| DKL | New | DELEK LOGISTICS PARTNERS LPstock | $293,000 | – | 32,144 | +100.0% | 0.03% | – |
| TGE | New | TALLGRASS ENERGY LPstock | $289,000 | – | 17,561 | +100.0% | 0.03% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIetf | $287,000 | – | 7,669 | +100.0% | 0.03% | – |
| DHIL | New | DIAMOND HILL INVESTMENT GROUstock | $288,000 | – | 3,195 | +100.0% | 0.03% | – |
| KHC | New | KRAFT HEINZ COstock | $273,000 | – | 11,043 | +100.0% | 0.03% | – |
| OGIG | New | OSI ETF TRetf | $280,000 | – | 11,293 | +100.0% | 0.03% | – |
| FISV | New | FISERV INCstock | $267,000 | – | 2,810 | +100.0% | 0.03% | – |
| GBAB | New | GUGGENHEIM TAXABLE MUN MNGDcef | $270,000 | – | 12,243 | +100.0% | 0.03% | – |
| CSX | New | CSX CORPstock | $262,000 | – | 4,580 | +100.0% | 0.03% | – |
| HYD | New | VANECK VECTORS ETF TRetf | $271,000 | – | 5,185 | +100.0% | 0.03% | – |
| VKQ | New | INVESCO MUN TR | $271,000 | – | 23,149 | +100.0% | 0.03% | – |
| SHV | New | ISHARES TRetf | $266,000 | – | 2,394 | +100.0% | 0.03% | – |
| WY | New | WEYERHAEUSER COstock | $261,000 | – | 15,381 | +100.0% | 0.03% | – |
| PZA | New | INVESCO EXCHANGE-TRADED FD Tetf | $258,000 | – | 9,989 | +100.0% | 0.03% | – |
| ACN | New | ACCENTURE PLC IRELANDstock | $260,000 | – | 1,594 | +100.0% | 0.03% | – |
| CSWI | New | CSW INDUSTRIALS INCstock | $259,000 | – | 4,000 | +100.0% | 0.03% | – |
| LEO | New | BNY MELLON STRATEGIC MUNS INcef | $250,000 | – | 33,500 | +100.0% | 0.03% | – |
| ZTS | New | ZOETIS INCstock | $251,000 | – | 2,129 | +100.0% | 0.03% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOstock | $247,000 | – | 5,306 | +100.0% | 0.03% | – |
| EV | New | EATON VANCE CORPstock | $245,000 | – | 7,605 | +100.0% | 0.03% | – |
| BXMX | New | NUVEEN S&P 500 BUY-WRITE INCcef | $250,000 | – | 24,777 | +100.0% | 0.03% | – |
| HDB | New | HDFC BANK LTDadr | $247,000 | – | 6,420 | +100.0% | 0.03% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCstock | $243,000 | – | 4,372 | +100.0% | 0.03% | – |
| RMI | New | RIVERNORTH OPPORTUNISTIC MUNcef | $239,000 | – | 11,857 | +100.0% | 0.02% | – |
| PRU | New | PRUDENTIAL FINL INCstock | $242,000 | – | 4,632 | +100.0% | 0.02% | – |
| NIE | New | ALLIANZGI EQUITY & CONV INCOcef | $235,000 | – | 12,628 | +100.0% | 0.02% | – |
| JD | New | JD COM INCadr | $240,000 | – | 5,933 | +100.0% | 0.02% | – |
| RIV | New | RIVERNORTH OPPORTUNITIES FDcef | $232,000 | – | 18,647 | +100.0% | 0.02% | – |
| ICLN | New | ISHARES TRetf | $229,000 | – | 23,978 | +100.0% | 0.02% | – |
| RA | New | BROOKFIELD REAL ASSETS INCOM | $222,000 | – | 15,097 | +100.0% | 0.02% | – |
| FDEU | New | FIRST TR DYNAMIC EUROPE EQTcef | $222,000 | – | 24,245 | +100.0% | 0.02% | – |
| IYH | New | ISHARES TRus hlthcare etf | $222,000 | – | 1,182 | +100.0% | 0.02% | – |
| SHM | New | SPDR SER TRetf | $218,000 | – | 4,463 | +100.0% | 0.02% | – |
| CNC | New | CENTENE CORP DELstock | $219,000 | – | 3,678 | +100.0% | 0.02% | – |
| QED | New | INDEXIQ ETF TRetf | $212,000 | – | 10,792 | +100.0% | 0.02% | – |
| IJJ | New | ISHARES TRetf | $207,000 | – | 1,882 | +100.0% | 0.02% | – |
| NMCO | New | NUVEEN MUN CR OPPORTUNITIEScef | $207,000 | – | 15,950 | +100.0% | 0.02% | – |
| FXI | New | ISHARES TRetf | $214,000 | – | 5,710 | +100.0% | 0.02% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP INstock | $205,000 | – | 4,567 | +100.0% | 0.02% | – |
| RMM | New | RIVERNORTH MANAGED DUR MUN Icef | $208,000 | – | 11,651 | +100.0% | 0.02% | – |
| DE | New | DEERE & COstock | $205,000 | – | 1,485 | +100.0% | 0.02% | – |
| DHR | New | DANAHER CORPORATIONstock | $212,000 | – | 1,529 | +100.0% | 0.02% | – |
| BST | New | BLACKROCK SCIENCE & TECHNOLOcef | $212,000 | – | 7,376 | +100.0% | 0.02% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSetf | $209,000 | – | 1,351 | +100.0% | 0.02% | – |
| GDV | New | GABELLI DIVID & INCOME TRcef | $196,000 | – | 13,205 | +100.0% | 0.02% | – |
| DOC | New | PHYSICIANS RLTY TRreit | $189,000 | – | 13,523 | +100.0% | 0.02% | – |
| MQY | New | BLACKROCK MUNIYIELD MICH QUA | $187,000 | – | 12,805 | +100.0% | 0.02% | – |
| THW | New | TEKLA WORLD HEALTHCARE FDcef | $193,000 | – | 16,964 | +100.0% | 0.02% | – |
| REGL | New | PROSHARES TRetf | $180,000 | – | 3,997 | +100.0% | 0.02% | – |
| NS | New | NUSTAR ENERGY LP | $185,000 | – | 21,540 | +100.0% | 0.02% | – |
| IHTA | New | INVESCO HIGH INCOME 2024 TARcef | $185,000 | – | 25,103 | +100.0% | 0.02% | – |
| IBN | New | ICICI BANK LIMITEDadr | $178,000 | – | 20,952 | +100.0% | 0.02% | – |
| RF | New | REGIONS FINANCIAL CORP NEWstock | $176,000 | – | 19,642 | +100.0% | 0.02% | – |
| AM | New | ANTERO MIDSTREAM CORPstock | $169,000 | – | 80,369 | +100.0% | 0.02% | – |
| MHF | New | WESTERN ASSET MUN HIGH INCOMcef | $170,000 | – | 24,000 | +100.0% | 0.02% | – |
| MVF | New | BLACKROCK MUNIVEST FD INC | $169,000 | – | 20,876 | +100.0% | 0.02% | – |
| DIAX | New | NUVEEN DOW 30 DYNAMIC OVERWRcef | $174,000 | – | 13,901 | +100.0% | 0.02% | – |
| NBL | New | NOBLE ENERGY INCstock | $169,000 | – | 27,947 | +100.0% | 0.02% | – |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $166,000 | – | 25,923 | +100.0% | 0.02% | – |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $153,000 | – | 11,940 | +100.0% | 0.02% | – |
| PMF | New | PIMCO MUN INCOME FD | $156,000 | – | 12,314 | +100.0% | 0.02% | – |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INCstock | $149,000 | – | 10,087 | +100.0% | 0.02% | – |
| ALL | New | ALLSTATE CORPstock | $142,000 | – | 1,549 | +100.0% | 0.02% | – |
| BGB | New | BLACKSTONE GSO STRATEGIC CRcef | $144,000 | – | 13,800 | +100.0% | 0.02% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORPreit | $146,000 | – | 29,087 | +100.0% | 0.02% | – |
| MGM | New | MGM RESORTS INTERNATIONALstock | $145,000 | – | 12,263 | +100.0% | 0.02% | – |
| KNOP | New | KNOT OFFSHORE PARTNERS LPstock | $139,000 | – | 13,625 | +100.0% | 0.02% | – |
| FRA | New | BLACKROCK FLOATING RATE INCOcef | $134,000 | – | 13,373 | +100.0% | 0.01% | – |
| NFJ | New | ALLIANZGI NFJ DIVID INT & PR | $129,000 | – | 13,359 | +100.0% | 0.01% | – |
| CHW | New | CALAMOS GBL DYN INCOME FUNDcef | $126,000 | – | 22,000 | +100.0% | 0.01% | – |
| JHAA | New | NUVEEN HIGH INCOME 2023 TARGcef | $124,000 | – | 14,952 | +100.0% | 0.01% | – |
| CIO | New | CITY OFFICE REIT INCreit | $113,000 | – | 15,690 | +100.0% | 0.01% | – |
| DON | New | WISDOMTREE TRetf | $103,000 | – | 4,258 | +100.0% | 0.01% | – |
| RWT | New | REDWOOD TR INCreit | $103,000 | – | 20,344 | +100.0% | 0.01% | – |
| ATHX | New | ATHERSYS INC NEWstock | $96,000 | – | 32,065 | +100.0% | 0.01% | – |
| FTAI | New | FORTRESS TRANS INFRST INVS Lstock | $93,000 | – | 11,300 | +100.0% | 0.01% | – |
| APTS | New | PREFERRED APT CMNTYS INCreit | $94,000 | – | 13,074 | +100.0% | 0.01% | – |
| BRG | New | BLUEROCK RESIDENTIAL GRW REIreit | $91,000 | – | 16,248 | +100.0% | 0.01% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Tetf | $94,000 | – | 1,889 | +100.0% | 0.01% | – |
| BBCP | New | CONCRETE PUMPING HLDGS INCstock | $84,000 | – | 29,200 | +100.0% | 0.01% | – |
| PCY | New | INVESCO EXCHANGE-TRADED FD Tetf | $81,000 | – | 3,384 | +100.0% | 0.01% | – |
| GMLP | New | GOLAR LNG PARTNERS LPstock | $75,000 | – | 22,083 | +100.0% | 0.01% | – |
| WKHS | New | WORKHORSE GROUP INCstock | $72,000 | – | 40,000 | +100.0% | 0.01% | – |
| DCP | New | DCP MIDSTREAM LP | $77,000 | – | 18,920 | +100.0% | 0.01% | – |
| VTA | New | INVESCO DYNAMIC CR OPPORTUNIcef | $80,000 | – | 10,000 | +100.0% | 0.01% | – |
| SVC | New | SERVICE PPTYS TRreit | $69,000 | – | 12,783 | +100.0% | 0.01% | – |
| GRPN | New | GROUPON INCstock | $70,000 | – | 71,082 | +100.0% | 0.01% | – |
| MUR | New | MURPHY OIL CORPstock | $61,000 | – | 10,000 | +100.0% | 0.01% | – |
| SDC | New | SMILEDIRECTCLUB INCstock | $59,000 | – | 12,550 | +100.0% | 0.01% | – |
| IGD | New | VOYA GLBL EQTY DIV & PREM OP | $55,000 | – | 12,143 | +100.0% | 0.01% | – |
| GGN | New | GAMCO GLOBAL GOLD NAT RES &cef | $32,000 | – | 11,599 | +100.0% | 0.00% | – |
| OTLK | New | OUTLOOK THERAPEUTICS INCstock | $24,000 | – | 40,000 | +100.0% | 0.00% | – |
| CIK | New | CREDIT SUISSE ASSET MGMT INCcef | $27,000 | – | 11,300 | +100.0% | 0.00% | – |
| MESA | New | MESA AIR GROUP INCstock | $33,000 | – | 10,000 | +100.0% | 0.00% | – |
| MFA | New | MFA FINL INCreit | $26,000 | – | 17,078 | +100.0% | 0.00% | – |
| CLNY | New | COLONY CAP INC NEWunit | $19,000 | – | 10,523 | +100.0% | 0.00% | – |
| MSM | New | MSC INDL DIRECT INCstock | $14,000 | – | 251 | +100.0% | 0.00% | – |
| CPE | New | CALLON PETE CO DELstock | $12,000 | – | 22,307 | +100.0% | 0.00% | – |
| GER | New | GOLDMAN SACHS MLP ENERGY RENAI COMcef | $8,000 | – | 11,299 | +100.0% | 0.00% | – |
| CHKAQ | New | CHESAPEAKE ENERGY CORPORATIONstock | $3,000 | – | 17,100 | +100.0% | 0.00% | – |
| MSGN | New | MSG NETWORK INC | $1,000 | – | 125 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 6.2% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 25 | Q2 2022 | 5.9% |
| SPDR S&P 500 TRUST | 25 | Q2 2022 | 3.5% |
| MICROSOFT CORP COM | 25 | Q2 2022 | 2.9% |
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 4.6% |
| META PLATFORMS INC | 25 | Q2 2022 | 2.7% |
| MERCK & CO INC NEW COM | 25 | Q2 2022 | 1.6% |
| B. Riley Wealth Management, Inc. | 25 | Q2 2022 | 1.9% |
| PFIZER INC COM | 25 | Q2 2022 | 1.4% |
| ENTERPRISE PRODS PARTNERS L P COM | 25 | Q2 2022 | 1.4% |
View B. Riley Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-09-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-17 |
| 13F-HR | 2020-05-15 |
View B. Riley Wealth Management, 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.