Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
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.