B. Riley Wealth Advisors, Inc. Q1 2023 Filing
Filed May 17, 2023
Portfolio Value
$3.8T
Holdings
1,514
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (1,514 positions)
| Stock | Value |
|---|---|
—CBRE GBL REAL ESTATE INC FD | $341K |
AAPLAPPLE INC | $146K |
MSFTMICROSOFT CORP | $90K |
IVVISHARES TR | $87K |
VUGVANGUARD INDEX FDS | $84K |
VTVVANGUARD INDEX FDS | $64K |
AMZNAMAZON COM INC | $57K |
GQ9SPDR GOLD TR | $44K |
NVDANVIDIA CORPORATION | $44K |
BILSPDR SER TR | $40K |
NDQINVESCO QQQ TR | $39K |
SH1USDPROSHARES TR | $35K |
SPYSPDR S&P 500 ETF TR | $34K |
XOMEXXON MOBIL CORP | $32K |
HDHOME DEPOT INC | $30K |
ABBVABBVIE INC | $29K |
VEAVANGUARD TAX-MANAGED FDS | $29K |
TSLATESLA INC | $27K |
PGPROCTER AND GAMBLE CO | $27K |
EFGISHARES TR | $26K |
IUSBISHARES TR | $26K |
VOOVANGUARD INDEX FDS | $25K |
JNJJOHNSON & JOHNSON | $25K |
JEPIJ P MORGAN EXCHANGE TRADED F | $24K |
VIGVANGUARD SPECIALIZED FUNDS | $24K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $23K |
UNHUNITEDHEALTH GROUP INC | $23K |
GOOGALPHABET INC | $23K |
VVISA INC | $23K |
GOOGLALPHABET INC | $22K |
JPMJPMORGAN CHASE & CO | $22K |
EPDENTERPRISE PRODS PARTNERS L | $21K |
PDBCINVESCO ACTVELY MNGD ETC FD | $21K |
VCSHVANGUARD SCOTTSDALE FDS | $21K |
CVXCHEVRON CORP NEW | $20K |
TMOTHERMO FISHER SCIENTIFIC INC | $19K |
MRKMERCK & CO INC | $19K |
STIPISHARES TR | $19K |
AVGOBROADCOM INC | $18K |
MCDMCDONALDS CORP | $18K |
METAMETA PLATFORMS INC | $18K |
QUALISHARES TR | $17K |
COSTCOSTCO WHSL CORP NEW | $17K |
HYZDWISDOMTREE TR | $17K |
NEENEXTERA ENERGY INC | $16K |
CSMPROSHARES TR | $16K |
IEMGISHARES INC | $16K |
LLYLILLY ELI & CO | $16K |
WMTWALMART INC | $15K |
MAMASTERCARD INCORPORATED | $15K |
BMYBRISTOL-MYERS SQUIBB CO | $15K |
BACVERIZON COMMUNICATIONS INC | $15K |
VBVANGUARD INDEX FDS | $15K |
PFEPFIZER INC | $14K |
VGTVANGUARD WORLD FDS | $14K |
BNDXVANGUARD CHARLOTTE FDS | $14K |
HONHONEYWELL INTL INC | $14K |
PEPPEPSICO INC | $13K |
BSVVANGUARD BD INDEX FDS | $13K |
VBKVANGUARD INDEX FDS | $13K |
XLVSELECT SECTOR SPDR TR | $13K |
IBMINTERNATIONAL BUSINESS MACHS | $13K |
XLESELECT SECTOR SPDR TR | $13K |
IWPISHARES TR | $12K |
VWOVANGUARD INTL EQUITY INDEX F | $12K |
EFVISHARES TR | $12K |
XLFISELECT SECTOR SPDR TR | $12K |
VTIVANGUARD INDEX FDS | $12K |
LRCXEURLAM RESEARCH CORP | $12K |
SHYISHARES TR | $11K |
MNAINDEXIQ ETF TR | $11K |
ESGUISHARES TR | $11K |
FVDFIRST TR VALUE LINE DIVID IN | $10K |
XLKSELECT SECTOR SPDR TR | $10K |
XSOEWISDOMTREE TR | $10K |
FNXFIRST TR MID CAP CORE ALPHAD | $10K |
RTXRAYTHEON TECHNOLOGIES CORP | $10K |
BONDPIMCO ETF TR | $10K |
CWBSPDR SER TR | $10K |
CSCOCISCO SYS INC | $10K |
PANWPALO ALTO NETWORKS INC | $10K |
KOCOCA COLA CO | $10K |
MBBISHARES TR | $10K |
OIHVANECK ETF TRUST | $9K |
XLUSELECT SECTOR SPDR TR | $9K |
DISDISNEY WALT CO | $9K |
CATCATERPILLAR INC | $9K |
AMGNAMGEN INC | $9K |
VNQVANGUARD INDEX FDS | $9K |
EMLPFIRST TR EXCHANGE-TRADED FD | $9K |
SUSAISHARES TR | $9K |
BABOEING CO | $9K |
AMTAMERICAN TOWER CORP NEW | $9K |
IYWISHARES TR | $9K |
ETENERGY TRANSFER L P | $9K |
DEDEERE & CO | $8K |
BIVVANGUARD BD INDEX FDS | $8K |
STEWSRH TOTAL RETURN FUND INC | $8K |
TAT&T INC | $8K |
SCHBSCHWAB STRATEGIC TR | $8K |
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