B. Riley Wealth Advisors, Inc. Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$2.4T
Holdings
1,231
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (1,231 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 715,978 | $97.9B | 4.12% | |
| 2 | MSFTMICROSOFT CORP | 251,259 | $64.5B | 2.72% | |
| 3 | IVVISHARES TR | 159,117 | $60.3B | 2.54% | |
| 4 | AMZNAMAZON COM INC | 367,610 | $39.0B | 1.64% | |
| 5 | VUGVANGUARD INDEX FDS | 145,278 | $32.4B | 1.36% | |
| 6 | NDQINVESCO QQQ TR | 114,068 | $32.0B | 1.35% | |
| 7 | ESGUISHARES TR | 316,108 | $26.5B | 1.12% | |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 167,224 | $24.0B | 1.01% | |
| 9 | NVDANVIDIA CORPORATION | 154,794 | $23.5B | 0.99% | |
| 10 | TSLATESLA INC | 34,812 | $23.4B | 0.99% | |
| 11 | VEAVANGUARD TAX-MANAGED INTL FD | 562,172 | $22.9B | 0.97% | |
| 12 | GOOGLALPHABET INC | 10,689 | $22.6B | 0.95% | |
| 13 | VTVVANGUARD INDEX FDS | 157,873 | $20.8B | 0.88% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 40,020 | $20.6B | 0.87% | |
| 15 | ITOTISHARES TR | 240,819 | $20.2B | 0.85% | |
| 16 | GOOGALPHABET INC | 9,188 | $20.1B | 0.85% | |
| 17 | SPYSPDR S&P 500 ETF TR | 52,283 | $19.7B | 0.83% | |
| 18 | IUSBISHARES TR | 419,122 | $19.6B | 0.83% | |
| 19 | XOMEXXON MOBIL CORP | 217,258 | $18.6B | 0.78% | |
| 20 | JNJJOHNSON & JOHNSON | 104,761 | $18.6B | 0.78% | |
| 21 | HDHOME DEPOT INC | 66,031 | $18.1B | 0.76% | |
| 22 | ABBVABBVIE INC | 115,026 | $17.6B | 0.74% | |
| 23 | TIPISHARES TR | 141,977 | $16.2B | 0.68% | |
| 24 | METAMETA PLATFORMS INC | 98,380 | $15.8B | 0.66% | |
| 25 | BNDXVANGUARD CHARLOTTE FDS | 303,356 | $15.0B | 0.63% | |
| 26 | VOOVANGUARD INDEX FDS | 42,015 | $14.6B | 0.61% | |
| 27 | VVISA INC | 69,894 | $13.8B | 0.58% | |
| 28 | BSVVANGUARD BD INDEX FDS | 174,664 | $13.4B | 0.56% | |
| 29 | GQ9SPDR GOLD TR | 79,282 | $13.4B | 0.56% | |
| 30 | EFVISHARES TR | 307,385 | $13.3B | 0.56% | |
| 31 | NEENEXTERA ENERGY INC | 171,446 | $13.3B | 0.56% | |
| 32 | MAMASTERCARD INCORPORATED | 41,589 | $13.1B | 0.55% | |
| 33 | PGPROCTER AND GAMBLE CO | 90,734 | $13.0B | 0.55% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 46,573 | $12.7B | 0.54% | |
| 35 | JPMJPMORGAN CHASE & CO | 107,570 | $12.1B | 0.51% | |
| 36 | PEPPEPSICO INC | 72,562 | $12.1B | 0.51% | |
| 37 | AQLTISHARES TR | 503,912 | $12.0B | 0.51% | |
| 38 | TMOTHERMO FISHER SCIENTIFIC INC | 21,996 | $11.9B | 0.50% | |
| 39 | FNXFIRST TR MID CAP CORE ALPHAD | 133,442 | $11.2B | 0.47% | |
| 40 | STIPISHARES TR | 109,722 | $11.1B | 0.47% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 78,692 | $11.1B | 0.47% | |
| 42 | XLFISELECT SECTOR SPDR TR | 152,613 | $11.0B | 0.46% | |
| 43 | VGTVANGUARD WORLD FDS | 33,306 | $10.9B | 0.46% | |
| 44 | AVGOBROADCOM INC | 21,754 | $10.6B | 0.44% | |
| 45 | MRKMERCK & CO INC | 114,511 | $10.4B | 0.44% | |
| 46 | COSTCOSTCO WHSL CORP NEW | 21,509 | $10.3B | 0.43% | |
| 47 | BACVERIZON COMMUNICATIONS INC | 203,081 | $10.3B | 0.43% | |
| 48 | EMLPFIRST TR EXCHANGE-TRADED FD | 398,429 | $10.3B | 0.43% | |
| 49 | PFEPFIZER INC | 195,497 | $10.3B | 0.43% | |
| 50 | XLESELECT SECTOR SPDR TR | 140,956 | $10.1B | 0.42% | |
| 51 | LRCXEURLAM RESEARCH CORP | 23,183 | $9.9B | 0.42% | |
| 52 | DISDISNEY WALT CO | 101,486 | $9.5B | 0.40% | |
| 53 | VWOVANGUARD INTL EQUITY INDEX F | 224,128 | $9.3B | 0.39% | |
| 54 | HDVISHARES TR | 91,651 | $9.2B | 0.39% | |
| 55 | BMYBRISTOL-MYERS SQUIBB CO | 118,874 | $9.2B | 0.39% | |
| 56 | SCHBSCHWAB STRATEGIC TR | 202,814 | $9.0B | 0.38% | |
| 57 | VTIVANGUARD INDEX FDS | 47,347 | $8.9B | 0.38% | |
| 58 | MCDMCDONALDS CORP | 35,415 | $8.7B | 0.37% | |
| 59 | XLVSELECT SECTOR SPDR TR | 66,320 | $8.5B | 0.36% | |
| 60 | REZISHARES TR | 106,239 | $8.5B | 0.36% | |
| 61 | WMTWALMART INC | 66,602 | $8.1B | 0.34% | |
| 62 | XSOEWISDOMTREE TR | 282,151 | $8.1B | 0.34% | |
| 63 | XLFSELECT SECTOR SPDR TR | 254,080 | $8.0B | 0.34% | |
| 64 | CVXCHEVRON CORP NEW | 55,076 | $8.0B | 0.34% | |
| 65 | IVEISHARES TR | 57,761 | $7.9B | 0.33% | |
| 66 | XLUSELECT SECTOR SPDR TR | 113,018 | $7.9B | 0.33% | |
| 67 | GCCWISDOMTREE TR | 335,840 | $7.9B | 0.33% | |
| 68 | DGROISHARES TR | 164,789 | $7.9B | 0.33% | |
| 69 | JHSCJOHN HANCOCK EXCHANGE TRADED | 264,236 | $7.7B | 0.32% | |
| 70 | EFGISHARES TR | 94,982 | $7.6B | 0.32% | |
| 71 | ADBEADOBE SYSTEMS INCORPORATED | 20,232 | $7.4B | 0.31% | |
| 72 | AMGNAMGEN INC | 30,138 | $7.3B | 0.31% | |
| 73 | LLYLILLY ELI & CO | 22,387 | $7.3B | 0.31% | |
| 74 | AEMAGNICO EAGLE MINES LTD | 154,549 | $7.1B | 0.30% | |
| 75 | TJXTJX COS INC NEW | 125,358 | $7.0B | 0.29% | |
| 76 | CIBRFIRST TR EXCHANGE TRADED FD | 172,734 | $7.0B | 0.29% | |
| 77 | BIVVANGUARD BD INDEX FDS | 89,418 | $6.9B | 0.29% | |
| 78 | BLVVANGUARD BD INDEX FDS | 86,430 | $6.9B | 0.29% | |
| 79 | QCOMQUALCOMM INC | 52,304 | $6.7B | 0.28% | |
| 80 | AMTAMERICAN TOWER CORP NEW | 26,086 | $6.7B | 0.28% | |
| 81 | VMBSVANGUARD SCOTTSDALE FDS | 139,369 | $6.7B | 0.28% | |
| 82 | CVSCVS HEALTH CORP | 69,261 | $6.4B | 0.27% | |
| 83 | IJSISHARES TR | 70,832 | $6.3B | 0.27% | |
| 84 | EEMVISHARES INC | 113,712 | $6.3B | 0.27% | |
| 85 | TAT&T INC | 299,582 | $6.3B | 0.26% | |
| 86 | AQLTISHARES TR | 104,131 | $6.1B | 0.26% | |
| 87 | DNLWISDOMTREE TR | 191,745 | $6.1B | 0.26% | |
| 88 | USMVISHARES TR | 86,094 | $6.0B | 0.25% | |
| 89 | FXRFIRST TR EXCHANGE TRADED FD | 125,189 | $6.0B | 0.25% | |
| 90 | ADPAUTOMATIC DATA PROCESSING IN | 28,213 | $5.9B | 0.25% | |
| 91 | IAU*ISHARES GOLD TR | 170,208 | $5.8B | 0.25% | |
| 92 | BACBK OF AMERICA CORP | 186,336 | $5.8B | 0.24% | |
| 93 | BXBLACKSTONE INC | 61,281 | $5.6B | 0.24% | |
| 94 | WMBWILLIAMS COS INC | 178,634 | $5.6B | 0.23% | |
| 95 | KOCOCA COLA CO | 88,564 | $5.6B | 0.23% | |
| 96 | XLKSELECT SECTOR SPDR TR | 43,839 | $5.6B | 0.23% | |
| 97 | ADMARCHER DANIELS MIDLAND CO | 71,538 | $5.6B | 0.23% | |
| 98 | GNRCGENERAC HLDGS INC | 26,322 | $5.5B | 0.23% | |
| 99 | DEDEERE & CO | 18,445 | $5.5B | 0.23% | |
| 100 | PANWPALO ALTO NETWORKS INC | 11,052 | $5.5B | 0.23% |
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