IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

B. Riley Wealth Advisors, Inc.

Q4 2013 Holdings

Filed 2014-01-21 | 676 holdings | $5.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Manitowoc IncCOM563571108$26611,4250.0%
Cornerstone Total Rtrn FD inCOM NEW21924U201$26744,2000.0%
Powershares ETF TR IIS&P SMCP FIN P73937B803$2706,8000.0%
Eastman Chem Co(EMN)COM277432100$2713,3600.0%
Powershares Global ETF FDS&P 500 BUYWRT73936G308$27213,0940.0%
Plum Creek Timber Co IncCOM729251108$2725,8430.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2726,6050.0%
Powershares ETF TrustDYN MEDIA PORT73935X823$27310,2400.0%
First TR Exchange Traded FD(FXU)UTILITIES ALPH33734X184$27413,5000.0%
Rydex ETF TrustGUG S&P500EQWTEN78355W866$2743,3900.0%
Aflac Inc(AFL)COM001055102$2744,1010.0%
B & G Foods Inc New(BGS)COM05508R106$2758,1150.0%
Eaton Vance TAX Advt DIV Inc(XEVTX)COM27828G107$27514,4640.0%
Ishares(IYJ)U.S. INDS ETF464287754$2752,7130.0%
Oracle Corp(ORCL)COM68389X105$2777,2410.0%
Ishares(IWR)RUS MID-CAP ETF464287499$2781,8560.0%
Southern Co(SO)COM842587107$2786,7620.0%
Morgan Stanley(MS)COM NEW617446448$2788,8610.0%
JOY Global IncCOM481165108$2804,7830.0%
Credicorp LTD(BAP)COMG2519Y108$2822,1240.0%
Nuveen Equity Prem Income FD(XBXMX)COM6706ER101$28222,4460.0%
Royal BK CDA Montreal QUE(RY)COM780087102$2834,2120.0%
Hollyfrontier Corp(HFCUSD)COM436106108$2835,7020.0%
Ishares(IYR)U.S. REAL ES ETF464287739$2834,4800.0%
Ishares(ICF)COHEN&STEER REIT464287564$2853,8190.0%
Cushing MLP Total Return FDCOM SHS231631102$28535,4920.0%
UBS AG London BRH2X LEV LNG LKD90267B765$2949,8720.0%
Amazon COM Inc(AMZN)COM023135106$2957390.0%
Teva Pharmaceutical Inds LTD(TEVA)ADR881624209$2957,3720.0%
Ishares(IVW)S&P 500 GRWT ETF464287309$2962,9950.0%
Molycorp Inc delCOM608753109$29752,9150.0%
Ishares(IGSB)1-3 YR CR BD ETF464288646$2982,8260.0%
Revenueshares ETF TRSMALL CAP FD761396308$3035,6250.0%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$3045,1650.0%
Spdr Series Trust(XPH)S&P PHARMAC78464A722$3043,4600.0%
Alaska AIR Group Inc(ALK)COM011659109$3054,1520.0%
Spdr Series Trust(MDYG)S&P 400 MDCP GRW78464A821$3072,7400.0%
Brocade Communications SYS ICOM NEW111621306$31035,0000.0%
E M C Corp MassCOM268648102$31212,4160.0%
Ishares(IBB)NASDQ BIOTEC ETF464287556$3141,3850.0%
BlackRock Intl Grwth & Inc T(XBGYX)COM BENE INTER092524107$31638,8320.0%
Automatic Data Processing in(ADP)COM053015103$3173,9270.0%
Claymore Exchange TRD FD TRGUGG BULL 201518383M423$31811,8570.0%
Ishares(IJR)CORE S&P SCP ETF464287804$3192,9240.0%
Disney Walt Co(DIS)COM DISNEY254687106$3204,1860.0%
RCS Cap CorpCOM CL A74937W102$32117,5070.0%
Access Midstream Partners LUNIT00434L109$3235,7000.0%
BlackRock Global OPP Eqty TR(XBOEX)COM092501105$32321,5850.0%
Nuveen MUN High Income OPP F(NMZ)COM670682103$32527,1050.0%
Pimco High Income FD(PHK)COM SHS722014107$32527,8920.0%
PreviousPage 9 of 14Next