IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

B. Riley Wealth Advisors, Inc.

Q1 2014 Holdings

Filed 2014-05-02 | 758 holdings | $6.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Juniper Networks Inc(JNP)COM48203R104$26010,0870.0%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$2612,1040.0%
UNI Pixel IncCOM NEW904572203$26334,3670.0%
Ishares(IWD)RUS 1000 VAL ETF464287598$2652,7430.0%
Astrazeneca PLC(AZN)SPONSORED ADR046353108$2664,0930.0%
UBS AG London BRH2X LEV LNG LKD90267B765$2669,4620.0%
Royal BK CDA Montreal QUE(RY)COM780087102$2664,0280.0%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$2676,1960.0%
B & G Foods Inc New(BGS)COM05508R106$2688,9140.0%
Ishares Silver Trust(SLV)ISHARES46428Q109$26826,1870.0%
Spdr Index SHS FDS(FEZ)EURO STOXX 5078463X202$2706,3280.0%
Ishares(IWR)RUS MID-CAP ETF464287499$2711,7510.0%
Schlumberger LTD(SLB)COM806857108$2722,7910.0%
Unilever PLCSPON ADR NEW904767704$2736,3740.0%
Powershares ETF TrustWATER RESOURCE73935X575$27410,2850.0%
Cornerstone Total Rtrn FD inCOM NEW21924U201$27446,2000.0%
Williams COS Inc del(WMB)COM969457100$2816,9290.0%
DOW Chem CoCOM260543103$2825,7950.0%
Oxford Lane Cap CorpCOM691543102$28216,8790.0%
Powershares ETF TrustDYN PHRMA PORT73935X799$2845,0200.0%
Wisdomtree TR(EZM)MDCP EARN FUND97717W570$2843,2000.0%
Vanguard World FDS(VDE)ENERGY ETF92204A306$2862,2280.0%
Aflac Inc(AFL)COM001055102$2874,5510.0%
Automatic Data Processing in(ADP)COM053015103$2893,7390.0%
Magna Intl Inc(MGA)COM559222401$2903,0120.0%
Eastman Chem Co(EMN)COM277432100$2903,3600.0%
Ventas Inc(VTR)COM92276F100$2914,8070.0%
Sempra Energy(SRE)COM816851109$2913,0100.0%
Morgan Stanley(MS)COM NEW617446448$2919,3380.0%
Credicorp LTD(BAP)COMG2519Y108$2922,1150.0%
Ishares(IGSB)1-3 YR CR BD ETF464288646$2942,7910.0%
Powershares ETF TrustBASIC MAT SECT73935X427$2955,5900.0%
BlackRock Munihldgs NY QltyCOM09255C106$29722,2630.0%
RCS Cap CorpCOM CL A74937W102$2987,6640.0%
Ishares(IVW)S&P 500 GRWT ETF464287309$2982,9830.0%
Mosaic Co New(MOS)COM61945C103$3016,0270.0%
Alpine Total Dynamic Divid FCOM SH BEN INT N021060207$30336,1250.0%
CSX Corp(CSX)COM126408103$30310,4440.0%
BlackRock Global OPP Eqty TR(XBOEX)COM092501105$30420,7790.0%
Buckeye Partners L PUNIT LTD PARTN118230101$3044,0450.0%
First TR Exchange Traded FD(FXU)UTILITIES ALPH33734X184$30513,7000.0%
FEI CoCOM30241L109$3072,9810.0%
Kayne Anderson MLP Invt Co(KYN)COM486606106$3078,3700.0%
Claymore Exchange TRD FD TRGUGG BULL 201518383M423$31011,4540.0%
Discover Finl Svcs(DFSEUR)COM254709108$3145,4030.0%
Ishares(ILCB)MRNGSTR LG-CP ET464287127$3142,8330.0%
BlackRock Intl Grwth & Inc T(XBGYX)COM BENE INTER092524107$31539,0550.0%
Frontier Communications CorpCOM35906A108$31755,6300.0%
Southern Co(SO)COM842587107$3187,2460.0%
Proshares TRPSHS SHRT S&P50074347R503$32012,9630.0%
PreviousPage 10 of 16Next