Q3 2019 Holdings
Filed 2019-11-15 | 494 holdings | $7.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc.(QUAL) | ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 46432F339 | $201 | 2,174 | 0.0% |
| B. Riley Wealth Management, Inc.(BRT) | BRT APARTMENTS CORP | 055645303 | $202 | 56,616 | 0.0% |
| B. Riley Wealth Management, Inc.(BCE) | BCE INC COM NEW | 05534B760 | $203 | 4,186 | 0.0% |
| B. Riley Wealth Management, Inc. | HEALTH INS INNOVATIONS INC COM CL A | 42225K106 | $205 | 8,220 | 0.0% |
| B. Riley Wealth Management, Inc.(VOE) | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | 922908512 | $205 | 1,815 | 0.0% |
| B. Riley Wealth Management, Inc.(PNC) | PNC FINL SVCS GROUP INC COM | 693475105 | $205 | 1,462 | 0.0% |
| B. Riley Wealth Management, Inc.(OHI) | OMEGA HEALTHCARE INVESTORS INC | 681936100 | $205 | 4,896 | 0.0% |
| B. Riley Wealth Management, Inc.(MGK) | VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF | 921910816 | $206 | 1,551 | 0.0% |
| B. Riley Wealth Management, Inc.(HCA) | HCA INC | 40412C101 | $207 | 1,720 | 0.0% |
| B. Riley Wealth Management, Inc.(MU) | MICRON TECHNOLOGY | 595112103 | $209 | 4,871 | 0.0% |
| B. Riley Wealth Management, Inc.(NOW) | SERVICENOW INC COM | 81762P102 | $209 | 824 | 0.0% |
| B. Riley Wealth Management, Inc.(BND) | VANGUARD BD INDEX FD INC | 921937835 | $210 | 2,491 | 0.0% |
| B. Riley Wealth Management, Inc.(NDAQ) | NASDAQ STK MKT INC | 631103108 | $211 | 2,124 | 0.0% |
| B. Riley Wealth Management, Inc.(NOBL) | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 74348A467 | $211 | 2,950 | 0.0% |
| B. Riley Wealth Management, Inc.(ISRG) | INTUITIVE SURGICAL, INC. | 46120E602 | $212 | 392 | 0.0% |
| B. Riley Wealth Management, Inc.(CTT1USD) | CATCHMARK TIMBER TR INC CL A | 14912Y202 | $212 | 19,872 | 0.0% |
| B. Riley Wealth Management, Inc.(IVE) | ISHARES S&P 500 VALUE ETF | 464287408 | $219 | 1,837 | 0.0% |
| B. Riley Wealth Management, Inc.(DUK) | DUKE ENERGY CORP NEW COM NEW | 26441C204 | $219 | 2,280 | 0.0% |
| B. Riley Wealth Management, Inc.(VT) | VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS | 922042742 | $220 | 2,941 | 0.0% |
| B. Riley Wealth Management, Inc. | FIRST TR SR FLOATING RATE 2022 COM SHS | 33740K101 | $223 | 25,235 | 0.0% |
| B. Riley Wealth Management, Inc.(FPX) | FIRST TR IPOX 100 INDEX FD SHS | 336920103 | $224 | 2,959 | 0.0% |
| B. Riley Wealth Management, Inc.(GS) | GOLDMAN SACHS GROUP INC | 38141G104 | $231 | 1,117 | 0.0% |
| B. Riley Wealth Management, Inc.(Z) | ZILLOW GROUP INC CL C CAP STK | 98954M200 | $237 | 7,950 | 0.0% |
| B. Riley Wealth Management, Inc.(STWD) | STARWOOD PPTY TR INC COM | 85571B105 | $239 | 9,871 | 0.0% |
| B. Riley Wealth Management, Inc.(TJX) | TJX COS INC NEW COM | 872540109 | $239 | 4,282 | 0.0% |
| B. Riley Wealth Management, Inc.(XLC) | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND | 81369Y852 | $244 | 4,930 | 0.0% |
| B. Riley Wealth Management, Inc.(BAH) | BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | $245 | 3,438 | 0.0% |
| B. Riley Wealth Management, Inc.(IJK) | ISHARES S&P MID CAP 400 GROWTH ETF | 464287606 | $245 | 1,095 | 0.0% |
| B. Riley Wealth Management, Inc.(WPC) | W P CAREY INC COM | 92936U109 | $245 | 2,743 | 0.0% |
| B. Riley Wealth Management, Inc.(GM) | GENERAL MOTORS CORP | 37045V100 | $246 | 6,569 | 0.0% |
| B. Riley Wealth Management, Inc.(SCZ) | ISHARES MSCI EAFE SMALL CAP ETF | 464288273 | $246 | 4,297 | 0.0% |
| B. Riley Wealth Management, Inc.(NBB) | NUVEEN TAXABLE MUNICPL INCM FD COM | 67074C103 | $249 | 11,171 | 0.0% |
| B. Riley Wealth Management, Inc.(ILF) | ISHARES LATIN AMERICA 40 ETF | 464287390 | $250 | 7,910 | 0.0% |
| B. Riley Wealth Management, Inc.(SHV) | ISHARES TR LEHMAN SHORT TREA BDFD | 464288679 | $250 | 2,262 | 0.0% |
| B. Riley Wealth Management, Inc.(IYR) | ISHARES US REAL ESTATE ETF | 464287739 | $253 | 2,710 | 0.0% |
| B. Riley Wealth Management, Inc.(MKC) | MCCORMICK & CO INC COM NON VTG | 579780206 | $253 | 1,624 | 0.0% |
| B. Riley Wealth Management, Inc. | APOLLO TACTICAL INCOME FD IN | 037638103 | $257 | 16,932 | 0.0% |
| B. Riley Wealth Management, Inc.(ZS) | ZSCALER INC COM | 98980G102 | $257 | 5,440 | 0.0% |
| B. Riley Wealth Management, Inc.(ADP) | AUTOMATIC DATA PROCESSING INC COM | 053015103 | $259 | 1,606 | 0.0% |
| B. Riley Wealth Management, Inc.(VGT) | VANGUARD INFORMATION TECHNOLOGY | 92204A702 | $262 | 1,214 | 0.0% |
| B. Riley Wealth Management, Inc.(HYS) | PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD | 72201R783 | $263 | 2,637 | 0.0% |
| B. Riley Wealth Management, Inc.(PBE) | INVESCO EXCHANGE TRADED FD T | 46137V787 | $264 | 7,690 | 0.0% |
| B. Riley Wealth Management, Inc.(BDX) | BECTON DICKINSON & CO COM | 075887109 | $265 | 1,046 | 0.0% |
| B. Riley Wealth Management, Inc.(HYI) | HIGH YIELD INCOME FD | 95768B107 | $269 | 17,750 | 0.0% |
| B. Riley Wealth Management, Inc.(KYN) | KAYNE ANDERSN MLP MIDS INVT CO COM | 486606106 | $270 | 18,665 | 0.0% |
| B. Riley Wealth Management, Inc.(PSX) | PHILLIPS 66 | 718546104 | $270 | 2,636 | 0.0% |
| B. Riley Wealth Management, Inc.(IGPT) | POWERSHARES DYNAMIC SOFTWARE | 46137V639 | $271 | 2,910 | 0.0% |
| B. Riley Wealth Management, Inc.(ICLN) | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND | 464288224 | $271 | 24,886 | 0.0% |
| B. Riley Wealth Management, Inc.(GIS) | GENERAL MLS INC COM | 370334104 | $275 | 4,983 | 0.0% |
| B. Riley Wealth Management, Inc.(STC) | STEWART INFORMATION SVCS CORP | 860372101 | $276 | 7,124 | 0.0% |