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Wunderlich Securities, Inc.

Q3 2019 Holdings

Filed 2019-11-15 | 494 holdings | $7.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
B. Riley Wealth Management, Inc.(CSW)CSW INDUSTRIALS INC COM126402106$2764,0000.0%
B. Riley Wealth Management, Inc.(RWR)SPDR DJ WILSHIRE REIT (ETF)78464A607$2772,6480.0%
B. Riley Wealth Management, Inc.(KW)KENNEDY-WILSON HLDGS INC COM489398107$27712,6200.0%
B. Riley Wealth Management, Inc.(EOLS)EVOLUS INC COM30052C107$27717,7500.0%
B. Riley Wealth Management, Inc.(EMR)EMERSON ELEC CO COM291011104$2784,1540.0%
B. Riley Wealth Management, Inc.(TIP)ISHARES TIPS BOND ETF464287176$2782,3880.0%
B. Riley Wealth Management, Inc.(MUNI)PIMCO ETF TR INTER MUN BD STRATEGY FD72201R866$2825,1000.0%
B. Riley Wealth Management, Inc.(SLRC)SOLAR CAP LTD83413U100$28213,6670.0%
B. Riley Wealth Management, Inc.BLUESTAR ISRAEL TECHNOLOGY ETF26924G870$2847,1200.0%
B. Riley Wealth Management, Inc.(PM)PHILIP MORRIS INTERNATIONAL INC COM NPV718172109$2853,7570.0%
B. Riley Wealth Management, Inc.(DAL)DELTA AIR LINES INC DEL CMN247361702$2864,9680.0%
B. Riley Wealth Management, Inc.(TXN)TEXAS INSTRS INC COM882508104$2872,2190.0%
B. Riley Wealth Management, Inc.(QCOM)QUALCOMM INC747525103$2893,7820.0%
B. Riley Wealth Management, Inc.ETFMG PRIME MOBILE PAYMENTS ETF26924G409$2906,2310.0%
B. Riley Wealth Management, Inc.(DVOL)FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF33741L108$29212,7860.0%
B. Riley Wealth Management, Inc.(PAI)WESTERN ASSET INVESTMENT GRADE COM95766T100$29518,2000.0%
B. Riley Wealth Management, Inc.(CL)COLGATE PALMOLIVE CO COM194162103$2954,0070.0%
B. Riley Wealth Management, Inc.(TSLA)TESLA MOTORS INC88160R101$2971,2310.0%
B. Riley Wealth Management, Inc.(DD)DUPONT DE NEMOURS INC COM26614N102$3004,2020.0%
B. Riley Wealth Management, Inc.(SHOP)SHOPIFY INC CL A82509L107$3009640.0%
B. Riley Wealth Management, Inc.(TGT)TARGET CORP COM87612E106$3012,8170.0%
B. Riley Wealth Management, Inc.(SYY)SYSCO CORP COM871829107$3023,8040.0%
B. Riley Wealth Management, Inc.(S9Q)SPIRIT AEROSYSTEMS HOLDINGS INC CL A848574109$3023,6690.0%
B. Riley Wealth Management, Inc.(MGC)VANGUARD MEGA CAP ETF921910873$3052,9600.0%
B. Riley Wealth Management, Inc.(ESTC)ELASTIC N V COM EUR0.01N14506104$3073,7260.0%
B. Riley Wealth Management, Inc.(RPM)RPM INTL INC COM749685103$3084,4740.0%
B. Riley Wealth Management, Inc.(BRK/A)BERKSHIRE HATHAWAY INC DEL CL A FRMLY COMMON084670108$31210.0%
B. Riley Wealth Management, Inc.(UPS)UNITED PARCEL SERVICE INC911312106$3152,6300.0%
B. Riley Wealth Management, Inc.GENERAL ELECTRIC CO369604103$32035,7590.0%
B. Riley Wealth Management, Inc.(ORCL)ORACLE CORPORATION68389X105$3215,8290.0%
B. Riley Wealth Management, Inc.(BP)BP PLC SPONSORED ADR055622104$3228,4780.0%
B. Riley Wealth Management, Inc.(FDL)FIRST TR MORNINGSTARDIVID LEADERS INDEX FD SHS336917109$32510,4830.0%
B. Riley Wealth Management, Inc.(LLY)LILLY ELI & CO COM532457108$3363,0020.0%
B. Riley Wealth Management, Inc.(SIVBEUR)SVB FINL GROUP COM78486Q101$3461,6580.0%
B. Riley Wealth Management, Inc.(XLI)INDUSTRIAL SELECT SECTOR SPDR81369Y704$3474,4660.0%
B. Riley Wealth Management, Inc.(WELL)HEALTH CARE REIT INC95040Q104$3493,8480.0%
B. Riley Wealth Management, Inc.(EFAV)ISHARES EDGE MSCI MIN VOL EAFE ETF46429B689$3554,8510.0%
B. Riley Wealth Management, Inc.(AVY)AVERY DENNISON CORP COM053611109$3583,1540.0%
B. Riley Wealth Management, Inc.(KMI)KINDER MORGAN INC49456B101$36017,4800.0%
B. Riley Wealth Management, Inc.(XLRE)REAL ESTATE SELECT SECTOR SPDR FUND81369Y860$3619,1820.0%
B. Riley Wealth Management, Inc.(AMGN)AMGEN INC031162100$3651,8850.0%
B. Riley Wealth Management, Inc.(VXF)VANGUARD EXTENDED MARKET INDEX FUND922908652$3653,1410.0%
B. Riley Wealth Management, Inc.(HRL)HORMEL FOODS CORP COM440452100$3678,4010.0%
B. Riley Wealth Management, Inc.(HSY)HERSHEY CO COM427866108$3672,3710.0%
B. Riley Wealth Management, Inc.(ORLY)O REILLY AUTOMOTIVE INC67103H107$3719310.0%
B. Riley Wealth Management, Inc.(WFC)WELLS FARGO CO NEW COM949746101$3717,3570.0%
B. Riley Wealth Management, Inc.(PPA)INVESCO AEROSPACE & DEFENSE ETF46137V100$3735,5030.0%
B. Riley Wealth Management, Inc.(SMDV)PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF74347B698$3766,3370.0%
B. Riley Wealth Management, Inc.(NEE)NEXTERA ENERGY INC COM65339F101$3781,6230.0%
B. Riley Wealth Management, Inc.(BLV)VANGUARD BOND INDEX FUND INC LONG TERM BD ETF921937793$3783,6840.0%
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