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.(BAC) | BANK AMER CORP COM | 060505104 | $929 | 31,838 | 0.0% |
| B. Riley Wealth Management, Inc.(GSY) | INVESCO ULTRA SHORT DURATION ETF | 46090A887 | $944 | 18,722 | 0.0% |
| B. Riley Wealth Management, Inc.(GPN) | GLOBAL PMTS INC COM | 37940X102 | $961 | 6,047 | 0.0% |
| B. Riley Wealth Management, Inc.(SBUX) | STARBUCKS CORP | 855244109 | $966 | 10,928 | 0.0% |
| B. Riley Wealth Management, Inc.(HSIC) | HENRY SCHEIN INC | 806407102 | $1.0K | 15,939 | 0.0% |
| B. Riley Wealth Management, Inc.(NYF) | ISHARES NEW YORK MUNI BOND ETF | 464288323 | $1.0K | 18,239 | 0.0% |
| B. Riley Wealth Management, Inc.(MUB) | ISHARES NATIONAL MUNI BOND ETF | 464288414 | $1.0K | 9,198 | 0.0% |
| B. Riley Wealth Management, Inc.(MCD) | MCDONALDS CORP COM | 580135101 | $1.0K | 4,884 | 0.0% |
| B. Riley Wealth Management, Inc.(EMB) | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | 464288281 | $1.1K | 9,262 | 0.0% |
| B. Riley Wealth Management, Inc. | NUVEEN HIGH INCOME NOVEMBER 20 COM | 67077N106 | $1.1K | 106,226 | 0.0% |
| B. Riley Wealth Management, Inc.(PEY) | POWERSHARES HY DIVIDEND ACHIEVERS | 46137V563 | $1.1K | 57,448 | 0.0% |
| B. Riley Wealth Management, Inc.(WMB) | WILLIAMS COS INC DEL COM | 969457100 | $1.1K | 43,752 | 0.0% |
| B. Riley Wealth Management, Inc.(CMF) | ISHARES CALIFORNIA MUNI BOND ETF | 464288356 | $1.1K | 17,310 | 0.0% |
| B. Riley Wealth Management, Inc.(GOOG) | ALPHABET INC | 02079K107 | $1.1K | 878 | 0.0% |
| B. Riley Wealth Management, Inc.(XLV) | HEALTH CARE SELECT SECTOR SPDR | 81369Y209 | $1.1K | 12,089 | 0.0% |
| B. Riley Wealth Management, Inc.(RDS/A) | ROYAL DUTCH SHELL PLC-ADR | 780259206 | $1.1K | 18,523 | 0.0% |
| B. Riley Wealth Management, Inc.(BA) | BOEING CO COM | 097023105 | $1.1K | 2,917 | 0.0% |
| B. Riley Wealth Management, Inc.(TRGP) | TARGA RES CORP COM | 87612G101 | $1.1K | 27,874 | 0.0% |
| B. Riley Wealth Management, Inc.(AGG) | ISHARES AGGREGATE BOND ETF | 464287226 | $1.1K | 9,967 | 0.0% |
| B. Riley Wealth Management, Inc.(IGSB) | ISHARES TR SH TR CRPORT ETF | 464288646 | $1.1K | 21,106 | 0.0% |
| B. Riley Wealth Management, Inc.(KO) | COCA COLA CO COM | 191216100 | $1.2K | 21,335 | 0.0% |
| B. Riley Wealth Management, Inc.(LQD) | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 464287242 | $1.2K | 9,133 | 0.0% |
| B. Riley Wealth Management, Inc.(AMLPUSD) | ALPS ETF TR | 00162Q866 | $1.2K | 127,515 | 0.0% |
| B. Riley Wealth Management, Inc.(CCXGBP) | CHURCHILL CAP CORP II CL A | 17143G106 | $1.2K | 116,664 | 0.0% |
| B. Riley Wealth Management, Inc.(IDV) | ISHARES TR INTL SEL DIV ETF | 464288448 | $1.2K | 38,047 | 0.0% |
| B. Riley Wealth Management, Inc. | NUVEEN CR OPPORTUNITIES 2022 COM | 67075U102 | $1.2K | 120,536 | 0.0% |
| B. Riley Wealth Management, Inc.(RDVY) | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND | 33738R506 | $1.2K | 38,100 | 0.0% |
| B. Riley Wealth Management, Inc.(VXUS) | VANGUARD STAR FD | 921909768 | $1.2K | 23,524 | 0.0% |
| B. Riley Wealth Management, Inc.(PAPR) | INNOVATOR S&P 500 POWER BUFFER ETF - APRIL | 45782C870 | $1.2K | 47,237 | 0.0% |
| B. Riley Wealth Management, Inc.(MRK) | MERCK & CO INC | 58933Y105 | $1.3K | 14,858 | 0.0% |
| B. Riley Wealth Management, Inc.(USMV) | ISHARES EDGE MSCI MIN VOL USA ETF | 46429B697 | $1.3K | 19,571 | 0.0% |
| B. Riley Wealth Management, Inc.(MDY) | SPDR S&P MIDCAP 400 ETF | 78467Y107 | $1.3K | 3,600 | 0.0% |
| B. Riley Wealth Management, Inc.(VIG) | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | $1.3K | 10,749 | 0.0% |
| B. Riley Wealth Management, Inc.(APH) | AMPHENOL CORP CL A | 032095101 | $1.3K | 13,801 | 0.0% |
| B. Riley Wealth Management, Inc.(TEL) | TE CONNECTIVITY LTD | H84989104 | $1.3K | 14,300 | 0.0% |
| B. Riley Wealth Management, Inc.(IBM) | INTL BUSINESS MACHINES | 459200101 | $1.3K | 9,234 | 0.0% |
| B. Riley Wealth Management, Inc.(VFC) | V F CORP COM | 918204108 | $1.3K | 15,139 | 0.0% |
| B. Riley Wealth Management, Inc.(SPLV) | POWERSHARES SP500 LOW VOLATILITY ETF | 46138E354 | $1.4K | 23,536 | 0.0% |
| B. Riley Wealth Management, Inc.(SHY) | ISHARES 1-3 YR TREASURY BOND ETF | 464287457 | $1.4K | 16,106 | 0.0% |
| B. Riley Wealth Management, Inc.(ACWV) | ISHARES EDGE MSCI MIN VOL GLOBAL ETF | 464286525 | $1.4K | 14,463 | 0.0% |
| B. Riley Wealth Management, Inc.(CRM) | SALESFORCE COM | 79466L302 | $1.4K | 9,505 | 0.0% |
| B. Riley Wealth Management, Inc.(TOTL) | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 78467V848 | $1.4K | 28,866 | 0.0% |
| B. Riley Wealth Management, Inc. | INVESCO DWA TACTICAL SECTOR ROTATION ETF | 46138E826 | $1.4K | 45,708 | 0.0% |
| B. Riley Wealth Management, Inc.(MTUM) | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 46432F396 | $1.5K | 12,505 | 0.0% |
| B. Riley Wealth Management, Inc.(TWLO) | TWILIO INC CL A | 90138F102 | $1.5K | 13,619 | 0.0% |
| B. Riley Wealth Management, Inc.(SONO) | SONOS INC | 83570H108 | $1.5K | 112,010 | 0.0% |
| B. Riley Wealth Management, Inc.(USB) | US BANCORP DEL COM NEW | 902973304 | $1.5K | 27,202 | 0.0% |
| B. Riley Wealth Management, Inc.(LMT) | LOCKHEED MARTIN CORP | 539830109 | $1.5K | 3,871 | 0.0% |
| B. Riley Wealth Management, Inc.(PFE) | PFIZER INC | 717081103 | $1.5K | 42,336 | 0.0% |
| B. Riley Wealth Management, Inc.(AVGO) | AVAGO TECHNOLOGIES LTD | 11135F101 | $1.5K | 5,577 | 0.0% |