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Wunderlich Securities, Inc.

Q2 2019 Holdings

Filed 2019-08-14 | 488 holdings | $9.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
B. Riley Wealth Management, Inc.(WTTR)SELECT ENERGY SVCS INC CL A COM81617J301$21318,3120.0%
B. Riley Wealth Management, Inc.(F)FORD MOTOR COMPANY345370860$21420,8910.0%
B. Riley Wealth Management, Inc.(NOBL)PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467$2153,1000.0%
B. Riley Wealth Management, Inc.(ITA)ISHARES TR464288760$2181,0170.0%
B. Riley Wealth Management, Inc.(SCZ)ISHARES MSCI EAFE SMALL CAP ETF464288273$2193,8070.0%
B. Riley Wealth Management, Inc.(VT)VANGUARD INTL EQUITY INDEX F922042742$2222,9540.0%
B. Riley Wealth Management, Inc.(FPX)FIRST TR IPOX 100 INDEX FD SHS336920103$2232,8610.0%
B. Riley Wealth Management, Inc.(TDOC)TELADOC HEALTH INC COM87918A105$2243,3730.0%
B. Riley Wealth Management, Inc.FIRST TR SR FLOATING RATE 2022 COM SHS33740K101$22525,2350.0%
B. Riley Wealth Management, Inc.(PLNT)PLANET FITNESS INC CL A72703H101$2323,2000.0%
B. Riley Wealth Management, Inc.(ICF)ISHARES COHEN & STEERS REIT ETF464287564$2322,0570.0%
B. Riley Wealth Management, Inc.(MKC)MCCORMICK & CO INC COM NON VTG579780206$2351,5140.0%
B. Riley Wealth Management, Inc.(TJX)TJX COS INC NEW COM872540109$2364,4550.0%
B. Riley Wealth Management, Inc.(SMDV)PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF74347B698$2363,9770.0%
B. Riley Wealth Management, Inc.(NBB)NUVEEN TAXABLE MUNICPL INCM67074C103$23711,1710.0%
B. Riley Wealth Management, Inc.(JD)JD COM INC SPONS ADR REPSTG COMCL A47215P106$2387,8610.0%
B. Riley Wealth Management, Inc.(RAVI)FLEXSHARES READY ACCESS VARIABLE INCOME FUND33939L886$2413,1750.0%
B. Riley Wealth Management, Inc.(SDY)SPDR SER TR S&P DIVID ETF78464A763$2432,4110.0%
B. Riley Wealth Management, Inc.(PSX)PHILLIPS 66718546104$2452,6220.0%
B. Riley Wealth Management, Inc.(PNC)PNC FINL SVCS GROUP INC COM693475105$2451,7870.0%
B. Riley Wealth Management, Inc.(CL)COLGATE PALMOLIVE CO COM194162103$2483,4610.0%
B. Riley Wealth Management, Inc.APOLLO TACTICAL INCOME FD IN037638103$25016,9320.0%
B. Riley Wealth Management, Inc.(RPM)RPM INTL INC COM749685103$2514,1030.0%
B. Riley Wealth Management, Inc.(KTOS)KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B207$25311,0700.0%
B. Riley Wealth Management, Inc.(BSV)VANGUARD SHORT-TERM BOND INDEX FUND921937827$2543,1570.0%
B. Riley Wealth Management, Inc.BLUEBIRD BIO INC COM09609G100$2542,0000.0%
B. Riley Wealth Management, Inc.(VGT)VANGUARD INFORMATION TECHNOLOGY92204A702$2561,2140.0%
B. Riley Wealth Management, Inc.(W)WAYFAIR INC CL A94419L101$2571,7600.0%
B. Riley Wealth Management, Inc.(KW)KENNEDY-WILSON HLDGS INC COM489398107$26012,6200.0%
B. Riley Wealth Management, Inc.(VEEV)VEEVA SYSTEMS INC COM CL A922475108$2601,6010.0%
B. Riley Wealth Management, Inc.(TXN)TEXAS INSTRS INC COM882508104$2602,2690.0%
B. Riley Wealth Management, Inc.(BDX)BECTON DICKINSON & CO COM075887109$2631,0450.0%
B. Riley Wealth Management, Inc.(SYY)SYSCO CORP COM871829107$2693,7970.0%
B. Riley Wealth Management, Inc.(XMMO)INVESCO S&P MIDCAP MOMENTUM ETF46137V464$2694,5740.0%
B. Riley Wealth Management, Inc.(CSW)CSW INDUSTRIALS INC COM126402106$2734,0000.0%
B. Riley Wealth Management, Inc.(UPS)UNITED PARCEL SERVICE INC911312106$2742,6540.0%
B. Riley Wealth Management, Inc.(GIS)GENERAL MLS INC COM370334104$2765,2500.0%
B. Riley Wealth Management, Inc.(EMR)EMERSON ELEC CO COM291011104$2774,1490.0%
B. Riley Wealth Management, Inc.(MILN)GLOBAL X MILLENNIALS THEMATIC ETF37954Y764$27811,2580.0%
B. Riley Wealth Management, Inc.(DVOL)FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF33741L108$27812,9050.0%
B. Riley Wealth Management, Inc.(EMLC)MARKET VECTORS ETF EMERGING MKTS LOCAL ETF92189H300$2798,0500.0%
B. Riley Wealth Management, Inc.BLUESTAR ISRAEL TECHNOLOGY ETF26924G870$2807,1870.0%
B. Riley Wealth Management, Inc.(SLRC)SOLAR CAP LTD83413U100$28113,6670.0%
B. Riley Wealth Management, Inc.(IJK)ISHARES S&P MIDCAP 400 GROWTH INDEX464287606$2831,2500.0%
B. Riley Wealth Management, Inc.(HYS)PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD72201R783$2832,8200.0%
B. Riley Wealth Management, Inc.(PTF)INVESCO DWA TECHNOLOGY MOMENTUM ETF46137V811$2843,8990.0%
B. Riley Wealth Management, Inc.GW PHARMACEUTICALS ADS36197T103$2841,6470.0%
B. Riley Wealth Management, Inc.(CTT1USD)CATCHMARK TIMBER TR INC CL A14912Y202$28427,1990.0%
B. Riley Wealth Management, Inc.(FDL)FIRST TR MORNINGSTARDIVID LEADERS INDEX FD SHS336917109$2869,3480.0%
B. Riley Wealth Management, Inc.(KYN)KAYNE ANDERSN MLP MIDS INVT486606106$28618,6650.0%
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