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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.(KYN)KAYNE ANDERSN MLP MIDS INVT486606106$28618,6650.0%
B. Riley Wealth Management, Inc.(TSLA)TESLA MOTORS INC88160R101$2861,2790.0%
B. Riley Wealth Management, Inc.(STC)STEWART INFORMATION SVCS COR860372101$2887,1240.0%
B. Riley Wealth Management, Inc.(WPC)W P CAREY INC COM92936U109$2903,5750.0%
B. Riley Wealth Management, Inc.(S9Q)SPIRIT AEROSYSTEMS HOLDINGS INC CL A848574109$2993,6690.0%
B. Riley Wealth Management, Inc.(PM)PHILIP MORRIS INTL INC718172109$3013,8260.0%
B. Riley Wealth Management, Inc.CBS CORP CL B124857202$3026,0580.0%
B. Riley Wealth Management, Inc.(WELL)HEALTH CARE REIT INC95040Q104$3033,7220.0%
B. Riley Wealth Management, Inc.(ADP)AUTOMATIC DATA PROCESSING INC COM053015103$3031,8340.0%
B. Riley Wealth Management, Inc.(MGC)VANGUARD MEGA CAP ETF921910873$3053,0100.0%
B. Riley Wealth Management, Inc.ALLERGAN PLC SHSG0177J108$3061,8290.0%
B. Riley Wealth Management, Inc.(XYL)XYLEM INC98419M100$3083,6840.0%
B. Riley Wealth Management, Inc.(CMCSA)COMCAST CORP NEW CL A20030N101$3117,3450.0%
B. Riley Wealth Management, Inc.(HCA)HCA INC40412C101$3142,3230.0%
B. Riley Wealth Management, Inc.(BMY)BRISTOL MYERS SQUIBB CO110122108$3146,9460.0%
B. Riley Wealth Management, Inc.(BRK/A)BERKSHIRE HATHAWAY INC DEL084670108$31810.0%
B. Riley Wealth Management, Inc.(NEE)NEXTERA ENERGY INC COM65339F101$3201,5630.0%
B. Riley Wealth Management, Inc.(IYR)ISHARES US REAL ESTATE ETF464287739$3203,6650.0%
B. Riley Wealth Management, Inc.ETFMG PRIME MOBILE PAYMENTS ETF26924G409$3216,8380.0%
B. Riley Wealth Management, Inc.(IGPT)POWERSHARES DYNAMIC SOFTWARE46137V639$3323,4660.0%
B. Riley Wealth Management, Inc.(NOC)NORTHROP GRUMMAN CORP COM666807102$3321,0290.0%
B. Riley Wealth Management, Inc.(EOLS)EVOLUS INC COM30052C107$33322,8000.0%
B. Riley Wealth Management, Inc.(EWZ)ISHARES INC464286400$3347,6400.0%
B. Riley Wealth Management, Inc.(D)DOMINION RESOURCES INC25746U109$3354,3290.0%
B. Riley Wealth Management, Inc.(AMGN)AMGEN INC031162100$3381,8320.0%
B. Riley Wealth Management, Inc.(WFC)WELLS FARGO CO NEW949746101$3407,1920.0%
B. Riley Wealth Management, Inc.(HRL)HORMEL FOODS CORP COM440452100$3418,4010.0%
B. Riley Wealth Management, Inc.(LLY)LILLY ELI & CO COM532457108$3433,0940.0%
B. Riley Wealth Management, Inc.(KMI)KINDER MORGAN INC49456B101$34416,4920.0%
B. Riley Wealth Management, Inc.(ORLY)O REILLY AUTOMOTIVE INC67103H107$3479400.0%
B. Riley Wealth Management, Inc.(BAH)BOOZ ALLEN HAMILTON HLDG CORP CL A099502106$3485,2600.0%
B. Riley Wealth Management, Inc.(MU)MICRON TECHNOLOGY595112103$3509,0710.0%
B. Riley Wealth Management, Inc.(EFAV)ISHARES TR46429B689$3514,8360.0%
B. Riley Wealth Management, Inc.(TIP)ISHARES TIPS BOND ETF464287176$3583,0960.0%
B. Riley Wealth Management, Inc.(JKHY)HENRY JACK & ASSOC INC426281101$3662,7340.0%
B. Riley Wealth Management, Inc.(ORCL)ORACLE CORPORATION68389X105$3666,4290.0%
B. Riley Wealth Management, Inc.(Z)ZILLOW GROUP INC98954M200$3697,9500.0%
B. Riley Wealth Management, Inc.(AVY)AVERY DENNISON CORP053611109$3703,1990.0%
B. Riley Wealth Management, Inc.(SNAP)SNAP INC83304A106$37326,0980.0%
B. Riley Wealth Management, Inc.(MA)MASTERCARD INC57636Q104$3751,4170.0%
B. Riley Wealth Management, Inc.(GSY)INVESCO ULTRA SHORT DURATION ETF46090A887$3797,5250.0%
B. Riley Wealth Management, Inc.NUVEEN CALIF MUNICPAL VALU FD2 COM6706EB106$37923,4000.0%
B. Riley Wealth Management, Inc.GENERAL ELECTRIC CO369604103$38236,3940.0%
B. Riley Wealth Management, Inc.(BLV)VANGUARD BOND INDEX FUND INC LONG TERM BD ETF921937793$3863,9720.0%
B. Riley Wealth Management, Inc.(MMM)3M CO COM88579Y101$3882,2390.0%
B. Riley Wealth Management, Inc.(CAT)CATERPILLAR INC DEL COM149123101$3902,8600.0%
B. Riley Wealth Management, Inc.INTELSAT SA COML5140P101$39320,2000.0%
B. Riley Wealth Management, Inc.(BX)BLACKSTONE GROUP LP09260D107$3968,9060.0%
B. Riley Wealth Management, Inc.(PBE)INVESCO EXCHANGE TRADED FD T46137V787$4047,5480.0%
B. Riley Wealth Management, Inc.(QSR)RESTAURANT BRANDS INTL INC COM76131D103$4085,8680.0%
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