Q2 2019 Holdings
Filed 2019-08-14 | 488 holdings | $9.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc.(AMT) | AMERICAN TOWER CORP | 03027X100 | $409 | 2,000 | 0.0% |
| B. Riley Wealth Management, Inc.(ON) | ON SEMICONDUCTOR CORP | 682189105 | $412 | 20,405 | 0.0% |
| B. Riley Wealth Management, Inc. | NUVEEN CA SELECT TAX FREE PRTF SH BEN INT | 67063R103 | $414 | 28,000 | 0.0% |
| B. Riley Wealth Management, Inc.(XLI) | INDUSTRIAL SELECT SECTOR SPDR | 81369Y704 | $414 | 5,348 | 0.0% |
| B. Riley Wealth Management, Inc. | SENIOR HOUSING PROPERTIES TRUST | 81721M109 | $418 | 50,577 | 0.0% |
| B. Riley Wealth Management, Inc.(BP) | BP PLC SPONSORED ADR | 055622104 | $418 | 10,020 | 0.0% |
| B. Riley Wealth Management, Inc.(XLC) | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND | 81369Y852 | $419 | 8,510 | 0.0% |
| B. Riley Wealth Management, Inc.(CWB) | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF | 78464A359 | $424 | 8,020 | 0.0% |
| B. Riley Wealth Management, Inc.(UTXZ) | UNITED TECHNOLOGIES CORP | 913017109 | $427 | 3,278 | 0.0% |
| B. Riley Wealth Management, Inc.(NMFC) | NEW MOUNTAIN FIN CORP | 647551100 | $430 | 30,786 | 0.0% |
| B. Riley Wealth Management, Inc.(OKTA) | OKTA INC CL A | 679295105 | $431 | 3,492 | 0.0% |
| B. Riley Wealth Management, Inc.(VXF) | VANGUARD EXTENDED MARKET INDEX FUND | 922908652 | $431 | 3,636 | 0.0% |
| B. Riley Wealth Management, Inc.(PHO) | POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD | 46137V142 | $437 | 12,266 | 0.0% |
| B. Riley Wealth Management, Inc.(POCT) | INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBER | 45782C797 | $437 | 17,442 | 0.0% |
| B. Riley Wealth Management, Inc.(ETN) | EATON CORP PLC SHS | G29183103 | $440 | 5,283 | 0.0% |
| B. Riley Wealth Management, Inc.(DAL) | DELTA AIR LINES INC DEL | 247361702 | $441 | 7,768 | 0.0% |
| B. Riley Wealth Management, Inc. | GOLDMAN SACHS MLP INC OPP FD | 38147W103 | $441 | 56,539 | 0.0% |
| B. Riley Wealth Management, Inc.(OLP) | ONE LIBERTY PPTYS INC | 682406103 | $448 | 15,482 | 0.0% |
| B. Riley Wealth Management, Inc.(TWTRUSD) | TWITTER INC | 90184L102 | $451 | 12,912 | 0.0% |
| B. Riley Wealth Management, Inc.(CVS) | CVS HEALTH CORP | 126650100 | $460 | 8,437 | 0.0% |
| B. Riley Wealth Management, Inc.(DD) | DUPONT DE NEMOURS INC COM | 26614N102 | $465 | 6,190 | 0.0% |
| B. Riley Wealth Management, Inc.(EEM) | ISHARES TR | 464287234 | $465 | 10,829 | 0.0% |
| B. Riley Wealth Management, Inc.(XLP) | CONSUMER STAPLES SELECT SECTOR SPDR | 81369Y308 | $465 | 8,002 | 0.0% |
| B. Riley Wealth Management, Inc.(ITW) | ILLINOIS TOOL WKS INC COM | 452308109 | $467 | 3,095 | 0.0% |
| B. Riley Wealth Management, Inc.(QQEW) | FIRST TR NASDAQ 100 EQUAL WEIGHTED INDEXISIN#US3373441050 FD SHS | 337344105 | $469 | 7,032 | 0.0% |
| B. Riley Wealth Management, Inc.(IWO) | ISHARES TR | 464287648 | $473 | 2,357 | 0.0% |
| B. Riley Wealth Management, Inc.(GS) | GOLDMAN SACHS GROUP INC | 38141G104 | $481 | 2,352 | 0.0% |
| B. Riley Wealth Management, Inc.(WRB) | BERKLEY W R CORP COM | 084423102 | $488 | 7,408 | 0.0% |
| B. Riley Wealth Management, Inc.(IEFA) | ISHARES TR | 46432F842 | $497 | 8,101 | 0.0% |
| B. Riley Wealth Management, Inc. | GLAXOSMITHKLINE PLC SPONSORED ADR | 37733W105 | $502 | 12,538 | 0.0% |
| B. Riley Wealth Management, Inc.(NAC) | NUVEEN CA QUALTY MUN INCOME FD COM | 67066Y105 | $507 | 35,000 | 0.0% |
| B. Riley Wealth Management, Inc.(GILD) | GILEAD SCIENCES INC | 375558103 | $507 | 7,500 | 0.0% |
| B. Riley Wealth Management, Inc.(ZS) | ZSCALER INC COM | 98980G102 | $510 | 6,650 | 0.0% |
| B. Riley Wealth Management, Inc.(NOW) | SERVICENOW INC COM | 81762P102 | $511 | 1,860 | 0.0% |
| B. Riley Wealth Management, Inc.(LMBS) | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF | 33739Q200 | $512 | 9,912 | 0.0% |
| B. Riley Wealth Management, Inc. | NUVEEN HIGH INCOME 2020 TARGET COM | 67075L102 | $532 | 53,968 | 0.0% |
| B. Riley Wealth Management, Inc.(WM) | WASTE MANAGEMENT INC | 94106L109 | $533 | 4,616 | 0.0% |
| B. Riley Wealth Management, Inc.(FDX) | FEDEX CORP | 31428X106 | $533 | 3,247 | 0.0% |
| B. Riley Wealth Management, Inc.(VEU) | VANGUARD INTL EQUITY INDEX F | 922042775 | $542 | 10,624 | 0.0% |
| B. Riley Wealth Management, Inc. | LADENBURG THALMAN FIN SVCS I | 50575Q102 | $545 | 150,000 | 0.0% |
| B. Riley Wealth Management, Inc.(BIV) | VANGUARD INTERMEDIATE-TERM BOND | 921937819 | $557 | 6,439 | 0.0% |
| B. Riley Wealth Management, Inc.(SIVBEUR) | SVB FINL GROUP COM | 78486Q101 | $557 | 2,480 | 0.0% |
| B. Riley Wealth Management, Inc.(AWK) | AMERICAN WATER WORKS CO | 030420103 | $561 | 4,840 | 0.0% |
| B. Riley Wealth Management, Inc.(VTIP) | VANGUARD MALVERN FDS | 922020805 | $562 | 11,388 | 0.0% |
| B. Riley Wealth Management, Inc.(RDVY) | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND | 33738R506 | $562 | 18,100 | 0.0% |
| B. Riley Wealth Management, Inc.(RWR) | SPDR DJ WILSHIRE REIT (ETF) | 78464A607 | $572 | 5,791 | 0.0% |
| B. Riley Wealth Management, Inc.(PEP) | PEPSICO INC COM | 713448108 | $574 | 4,378 | 0.0% |
| B. Riley Wealth Management, Inc.(PANW) | PALO ALTO NETWORKS INC COM | 697435105 | $579 | 2,841 | 0.0% |
| B. Riley Wealth Management, Inc.(ABT) | ABBOTT LABS | 002824100 | $600 | 7,135 | 0.0% |
| B. Riley Wealth Management, Inc.(PDP) | POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO | 46137V837 | $603 | 10,002 | 0.0% |