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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.(IVW)ISHARES S&P 500 GROWTH ETF464287309$9955,5520.0%
B. Riley Wealth Management, Inc.(PYPL)PAYPAL HLDGS INC COM70450Y103$1.0K8,7680.0%
B. Riley Wealth Management, Inc.(BAC)BANK AMER CORP COM060505104$1.0K34,8780.0%
B. Riley Wealth Management, Inc.(KO)COCA COLA CO191216100$1.0K20,4260.0%
B. Riley Wealth Management, Inc.(PEY)POWERSHARES HY DIVIDEND ACHIEVERS46137V563$1.0K57,4480.0%
B. Riley Wealth Management, Inc.(TWLO)TWILIO INC90138F102$1.0K7,6460.0%
B. Riley Wealth Management, Inc.(CMF)ISHARES CALIFORNIA MUNI BOND ETF464288356$1.1K17,3100.0%
B. Riley Wealth Management, Inc.(XLV)HEALTH CARE SELECT SECTOR SPDR81369Y209$1.1K11,3560.0%
B. Riley Wealth Management, Inc.(EMB)ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF464288281$1.1K9,3920.0%
B. Riley Wealth Management, Inc.(GLD)SPDR GOLD ETF78463V107$1.1K8,0190.0%
B. Riley Wealth Management, Inc.(AGG)ISHARES AGGREGATE BOND ETF464287226$1.1K9,9310.0%
B. Riley Wealth Management, Inc.(LQD)ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242$1.1K8,9030.0%
B. Riley Wealth Management, Inc.(NYF)ISHARES TR464288323$1.1K19,5170.0%
B. Riley Wealth Management, Inc.(TRGP)TARGA RES CORP COM87612G101$1.1K28,3310.0%
B. Riley Wealth Management, Inc.(IGSB)ISHARES TR464288646$1.1K20,8680.0%
B. Riley Wealth Management, Inc.(MUB)ISHARES TR464288414$1.1K9,8750.0%
B. Riley Wealth Management, Inc.NUVEEN CR OPPORTUNITIES 2022 COM67075U102$1.1K117,4690.0%
B. Riley Wealth Management, Inc.(HSIC)HENRY SCHEIN INC806407102$1.1K16,0990.0%
B. Riley Wealth Management, Inc.(HPQ)HP INC40434L105$1.1K54,1970.0%
B. Riley Wealth Management, Inc.(VXUS)VANGUARD STAR FD921909768$1.2K22,1650.0%
B. Riley Wealth Management, Inc.(IDV)ISHARES TR464288448$1.2K38,2470.0%
B. Riley Wealth Management, Inc.CHURCHILL CAP CORP II17143G205$1.2K116,6670.0%
B. Riley Wealth Management, Inc.(RDS/A)ROYAL DUTCH SHELL PLC-ADR780259206$1.2K18,2020.0%
B. Riley Wealth Management, Inc.(QUAL)ISHARES EDGE MSCI USA QUALITY FACTOR ETF46432F339$1.2K13,0540.0%
B. Riley Wealth Management, Inc.(PAPR)INNOVATOR S&P 500 POWER BUFFER ETF - APRIL45782C870$1.2K47,2370.0%
B. Riley Wealth Management, Inc.(IHI)ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810$1.2K5,0790.0%
B. Riley Wealth Management, Inc.(USMV)ISHARES EDGE MSCI MIN VOL USA ETF46429B697$1.2K19,8850.0%
B. Riley Wealth Management, Inc.(WMB)WILLIAMS COS INC DEL COM969457100$1.2K44,1080.0%
B. Riley Wealth Management, Inc.(IBM)INTL BUSINESS MACHINES459200101$1.2K8,9740.0%
B. Riley Wealth Management, Inc.(SONO)SONOS INC83570H108$1.3K112,3610.0%
B. Riley Wealth Management, Inc.(VIG)VANGUARD DIVIDEND APPRECIATION ETF921908844$1.3K11,0740.0%
B. Riley Wealth Management, Inc.(AMLPUSD)ALPS TRUST ETF ALERIAN MLP00162Q866$1.3K130,1340.0%
B. Riley Wealth Management, Inc.(VFC)V F CORP COM918204108$1.3K14,7050.0%
B. Riley Wealth Management, Inc.(TOTL)SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V848$1.3K26,1890.0%
B. Riley Wealth Management, Inc.(ARCC)ARES CAP CORP04010L103$1.3K73,3330.0%
B. Riley Wealth Management, Inc.(ACWV)ISHARES INC464286525$1.3K14,4630.0%
B. Riley Wealth Management, Inc.(LMT)LOCKHEED MARTIN CORP539830109$1.4K3,7210.0%
B. Riley Wealth Management, Inc.(BIL)SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF78468R663$1.4K14,8360.0%
B. Riley Wealth Management, Inc.(DIS)DISNEY WALT CO254687106$1.4K9,7680.0%
B. Riley Wealth Management, Inc.SVMK INC78489X103$1.4K84,3970.0%
B. Riley Wealth Management, Inc.(XLU)UTILITIES SELECT SECTOR SPDR FUND81369Y886$1.4K23,3680.0%
B. Riley Wealth Management, Inc.(SPLV)POWERSHARES SP500 LOW VOLATILITY ETF46138E354$1.4K25,3800.0%
B. Riley Wealth Management, Inc.(USB)US BANCORP DEL COM NEW902973304$1.4K27,5450.0%
B. Riley Wealth Management, Inc.PIMCO DYNAMIC CREDITINCOME FUND COM SHS72202D106$1.5K60,7700.0%
B. Riley Wealth Management, Inc.INVESCO DWA TACTICAL SECTOR ROTATION ETF46138E826$1.5K46,5370.0%
B. Riley Wealth Management, Inc.(TMCX)TRINITY MERGER CORP89653L106$1.5K145,0000.0%
B. Riley Wealth Management, Inc.(FLOT)ISHARES TR46429B655$1.5K29,7820.0%
B. Riley Wealth Management, Inc.(AVGO)AVAGO TECHNOLOGIES LTD11135F101$1.5K5,3020.0%
B. Riley Wealth Management, Inc.(NFLX)NETFLIX COM INC64110L106$1.5K4,2180.0%
B. Riley Wealth Management, Inc.(CRM)SALESFORCE COM79466L302$1.6K10,3670.0%
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