HoldingsChannel.com
B. Riley Wealth Management Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 279,740 +97,940 $49,936
     VUG279,740+97,940$49,936
VANGUARD SCOTTSDALE FDS (VCSH) 485,684 +28,120 $40,708
     VCSH485,684+28,120$40,708
MICROSOFT CORP 131,756 -15,129 $26,814
     MSFT131,756-15,129$26,814
ISHARES TR (EFA) 415,976 +283,768 $24,407
     EFA415,976+283,768$24,407
ISHARES TR (CMF) 351,204 +338,508 $21,016
     CMF351,204+338,508$21,016
VANGUARD INDEX FDS (VTV) 198,433 -15,441 $19,762
     VTV198,433-15,441$19,762
ISHARES TR (USMV) 328,543 +313,543 $19,459
     USMV328,543+313,543$19,459
HOME DEPOT INC 71,196 -49,895 $17,835
     HD71,196-49,895$17,835
ISHARES TR (MUB) 300,925 +291,727 $17,404
     MUB300,925+291,727$17,404
AMERICAN TOWER CORP NEW 62,404 -1,716 $16,134
     AMT62,404-1,716$16,134
AMAZON COM INC 5,174 -8,315 $14,274
     AMZN5,174-8,315$14,274
SPDR S&P 500 ETF TR (SPY) 43,781 -4,284 $13,501
     SPY43,781-4,284$13,501
THERMO FISHER SCIENTIFIC INC 34,573 -1,006 $12,527
     TMO34,573-1,006$12,527
PIMCO ETF TR (BOND) 111,709 -2,634 $12,466
     BOND111,709-2,634$12,466
WISDOMTREE TR 604,698 +30 $12,175
     HYZD604,698+30$12,175
PROSHARES TR (CSM) 161,105 -27,538 $11,434
     CSM161,105-27,538$11,434
CROWN CASTLE INTL CORP NEW 59,928 +1,384 $10,029
     CCI59,928+1,384$10,029
PIMCO ETF TR (LDUR) 97,833 +73,555 $9,955
     LDUR97,833+73,555$9,955
APPLE INC 26,333 -90,754 $9,606
     AAPL26,333-90,754$9,606
VISA INC 48,554 -5,399 $9,380
     V48,554-5,399$9,380
GLADSTONE COMMERCIAL CORP 491,419 -469,549 $9,214
     GOOD491,419-469,549$9,214
VERIZON COMMUNICATIONS INC 163,478 -40,054 $9,013
     VZ163,478-40,054$9,013
FACEBOOK INC 38,425 -3,332 $8,725
     FB38,425-3,332$8,725
HONEYWELL INTL INC 58,536 -2,679 $8,464
     HON58,536-2,679$8,464
MERCK & CO. INC 108,670 -8,653 $8,403
     MRK108,670-8,653$8,403
ENTERPRISE PRODS PARTNERS L 457,717 -506,550 $8,317
     EPD457,717-506,550$8,317
PFIZER INC 244,580 -45,486 $7,998
     PFE244,580-45,486$7,998
INDEXIQ ETF TR (MNA) 246,930 -27,484 $7,786
     MNA246,930-27,484$7,786
MASTERCARD INCORPORATED 24,837 +16 $7,344
     MA24,837+16$7,344
NEXTERA ENERGY INC 30,152 -1,860 $7,242
     NEE30,152-1,860$7,242
ALPHABET INC 5,006 -716 $7,098
     GOOGL5,006-716$7,098
BRISTOL MYERS SQUIBB CO 120,083 -38,153 $7,061
     BMY120,083-38,153$7,061
CHEVRON CORP NEW 76,802 -6,674 $6,853
     CVX76,802-6,674$6,853
ABBVIE INC 69,344 -3,301 $6,808
     ABBV69,344-3,301$6,808
DOMINION ENERGY INC 79,619 +1,633 $6,463
     D79,619+1,633$6,463
ISHARES TR (EFG) 74,716 -6,893 $6,210
     EFG74,716-6,893$6,210
JOHNSON & JOHNSON 43,950 -6,800 $6,180
     JNJ43,950-6,800$6,180
MAGELLAN MIDSTREAM PRTNRS LP 135,509 -70,195 $5,850
     MMP135,509-70,195$5,850
DOCUSIGN INC 33,575 -6,976 $5,782
     DOCU33,575-6,976$5,782
EXXON MOBIL CORP 129,088 -72,133 $5,773
     XOM129,088-72,133$5,773
COSTCO WHSL CORP NEW 18,673 -2,362 $5,662
     COST18,673-2,362$5,662
FIDELITY COMWLTH TR 14,474 -37 $5,662
     ONEQ14,474-37$5,662
PEPSICO INC 42,381 +1,562 $5,605
     PEP42,381+1,562$5,605
SPDR INDEX SHS FDS (EWX) 134,608 -7,000 $5,496
     EWX134,608-7,000$5,496
UNITEDHEALTH GROUP INC 18,257 -2,191 $5,385
     UNH18,257-2,191$5,385
LOCKHEED MARTIN CORP 14,752 -1,029 $5,383
     LMT14,752-1,029$5,383
AT&T INC 178,006 -184,006 $5,381
     T178,006-184,006$5,381
ISHARES TR (IWP) 32,698 -8,062 $5,171
     IWP32,698-8,062$5,171
DUKE ENERGY CORP NEW 64,541 -3,013 $5,157
     DUK64,541-3,013$5,157
NIKE INC 51,352 -5,312 $5,035
     NKE51,352-5,312$5,035

See Full List: All Stocks Held By B. Riley Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By B. Riley Wealth Management Inc.

Size ($ in 1000's)
At 06/30/2020: $911,413
At 03/31/2020: $951,683

B. Riley Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from B. Riley Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

B. Riley Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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