HoldingsChannel.com
B. Riley Wealth Management Inc. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD SHORT TERM CORP BOND FD ETF (VCSH) 365,800 +4,623 $29,176
     VCSH365,800+4,623$29,176
VANGUARD GROWTH ETF (VUG) 152,715 +3,605 $23,887
     VUG152,715+3,605$23,887
VANGUARD VALUE ETF (VTV) 195,498 -8,655 $21,042
     VTV195,498-8,655$21,042
APPLE INC 67,101 +6,456 $12,746
     AAPL67,101+6,456$12,746
AMAZON.COM INC 6,436 +453 $11,461
     AMZN6,436+453$11,461
PROSHARES TR PSHS CS 130 30 (CSM) 161,880 -9,226 $11,073
     CSM161,880-9,226$11,073
ISHARES MSCI EAFE ETF (EFA) 160,019 +30,261 $10,379
     EFA160,019+30,261$10,379
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 94,060 +94,060 $9,927
     BOND94,060+94,060$9,927
WISDOMTREE BOFA MERRILL LYNCH HIGH YIELD BOND ZERO DURATION FUND (HYZD) 426,895 +29,013 $9,925
     HYZD426,895+29,013$9,925
PIMCO ENHANCED SHORT MATURITY ETF (MINT) 95,146 -1,611 $9,663
     MINT95,146-1,611$9,663
VANGUARD LARGE CAP (VV) 73,645 +487 $9,559
     VV73,645+487$9,559
MICROSOFT 78,485 +10,512 $9,257
     MSFT78,485+10,512$9,257
ISHARES TR RUSSELL MIDCAP INDEX FD (IWR) 149,815 +4,530 $8,082
     IWR149,815+4,530$8,082
MNAEXIQ ETF TR IQ ARB MERGER ARBITRAGEETF (MNA) 249,059 +34,082 $7,952
     MNA249,059+34,082$7,952
SPDR S&P 500 ETF (SPY)      $7,424
     SPY25,780-4,252$7,283
     Call500+500$141
VANGUARD REIT INDEX ETF (VNQ) 80,218 +2,617 $6,972
     VNQ80,218+2,617$6,972
ISHARES MSCI EAFE GROWTH INDEX ETF (EFG) 87,583 +14,436 $6,783
     EFG87,583+14,436$6,783
SPDR DOW JONES INDUSTRIAL ETF (DIA) 25,670 +2,979 $6,652
     DIA25,670+2,979$6,652
INVESCO POWERSHARES QQQ TR (QQQ) 35,397 -3,964 $6,359
     QQQ35,397-3,964$6,359
CHEVRON CORP NEW COM 48,346 +1,076 $5,955
     CVX48,346+1,076$5,955
ISHARES S&P 500 INDEX (IVV) 19,317 +1,509 $5,497
     IVV19,317+1,509$5,497
FACEBOOK INC CL A 31,905 +1,598 $5,319
     FB31,905+1,598$5,319
ISHARES RUSSELL MIDCAP GROWTH ETF (IWP) 39,079 +899 $5,302
     IWP39,079+899$5,302
HOME DEPOT 27,373 +11,649 $5,253
     HD27,373+11,649$5,253
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT (RSP) 47,674 +3,089 $4,979
     RSP47,674+3,089$4,979
ISHARES TRUST RUSSELL 200 GROWTH INDEX FD (IWY) 59,133 +15,721 $4,863
     IWY59,133+15,721$4,863
VANGUARD SMALL CAP GROWTH INDEX FUND (VBK) 26,778 +2,155 $4,812
     VBK26,778+2,155$4,812
VISA INC 30,801 +1,682 $4,811
     V30,801+1,682$4,811
SOLAR SR CAP LTD 277,503 +145 $4,762
     SUNS277,503+145$4,762
SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETF (EWX) 101,926 -35,468 $4,543
     EWX101,926-35,468$4,543
GOOGLE INC 3,725 +250 $4,384
     GOOGL3,725+250$4,384
VANGUARD MID CAP (VO) 26,128 +276 $4,200
     VO26,128+276$4,200
HONEYWELL INTL INC 26,317 +1,220 $4,182
     HON26,317+1,220$4,182
VERIZON COMMUNICATIONS 67,400 +4,233 $3,985
     VZ67,400+4,233$3,985
VANGUARD SCOTTSDALE FDS (VCIT) 43,875 +836 $3,811
     VCIT43,875+836$3,811
JOHNSON & JOHNSON COM 26,844 -368 $3,753
     JNJ26,844-368$3,753
ISHARES TR (DVY) 37,345 +10,527 $3,667
     DVY37,345+10,527$3,667
VANGUARD TOTAL STK MKT (VTI) 24,578 +622 $3,557
     VTI24,578+622$3,557
VANGUARD SMALL CAP ETF (VB) 22,657 +1,080 $3,462
     VB22,657+1,080$3,462
SPDR S&P MIDCAP 400 ETF (MDY) 9,905 +3,128 $3,421
     MDY9,905+3,128$3,421
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 82,270 -9,152 $3,362
     VEA82,270-9,152$3,362
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 63,410 +13,655 $3,190
     JPST63,410+13,655$3,190
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 74,878 -4,875 $3,182
     VWO74,878-4,875$3,182
WALMART INC COM 32,327 +3,276 $3,153
     WMT32,327+3,276$3,153
WISDOMTREE DIVIDEND EFA INDEX ETF (DWM) 62,234 +18,828 $3,151
     DWM62,234+18,828$3,151
SCHLUMBERGER LTD COM 68,679 +11,653 $2,992
     SLB68,679+11,653$2,992
ENTERPRISE PRODS PARTNERS L P 102,043 +11,963 $2,969
     EPD102,043+11,963$2,969
PENNANTPARK INVT CORP 429,549 +11,015 $2,968
     PNNT429,549+11,015$2,968
INTEL CORP COM 54,030 +649 $2,902
     INTC54,030+649$2,902
FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF (FPE) 151,025 +77,520 $2,879
     FPE151,025+77,520$2,879

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 03/31/2019: $576,652
At 12/31/2018: $476,868

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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