HoldingsChannel.com
B. Riley Wealth Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 457,564 +45,377 $36,193
     VCSH457,564+45,377$36,193
APPLE INC 117,087 +59,813 $29,774
     AAPL117,087+59,813$29,774
VANGUARD INDEX FDS (VUG) 181,800 +26,385 $28,487
     VUG181,800+26,385$28,487
AMAZON COM INC 13,489 +6,698 $26,299
     AMZN13,489+6,698$26,299
MICROSOFT CORP 146,885 +70,941 $23,165
     MSFT146,885+70,941$23,165
HOME DEPOT INC 121,091 +93,027 $22,609
     HD121,091+93,027$22,609
VANGUARD INDEX FDS (VTV) 213,874 +33,389 $19,048
     VTV213,874+33,389$19,048
AMERICAN TOWER CORP NEW 64,120 +64,120 $13,962
     AMT64,120+64,120$13,962
GLADSTONE COMMERCIAL CORP 960,968 +960,968 $13,800
     GOOD960,968+960,968$13,800
ENTERPRISE PRODS PARTNERS L 964,267 +859,037 $13,789
     EPD964,267+859,037$13,789
SPDR S&P 500 ETF TR (SPY) 48,065 +22,933 $12,389
     SPY48,065+22,933$12,389
PIMCO ETF TR (BOND) 114,343 -6,490 $12,140
     BOND114,343-6,490$12,140
WISDOMTREE TR 604,668 +69,529 $11,289
     HYZD604,668+69,529$11,289
PROSHARES TR (CSM) 188,643 +40,339 $11,168
     CSM188,643+40,339$11,168
VERIZON COMMUNICATIONS INC 203,532 +126,647 $10,935
     VZ203,532+126,647$10,935
AT&T INC 362,012 +301,450 $10,553
     T362,012+301,450$10,553
THERMO FISHER SCIENTIFIC INC 35,579 +25,682 $10,091
     TMO35,579+25,682$10,091
INVESCO QQQ TR 51,463 +22,239 $9,798
     QQQ51,463+22,239$9,798
PFIZER INC 290,066 +224,487 $9,468
     PFE290,066+224,487$9,468
VANGUARD INDEX FDS (VV) 77,413 +5,317 $9,168
     VV77,413+5,317$9,168
MERCK & CO. INC 117,323 +102,498 $9,026
     MRK117,323+102,498$9,026
BRISTOL MYERS SQUIBB CO 158,236 +138,573 $8,820
     BMY158,236+138,573$8,820
VISA INC 53,953 +23,199 $8,693
     V53,953+23,199$8,693
CROWN CASTLE INTL CORP NEW 58,544 +53,685 $8,453
     CCI58,544+53,685$8,453
INDEXIQ ETF TR (MNA) 274,414 +25,792 $8,271
     MNA274,414+25,792$8,271
HONEYWELL INTL INC 61,215 +44,232 $8,190
     HON61,215+44,232$8,190
ISHARES TR (IWR) 187,484 +39,395 $8,094
     IWR187,484+39,395$8,094
NEXTERA ENERGY INC 32,012 +29,987 $7,703
     NEE32,012+29,987$7,703
EXXON MOBIL CORP 201,221 +117,631 $7,641
     XOM201,221+117,631$7,641
MAGELLAN MIDSTREAM PRTNRS LP 205,704 +205,704 $7,506
     MMP205,704+205,704$7,506
PIMCO ETF TR (MINT) 71,969 -33,775 $7,123
     MINT71,969-33,775$7,123
ISHARES TR (EFA) 132,208 -19,354 $7,068
     EFA132,208-19,354$7,068
FACEBOOK INC 41,757 +18,571 $6,965
     FB41,757+18,571$6,965
JOHNSON & JOHNSON 50,750 +22,905 $6,655
     JNJ50,750+22,905$6,655
ALPHABET INC 5,722 +2,635 $6,649
     GOOGL5,722+2,635$6,649
CHEVRON CORP NEW 83,476 +26,067 $6,048
     CVX83,476+26,067$6,048
COSTCO WHSL CORP NEW 21,035 +17,094 $5,998
     COST21,035+17,094$5,998
MASTERCARD INC 24,821 +23,253 $5,996
     MA24,821+23,253$5,996
ISHARES TR (EFG) 81,609 -11,347 $5,803
     EFG81,609-11,347$5,803
VANGUARD SCOTTSDALE FDS (VTHR) 49,778 +49,778 $5,731
     VTHR49,778+49,778$5,731
COCA COLA CO 128,556 +90,976 $5,688
     KO128,556+90,976$5,688
SOLAR SR CAP LTD 584,347 +319,125 $5,674
     SUNS584,347+319,125$5,674
DOMINION ENERGY INC 77,986 +73,085 $5,630
     D77,986+73,085$5,630
VANGUARD INDEX FDS (VNQ) 80,247 +10,908 $5,605
     VNQ80,247+10,908$5,605
ABBVIE INC 72,645 +55,275 $5,535
     ABBV72,645+55,275$5,535
DUKE ENERGY CORP NEW 67,554 +65,274 $5,464
     DUK67,554+65,274$5,464
BOEING CO 36,555 +33,711 $5,451
     BA36,555+33,711$5,451
BERKSHIRE HATHAWAY INC DEL      $5,393
     BRK.B28,016+20,500$5,121
     BRK.A1UNCH$272
LOCKHEED MARTIN CORP 15,781 +11,814 $5,349
     LMT15,781+11,814$5,349
UNITEDHEALTH GROUP INC 20,448 +17,512 $5,099
     UNH20,448+17,512$5,099

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 03/31/2020: $951,683
At 12/31/2019: $667,052

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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