B. Riley Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2022 - Sep 9, 2022
Value $
$1.01B
Signature - Title
Kristen Frisby - Compliance Officer
Location
40 S. Main Street, Suite 1800, Memphis, TN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 628 $1.01B +$414M -$87.3M +$327M VUG, VTV, AMZN, VCSH, HYZD 13F-HR 9/9/2022, 03:40 PM
Q1 2022 623 $1.27B +$96.7M -$139M -$42.3M AAPL, VUG, AMZN, VTV, MSFT 13F-HR 5/10/2022, 04:20 PM
Q4 2021 650 $1.43B +$97.7M -$34.5M +$63.2M AAPL, VUG, AMZN, VTV, MSFT 13F-HR 2/10/2022, 05:07 AM
Q3 2021 633 $1.3B +$441M -$22.3M +$418M VUG, AAPL, AMZN, VTV, SPY 13F-HR 11/12/2021, 06:10 AM
Q2 2021 419 $898M +$86.8M -$83.8M +$3M AAPL, AMZN, SPY, BOND, HYZD 13F-HR 8/11/2021, 07:21 PM
Q1 2021 430 $850M +$187M -$101M +$86.7M AAPL, AMZN, SPY, VCSH, BOND 13F-HR 5/17/2021, 04:29 PM
Q4 2020 379 $749M +$55.8M -$97M -$41.3M AAPL, AMZN, VCSH, SPY, CSM 13F-HR 2/11/2021, 04:17 PM
Q3 2020 413 $824M +$261M -$159M +$102M AAPL, AMZN, VCSH, SPY, AMT 13F-HR 11/12/2020, 05:08 AM
Q2 2020 415 $891M +$127M -$267M -$139M VUG, VCSH, MSFT, EFA, CMF 13F-HR 8/14/2020, 05:51 PM
Q1 2020 510 $948M +$474M -$34.7M +$439M VCSH, AAPL, VUG, AMZN, MSFT 13F-HR 5/15/2020, 11:35 AM
Q4 2019 396 $651M +$84.2M -$15.9M +$68.3M VCSH, VUG, VTV, AAPL, BOND 13F-HR 2/14/2020, 04:13 PM
Q3 2019 387 $570M +$41.5M -$36.3M +$5.19M VCSH, VUG, VTV, AAPL, CSM 13F-HR 11/15/2019, 11:17 AM
Q2 2019 393 $583M +$51.1M -$36.8M +$14.3M VCSH, VUG, VTV, AAPL, AMZN 13F-HR 8/14/2019, 05:18 PM
Q1 2019 394 $574M +$90M -$27.1M +$62.9M VCSH, VUG, VTV, AAPL, AMZN 13F-HR 5/17/2019, 11:24 AM
Q4 2018 343 $474M +$167M -$18.4M +$149M VCSH, VUG, VTV, CSM, BIV 13F-HR 2/15/2019, 06:31 PM
Q3 2018 327 $406M VUG, VTV, VCSH, CSM, AAPL 13F-HR 11/16/2018, 03:23 PM
Q2 2018 13F-NT 8/14/2018, 04:20 PM
Q1 2016 129 $66.9M +$14.7M -$11.9M +$2.73M MO, AAPL, DOC, GOOGL, IVE 13F-HR 4/12/2016, 08:09 AM
Q4 2015 151 $78.3M +$20.2M -$7.75M +$12.4M MO, FTSL, AAPL, FDN, FXG 13F-HR 1/8/2016, 02:25 PM
Q3 2015 146 $70.5M +$10.1M -$7.36M +$2.75M MO, FXG, META, FXH, AAPL 13F-HR 10/13/2015, 10:59 AM
Q2 2015 968 $125M +$21.4M -$18.8M +$2.58M AAPL, MO, SHXXXX, FXH, DOC 13F-HR 7/14/2015, 03:08 PM
Q1 2015 963 $133M +$32.2M -$16.6M +$15.6M AAPL, MO, DOC, FXH, PDPXXXX 13F-HR 4/13/2015, 10:41 AM
Q4 2014 945 $122M +$23.5M -$27.1M -$3.58M AAPL, MO, SPY, FXL, DOC 13F-HR 1/28/2015, 09:11 AM
Q3 2014 975 $133M +$25.8M -$30.7M -$4.91M FXH, MO, FXO, FXL, AAPL 13F-HR 10/3/2014, 01:34 PM
Q2 2014 1,044 $154M +$40.3M -$17.4M +$22.9M FXH, FXL, FXR, AAPL, MO 13F-HR 7/16/2014, 05:39 PM
Q1 2014 1,035 $135M FXL, FXO, FXN, GPORQ, FXZ 13F-HR 6/12/2014, 03:44 PM