Notify me when B. Riley Wealth Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2022 | 755 | $1,009,711,348 | +$415,545,419 | -$119,361,664 | +$296,183,755 | BRISTOL-MYERS SQUIBB CO, VUG, VTV, AMZN, VCSH | 13F-HR | 09 Sep 2022, 15:40 |
| Q1 2022 | 626 | $1,294,341,000 | +$97,958,944 | -$156,291,637 | -$58,332,693 | AAPL, VUG, AMZN, VTV, MSFT | 13F-HR | 10 May 2022, 16:20 |
| Q4 2021 | 654 | $1,429,425,000 | +$97,881,224 | -$56,775,502 | +$41,105,722 | AAPL, VUG, AMZN, VTV, MSFT | 13F-HR | 10 Feb 2022, 06:07 |
| Q3 2021 | 634 | $1,286,979,000 | +$440,822,723 | -$22,322,886 | +$418,499,837 | VUG, AAPL, AMZN, VTV, SPY | 13F-HR | 12 Nov 2021, 06:10 |
| Q2 2021 | 422 | $877,983,000 | +$84,754,181 | -$83,069,933 | +$1,684,248 | AAPL, AMZN, SPY, BOND, HYZD | 13F-HR | 11 Aug 2021, 19:21 |
| Q1 2021 | 432 | $850,315,000 | +$187,478,818 | -$100,894,588 | +$86,584,230 | AAPL, AMZN, SPY, VCSH, BOND | 13F-HR | 17 May 2021, 16:29 |
| Q4 2020 | 385 | $749,038,000 | +$55,850,436 | -$196,394,001 | -$140,543,565 | AAPL, AMZN, VCSH, SPY, CSM | 13F-HR | 11 Feb 2021, 17:17 |
| Q3 2020 | 418 | $824,480,000 | +$261,528,165 | -$364,664,896 | -$103,136,731 | AAPL, AMZN, VCSH, SPY, AMT | 13F-HR | 12 Nov 2020, 06:08 |
| Q2 2020 | 419 | $892,210,000 | +$124,611,052 | -$351,361,453 | -$226,750,401 | VUG, VCSH, MSFT, EFA, CMF | 13F-HR | 14 Aug 2020, 17:51 |
| Q1 2020 | 525 | $950,209,000 | +$470,838,636 | -$62,552,681 | +$408,285,955 | VCSH, AAPL, VUG, AMZN, MSFT | 13F-HR | 15 May 2020, 11:35 |
| Q4 2019 | 400 | $651,676,000 | +$84,312,687 | -$32,433,460 | +$51,879,227 | VCSH, VUG, VTV, AAPL, BOND | 13F-HR | 14 Feb 2020, 17:13 |
| Q3 2019 | 394 | $572,588,000 | +$41,497,211 | -$55,537,755 | -$14,040,544 | VCSH, VUG, VTV, AAPL, CSM | 13F-HR | 15 Nov 2019, 12:17 |
| Q2 2019 | 394 | $584,023,000 | +$51,795,864 | -$57,727,756 | -$5,931,892 | VCSH, VUG, VTV, AAPL, AMZN | 13F-HR | 14 Aug 2019, 17:18 |
| Q1 2019 | 397 | $575,063,000 | +$89,888,673 | -$42,797,963 | +$47,090,710 | VCSH, VUG, VTV, AAPL, AMZN | 13F-HR | 17 May 2019, 11:24 |
| Q4 2018 | 352 | $476,734,000 | +$167,986,596 | -$45,046,134 | +$122,940,462 | VCSH, VUG, VTV, CSM, BIV | 13F-HR | 15 Feb 2019, 19:31 |
| Q3 2018 | 328 | $406,645,000 | $0 | $0 | $0 | VUG, VTV, VCSH, CSM, AAPL | 13F-HR | 16 Nov 2018, 16:23 |
| Q2 2018 | 0 | $0 | 13F-NT | 14 Aug 2018, 16:20 | ||||
| Q1 2016 | 129 | $66,908,000 | +$14,663,836 | -$26,370,259 | -$11,706,423 | MO, AAPL, DOC, GOOGL, IVE | 13F-HR | 12 Apr 2016, 08:09 |
| Q4 2015 | 151 | $78,279,000 | +$20,222,155 | -$15,068,688 | +$5,153,467 | MO, FTSL, AAPL, FDN, FXG | 13F-HR | 08 Jan 2016, 15:25 |
| Q3 2015 | 146 | $70,526,000 | +$10,102,326 | -$58,127,517 | -$48,025,191 | MO, FXG, META, FXH, AAPL | 13F-HR | 13 Oct 2015, 10:59 |
| Q2 2015 | 1,001 | $125,739,000 | +$21,660,759 | -$25,473,499 | -$3,812,740 | AAPL, MO, SH, FXH, DOC | 13F-HR | 14 Jul 2015, 15:08 |
| Q1 2015 | 1,015 | $132,954,000 | +$31,994,182 | -$22,812,075 | +$9,182,107 | AAPL, MO, DOC, FXH, PDP | 13F-HR | 13 Apr 2015, 10:41 |
| Q4 2014 | 1,007 | $122,043,000 | +$23,168,937 | -$34,561,477 | -$11,392,540 | AAPL, MO, SPY, FXL, DOC | 13F-HR | 28 Jan 2015, 10:11 |
| Q3 2014 | 1,062 | $134,344,000 | +$25,615,309 | -$42,102,930 | -$16,487,621 | FXH, MO, FXO, FXL, AAPL | 13F-HR | 03 Oct 2014, 13:34 |
| Q2 2014 | 1,099 | $154,377,000 | +$40,386,380 | -$24,222,819 | +$16,163,561 | FXH, FXL, FXR, AAPL, MO | 13F-HR | 16 Jul 2014, 17:39 |
| Q1 2014 | 1,075 | $135,416,000 | $0 | $0 | $0 | FXL, FXO, FXN, GPORQ, FXZ | 13F-HR | 12 Jun 2014, 15:44 |