B. Riley Wealth Management, Inc.

13F Filings History

Latest 13F report
Q2 2022 - Sep 9, 2022
Value $
$1.01B
Signature - Title
Kristen Frisby - Compliance Officer
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by B. Riley Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. B. Riley Wealth Management, Inc. reported 755 stock holdings with total value $1.01B as of Q2 2022. Top holdings included VUG, VTV, AMZN, VCSH, and HYZD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 755 $1.01B +$416M -$119M +$296M VUG, VTV, AMZN, VCSH, HYZD 13F-HR 9/9/2022, 03:40 PM
Q1 2022 626 $1.29B +$98M -$156M -$58.3M AAPL, VUG, AMZN, VTV, MSFT 13F-HR 5/10/2022, 04:20 PM
Q4 2021 654 $1.43B +$97.9M -$56.8M +$41.1M AAPL, VUG, AMZN, VTV, MSFT 13F-HR 2/10/2022, 06:07 AM
Q3 2021 634 $1.29B +$441M -$22.3M +$418M VUG, AAPL, AMZN, VTV, SPY 13F-HR 11/12/2021, 06:10 AM
Q2 2021 422 $878M +$84.8M -$83.1M +$1.68M AAPL, AMZN, SPY, BOND, HYZD 13F-HR 8/11/2021, 07:21 PM
Q1 2021 432 $850M +$187M -$101M +$86.6M AAPL, AMZN, SPY, VCSH, BOND 13F-HR 5/17/2021, 04:29 PM
Q4 2020 385 $749M +$55.9M -$196M -$141M AAPL, AMZN, VCSH, SPY, CSM 13F-HR 2/11/2021, 05:17 PM
Q3 2020 418 $824M +$262M -$365M -$103M AAPL, AMZN, VCSH, SPY, AMT 13F-HR 11/12/2020, 06:08 AM
Q2 2020 419 $892M +$125M -$351M -$227M VUG, VCSH, MSFT, EFA, CMF 13F-HR 8/14/2020, 05:51 PM
Q1 2020 525 $950M +$471M -$62.6M +$408M VCSH, AAPL, VUG, AMZN, MSFT 13F-HR 5/15/2020, 11:35 AM
Q4 2019 400 $652M +$84.3M -$32.4M +$51.9M VCSH, VUG, VTV, AAPL, BOND 13F-HR 2/14/2020, 05:13 PM
Q3 2019 394 $573M +$41.5M -$55.5M -$14M VCSH, VUG, VTV, AAPL, CSM 13F-HR 11/15/2019, 12:17 PM
Q2 2019 394 $584M +$51.8M -$57.7M -$5.93M VCSH, VUG, VTV, AAPL, AMZN 13F-HR 8/14/2019, 05:18 PM
Q1 2019 397 $575M +$89.9M -$42.8M +$47.1M VCSH, VUG, VTV, AAPL, AMZN 13F-HR 5/17/2019, 11:24 AM
Q4 2018 352 $477M +$168M -$45M +$123M VCSH, VUG, VTV, CSM, BIV 13F-HR 2/15/2019, 07:31 PM
Q3 2018 328 $407M $0 $0 VUG, VTV, VCSH, CSM, AAPL 13F-HR 11/16/2018, 04:23 PM
Q2 2018 0 13F-NT 8/14/2018, 04:20 PM
Q1 2016 129 $66.9M +$14.7M -$26.4M -$11.7M MO, AAPL, DOC, GOOGL, IVE 13F-HR 4/12/2016, 08:09 AM
Q4 2015 151 $78.3M +$20.2M -$15.1M +$5.15M MO, FTSL, AAPL, FDN, FXG 13F-HR 1/8/2016, 03:25 PM
Q3 2015 146 $70.5M +$10.1M -$58.1M -$48M MO, FXG, META, FXH, AAPL 13F-HR 10/13/2015, 10:59 AM
Q2 2015 1,001 $126M +$21.7M -$25.5M -$3.81M AAPL, MO, SH, FXH, DOC 13F-HR 7/14/2015, 03:08 PM
Q1 2015 1,015 $133M +$32M -$22.8M +$9.18M AAPL, MO, DOC, FXH, PDP 13F-HR 4/13/2015, 10:41 AM
Q4 2014 1,007 $122M +$23.2M -$34.6M -$11.4M AAPL, MO, SPY, FXL, DOC 13F-HR 1/28/2015, 10:11 AM
Q3 2014 1,062 $134M +$25.6M -$42.1M -$16.5M FXH, MO, FXO, FXL, AAPL 13F-HR 10/3/2014, 01:34 PM
Q2 2014 1,099 $154M +$40.4M -$24.2M +$16.2M FXH, FXL, FXR, AAPL, MO 13F-HR 7/16/2014, 05:39 PM
Q1 2014 1,075 $135M $0 $0 FXL, FXO, FXN, GPORQ, FXZ 13F-HR 6/12/2014, 03:44 PM