BR

B. Riley Wealth Management, Inc.

13F
B. Riley Wealth Management, Inc.
Last update 2022-09-09 749 Stocks (198 new)
Value $85.50 Bil Turnover 79 %
Countries:
Top Holdings: BIL(18.84%)SH(16.27%)PDBC(15.16%)VTIP(12.99%)GLD(8.38%)
Summary Stock Picks Current Portfolio
B. Riley Wealth Management, In... Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
180,670
16,111,350.0
New Holding
18.840
+18.84%
0.080
+1.04%
+2.32%
41,840.0
 
SH
ProShares Short S&P500 -1x Shares
853,812
13,909,876.0
New Holding
16.270
+16.27%
0.400
-17.33%
-6.10%
1,105.2
 
PDBC
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
1,066,171
12,963,687.0
+232.23%
15.160
+10.60%
0.230
+5.08%
+3.46%
4,563.6
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
325,946
11,102,108.0
+910.87%
12.990
+11.70%
0.080
+1.51%
+4.59%
15,044.9
 
GLD
SPDR Gold Shares ETF
86,066
7,163,187.0
+163.59%
8.380
+5.20%
0.030
-0.88%
+29.19%
103,447.1
 
SHY
iShares 1-3 Year Treasury Bond ETF
89,655
6,883,531.0
+1,735.31%
8.050
+7.61%
0.030
+0.83%
+2.71%
23,725.7
 
MSFT
Microsoft Corp
122,672
1,328,442.0
+9.61%
1.550
+0.14%
0.000
+42.38%
+21.55%
3,793,421.7
Software
AAPL
Apple Inc
394,033
965,025.0
+21.47%
1.130
+0.20%
0.000
+10.26%
-14.86%
3,176,921.9
Hardware
JNJ
Johnson & Johnson
55,341
842,826.0
+13.02%
0.990
+0.11%
0.000
+5.58%
+15.48%
395,257.7
Drug Manufacturers
RIV
Rivernorth Opportunities Fund Inc
186,008
721,909.0
New Holding
0.840
+0.84%
1.020
+16.34%
+14.65%
262.4
Asset Management

B. Riley Wealth Management, Inc.'s Historical Top Holdings Breakdowns

B. Riley Wealth Management, Inc. Total Holding History ($B)

To

B. Riley Wealth Management, Inc.'s Asset Allocation

To

B. Riley Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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B. Riley Wealth Management, Inc.'s Hypothetical Growth since 2022-06-30

B. Riley Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

B. Riley Wealth Management, Inc.'s Holdings Heat Map

Size field:

B. Riley Wealth Management, Inc.'s Holdings Bubble Chart

B. Riley Wealth Management, Inc. News

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