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%
+2.30%
41,833.2
 
SH
ProShares Short S&P500 -1x Shares
853,812
13,909,876.0
New Holding
16.270
+16.27%
0.400
-15.24%
-5.83%
1,108.5
 
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
+4.34%
+3.54%
4,566.9
 
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
+1.28%
+4.50%
15,031.4
 
GLD
SPDR Gold Shares ETF
86,066
7,163,187.0
+163.59%
8.380
+5.20%
0.030
+0.74%
+27.37%
101,985.4
 
SHY
iShares 1-3 Year Treasury Bond ETF
89,655
6,883,531.0
+1,735.31%
8.050
+7.61%
0.030
+0.70%
+2.64%
23,709.9
 
MSFT
Microsoft Corp
122,672
1,328,442.0
+9.61%
1.550
+0.14%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
394,033
965,025.0
+21.47%
1.130
+0.20%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
JNJ
Johnson & Johnson
55,341
842,826.0
+13.02%
0.990
+0.11%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers
RIV
Rivernorth Opportunities Fund Inc
186,008
721,909.0
New Holding
0.840
+0.84%
1.020
+17.85%
+16.99%
267.8
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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