Managers / Q3 2019 · view latest →
B. Riley Wealth Management, Inc.
CIK 0001599892 · 40 S. MAIN STREET, SUITE 1800, MEMPHIS, TN, 38103 · 901-251-1367
Reported Value
$573M
Q3 2019
Positions
494
Filings on Record
15
2019–present window
Filed
Nov 15, 2019
original filing
Summary
B. Riley Wealth Management, Inc. reported $573M in U.S.-listed holdings across 494 positions for Q3 2019.
Its largest position, VUG, represents 4.4% of the portfolio.
Compared with Q2 2019, the fund opened 58 new positions and exited 58.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2022 | $85.5B | 755 | Sep 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.3B | 626 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.4B | 654 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.3B | 634 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $904M | 422 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $856M | 432 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $775M | 385 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $847M | 418 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $911M | 419 | Aug 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $952M | 869 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $667M | 521 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $573M | 494 | Nov 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $651M | 488 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $577M | 495 | May 17, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $477M | 442 | Feb 19, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.