B. Riley Wealth Management, Inc. current holdings: USA Stocks
B. Riley Wealth Management, Inc. reported $0.03 billion in share positions in stocks (listed in the US), 56 positions, in its Form 13F for the quarter ended 2016-03-31; the largest are MO, AAPL, GOOGL.
- MO: Country of operation United States; Class Stock; Shares 49,658; Value $3,111,000.
- AAPL: Country of operation United States; Class Stock; Shares 17,848; Value $1,945,000.
- GOOGL: Country of operation United States; Class Stock; Shares 2,310; Value $1,762,000.
- AMZN: Country of operation United States; Class Stock; Shares 1,762; Value $1,045,000.
Form 13F-HR as filed (SEC CIK 1599892): quarter ended 2016-03-31, filed 2016-04-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MO
ALTRIA GROUP INC COM | United States | Stock | 49,658 | $3,111,000 | 11.30% | 2016-03-31 | 2016-04-12 | +9.67% |
|---|
AAPL
APPLE INC | United States | Stock | 17,848 | $1,945,000 | 7.06% | 2016-03-31 | 2016-04-12 | |
|---|
GOOGL
ALPHABET INC CAP STK CL A | United States | Stock | 2,310 | $1,762,000 | 6.40% | 2016-03-31 | 2016-04-12 | +793.63% |
|---|
AMZN
AMAZON COM INC COM | United States | Stock | 1,762 | $1,045,000 | 3.79% | 2016-03-31 | 2016-04-12 | +731.10% |
|---|
T
AT&T INC COM | United States | Stock | 23,457 | $918,000 | 3.33% | 2016-03-31 | 2016-04-12 | -17.24% |
|---|
GLD
SPDR GOLD SHARES | United States | ETF | 6,485 | $762,000 | 2.77% | 2016-03-31 | 2016-04-12 | +225.48% |
|---|
META
FACEBOOK INC CL A | United States | Stock | 6,635 | $757,000 | 2.75% | 2016-03-31 | 2016-04-12 | +547.49% |
|---|
SBUX
STARBUCKS CORP | United States | Stock | 11,203 | $668,000 | 2.43% | 2016-03-31 | 2016-04-12 | +59.85% |
|---|
O
REALTY INCOME CORP COM | United States | REIT | 10,063 | $629,000 | 2.28% | 2016-03-31 | 2016-04-12 | -8.96% |
|---|
DIS
DISNEY WALT CO COM DISNEY | United States | Stock | 6,171 | $612,000 | 2.22% | 2016-03-31 | 2016-04-12 | +6.14% |
|---|
HRL
HORMEL FOODS CORP COM | United States | Stock | 13,758 | $594,000 | 2.16% | 2016-03-31 | 2016-04-12 | -54.09% |
|---|
ORLY
O REILLY AUTOMOTIVE INC NEW COM | United States | Stock | 2,064 | $564,000 | 2.05% | 2016-03-31 | 2016-04-12 | +371.88% |
|---|
MRK
MERCK & CO INC NEW COM | United States | Stock | 10,488 | $554,000 | 2.01% | 2016-03-31 | 2016-04-12 | +195.66% |
|---|
PG
PROCTER & GAMBLE CO COM | United States | Stock | 6,553 | $539,000 | 1.96% | 2016-03-31 | 2016-04-12 | +80.20% |
|---|
LMT
LOCKHEED MARTIN CORP COM | United States | Stock | 2,416 | $535,000 | 1.94% | 2016-03-31 | 2016-04-12 | +131.25% |
|---|
ITW
ILLINOIS TOOL WKS INC COM | United States | Stock | 4,605 | $471,000 | 1.71% | 2016-03-31 | 2016-04-12 | +160.71% |
|---|
EPD
ENTERPRISE PRODS PARTNERS L P COM | United States | MLP | 18,610 | $458,000 | 1.66% | 2016-03-31 | 2016-04-12 | +46.30% |
|---|
NKE
NIKE INC CL B | United States | Stock | 7,272 | $447,000 | 1.62% | 2016-03-31 | 2016-04-12 | -41.70% |
|---|
JNJ
JOHNSON & JOHNSON COM | United States | Stock | 4,083 | $441,000 | 1.60% | 2016-03-31 | 2016-04-12 | +147.29% |
|---|
JKHY
HENRY JACK & ASSOC INC COM | United States | Stock | 4,847 | $409,000 | 1.49% | 2016-03-31 | 2016-04-12 | +72.90% |
|---|
PFE
PFIZER INC COM | United States | Stock | 13,375 | $396,000 | 1.44% | 2016-03-31 | 2016-04-12 | +2.13% |
|---|
XOMXXXX
EXXON MOBIL CORP COM | | Stock | 4,618 | $386,000 | 1.40% | 2016-03-31 | 2016-04-12 | |
|---|
BMY
BRISTOL MYERS SQUIBB CO COM | United States | Stock | 6,048 | $386,000 | 1.40% | 2016-03-31 | 2016-04-12 | -1.60% |
|---|
BAC
BANK AMER CORP COM | United States | Stock | 28,247 | $381,000 | 1.38% | 2016-03-31 | 2016-04-12 | +306.51% |
|---|
CVX
CHEVRON CORP NEW COM | United States | Stock | 3,969 | $378,000 | 1.37% | 2016-03-31 | 2016-04-12 | +114.23% |
|---|
VFC
V F CORP COM | United States | Stock | 5,839 | $378,000 | 1.37% | 2016-03-31 | 2016-04-12 | -76.22% |
|---|
CMI
CUMMINS INC COM | United States | Stock | 3,431 | $377,000 | 1.37% | 2016-03-31 | 2016-04-12 | +374.23% |
|---|
MSFT
MICROSOFT | United States | Stock | 6,585 | $363,000 | 1.32% | 2016-03-31 | 2016-04-12 | +821.53% |
|---|
GM
GENERAL MTRS CO COM | United States | Stock | 11,538 | $362,000 | 1.31% | 2016-03-31 | 2016-04-12 | +156.03% |
|---|
SHW
SHERWIN WILLIAMS CO COM | United States | Stock | 1,264 | $359,000 | 1.30% | 2016-03-31 | 2016-04-12 | +248.23% |
|---|
MAN
MANPOWERGROUP INC COM | United States | Stock | 4,391 | $357,000 | 1.30% | 2016-03-31 | 2016-04-12 | -30.53% |
|---|
ORCL
ORACLE CORP COM | United States | Stock | 8,138 | $332,000 | 1.21% | 2016-03-31 | 2016-04-12 | +236.81% |
|---|
WMT
WAL-MART STORES INC COM | United States | Stock | 4,662 | $319,000 | 1.16% | 2016-03-31 | 2016-04-12 | +367.81% |
|---|
SPR
SPIRIT AEROSYSTEMS HLDGS INC COM CL A | United States | Stock | 6,993 | $317,000 | 1.15% | 2016-03-31 | 2016-04-12 | |
|---|
GIS
GENERAL MLS INC COM | United States | Stock | 4,872 | $308,000 | 1.12% | 2016-03-31 | 2016-04-12 | -46.61% |
|---|
WFC
WELLS FARGO & CO NEW COM | United States | Stock | 6,348 | $306,000 | 1.11% | 2016-03-31 | 2016-04-12 | +66.42% |
|---|
KO
COCA COLA CO COM | United States | Stock | 6,441 | $298,000 | 1.08% | 2016-03-31 | 2016-04-12 | +87.20% |
|---|
UNP
UNION PAC CORP COM | United States | Stock | 3,730 | $296,000 | 1.07% | 2016-03-31 | 2016-04-12 | +244.63% |
|---|
MDLZ
MONDELEZ INTL INC CL A | United States | Stock | 7,301 | $292,000 | 1.06% | 2016-03-31 | 2016-04-12 | +47.86% |
|---|
ABBV
ABBVIE INC COM | United States | Stock | 4,525 | $258,000 | 0.94% | 2016-03-31 | 2016-04-12 | +360.94% |
|---|
MRCC
MONROE CAP CORP COM | United States | CEF | 18,265 | $252,000 | 0.91% | 2016-03-31 | 2016-04-12 | |
|---|
GOOG
ALPHABET INC CAP STK CL C | United States | Stock | 338 | $251,000 | 0.91% | 2016-03-31 | 2016-04-12 | +805.56% |
|---|
CAT
CATERPILLAR INC DEL COM | United States | Stock | 3,158 | $241,000 | 0.88% | 2016-03-31 | 2016-04-12 | +980.01% |
|---|
SLV
ISHARES SILVER TRUST | United States | ETF | 16,350 | $240,000 | 0.87% | 2016-03-31 | 2016-04-12 | +277.93% |
|---|
MCK
MCKESSON CORP COM | United States | Stock | 1,472 | $231,000 | 0.84% | 2016-03-31 | 2016-04-12 | +449.97% |
|---|
VZ
VERIZON COMMUNICATIONS | United States | Stock | 4,232 | $228,000 | 0.83% | 2016-03-31 | 2016-04-12 | -14.98% |
|---|
SWKS
SKYWORKS SOLUTIONS INC COM | United States | Stock | 2,900 | $225,000 | 0.82% | 2016-03-31 | 2016-04-12 | +13.02% |
|---|
RPM
RPM INTL INC COM | United States | Stock | 4,726 | $223,000 | 0.81% | 2016-03-31 | 2016-04-12 | +111.22% |
|---|
CSCO
CISCO SYS INC COM | United States | Stock | 7,695 | $219,000 | 0.80% | 2016-03-31 | 2016-04-12 | +275.62% |
|---|
MCD
MCDONALDS CORP COM | United States | Stock | 1,737 | $218,000 | 0.79% | 2016-03-31 | 2016-04-12 | +86.17% |
|---|
F
FORD MTR CO DEL COM PAR $0.01 | United States | Stock | 16,043 | $216,000 | 0.78% | 2016-03-31 | 2016-04-12 | -8.89% |
|---|
LECO
LINCOLN ELEC HLDGS INC COM | United States | Stock | 3,683 | $215,000 | 0.78% | 2016-03-31 | 2016-04-12 | +362.37% |
|---|
EMR
EMERSON ELEC CO COM | United States | Stock | 3,780 | $205,000 | 0.74% | 2016-03-31 | 2016-04-12 | +189.15% |
|---|
KMI
KINDER MORGAN INC DEL COM | United States | Stock | 10,023 | $179,000 | 0.65% | 2016-03-31 | 2016-04-12 | +70.49% |
|---|
RDI
READING INTERNATIONAL INC CL A | United States | Stock | 14,500 | $173,000 | 0.63% | 2016-03-31 | 2016-04-12 | -83.39% |
|---|
OPK
OPKO HEALTH INC COM | United States | Stock | 15,000 | $155,000 | 0.56% | 2016-03-31 | 2016-04-12 | -84.41% |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |