B. Riley Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Boca Raton, FL
CIK
0001464811
Alternate names
National Asset Management, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 1,445 3,697,476 AAPL, IVV, VUG, MSFT 13F-HR 12/1/2023 000121390023092006
Q2 2023 1,537 4,457,559 AAPL, AMZN, IVV, MSFT 13F-HR 7/27/2023 000121390023060304
Q1 2023 1,514 3,753,428 AAPL, MSFT, IVV, VUG 13F-HR 5/17/2023 000121390023040833
Q4 2022 1,493 3,569,170 AAPL, IVV, VUG, MSFT RESTATEMENT 3/15/2023 000121390023020216
Q3 2022 1,453 3,311,218 AAPL, MSFT, IVV, VUG RESTATEMENT 11/22/2022 000158064222005858
Q2 2022 1,235 2,376,585 AAPL, MSFT, IVV, AMZN 13F-HR 8/12/2022 000158064222004067
Q1 2022 1,382 3,054,684 AAPL, IVV, MSFT, AMZN 13F-HR 5/2/2022 000158064222002418
Q4 2021 1,414 3,471,216 AAPL, MSFT, IVV, AMZN 13F-HR 1/28/2022 000158064222000506
Q3 2021 1,408 3,143,706 AAPL, MSFT, IVV, AMZN 13F-HR 11/16/2021 000158064221005484
Q2 2021 1,374 3,078,348 AAPL, MSFT, AMZN, IVV 13F-HR 8/10/2021 000158064221003665
Q1 2021 1,350 2,827,849 AAPL, MSFT, AMZN, IVV 13F-HR 5/13/2021 000158064221002356
Q4 2020 1,026 1,869,530 AAPL, MSFT, AMZN, VUG 13F-HR 2/4/2021 000158064221000515
Q3 2020 972 1,875,993 AAPL, MSFT, VUG, AMZN 13F-HR 11/9/2020 000158064220004097
Q2 2020 862 1,497,194 AAPL, MSFT, VUG, AMZN 13F-HR 7/31/2020 000158064220002827
Q1 2020 791 1,171,830 AAPL, MSFT, IGSB, IVV 13F-HR 5/6/2020 000158064220002039
Q4 2019 837 1,175,417 AAPL, VEA, MSFT, IVV 13F-HR 2/10/2020 000158064220000644
Q3 2019 808 1,015,480 AAPL, USMV, VEA, MSFT 13F-HR 11/12/2019 000158064219005127
Q2 2019 792 912,595 VEA, AAPL, AMZN, USMV 13F-HR 8/5/2019 000158064219003529
Q1 2019 742 800,717 AAPL, AMZN, VEA, USMV 13F-HR 5/8/2019 000158064219002400
Q4 2018 664 702,661 AAPL, AMZN, VEA, USMV 13F-HR 2/8/2019 000158064219000709
Q3 2018 716 840,146 AAPL, AMZN, VEA, VTV 13F-HR 11/8/2018 000158064218005355
Q2 2018 673 756,839 AAPL, AMZN, VEA, META 13F-HR 10/5/2018 000158064218004815
Q1 2018 667 714,342 AAPL, VEA, AMZN, VZ 13F-HR 5/15/2018 000158064218002583
Q4 2017 640 740,074 AAPL, VEA, META, BNDX 13F-HR 2/15/2018 000158064218000915
Q3 2017 541 601,862 AAPL, VEA, BSV, BNDX 13F-HR 11/13/2017 000158064217006067
Q2 2017 523 551,373 AAPL, META, STRP, BNDX 13F-HR 8/15/2017 000158064217004437
Q1 2017 518 501,414 AAPL, META, BNDX, BSV 13F-HR 5/15/2017 000158064217003001
Q4 2016 537 492,014 AAPL, META, BNDX, ITOT 13F-HR 2/14/2017 000158064217000910
Q3 2016 616 509,824 AAPL, META, ITOT, BNDX 13F-HR 11/14/2016 000158064216012086
Q2 2016 615 499,470 AAPL, META, EXP, ITOT 13F-HR 8/15/2016 000158064216010256
Q1 2016 560 432,411 AAPL, EXP, ITOT, BNDX 13F-HR 5/16/2016 000158064216008746
Q4 2015 565 493,864 AAPL, META, ITOT, EXP 13F-HR 2/16/2016 000158064216006872
Q3 2015 563 416,282 AAPL, META, ITOT, RYDEX ETF TRUST 13F-HR 11/16/2015 000158064215005216
Q2 2015 533 402,475 AAPL, MPVD, META, ITOT RESTATEMENT 8/17/2015 000158064215003521
Q1 2015 588 410,254 AAPL, META, ITOT, PG 13F-HR 5/14/2015 000158064215002183
Q4 2014 4,239 4,680,017 AAPL, SGENX, PRWCX, PG 13F-HR 2/18/2015 000158064215000753
Q3 2014 672 384,278 AAPL, PG, JNL/Neuberger Strat Income, CLAYMORE EXCHANGE TRD FD TR NEW HOLDINGS 11/20/2014 000091047214005227
Q3 2014 472 272,715 AAPL, PG, JNL/Neuberger Strat Income, CLAYMORE EXCHANGE TRD FD TR 13F-HR 11/14/2014 000091047214005123
Q2 2014 2,866 425,870 AAPL, CVX, MNKD, GE 13F-HR 8/14/2014 000091047214003440
Q1 2014 754 330,832 AAPL, IVV, CLAYMORE EXCHANGE TRD FD TR, IWM 13F-HR 5/2/2014 000091047214001989
Q4 2013 676 313,115 AAPL, IJH, IVV, T 13F-HR 1/21/2014 000091047214000164
Additional filings from B. Riley Wealth Advisors, Inc. that have since been restated