B. Riley Wealth Advisors, Inc. Q1 2022 Filing
Filed May 2, 2022
Portfolio Value
$3.1T
Holdings
1,379
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (1,379 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 809,741 | $141.4B | 4.63% | |
| 2 | IVVISHARES TR | 187,953 | $85.3B | 2.79% | |
| 3 | MSFTMICROSOFT CORP | 271,158 | $83.6B | 2.74% | |
| 4 | AMZNAMAZON COM INC | 18,421 | $60.1B | 1.97% | |
| 5 | NDQINVESCO QQQ TR | 121,764 | $44.1B | 1.45% | |
| 6 | VUGVANGUARD INDEX FDS | 144,278 | $41.5B | 1.36% | |
| 7 | NVDANVIDIA CORPORATION | 145,070 | $39.6B | 1.30% | |
| 8 | TSLATESLA INC | 33,496 | $36.1B | 1.18% | |
| 9 | GOOGLALPHABET INC | 12,441 | $33.8B | 1.11% | |
| 10 | ESGUISHARES TR | 323,573 | $32.8B | 1.07% | |
| 11 | METAMETA PLATFORMS INC | 130,198 | $28.8B | 0.94% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 171,115 | $27.7B | 0.91% | |
| 13 | VEAVANGUARD TAX-MANAGED INTL FD | 566,586 | $27.2B | 0.89% | |
| 14 | GOOGALPHABET INC | 9,515 | $26.6B | 0.87% | |
| 15 | SPYSPDR S&P 500 ETF TR | 55,522 | $25.1B | 0.82% | |
| 16 | VTVVANGUARD INDEX FDS | 166,839 | $24.7B | 0.81% | |
| 17 | HDHOME DEPOT INC | 74,876 | $22.4B | 0.73% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 41,471 | $21.2B | 0.69% | |
| 19 | ABBVABBVIE INC | 127,850 | $20.7B | 0.68% | |
| 20 | IUSBISHARES TR | 413,050 | $20.5B | 0.67% | |
| 21 | TIPISHARES TR | 159,306 | $19.8B | 0.65% | |
| 22 | JNJJOHNSON & JOHNSON | 110,356 | $19.6B | 0.64% | |
| 23 | PGPROCTER AND GAMBLE CO | 124,480 | $19.0B | 0.62% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 53,189 | $18.8B | 0.61% | |
| 25 | XOMEXXON MOBIL CORP | 225,799 | $18.6B | 0.61% | |
| 26 | VOOVANGUARD INDEX FDS | 42,377 | $17.6B | 0.58% | |
| 27 | VVISA INC | 79,224 | $17.6B | 0.58% | |
| 28 | DISDISNEY WALT CO | 119,511 | $16.3B | 0.53% | |
| 29 | BNDXVANGUARD CHARLOTTE FDS | 310,265 | $16.3B | 0.53% | |
| 30 | MAMASTERCARD INCORPORATED | 44,728 | $16.0B | 0.52% | |
| 31 | JPMJPMORGAN CHASE & CO | 116,955 | $15.9B | 0.52% | |
| 32 | IVWISHARES TR | 199,391 | $15.2B | 0.50% | |
| 33 | VGTVANGUARD WORLD FDS | 35,946 | $15.0B | 0.49% | |
| 34 | AVGOBROADCOM INC | 23,773 | $15.0B | 0.49% | |
| 35 | GQ9SPDR GOLD TR | 82,211 | $14.8B | 0.49% | |
| 36 | NEENEXTERA ENERGY INC | 170,952 | $14.5B | 0.47% | |
| 37 | EFVISHARES TR | 286,943 | $14.4B | 0.47% | |
| 38 | SKYYFIRST TR EXCHANGE TRADED FD | 157,369 | $14.2B | 0.47% | |
| 39 | STIPISHARES TR | 132,785 | $13.9B | 0.46% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 23,981 | $13.8B | 0.45% | |
| 41 | FNXFIRST TR MID CAP CORE ALPHAD | 138,866 | $13.6B | 0.45% | |
| 42 | BSVVANGUARD BD INDEX FDS | 173,269 | $13.5B | 0.44% | |
| 43 | TMOTHERMO FISHER SCIENTIFIC INC | 22,466 | $13.3B | 0.43% | |
| 44 | LRCXEURLAM RESEARCH CORP | 24,651 | $13.3B | 0.43% | |
| 45 | IGSBISHARES TR | 251,813 | $13.0B | 0.43% | |
| 46 | AQLTISHARES TR | 519,900 | $13.0B | 0.42% | |
| 47 | VTIVANGUARD INDEX FDS | 56,157 | $12.8B | 0.42% | |
| 48 | FNDXSCHWAB STRATEGIC TR | 207,284 | $12.1B | 0.40% | |
| 49 | PEPPEPSICO INC | 71,703 | $12.0B | 0.39% | |
| 50 | WMTWALMART INC | 80,151 | $11.9B | 0.39% | |
| 51 | XLESELECT SECTOR SPDR TR | 150,132 | $11.5B | 0.38% | |
| 52 | PFEPFIZER INC | 218,364 | $11.3B | 0.37% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 218,310 | $11.1B | 0.36% | |
| 54 | EMLPFIRST TR EXCHANGE-TRADED FD | 394,938 | $10.9B | 0.36% | |
| 55 | SCHBSCHWAB STRATEGIC TR | 197,995 | $10.6B | 0.35% | |
| 56 | XLFSELECT SECTOR SPDR TR | 273,378 | $10.5B | 0.34% | |
| 57 | VWOVANGUARD INTL EQUITY INDEX F | 224,746 | $10.4B | 0.34% | |
| 58 | IJRISHARES TR | 95,355 | $10.3B | 0.34% | |
| 59 | IBMINTERNATIONAL BUSINESS MACHS | 78,233 | $10.2B | 0.33% | |
| 60 | ADBEADOBE SYSTEMS INCORPORATED | 21,619 | $9.9B | 0.32% | |
| 61 | BMYBRISTOL-MYERS SQUIBB CO | 133,861 | $9.8B | 0.32% | |
| 62 | GCCWISDOMTREE TR | 381,350 | $9.6B | 0.32% | |
| 63 | XSOEWISDOMTREE TR | 292,679 | $9.6B | 0.31% | |
| 64 | AEMAGNICO EAGLE MINES LTD | 156,011 | $9.6B | 0.31% | |
| 65 | DGROISHARES TR | 176,489 | $9.4B | 0.31% | |
| 66 | CVXCHEVRON CORP NEW | 57,835 | $9.4B | 0.31% | |
| 67 | JHSCJOHN HANCOCK EXCHANGE TRADED | 267,714 | $9.2B | 0.30% | |
| 68 | XLVSELECT SECTOR SPDR TR | 66,686 | $9.1B | 0.30% | |
| 69 | USMVISHARES TR | 116,299 | $9.0B | 0.30% | |
| 70 | EFGISHARES TR | 92,677 | $8.9B | 0.29% | |
| 71 | ITBISHARES TR | 150,075 | $8.9B | 0.29% | |
| 72 | MRKMERCK & CO INC | 106,628 | $8.8B | 0.29% | |
| 73 | BXBLACKSTONE INC | 68,832 | $8.7B | 0.29% | |
| 74 | BACBK OF AMERICA CORP | 205,592 | $8.5B | 0.28% | |
| 75 | HDVISHARES TR | 78,880 | $8.4B | 0.28% | |
| 76 | DNLWISDOMTREE TR | 208,489 | $8.3B | 0.27% | |
| 77 | QCOMQUALCOMM INC | 54,047 | $8.3B | 0.27% | |
| 78 | BLVVANGUARD BD INDEX FDS | 86,284 | $7.9B | 0.26% | |
| 79 | BDXBECTON DICKINSON & CO | 29,645 | $7.9B | 0.26% | |
| 80 | IVEISHARES TR | 49,917 | $7.8B | 0.25% | |
| 81 | GNRCGENERAC HLDGS INC | 26,132 | $7.8B | 0.25% | |
| 82 | AQLTISHARES TR | 111,592 | $7.8B | 0.25% | |
| 83 | XLKSELECT SECTOR SPDR TR | 48,299 | $7.7B | 0.25% | |
| 84 | FXRFIRST TR EXCHANGE TRADED FD | 135,629 | $7.7B | 0.25% | |
| 85 | TAT&T INC | 322,165 | $7.6B | 0.25% | |
| 86 | AMDADVANCED MICRO DEVICES INC | 68,006 | $7.4B | 0.24% | |
| 87 | MCDMCDONALDS CORP | 29,870 | $7.4B | 0.24% | |
| 88 | BIVVANGUARD BD INDEX FDS | 89,861 | $7.4B | 0.24% | |
| 89 | CVSCVS HEALTH CORP | 71,737 | $7.3B | 0.24% | |
| 90 | CRMSALESFORCE COM INC | 33,718 | $7.2B | 0.23% | |
| 91 | VMBSVANGUARD SCOTTSDALE FDS | 142,618 | $7.1B | 0.23% | |
| 92 | NEMNEWMONT CORP | 89,041 | $7.1B | 0.23% | |
| 93 | CSCOCISCO SYS INC | 125,859 | $7.0B | 0.23% | |
| 94 | FTCSFIRST TR EXCHANGE-TRADED FD | 88,602 | $6.9B | 0.23% | |
| 95 | PFFISHARES TR | 189,123 | $6.9B | 0.23% | |
| 96 | AMTAMERICAN TOWER CORP NEW | 27,348 | $6.9B | 0.22% | |
| 97 | PANWPALO ALTO NETWORKS INC | 10,884 | $6.8B | 0.22% | |
| 98 | BABOEING CO | 34,732 | $6.7B | 0.22% | |
| 99 | IAU*ISHARES GOLD TR | 179,790 | $6.6B | 0.22% | |
| 100 | UNPUNION PAC CORP | 24,096 | $6.6B | 0.22% |
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