B. Riley Wealth Advisors, Inc. Q4 2022 Filing
Filed February 21, 2023
Portfolio Value
$4.0B
Holdings
1,512
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (1,512 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMHAMERICAN HOMES 4 RENT | 10,854,593 | $327.2T | 8232585.28% | |
| 2 | AAPLAPPLE INC | 980,490 | $127.4T | 3205736.03% | |
| 3 | MSFTMICROSOFT CORP | 321,970 | $77.2T | 1943035.45% | |
| 4 | IVVISHARES TR | 196,242 | $75.4T | 1897324.49% | |
| 5 | VUGVANGUARD INDEX FDS | 351,171 | $74.8T | 1883224.35% | |
| 6 | VTVVANGUARD INDEX FDS | 475,123 | $66.7T | 1678263.22% | |
| 7 | AMZNAMAZON COM INC | 584,842 | $49.1T | 1236227.74% | |
| 8 | HDHOME DEPOT INC | 107,784 | $34.0T | 856699.70% | |
| 9 | XOMEXXON MOBIL CORP | 301,862 | $33.3T | 837844.60% | |
| 10 | BILSPDR SER TR | 346,763 | $31.7T | 798162.30% | |
| 11 | GQ9SPDR GOLD TR | 186,495 | $31.6T | 796027.99% | |
| 12 | SPYSPDR S&P 500 ETF TR | 81,380 | $31.3T | 786452.24% | |
| 13 | ABBVABBVIE INC | 191,852 | $31.0T | 780215.19% | |
| 14 | JNJJOHNSON & JOHNSON | 168,347 | $29.6T | 744344.63% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 54,029 | $28.6T | 720815.93% | |
| 16 | NDQINVESCO QQQ TR | 107,224 | $28.6T | 718474.82% | |
| 17 | SH1USDPROSHARES TR | 1,758,724 | $28.2T | 709431.71% | |
| 18 | NVDANVIDIA CORPORATION | 191,411 | $28.0T | 703900.17% | |
| 19 | VIGVANGUARD SPECIALIZED FUNDS | 183,472 | $27.9T | 701073.19% | |
| 20 | PDBCINVESCO ACTVELY MNGD ETC FD | 1,865,843 | $27.6T | 693951.31% | |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 653,523 | $27.4T | 690207.33% | |
| 22 | GOOGLALPHABET INC | 288,375 | $25.4T | 639634.01% | |
| 23 | ESGUISHARES TR | 274,702 | $23.3T | 585843.04% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 75,097 | $23.2T | 583740.87% | |
| 25 | IUSBISHARES TR | 487,956 | $21.9T | 551691.64% | |
| 26 | TMOTHERMO FISHER SCIENTIFIC INC | 39,197 | $21.6T | 543462.94% | |
| 27 | CVXCHEVRON CORP NEW | 119,577 | $21.5T | 540090.64% | |
| 28 | MRKMERCK & CO INC | 192,068 | $21.4T | 539580.41% | |
| 29 | JPMJPMORGAN CHASE & CO | 158,759 | $21.3T | 535728.61% | |
| 30 | EFGISHARES TR | 253,292 | $21.2T | 533871.88% | |
| 31 | GOOGALPHABET INC | 234,803 | $20.8T | 524268.55% | |
| 32 | VVISA INC | 98,337 | $20.4T | 514114.05% | |
| 33 | PGPROCTER AND GAMBLE CO | 133,321 | $20.2T | 508466.30% | |
| 34 | EPDENTERPRISE PRODS PARTNERS L | 832,876 | $20.1T | 505518.79% | |
| 35 | VOOVANGUARD INDEX FDS | 56,571 | $19.9T | 500156.12% | |
| 36 | NEENEXTERA ENERGY INC | 234,356 | $19.6T | 493018.25% | |
| 37 | STIPISHARES TR | 201,852 | $19.6T | 492499.02% | |
| 38 | PEPPEPSICO INC | 105,081 | $19.1T | 480136.76% | |
| 39 | JEPIJ P MORGAN EXCHANGE TRADED F | 345,724 | $19.0T | 478964.42% | |
| 40 | VCSHVANGUARD SCOTTSDALE FDS | 251,371 | $18.9T | 475614.01% | |
| 41 | PFEPFIZER INC | 362,708 | $18.6T | 467675.70% | |
| 42 | MAMASTERCARD INCORPORATED | 53,440 | $18.6T | 467618.43% | |
| 43 | CSMPROSHARES TR | 387,193 | $17.4T | 437572.78% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 37,550 | $17.1T | 431353.93% | |
| 45 | HYZDWISDOMTREE TR | 812,914 | $16.8T | 422829.02% | |
| 46 | VTIPVANGUARD MALVERN FDS | 348,713 | $16.3T | 409880.14% | |
| 47 | HONHONEYWELL INTL INC | 75,294 | $16.1T | 406031.88% | |
| 48 | AVGOBROADCOM INC | 28,590 | $16.0T | 402266.04% | |
| 49 | BMYBRISTOL-MYERS SQUIBB CO | 214,212 | $15.4T | 387807.85% | |
| 50 | WMTWALMART INC | 107,904 | $15.4T | 386316.40% | |
| 51 | LLYLILLY ELI & CO | 40,854 | $14.9T | 376100.20% | |
| 52 | BACVERIZON COMMUNICATIONS INC | 364,064 | $14.3T | 360954.90% | |
| 53 | EFVISHARES TR | 311,052 | $14.3T | 359116.52% | |
| 54 | XLFISELECT SECTOR SPDR TR | 191,017 | $14.2T | 358343.81% | |
| 55 | VGTVANGUARD WORLD FDS | 43,554 | $13.9T | 350073.14% | |
| 56 | BNDXVANGUARD CHARLOTTE FDS | 292,325 | $13.9T | 348897.73% | |
| 57 | XLESELECT SECTOR SPDR TR | 157,572 | $13.8T | 346831.82% | |
| 58 | TSLATESLA INC | 110,853 | $13.7T | 343610.57% | |
| 59 | BSVVANGUARD BD INDEX FDS | 178,711 | $13.5T | 338541.31% | |
| 60 | IBMINTERNATIONAL BUSINESS MACHS | 95,390 | $13.4T | 338194.15% | |
| 61 | VBVANGUARD INDEX FDS | 72,046 | $13.2T | 332754.78% | |
| 62 | FNXFIRST TR MID CAP CORE ALPHAD | 150,083 | $13.2T | 331707.33% | |
| 63 | CWBSPDR SER TR | 204,239 | $13.1T | 330673.59% | |
| 64 | SHYISHARES TR | 156,311 | $12.7T | 319274.03% | |
| 65 | MCDMCDONALDS CORP | 48,254 | $12.6T | 316687.95% | |
| 66 | EMLPFIRST TR EXCHANGE-TRADED FD | 470,316 | $12.6T | 315876.92% | |
| 67 | GSLGLOBAL SHIP LEASE INC NEW | 748,751 | $12.5T | 313711.83% | |
| 68 | VTIVANGUARD INDEX FDS | 62,972 | $12.0T | 302966.05% | |
| 69 | VWOVANGUARD INTL EQUITY INDEX F | 306,644 | $12.0T | 300784.49% | |
| 70 | XLFSELECT SECTOR SPDR TR | 340,963 | $11.7T | 293435.95% | |
| 71 | AMTAMERICAN TOWER CORP NEW | 54,648 | $11.7T | 293368.71% | |
| 72 | XLVSELECT SECTOR SPDR TR | 83,777 | $11.4T | 286394.86% | |
| 73 | VBKVANGUARD INDEX FDS | 56,460 | $11.3T | 284918.37% | |
| 74 | IWPISHARES TR | 133,034 | $11.1T | 279863.83% | |
| 75 | XSOEWISDOMTREE TR | 411,627 | $11.0T | 276355.74% | |
| 76 | IVEISHARES TR | 72,026 | $10.4T | 262933.30% | |
| 77 | FVDFIRST TR VALUE LINE DIVID IN | 261,289 | $10.4T | 262411.42% | |
| 78 | METAMETA PLATFORMS INC | 84,002 | $10.0T | 252818.91% | |
| 79 | KOCOCA COLA CO | 157,546 | $10.0T | 251381.21% | |
| 80 | DEDEERE & CO | 23,010 | $9.9T | 248956.31% | |
| 81 | JHSCJOHN HANCOCK EXCHANGE TRADED | 319,716 | $9.8T | 246107.02% | |
| 82 | OIHVANECK ETF TRUST | 32,076 | $9.8T | 245413.45% | |
| 83 | AMGNAMGEN INC | 36,594 | $9.6T | 241851.46% | |
| 84 | BONDPIMCO ETF TR | 104,721 | $9.5T | 239193.04% | |
| 85 | DISDISNEY WALT CO | 108,679 | $9.4T | 235869.83% | |
| 86 | XLUSELECT SECTOR SPDR TR | 132,738 | $9.4T | 235512.83% | |
| 87 | ADNADVENT TECHNOLOGIES HOLDNG I | 5,125,446 | $9.3T | 233447.75% | |
| 88 | IJRISHARES TR | 97,052 | $9.2T | 231131.40% | |
| 89 | UNPUNION PAC CORP | 42,300 | $8.8T | 220412.85% | |
| 90 | MNAINDEXIQ ETF TR | 275,542 | $8.7T | 220007.43% | |
| 91 | VNQVANGUARD INDEX FDS | 106,001 | $8.7T | 220007.11% | |
| 92 | XLKSELECT SECTOR SPDR TR | 69,596 | $8.7T | 217933.74% | |
| 93 | DGROISHARES TR | 172,400 | $8.6T | 216912.94% | |
| 94 | LRCXEURLAM RESEARCH CORP | 20,398 | $8.6T | 216686.69% | |
| 95 | STEWSRH TOTAL RETURN FUND INC | 676,661 | $8.6T | 216249.09% | |
| 96 | LMTLOCKHEED MARTIN CORP | 17,105 | $8.3T | 209401.11% | |
| 97 | BABOEING CO | 43,558 | $8.3T | 208796.60% | |
| 98 | SPYVSPDR SER TR | 211,942 | $8.2T | 207411.78% | |
| 99 | CVSCVS HEALTH CORP | 88,002 | $8.2T | 206369.36% | |
| 100 | BACBANK AMERICA CORP | 243,059 | $8.1T | 202572.62% |
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