Institutions / B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc.
CIK 1599892 · Institution · as of Jun 30, 2022
Portfolio value
$85.50B
Positions
755
As of
Jun 30, 2022
Portfolio trend
Portfolio value
$85.50B+6486.3%Positions
755+20.6%Top holdings
Jun 30, 2022View all 755 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Ser TrBIL | $16.11B | 18.8% |
| ProShares Tr | $13.91B | 16.3% |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $12.96B | 15.2% |
| Vanguard Malvern FdsVTIP | $11.10B | 13.0% |
| SPDR Gold TrGLD | $7.16B | 8.4% |
| Ishares Msci Denmark ETF | $6.88B | 8.1% |
| Microsoft CorpMSFT | $1.33B | 1.6% |
| Apple Inc.AAPL | $965.02M | 1.1% |
| Johnson & JohnsonJNJ | $842.83M | 1.0% |
| Rivernorth Opportunities Fund, Inc.RIV | $721.91M | 0.8% |
| Berkshire Hathaway IncBRK-A | $516.90M | 0.6% |
| Alphabet Inc.GOOG | $444.67M | 0.5% |
| iShares TrITA | $431.18M | 0.5% |
| VanEck ETF TrustMOAT | $415.18M | 0.5% |
| Listed Fd TrINFL | $406.97M | 0.5% |
| Bristol Myers Squibb CoBMY | $392.48M | 0.5% |
| Alphabet Inc.GOOG | $376.97M | 0.4% |
| Vodafone Group Public Ltd Co | $331.93M | 0.4% |
| Lennar Corp /NewLEN | $324.62M | 0.4% |
| abrdn Healthcare InvestorsHQH | $324.11M | 0.4% |
| Cisco Systems, Inc.CSCO | $317.72M | 0.4% |
| PROCTER & GAMBLE CoPG | $298.74M | 0.3% |
| Magna International Inc | $297.47M | 0.3% |
| Fedex CorpFDX | $294.88M | 0.3% |
| Liberty Global PLC | $292.74M | 0.3% |
Activity
Jun 30, 2022View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2022 as of | New Other (per filing) | BIL Bil | $16.11B | +181K | 180,670 18.84% of portfolio | high |
| Q2 2022 as of | New Other (per filing) | 74347B425 | $13.91B | +854K | 853,812 16.27% of portfolio | high |
| Q2 2022 as of | Add Other (per filing) | VTIP Vtip | $10.00B | +294K +910.87% | 325,946 12.99% of portfolio | high |
| Q2 2022 as of | Add Other (per filing) | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF fund |