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Institutional Investment Manager
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. (CIK: 0001464811) incorporated in Washington, located at 40 S. Main St., Memphis, TN. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Original 13F HR (0001580642-16-008746) filed in 2016.05.16
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 156,807 15,652 3.62%
2 EAGLE MATERIALS INC 109,347 7,666 1.77%
3 ISHARES TR 84,466 7,565 1.75%
4 VANGUARD CHARLOTTE FDS 112,639 6,143 1.42%
5 VANGUARD BD INDEX FDS 68,868 5,553 1.28%
6 AT&T INC 158,093 4,993 1.15%
7 ISHARES TR 62,322 4,802 1.11%
8 PROCTER AND GAMBLE CO 64,183 4,445 1.03%
9 ALTRIA GROUP INC 81,345 4,369 1.01%
10 GENERAL ELECTRIC CO 168,550 4,283 0.99%
11 JOHNSON & JOHNSON 50,962 4,200 0.97%
12 MICROSOFT CORP 94,278 4,097 0.95%
13 CHEVRON CORP NEW 49,435 4,051 0.94%
14 SPDR S&P 500 ETF TR 21,215 3,993 0.92%
15 ALPHABET INC 5,036 3,842 0.89%
16 PFIZER INC 149,135 3,793 0.88%
17 VERIZON COMMUNICATIONS INC 89,450 3,643 0.84%
18 GLOBAL NET LEASE INC 497,510 3,565 0.82%
19 STRAIGHT PATH COMMUNICATNS INCORPORATED CLASS B 112,124 3,479 0.80%
20 EXXON MOBIL CORP 48,407 3,452 0.80%
21 VANGUARD TAX-MANAGED FDS 94,062 3,375 0.78%
22 BERKSHIRE HATHAWAY INC DEL 23,196 3,291 0.76%
23 WELLS FARGO & CO NEW 73,107 3,103 0.72%
24 ISHARES TR 69,252 3,042 0.70%
25 INTERNATIONAL BUSINESS MACHS 19,715 2,986 0.69%
26 RECON CAP SER TR 131,700 2,947 0.68%
27 VANGUARD BD INDEX FDS 33,826 2,918 0.67%
28 VANGUARD INDEX FDS 35,232 2,903 0.67%
29 VANGUARD SCOTTSDALE FDS 54,282 2,902 0.67%
30 FIDELITY LIMITED TERM BOND ETF 57,469 2,902 0.67%
31 CLAYMORE EXCHANGE TRD FD TR 118,715 2,865 0.66%
32 STARBUCKS CORP 50,770 2,804 0.65%
33 SELECT SECTOR SPDR TR 154,617 2,724 0.63%
34 VOYA GLBL EQTY DIV PREM OP 411,585 2,697 0.62%
35 AMAZON COM INC 4,440 2,636 0.61%
36 BRISTOL MYERS SQUIBB CO 62,874 2,508 0.58%
37 SCHWAB SHORT-TERM US TREASURY ETF 54,278 2,501 0.58%
38 ISHARES TR 21,667 2,489 0.58%
39 VANGUARD INDEX FDS 23,309 2,481 0.57%
40 COCA COLA CO 71,981 2,403 0.56%
41 HOME DEPOT INC 21,850 2,390 0.55%
42 VANGUARD BD INDEX FDS 25,142 2,339 0.54%
43 JPMORGAN CHASE & CO 48,388 2,319 0.54%
44 SPDR S&P 600 SMALL CAP GROWTH ETF 14,057 2,198 0.51%
45 DISNEY WALT CO 20,996 2,085 0.48%
46 ISHARES TR 78,788 2,080 0.48%
47 FIRST TR EXCHANGE TRADED FD 30,346 2,072 0.48%
48 PHILLIPS 66 28,331 2,060 0.48%
49 ISHARES TR 16,093 1,999 0.46%
50 ISHARES TR 30,017 1,980 0.46%
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