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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 (2016Q2)
Original 13F HR (0001580642-16-010256) filed in 2016.08.15
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 148,668 12,919 2.59%
2 FACEBOOK INC 94,344 10,355 2.07%
3 EAGLE MATERIALS INC 127,880 9,866 1.98%
4 ISHARES TR 85,161 7,790 1.56%
5 VANGUARD CHARLOTTE FDS 123,392 6,873 1.38%
6 VANGUARD BD INDEX FDS 76,817 6,227 1.25%
7 AT&T INC 155,350 5,511 1.10%
8 JOHNSON & JOHNSON 54,803 5,180 1.04%
9 ISHARES TR 62,677 5,050 1.01%
10 PROCTER AND GAMBLE CO 65,916 4,748 0.95%
11 CHEVRON CORP NEW 50,942 4,638 0.93%
12 ALTRIA GROUP INC 74,230 4,329 0.87%
13 GENERAL ELECTRIC CO 162,039 4,028 0.81%
14 ALPHABET INC 5,678 3,995 0.80%
15 VERIZON COMMUNICATIONS INC 92,055 3,926 0.79%
16 VANGUARD TAX-MANAGED FDS 108,783 3,847 0.77%
17 MICROSOFT CORP 92,576 3,808 0.76%
18 EXXON MOBIL CORP 46,966 3,746 0.75%
19 GLOBAL NET LEASE INC 537,494 3,686 0.74%
20 STRAIGHT PATH COMMUNICATNS INCORPORATED CLASS B 123,665 3,422 0.69%
21 PFIZER INC 117,542 3,409 0.68%
22 ISHARES TR 72,723 3,361 0.67%
23 SCHWAB SHORT-TERM US TREASURY ETF 72,480 3,348 0.67%
24 VANGUARD INDEX FDS 39,107 3,324 0.67%
25 VANGUARD BD INDEX FDS 37,699 3,321 0.66%
26 VANGUARD SCOTTSDALE FDS 60,377 3,252 0.65%
27 AMAZON COM INC 4,453 3,187 0.64%
28 VOYA GLBL EQTY DIV PREM OP 483,131 3,147 0.63%
29 INTERNATIONAL BUSINESS MACHS 20,089 3,049 0.61%
30 WELLS FARGO & CO NEW 73,660 3,048 0.61%
31 BRISTOL MYERS SQUIBB CO 64,951 3,039 0.61%
32 CLAYMORE EXCHANGE TRD FD TR 119,414 2,967 0.59%
33 FIDELITY LIMITED TERM BOND ETF 57,903 2,952 0.59%
34 VANGUARD INDEX FDS 25,995 2,787 0.56%
35 VANGUARD BD INDEX FDS 28,053 2,751 0.55%
36 RECON CAP SER TR 122,650 2,664 0.53%
37 SPDR S&P 500 ETF TR 14,169 2,612 0.52%
38 STARBUCKS CORP 45,387 2,593 0.52%
39 ISHARES TR 21,990 2,549 0.51%
40 SCHWAB U.S. LARGE-CAP ETF 61,264 2,481 0.50%
41 POWERSHARES QQQ TRUST 26,224 2,462 0.49%
42 COCA COLA CO 73,681 2,443 0.49%
43 SELECT SECTOR SPDR TR 135,535 2,419 0.48%
44 SELECT SECTOR SPDR TR 38,164 2,359 0.47%
45 HOME DEPOT INC 22,386 2,359 0.47%
46 JPMORGAN CHASE & CO 47,642 2,359 0.47%
47 SPDR S&P 600 SMALL CAP GROWTH ETF 14,187 2,292 0.46%
48 FIRST TR EXCHANGE TRADED FD 30,897 2,229 0.45%
49 ISHARES TR 79,606 2,171 0.43%
50 ISHARES TR 16,580 2,130 0.43%
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