B. Riley Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$13M |
| 2 |
MannKind Corp
MNKD
|
+$7.06M |
| 3 |
Meta Platforms (Facebook)
META
|
+$5.25M |
| 4 |
Chevron
CVX
|
+$4.95M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.77M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.94M |
| 2 |
ProShares Ultra S&P500
SSO
|
+$1.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.26M |
| 4 |
Rambus
RMBS
|
+$1.22M |
| 5 |
ProShares Ultra Russell2000
UWM
|
+$913K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 35% |
| 2 | Technology | 9.88% |
| 3 | Energy | 9.43% |
| 4 | Financials | 9.07% |
| 5 | Healthcare | 8.32% |
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B. Riley Wealth Advisors's Q2 2014 Portfolio in Review
As of Q2 2014, B. Riley Wealth Advisors held 2,485 positions worth $426M, up 29% from $331M the previous quarter. Its ten largest holdings account for 13% of the portfolio.
B. Riley Wealth Advisors deployed $365M of net new capital in Q2 2014, opening 1,722 new positions and adding to 484 existing holdings. Its largest new stake was MannKind Corp: 175,988 shares worth $4.83M.
By sector, the portfolio is most concentrated in Miscellaneous at 35% of assets, down from 41% a quarter earlier, followed by Technology and Energy.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $7.94M trimmed.
- B. Riley Wealth Advisors's largest Q2 2014 buy was MannKind Corp: 175,988 shares worth $4.83M.
- B. Riley Wealth Advisors added most to Apple in Q2 2014, an estimated $13M increase.
- B. Riley Wealth Advisors's biggest Q2 2014 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $7.94M.
- B. Riley Wealth Advisors fully exited Affymetrix Inc in Q2 2014, selling an estimated $471K.
- B. Riley Wealth Advisors's ten largest holdings make up 13% of its $426M portfolio in Q2 2014.
- B. Riley Wealth Advisors opened 1,722 new positions and closed 34 in Q2 2014.
- B. Riley Wealth Advisors's portfolio value rose 29% quarter-over-quarter to $426M.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.