National Asset Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    boca raton, FL
  • CIK
    0001464811
  • Alternate names
    B. Riley Wealth Advisors, Inc.
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

2,272

$3.05B
AAPL, AAPL, NVDA, NVDA
13F-HR
Feb 25, 2025
000121390025016975

1,263

$3.60B
AAPL, NVDA, IVV, MSFT
13F-HR
Dec 13, 2024
000121390024108922

1,379

$3.93B
AAPL, NVDA, MSFT, IVV
13F-HR
Aug 19, 2024
000121390024070419

1,445

$3.70B
AAPL, IVV, VUG, MSFT
13F-HR
May 16, 2024
000121390024044405

1,386

$3.71B
AAPL, IVV, MSFT, VUG
13F-HR
Mar 15, 2024
000121390024022861

1,445

$3.70B
AAPL, IVV, VUG, MSFT
13F-HR
Dec 1, 2023
000121390023092006

1,537

$4.46B
AAPL, AMZN, IVV, MSFT
13F-HR
Jul 27, 2023
000121390023060304

1,514

$3.75B
AAPL, MSFT, IVV, VUG
13F-HR
May 17, 2023
000121390023040833

1,493

$3.57B
AAPL, IVV, VUG, MSFT
RESTATEMENT
Mar 15, 2023
000121390023020216

1,453

$3.31B
AAPL, MSFT, IVV, VUG
RESTATEMENT
Nov 22, 2022
000158064222005858

1,235

$2.38B
AAPL, MSFT, IVV, AMZN
13F-HR
Aug 12, 2022
000158064222004067

1,382

$3.05B
AAPL, IVV, MSFT, AMZN
13F-HR
May 2, 2022
000158064222002418

1,414

$3.47B
AAPL, MSFT, IVV, AMZN
13F-HR
Jan 28, 2022
000158064222000506

1,408

$3.14B
AAPL, MSFT, IVV, AMZN
13F-HR
Nov 16, 2021
000158064221005484

1,374

$3.08B
AAPL, MSFT, AMZN, IVV
13F-HR
Aug 10, 2021
000158064221003665

1,350

$2.83B
AAPL, MSFT, AMZN, IVV
13F-HR
May 13, 2021
000158064221002356

1,026

$1.87B
AAPL, MSFT, AMZN, VUG
13F-HR
Feb 4, 2021
000158064221000515

972

$1.88B
AAPL, MSFT, VUG, AMZN
13F-HR
Nov 9, 2020
000158064220004097

862

$1.50B
AAPL, MSFT, VUG, AMZN
13F-HR
Jul 31, 2020
000158064220002827

791

$1.17B
AAPL, MSFT, IGSB, IVV
13F-HR
May 6, 2020
000158064220002039

837

$1.18B
AAPL, VEA, MSFT, IVV
13F-HR
Feb 10, 2020
000158064220000644

808

$1.02B
AAPL, USMV, VEA, MSFT
13F-HR
Nov 12, 2019
000158064219005127

792

$912.60M
VEA, AAPL, AMZN, USMV
13F-HR
Aug 5, 2019
000158064219003529

742

$800.72M
AAPL, AMZN, VEA, USMV
13F-HR
May 8, 2019
000158064219002400

664

$702.66M
AAPL, AMZN, VEA, USMV
13F-HR
Feb 8, 2019
000158064219000709

716

$840.15M
AAPL, AMZN, VEA, VTV
13F-HR
Nov 8, 2018
000158064218005355

673

$756.84M
AAPL, AMZN, VEA, META
13F-HR
Oct 5, 2018
000158064218004815

667

$714.34M
AAPL, VEA, AMZN, BAC
13F-HR
May 15, 2018
000158064218002583

640

$740.07M
AAPL, VEA, META, BNDX
13F-HR
Feb 15, 2018
000158064218000915

541

$601.86M
AAPL, VEA, BSV, BNDX
13F-HR
Nov 13, 2017
000158064217006067

523

$551.37M
AAPL, META, STRAIGHT PATH COMMUNICATNS I, BNDX
13F-HR
Aug 15, 2017
000158064217004437

518

$501.41M
AAPL, META, BNDX, BSV
13F-HR
May 15, 2017
000158064217003001

537

$492.01M
AAPL, META, BNDX, ITOT
13F-HR
Feb 14, 2017
000158064217000910

616

$509.82M
AAPL, META, ITOT, BNDX
13F-HR
Nov 14, 2016
000158064216012086

615

$499.47M
AAPL, META, EXP, ITOT
13F-HR
Aug 15, 2016
000158064216010256

560

$432.41M
AAPL, EXP, ITOT, BNDX
13F-HR
May 16, 2016
000158064216008746

565

$493.86M
AAPL, META, ITOT, EXP
13F-HR
Feb 16, 2016
000158064216006872

563

$416.28M
AAPL, META, ITOT, PG
13F-HR
Nov 16, 2015
000158064215005216

533

$402.48M
AAPL, MPVD, META, ITOT
RESTATEMENT
Aug 17, 2015
000158064215003521

588

$410.25M
AAPL, META, ITOT, PG
13F-HR
May 14, 2015
000158064215002183

4,239

$4.68B
AAPL, SGENX, PRWCX, PG
13F-HR
Feb 18, 2015
000158064215000753

672

$384.28M
AAPL, PG, T, CHV
NEW HOLDINGS
Nov 20, 2014
000091047214005227

472

$272.71M
AAPL, PG, T, JNL/WMC Balanced
13F-HR
Nov 14, 2014
000091047214005123

2,866

$425.87M
AAPL, CHV, MANNKIND CORP, GE
13F-HR
Aug 14, 2014
000091047214003440

754

$330.83M
AAPL, IVV, IWM, CHV
13F-HR
May 2, 2014
000091047214001989

676

$313.12M
AAPL, IJH, IVV, T
13F-HR
Jan 21, 2014
000091047214000164