National Asset Management
Latest statistics and disclosures from B. Riley Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, LLY, AAPL, META, PLTR, and represent 56.18% of B. Riley Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$1.8B), LLY (+$278M), PLTR (+$118M), META (+$107M), GLD (+$91M), AAPL (+$86M), LITE (+$60M), PEP (+$50M), SYF (+$30M), AMZN (+$28M).
- Started 86 new stock positions in NUVB, VRIG, CCC, ALLW, KTOS, SDVY, URTH, WY, NAD, BSCU.
- Reduced shares in these 10 stocks: BIL (-$29M), VUG (-$12M), LRCX (-$11M), VIG (-$8.0M), FNX (-$8.0M), VGT (-$7.3M), , QQQ (-$6.6M), TSLA (-$6.1M), DDTO (-$5.9M).
- Sold out of its positions in PALL, MSOS, A, ABNB, ALT, AAL, AVUV, AME, BLOK, SILJ.
- B. Riley Wealth Advisors was a net buyer of stock by $2.7B.
- B. Riley Wealth Advisors has $4.7B in assets under management (AUM), dropping by 118.27%.
- Central Index Key (CIK): 0001464811
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Portfolio Holdings for B. Riley Wealth Advisors
B. Riley Wealth Advisors holds 803 positions in its portfolio as reported in the March 2026 quarterly 13F filing
B. Riley Wealth Advisors has 803 total positions. Only the first 250 positions are shown.
- Sign up to view all of the B. Riley Wealth Advisors March 31, 2026 positions
- Download the B. Riley Wealth Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 40.0 | $1.9B | +1410% | 12M | 165.17 |
|
| Eli Lilly & Co. (LLY) | 6.4 | $303M | +1100% | 342k | 886.63 |
|
| Apple (AAPL) | 3.7 | $174M | +97% | 705k | 246.63 |
|
| Meta Platforms Cl A (META) | 3.1 | $145M | +286% | 269k | 536.38 |
|
| Palantir Technologies Cl A (PLTR) | 3.0 | $143M | +486% | 1.0M | 137.55 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $108M | +529% | 260k | 414.58 |
|
| Amazon (AMZN) | 1.5 | $72M | +62% | 359k | 200.95 |
|
| Lumentum Hldgs (LITE) | 1.3 | $60M | NEW | 91k | 654.79 |
|
| Pepsi (PEP) | 1.1 | $52M | +2388% | 332k | 156.81 |
|
| Microsoft Corporation (MSFT) | 1.0 | $48M | +20% | 133k | 358.96 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $34M | -11% | 54k | 634.93 |
|
| International Business Machines (IBM) | 0.7 | $33M | +266% | 141k | 237.25 |
|
| Broadcom (AVGO) | 0.7 | $32M | +55% | 109k | 293.41 |
|
| Synchrony Financial (SYF) | 0.7 | $31M | +5392% | 468k | 66.01 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $30M | +172% | 78k | 380.07 |
|
| Advanced Micro Devices (AMD) | 0.6 | $29M | +268% | 146k | 196.04 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $24M | -33% | 58k | 420.01 |
|
| Procter & Gamble Company (PG) | 0.5 | $24M | +132% | 164k | 144.72 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $22M | +22% | 78k | 283.77 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $21M | -17% | 34k | 631.97 |
|
| Chevron Corporation (CVX) | 0.4 | $21M | +214% | 98k | 210.71 |
|
| Ishares Silver Tr Ishares (SLV) | 0.4 | $20M | +237% | 312k | 63.52 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $19M | -25% | 34k | 558.28 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $18M | -19% | 94k | 193.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $17M | -17% | 63k | 273.14 |
|
| Trust For Professional Man Activepassive Us (APUE) | 0.4 | $17M | -4% | 430k | 38.90 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $17M | +65% | 97k | 171.47 |
|
| Uber Technologies (UBER) | 0.3 | $16M | +35% | 228k | 69.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $16M | -20% | 58k | 273.50 |
|
| Sprott Fds Tr Silver Miners (SLVR) | 0.3 | $16M | +1572% | 291k | 54.34 |
|
| 3M Company (MMM) | 0.3 | $16M | +559% | 109k | 142.52 |
|
| Wal-Mart Stores (WMT) | 0.3 | $14M | +22% | 115k | 123.50 |
|
| Johnson & Johnson (JNJ) | 0.3 | $14M | +46% | 58k | 242.49 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $13M | +227% | 72k | 187.15 |
|
| Oracle Corporation (ORCL) | 0.3 | $13M | +172% | 90k | 138.80 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.3 | $12M | +1700% | 104k | 119.51 |
|
| Sandisk Corp (SNDK) | 0.3 | $12M | NEW | 21k | 572.51 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.3 | $12M | -6% | 165k | 73.03 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $12M | 20k | 580.92 |
|
|
| Capital Group Core Balanced SHS (CGBL) | 0.2 | $12M | -10% | 344k | 33.78 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $12M | +19% | 91k | 127.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $11M | -27% | 24k | 474.65 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $11M | +60% | 31k | 362.53 |
|
| Abbvie (ABBV) | 0.2 | $11M | +35% | 51k | 213.12 |
|
| Centrus Energy Corp Cl A (LEU) | 0.2 | $10M | NEW | 61k | 168.52 |
|
| Coreweave Com Cl A (CRWV) | 0.2 | $10M | +721% | 146k | 69.15 |
|
| Prudential Financial (PRU) | 0.2 | $9.7M | +2831% | 103k | 94.49 |
|
| Cisco Systems (CSCO) | 0.2 | $9.5M | +79% | 124k | 77.04 |
|
| Netflix (NFLX) | 0.2 | $9.5M | -10% | 102k | 92.97 |
|
| Palo Alto Networks (PANW) | 0.2 | $9.5M | -11% | 61k | 154.35 |
|
| Tesla Motors (TSLA) | 0.2 | $9.5M | -39% | 27k | 355.28 |
|
| Home Depot (HD) | 0.2 | $9.3M | +18% | 29k | 323.49 |
|
| Deere & Company (DE) | 0.2 | $9.2M | +132% | 17k | 555.52 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $9.1M | -13% | 146k | 62.03 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $8.9M | -76% | 97k | 91.64 |
|
| BP Sponsored Adr (BP) | 0.2 | $8.6M | +100% | 181k | 47.35 |
|
| Ge Vernova (GEV) | 0.2 | $8.2M | 10k | 817.37 |
|
|
| Western Digital (WDC) | 0.2 | $8.1M | +1028% | 32k | 251.64 |
|
| Crocs (CROX) | 0.2 | $8.1M | +4104% | 101k | 80.00 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $8.1M | +15% | 20k | 401.90 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $8.0M | +2% | 117k | 68.98 |
|
| First Majestic Silver Corp (AG) | 0.2 | $7.8M | +336% | 397k | 19.65 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $7.7M | -13% | 25k | 311.68 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $7.6M | -5% | 70k | 108.71 |
|
| Eaton Corp SHS (ETN) | 0.2 | $7.6M | -27% | 22k | 343.53 |
|
| Corning Incorporated (GLW) | 0.2 | $7.6M | +338% | 59k | 128.54 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $7.3M | +23% | 161k | 45.48 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $7.3M | +1040% | 110k | 66.32 |
|
| TJX Companies (TJX) | 0.2 | $7.3M | -11% | 47k | 155.79 |
|
| Honeywell International (HON) | 0.2 | $7.2M | +153% | 32k | 223.47 |
|
| Trust For Professional Man Activepassive Eq (APIE) | 0.2 | $7.2M | -5% | 212k | 34.13 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $7.2M | -15% | 72k | 100.18 |
|
| Goldman Sachs (GS) | 0.2 | $7.1M | +5% | 8.8k | 807.58 |
|
| Hecla Mining Company (HL) | 0.1 | $7.0M | 407k | 17.22 |
|
|
| UnitedHealth (UNH) | 0.1 | $6.9M | +75% | 26k | 261.79 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $6.9M | -13% | 22k | 316.49 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $6.8M | +5% | 74k | 92.05 |
|
| Boulder Growth & Income Fund (STEW) | 0.1 | $6.7M | 404k | 16.71 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $6.6M | -8% | 98k | 67.32 |
|
| Boeing Company (BA) | 0.1 | $6.6M | -4% | 35k | 189.21 |
|
| Capital One Financial (COF) | 0.1 | $6.5M | +19% | 36k | 178.13 |
|
| Curtiss-Wright (CW) | 0.1 | $6.5M | NEW | 10k | 631.24 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $6.4M | +24% | 65k | 99.15 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $6.3M | -18% | 6.4k | 996.62 |
|
| Ishares Msci World Etf (URTH) | 0.1 | $6.2M | NEW | 36k | 174.94 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $6.2M | +1184% | 65k | 96.34 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $6.2M | +34% | 55k | 111.60 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $6.1M | 59k | 103.38 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $6.1M | NEW | 169k | 36.08 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $6.0M | -36% | 119k | 50.57 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $6.0M | NEW | 61k | 98.95 |
|
| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.1 | $6.0M | 273k | 22.05 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.9M | 17k | 346.67 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $5.9M | -18% | 29k | 207.63 |
|
| Stryker Corporation (SYK) | 0.1 | $5.9M | +10% | 18k | 326.10 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $5.8M | +2% | 127k | 46.10 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $5.7M | +181% | 27k | 210.79 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $5.6M | NEW | 153k | 36.77 |
|
| Visa Com Cl A (V) | 0.1 | $5.5M | -20% | 18k | 299.54 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $5.4M | -20% | 62k | 87.69 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $5.4M | +2% | 113k | 47.79 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $5.3M | +48% | 50k | 107.66 |
|
| Vistra Energy (VST) | 0.1 | $5.3M | +322% | 36k | 147.54 |
|
| Chewy Cl A (CHWY) | 0.1 | $5.3M | NEW | 203k | 25.88 |
|
| Devon Energy Corporation (DVN) | 0.1 | $5.2M | +525% | 101k | 51.52 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $5.1M | +44% | 86k | 59.73 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $5.0M | 121k | 41.75 |
|
|
| Bluerock Pvt Real Estate (BPRE) | 0.1 | $5.0M | +672% | 309k | 16.10 |
|
| Coca-Cola Company (KO) | 0.1 | $4.9M | +71% | 64k | 76.27 |
|
| Amgen (AMGN) | 0.1 | $4.7M | +201% | 14k | 349.00 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $4.7M | +10% | 103k | 45.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $4.7M | -18% | 9.6k | 494.00 |
|
| At&t (T) | 0.1 | $4.7M | +24% | 163k | 28.78 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $4.6M | +285% | 66k | 70.14 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.6M | +11% | 25k | 188.07 |
|
| Dow (DOW) | 0.1 | $4.5M | +1106% | 108k | 41.87 |
|
| Trust For Professional Man Activepassive Cr (APCB) | 0.1 | $4.5M | -4% | 154k | 29.37 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.5M | -48% | 46k | 99.04 |
|
| Caterpillar (CAT) | 0.1 | $4.5M | -39% | 6.8k | 667.42 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $4.5M | -5% | 73k | 61.96 |
|
| Agnico (AEM) | 0.1 | $4.4M | -16% | 23k | 191.86 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $4.4M | -6% | 11k | 410.92 |
|
| PPG Industries (PPG) | 0.1 | $4.3M | +1699% | 42k | 103.83 |
|
| New York Life Investments Et Nyli Merger Arbi (MNA) | 0.1 | $4.3M | +11% | 118k | 36.19 |
|
| Bank of America Corporation (BAC) | 0.1 | $4.2M | -15% | 89k | 47.23 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $4.2M | -13% | 15k | 289.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.2M | -7% | 34k | 120.87 |
|
| Micron Technology (MU) | 0.1 | $4.0M | -4% | 12k | 321.81 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $4.0M | -10% | 76k | 52.42 |
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.1 | $3.9M | NEW | 31k | 126.88 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.9M | -4% | 25k | 158.37 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $3.9M | -30% | 11k | 362.43 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $3.9M | +3% | 50k | 78.30 |
|
| Bigbear Ai Hldgs (BBAI) | 0.1 | $3.8M | +3037% | 1.3M | 3.04 |
|
| Coeur Mng Com New (CDE) | 0.1 | $3.8M | 232k | 16.50 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $3.8M | -16% | 48k | 79.04 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $3.8M | -21% | 72k | 52.60 |
|
| Merck & Co (MRK) | 0.1 | $3.7M | -15% | 31k | 118.10 |
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.1 | $3.7M | -8% | 30k | 123.05 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $3.6M | -75% | 18k | 199.93 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $3.5M | NEW | 43k | 82.39 |
|
| Dutch Bros Cl A (BROS) | 0.1 | $3.5M | 74k | 47.99 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.5M | -3% | 124k | 28.10 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.5M | -5% | 28k | 123.62 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $3.5M | -6% | 48k | 72.36 |
|
| Dominion Resources (D) | 0.1 | $3.5M | +544% | 56k | 61.84 |
|
| Citigroup Com New (C) | 0.1 | $3.4M | -16% | 32k | 107.27 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.1 | $3.4M | -16% | 38k | 89.04 |
|
| Nike CL B (NKE) | 0.1 | $3.4M | +501% | 66k | 51.23 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $3.3M | -19% | 59k | 56.43 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $3.3M | -2% | 18k | 186.49 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $3.3M | -10% | 59k | 55.65 |
|
| Profesionally Managed Portfo Congress Interme (CAFX) | 0.1 | $3.2M | +8% | 129k | 24.73 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.2M | -31% | 48k | 65.59 |
|
| Verizon Communications (VZ) | 0.1 | $3.1M | -20% | 61k | 50.30 |
|
| Dell Technologies CL C (DELL) | 0.1 | $3.0M | +77% | 18k | 164.67 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.9M | -22% | 12k | 253.83 |
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.1 | $2.9M | +109% | 82k | 35.24 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.1 | $2.9M | -9% | 25k | 115.34 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.8M | -10% | 6.2k | 452.80 |
|
| Kenvue (KVUE) | 0.1 | $2.8M | +876% | 161k | 17.24 |
|
| Pfizer (PFE) | 0.1 | $2.7M | -5% | 98k | 27.77 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $2.7M | 24k | 113.31 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $2.7M | -16% | 27k | 100.66 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.7M | -31% | 19k | 138.31 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $2.7M | -13% | 8.9k | 301.90 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $2.7M | +2% | 74k | 36.46 |
|
| C3 Ai Cl A (AI) | 0.1 | $2.7M | NEW | 344k | 7.79 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $2.6M | +41% | 43k | 61.89 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $2.6M | -9% | 28k | 91.87 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $2.6M | 146k | 17.50 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $2.5M | -32% | 24k | 105.66 |
|
| Enterprise Products Partners (EPD) | 0.1 | $2.4M | -10% | 62k | 39.08 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $2.4M | -14% | 49k | 48.36 |
|
| Ingersoll Rand (IR) | 0.0 | $2.3M | NEW | 31k | 76.94 |
|
| Trust For Professional Man Activepassive Mn (APMU) | 0.0 | $2.3M | 94k | 24.81 |
|
|
| United Sts Brent Oil Unit (BNO) | 0.0 | $2.3M | NEW | 43k | 53.99 |
|
| Ge Aerospace Com New (GE) | 0.0 | $2.3M | -9% | 8.5k | 273.26 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $2.3M | +2% | 26k | 87.33 |
|
| McDonald's Corporation (MCD) | 0.0 | $2.3M | -39% | 7.5k | 308.53 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $2.3M | -5% | 24k | 94.07 |
|
| American Tower Reit (AMT) | 0.0 | $2.3M | +230% | 14k | 170.35 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.3M | -10% | 12k | 186.42 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $2.3M | -21% | 15k | 156.61 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.3M | 30k | 76.80 |
|
|
| Applied Materials (AMAT) | 0.0 | $2.3M | -43% | 7.0k | 323.11 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $2.2M | +16% | 45k | 50.51 |
|
| Leidos Holdings (LDOS) | 0.0 | $2.2M | -42% | 15k | 154.19 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $2.2M | 37k | 59.95 |
|
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.0 | $2.2M | -12% | 96k | 23.06 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $2.2M | -3% | 9.5k | 230.77 |
|
| Chubb (CB) | 0.0 | $2.2M | 6.6k | 325.37 |
|
|
| FedEx Corporation (FDX) | 0.0 | $2.1M | -14% | 6.2k | 341.74 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $2.1M | -73% | 25k | 84.93 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $2.1M | -7% | 16k | 126.58 |
|
| Qualcomm (QCOM) | 0.0 | $2.0M | -21% | 16k | 127.07 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $2.0M | +131% | 37k | 54.65 |
|
| Marvell Technology (MRVL) | 0.0 | $2.0M | +14% | 23k | 87.81 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.0M | -20% | 66k | 30.48 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $2.0M | -7% | 20k | 100.63 |
|
| American Express Company (AXP) | 0.0 | $2.0M | -27% | 6.6k | 297.50 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $1.9M | NEW | 78k | 25.02 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.9M | +182% | 18k | 108.31 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.9M | -56% | 8.1k | 239.61 |
|
| Tortoise Capital Series Trus North Amrcn Pipe (TPYP) | 0.0 | $1.9M | NEW | 44k | 42.81 |
|
| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.0 | $1.9M | +7% | 37k | 50.08 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $1.8M | -5% | 94k | 19.59 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $1.8M | 24k | 76.93 |
|
|
| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $1.8M | 145k | 12.56 |
|
|
| Endeavour Silver Corp (EXK) | 0.0 | $1.8M | +4% | 207k | 8.62 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $1.8M | 19k | 94.72 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $1.8M | -68% | 16k | 107.96 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $1.8M | -9% | 10k | 173.54 |
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $1.8M | +2% | 38k | 46.61 |
|
| AutoZone (AZO) | 0.0 | $1.7M | -9% | 520.00 | 3342.53 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $1.7M | -17% | 7.2k | 242.25 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $1.7M | +9% | 39k | 44.65 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.7M | -2% | 18k | 94.74 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $1.7M | -27% | 3.8k | 452.01 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.7M | -13% | 35k | 48.27 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $1.7M | -2% | 36k | 46.85 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.0 | $1.7M | +2% | 54k | 31.17 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.7M | -2% | 19k | 86.72 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $1.7M | +2% | 24k | 68.53 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $1.7M | -10% | 18k | 90.85 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $1.6M | +82% | 30k | 53.97 |
|
| Global X Fds Msci Norway Etf (NORW) | 0.0 | $1.6M | NEW | 44k | 37.30 |
|
| Lowe's Companies (LOW) | 0.0 | $1.6M | -11% | 7.0k | 232.59 |
|
| salesforce (CRM) | 0.0 | $1.6M | -32% | 8.6k | 185.02 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.6M | -11% | 7.5k | 212.29 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $1.6M | -13% | 41k | 39.03 |
|
| Applied Digital Corp Com New (APLD) | 0.0 | $1.6M | -3% | 77k | 20.55 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.5M | -12% | 5.3k | 290.23 |
|
| Philip Morris International (PM) | 0.0 | $1.5M | -7% | 9.3k | 164.83 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $1.5M | 22k | 69.96 |
|
|
| Gladstone Cap Corp Com New (GLAD) | 0.0 | $1.5M | NEW | 88k | 17.17 |
|
| Halliburton Company (HAL) | 0.0 | $1.5M | +5% | 39k | 39.26 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $1.5M | +8% | 14k | 105.91 |
|
| Capital Southwest Corporation (CSWC) | 0.0 | $1.5M | 70k | 21.48 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | -10% | 16k | 93.06 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.5M | -4% | 10k | 145.48 |
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $1.5M | 29k | 50.58 |
|
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.0 | $1.5M | NEW | 52k | 27.98 |
|
| Equinix (EQIX) | 0.0 | $1.5M | -8% | 1.5k | 964.09 |
|
| L3harris Technologies (LHX) | 0.0 | $1.5M | 4.3k | 339.94 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.5M | -17% | 18k | 82.50 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.4M | -20% | 5.1k | 280.91 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $1.4M | +9% | 21k | 67.47 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.4M | -36% | 3.0k | 480.13 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $1.4M | NEW | 26k | 53.26 |
|
Past Filings by B. Riley Wealth Advisors
SEC 13F filings are viewable for B. Riley Wealth Advisors going back to 2010
- B. Riley Wealth Advisors 2026 Q1 filed April 27, 2026
- B. Riley Wealth Advisors 2025 Q4 filed Feb. 17, 2026
- B. Riley Wealth Advisors 2025 Q3 filed Oct. 31, 2025
- B. Riley Wealth Advisors 2025 Q2 filed Aug. 19, 2025
- B. Riley Wealth Advisors 2024 Q4 filed Feb. 25, 2025
- B. Riley Wealth Advisors 2024 Q3 filed Dec. 13, 2024
- B. Riley Wealth Advisors 2024 Q2 filed Aug. 19, 2024
- B. Riley Wealth Advisors 2024 Q1 filed May 16, 2024
- B. Riley Wealth Advisors 2023 Q4 filed March 15, 2024
- B. Riley Wealth Advisors 2023 Q3 filed Dec. 1, 2023
- B. Riley Wealth Advisors 2023 Q2 filed July 27, 2023
- B. Riley Wealth Advisors 2023 Q1 filed May 17, 2023
- B. Riley Wealth Advisors 2022 Q4 restated filed March 15, 2023
- B. Riley Wealth Advisors 2022 Q4 filed Feb. 21, 2023
- B. Riley Wealth Advisors 2022 Q3 restated filed Nov. 22, 2022
- National Asset Management 2022 Q3 filed Nov. 14, 2022