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National Asset Management

Latest statistics and disclosures from B. Riley Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, IVV, AMZN, META, and represent 15.97% of B. Riley Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$24M), XMMO (+$8.1M), IWF (+$5.1M), IVV, APUE, INTC, GBND, Roundhill Memory Etf, VGT, SPYG.
Started 104 new stock positions in NVO, LYG, DG, CBRS, ETG, SCHA, CARR, BUG, GDV, FXH.
Reduced shares in these 10 stocks: NVDA (-$2.1B), LLY (-$390M), AAPL (-$134M), META (-$117M), PLTR (-$100M), GLD (-$87M), LITE (-$76M), AMD (-$60M), AMZN (-$49M), PEP (-$44M).
Sold out of its positions in AMLP, ABCL, PPLT, AVAV, COR, ACHR, ARW, ASTI, BMNR, Blackrock Utils Infrastructu.
B. Riley Wealth Advisors was a net seller of stock by $-3.7B.
B. Riley Wealth Advisors has $1.9B in assets under management (AUM), dropping by -60.52%.
Central Index Key (CIK): 0001464811

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Portfolio Holdings for B. Riley Wealth Advisors

B. Riley Wealth Advisors holds 831 positions in its portfolio as reported in the June 2026 quarterly 13F filing

B. Riley Wealth Advisors has 831 total positions. Only the first 250 positions are shown.

Sign up to view all of the B. Riley Wealth Advisors June 30, 2026 positions
Download the B. Riley Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.3	$119M	-94%	608k	194.97	View chart
Apple (AAPL)	3.4	$64M	-67%	228k	281.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$44M	+11%	60k	744.19	View chart
Amazon (AMZN)	2.0	$37M	-57%	153k	240.14	View chart
Meta Platforms Cl A (META)	1.8	$35M	-77%	61k	562.60	View chart
Eli Lilly & Co. (LLY)	1.7	$31M	-92%	25k	1229.91	View chart
Microsoft Corporation (MSFT)	1.7	$31M	-37%	84k	368.57	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$29M	+498%	346k	84.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$25M		34k	740.99	View chart
Trust For Professional Man Activepassive Us (APUE)	1.3	$23M	+18%	511k	45.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$23M	+9%	64k	353.65	View chart
Broadcom (AVGO)	1.2	$22M	-46%	58k	372.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$21M	-14%	29k	724.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.1	$21M	+8%	33k	631.98	View chart
Palo Alto Networks (PANW)	1.1	$20M		61k	332.00	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$20M		93k	218.63	View chart
Palantir Technologies Cl A (PLTR)	1.0	$20M	-83%	169k	115.70	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$19M	-13%	54k	351.28	View chart
Advanced Micro Devices (AMD)	1.0	$19M	-75%	35k	539.48	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.0	$19M	+12%	102k	185.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.0	$19M	-68%	25k	742.92	View chart
JPMorgan Chase & Co. (JPM)	0.9	$17M	-35%	50k	329.39	View chart
Micron Technology (MU)	0.8	$15M		13k	1145.23	View chart
Proshares Tr Large Cap Cre (CSM)	0.7	$14M		163k	84.52	View chart
Capital Group Core Balanced SHS (CGBL)	0.7	$13M	+2%	354k	37.92	View chart
Johnson & Johnson (JNJ)	0.7	$13M	-14%	49k	258.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$12M	+3%	25k	495.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$12M	-16%	17k	681.02	View chart
Tesla Motors (TSLA)	0.6	$11M		27k	411.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$10M		144k	70.92	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$10M		22k	455.10	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.5	$9.9M	+26%	82k	120.81	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.5	$9.8M	-5%	10k	968.52	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.5	$9.7M	+19%	253k	38.30	View chart
Ge Vernova (GEV)	0.5	$9.7M	-12%	8.8k	1102.53	View chart
Procter & Gamble Company (PG)	0.5	$9.5M	-60%	64k	148.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$9.4M	+6%	124k	75.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$9.4M	+3%	26k	367.12	View chart
International Business Machines (IBM)	0.5	$9.3M	-76%	33k	278.00	View chart
Goldman Sachs (GS)	0.5	$9.2M		9.0k	1020.22	View chart
Eaton Corp SHS (ETN)	0.5	$9.1M		22k	408.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.5	$9.0M	+957%	54k	167.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$8.8M	-7%	65k	135.60	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.5	$8.6M	-2%	94k	91.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$8.5M	+15%	186k	45.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$8.5M	-91%	23k	368.58	View chart
Wal-Mart Stores (WMT)	0.4	$8.4M	-36%	73k	114.60	View chart
Abbvie (ABBV)	0.4	$8.2M	-36%	32k	254.31	View chart
Capital One Financial (COF)	0.4	$7.9M	+7%	39k	202.28	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$7.8M	+32%	167k	46.32	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.4	$7.7M	+5%	178k	43.16	View chart
Boeing Company (BA)	0.4	$7.5M		35k	214.69	View chart
Ishares Msci World Etf (URTH)	0.4	$7.4M	+2%	37k	201.24	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$7.4M	+7%	80k	92.63	View chart
Netflix (NFLX)	0.4	$7.3M	-3%	99k	73.78	View chart
Lam Research Corp Com New (LRCX)	0.4	$7.3M	-2%	18k	410.90	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$7.2M		72k	100.14	View chart
Boulder Growth & Income Fund (STEW)	0.4	$7.2M		405k	17.83	View chart
Caterpillar (CAT)	0.4	$7.1M		6.8k	1033.22	View chart
TJX Companies (TJX)	0.4	$7.0M		46k	151.23	View chart
Home Depot (HD)	0.4	$6.9M	-31%	20k	350.80	View chart
Intel Corporation (INTC)	0.4	$6.7M	+93%	51k	131.72	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.3	$6.5M	+5%	289k	22.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$6.4M	+396%	53k	121.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$6.4M		56k	114.88	View chart
Exxon Mobil Corporation (XOM)	0.3	$6.4M	-51%	47k	136.06	View chart
Uber Technologies (UBER)	0.3	$6.3M	-63%	84k	75.50	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$6.3M	+3%	61k	102.21	View chart
Hecla Mining Company (HL)	0.3	$6.3M		407k	15.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$6.2M		50k	123.20	View chart
Costco Wholesale Corporation (COST)	0.3	$6.1M		6.4k	946.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$6.1M		120k	50.58	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$6.1M	+47%	455k	13.31	View chart
Stryker Corporation (SYK)	0.3	$6.0M		18k	330.53	View chart
Visa Com Cl A (V)	0.3	$5.9M	-4%	17k	341.65	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.9M	-25%	72k	81.72	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.3	$5.9M	+29%	199k	29.51	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.3	$5.8M	-22%	16k	372.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.7M	-11%	25k	227.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$5.7M	-18%	14k	406.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$5.6M		115k	48.52	View chart
Oracle Corporation (ORCL)	0.3	$5.5M	-58%	37k	147.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$5.3M		15k	361.42	View chart
Bank of America Corporation (BAC)	0.3	$5.2M		90k	57.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$5.2M	-13%	54k	96.32	View chart
Morgan Stanley Com New (MS)	0.3	$5.2M		24k	211.72	View chart
Cisco Systems (CSCO)	0.3	$5.1M	-64%	43k	117.70	View chart
UnitedHealth (UNH)	0.3	$5.1M	-54%	12k	419.82	View chart
Marvell Technology (MRVL)	0.3	$5.0M	-21%	18k	277.75	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.3	$4.9M	+4%	31k	158.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.9M	+17%	147k	33.46	View chart
Mastercard Incorporated Cl A (MA)	0.3	$4.7M	-2%	9.3k	509.64	View chart
Applied Materials (AMAT)	0.2	$4.7M	-4%	6.7k	694.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$4.6M	+39%	82k	56.44	View chart
Chevron Corporation (CVX)	0.2	$4.5M	-72%	27k	168.47	View chart
Citigroup Com New (C)	0.2	$4.5M		31k	142.49	View chart
New York Life Investments Et Merge Arbit Etf (MNA)	0.2	$4.3M		119k	36.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.3M	-4%	72k	59.18	View chart
Deere & Company (DE)	0.2	$4.2M	-59%	6.7k	626.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$4.2M	-19%	20k	213.05	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$4.2M	+4%	62k	67.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$4.2M	+2%	29k	144.68	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.1M	-69%	22k	187.33	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$4.1M		38k	107.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$4.0M	+3%	50k	79.14	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$3.9M	+2%	25k	159.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.9M	+142%	25k	158.45	View chart
Merck & Co (MRK)	0.2	$3.8M	-5%	29k	129.38	View chart
Coeur Mng Com New (CDE)	0.2	$3.8M		231k	16.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$3.7M	-4%	48k	78.02	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.2	$3.7M		25k	149.85	View chart
Alamos Gold Com Cl A (AGI)	0.2	$3.7M		119k	30.74	View chart
Vanguard World Industrial Etf (VIS)	0.2	$3.6M	+14%	10k	355.46	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.6M	+2%	13k	285.48	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$3.5M		83k	41.59	View chart
Agnico (AEM)	0.2	$3.4M	-2%	22k	153.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.4M		11k	301.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.4M	+33%	33k	103.45	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$3.3M	+25%	18k	182.76	View chart
Bristol Myers Squibb (BMY)	0.2	$3.3M	-33%	57k	58.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.3M	-10%	43k	76.53	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$3.3M	-30%	72k	46.02	View chart
Sandisk Corp (SNDK)	0.2	$3.2M	-92%	1.6k	2050.39	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.2	$3.2M	NEW	62k	50.74	View chart
Ge Aerospace Com New (GE)	0.2	$3.2M		8.4k	373.71	View chart
Profesionally Managed Portfo Congr Bd Etf (CAFX)	0.2	$3.2M		128k	24.69	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.1M	-3%	9.2k	335.98	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$3.0M	+29%	189k	15.84	View chart
Verizon Communications (VZ)	0.2	$3.0M	+9%	67k	44.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.0M	+1137%	26k	116.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.9M	-7%	18k	163.07	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.2	$2.9M		96k	30.43	View chart
Dell Technologies CL C (DELL)	0.2	$2.9M	-60%	7.0k	414.60	View chart
Roundhill Etf Trust Memory Etf	0.2	$2.9M	NEW	41k	71.94	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$2.9M	+10%	54k	53.72	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$2.9M	+89%	12k	244.17	View chart
Applied Digital Corp Com New (APLD)	0.2	$2.8M	-2%	75k	37.77	View chart
Qualcomm (QCOM)	0.2	$2.8M	-6%	15k	188.72	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$2.8M	-82%	53k	52.68	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$2.8M		24k	117.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.8M	+6%	28k	98.15	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$2.8M	+605%	24k	117.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.7M	-46%	18k	147.36	View chart
Coca-Cola Company (KO)	0.1	$2.7M	-49%	32k	82.65	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$2.7M	+2%	76k	35.10	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$2.6M	-2%	26k	100.67	View chart
Corning Incorporated (GLW)	0.1	$2.6M	-82%	10k	255.70	View chart
Gladstone Cap Corp Com New (GLAD)	0.1	$2.6M	+53%	136k	19.45	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$2.6M	+68%	96k	27.51	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.6M		28k	93.90	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.5M		10k	246.21	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.5M		6.1k	406.00	View chart
Wells Fargo & Company (WFC)	0.1	$2.5M		30k	83.51	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.1	$2.4M	+3%	98k	25.02	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$2.4M	-11%	48k	50.83	View chart
At&t (T)	0.1	$2.4M	-33%	109k	21.82	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.4M	+4%	46k	50.68	View chart
AutoZone (AZO)	0.1	$2.3M	+42%	743.00	3153.62	View chart
Johnson Controls Internation SHS (JCI)	0.1	$2.3M		17k	140.47	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$2.3M	+42%	40k	57.28	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$2.3M		38k	59.93	View chart
Enterprise Products Partners (EPD)	0.1	$2.2M		61k	36.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.2M	+7%	70k	31.93	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.2M	-38%	44k	50.67	View chart
Pfizer (PFE)	0.1	$2.2M	-7%	91k	24.37	View chart
American Express Company (AXP)	0.1	$2.2M		6.5k	340.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.2M	-9%	7.3k	298.98	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$2.2M	+15%	43k	50.17	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.1M	+20%	23k	94.97	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.1M	-41%	28k	76.57	View chart
Chubb (CB)	0.1	$2.1M	-6%	6.2k	343.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.1M	-45%	9.7k	217.28	View chart
Western Digital (WDC)	0.1	$2.1M	-90%	3.2k	651.83	View chart
Kla Corp Com New (KLAC)	0.1	$2.1M	+972%	7.5k	278.39	View chart
FedEx Corporation (FDX)	0.1	$2.1M	+2%	6.4k	325.37	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.1M	+10%	16k	131.58	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$2.0M	+5%	37k	54.47	View chart
McDonald's Corporation (MCD)	0.1	$2.0M		7.5k	267.19	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$2.0M		11k	177.98	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.0M	+15%	45k	44.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.0M		18k	110.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.9M	-27%	31k	62.81	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$1.9M	+18%	25k	77.69	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.9M		3.7k	521.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.9M	+5%	7.9k	242.99	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.9M	+4%	32k	60.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.9M	+2%	25k	75.53	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$1.9M	+8%	5.5k	343.56	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.9M	+4%	98k	19.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.9M	-5%	17k	109.70	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.9M	+2%	5.5k	341.21	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.9M		38k	48.43	View chart
Starbucks Corporation (SBUX)	0.1	$1.8M	-9%	18k	104.06	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$1.8M	+2%	17k	107.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.8M		23k	77.03	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$1.8M	+46%	89k	20.22	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.7M	-73%	7.3k	239.15	View chart
Servicenow (NOW)	0.1	$1.7M	+68%	17k	99.97	View chart
Endeavour Silver Corp (EXK)	0.1	$1.7M		211k	8.23	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$1.7M	+2%	25k	69.60	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.7M	-5%	5.6k	306.96	View chart
Brookfield Real Assets Incom Shs Ben Int (RA)	0.1	$1.7M	-7%	134k	12.90	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.7M	+34%	74k	22.87	View chart
Pepsi (PEP)	0.1	$1.7M	-96%	12k	138.69	View chart
First Majestic Silver Corp (AG)	0.1	$1.7M	-74%	100k	16.81	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$1.7M		12k	143.31	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.7M	-15%	16k	101.32	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.7M		35k	47.01	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$1.6M	+3%	22k	73.52	View chart
Capital Southwest Corporation (CSWC)	0.1	$1.6M		70k	23.52	View chart
Equinix (EQIX)	0.1	$1.6M		1.5k	1085.34	View chart
Honeywell International (HON)	0.1	$1.6M	NEW	7.0k	227.80	View chart
3M Company (MMM)	0.1	$1.6M	-90%	9.9k	162.43	View chart
CVS Caremark Corporation (CVS)	0.1	$1.6M	-76%	15k	103.58	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$1.6M	NEW	43k	37.01	View chart
Amphenol Corp Cl A (APH)	0.1	$1.6M	+22%	9.5k	166.42	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.6M	+8%	19k	82.17	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$1.6M	+34%	57k	27.39	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$1.6M	-21%	5.6k	276.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.5M	+275%	19k	80.47	View chart
Philip Morris International (PM)	0.1	$1.5M	-11%	8.2k	182.88	View chart
Honeywell Aerospace (HONA)	0.1	$1.5M	NEW	6.8k	220.19	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$1.5M	+71%	58k	25.86	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$1.5M	NEW	44k	33.84	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.5M	-2%	2.9k	506.37	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.4M		29k	49.36	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.4M		5.4k	264.17	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$1.4M	+9%	28k	49.92	View chart
Altria (MO)	0.1	$1.4M	-7%	19k	74.05	View chart
Main Street Capital Corporation (MAIN)	0.1	$1.4M		27k	51.56	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.4M	+3%	17k	80.49	View chart
Proshares Tr Shor S&p 500 New (SH)	0.1	$1.4M	+2%	42k	33.26	View chart
BP Sponsored Adr (BP)	0.1	$1.4M	-79%	37k	37.35	View chart
Walt Disney Company (DIS)	0.1	$1.4M	-3%	14k	98.63	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.4M		2.0k	697.83	View chart
Lowe's Companies (LOW)	0.1	$1.4M	-10%	6.2k	219.65	View chart
Nextera Energy (NEE)	0.1	$1.4M	+9%	15k	88.66	View chart
Amgen (AMGN)	0.1	$1.4M	-72%	3.8k	360.53	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$1.4M	+275%	29k	46.81	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.3M	+23%	26k	51.52	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.3M	-65%	25k	53.58	View chart
Lumentum Hldgs (LITE)	0.1	$1.3M	-98%	1.6k	851.40	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.3M	-6%	15k	90.55	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M	-13%	3.7k	362.49	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.3M		4.4k	303.78	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.3M	+14%	704.00	1883.75	View chart
Delta Air Lines Com New (DAL)	0.1	$1.3M	+15%	14k	93.17	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.3M	+5%	10k	128.33	View chart
salesforce (CRM)	0.1	$1.3M	-4%	8.2k	157.93	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.3M		25k	51.05	View chart

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 Q2 filed July 14, 2026
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

View all past filings

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