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, LLY, META, AVGO, and represent 69.46% of B. Riley Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$4.7B), AAPL (+$995M), LLY (+$532M), META (+$291M), AVGO (+$115M), CAT (+$111M), TSLA (+$82M), PLTR (+$75M), BABA (+$71M), HD (+$62M).
- Started 116 new stock positions in LEU, BUXX, TSSI, OC, ONDS, AIT, MGK, BGIG, BUSA, ORI.
- Reduced shares in these 10 stocks: MSFT (-$10M), VST (-$7.5M), XMMO (-$5.4M), VUG (-$5.1M), SPMO, VTV, VOE, HYZD, VXUS, RDDT.
- Sold out of its positions in AFL, ARKW, ASPI, ALL, OKLO, USAS, BCAB, EAT, BN, BAM.
- B. Riley Wealth Advisors was a net buyer of stock by $7.8B.
- B. Riley Wealth Advisors has $10B in assets under management (AUM), dropping by 376.59%.
- Central Index Key (CIK): 0001464811
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Portfolio Holdings for B. Riley Wealth Advisors
B. Riley Wealth Advisors holds 966 positions in its portfolio as reported in the September 2025 quarterly 13F filing
B. Riley Wealth Advisors has 966 total positions. Only the first 250 positions are shown.
- Sign up to view all of the B. Riley Wealth Advisors Sept. 30, 2025 positions
- Download the B. Riley Wealth Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 48.5 | $4.9B | +2701% | 26M | 186.58 |
|
| Apple (AAPL) | 10.8 | $1.1B | +980% | 4.3M | 254.63 |
|
| Eli Lilly & Co. (LLY) | 5.5 | $557M | +2107% | 730k | 763.00 |
|
| Meta Platforms Cl A (META) | 3.4 | $341M | +577% | 465k | 734.38 |
|
| Broadcom (AVGO) | 1.4 | $137M | +511% | 416k | 329.91 |
|
| Caterpillar (CAT) | 1.1 | $115M | +2576% | 241k | 477.14 |
|
| Amazon (AMZN) | 1.1 | $114M | +91% | 518k | 219.57 |
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $109M | +219% | 600k | 182.42 |
|
| Tesla Motors (TSLA) | 1.0 | $105M | +355% | 236k | 444.72 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $74M | +2121% | 414k | 178.73 |
|
| Home Depot (HD) | 0.7 | $72M | +599% | 177k | 405.19 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $59M | +310% | 120k | 490.39 |
|
| Microsoft Corporation (MSFT) | 0.6 | $58M | -14% | 112k | 517.95 |
|
| American Express Company (AXP) | 0.5 | $54M | +1778% | 164k | 332.18 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $52M | +120% | 165k | 315.43 |
|
| Oracle Corporation (ORCL) | 0.5 | $51M | +459% | 181k | 281.24 |
|
| Cummins (CMI) | 0.5 | $50M | +3155% | 118k | 422.29 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $44M | +1291% | 185k | 236.05 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $42M | -10% | 88k | 479.61 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $42M | +4% | 62k | 669.30 |
|
| Innodata Com New (INOD) | 0.4 | $39M | NEW | 505k | 77.07 |
|
| Micron Technology (MU) | 0.4 | $36M | +980% | 218k | 167.32 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.4 | $36M | -3% | 397k | 91.75 |
|
| Lyft Cl A Com (LYFT) | 0.3 | $34M | +2397% | 1.5M | 22.01 |
|
| Dell Technologies CL C (DELL) | 0.3 | $30M | +1209% | 214k | 141.77 |
|
| International Business Machines (IBM) | 0.3 | $27M | +142% | 97k | 282.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $27M | -4% | 46k | 600.37 |
|
| Procter & Gamble Company (PG) | 0.3 | $26M | +119% | 172k | 153.65 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $26M | -3% | 39k | 666.18 |
|
| Uber Technologies (UBER) | 0.3 | $26M | +58% | 264k | 97.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $26M | +22% | 106k | 243.55 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $25M | +42% | 71k | 355.47 |
|
| Axsome Therapeutics (AXSM) | 0.2 | $25M | +8093% | 203k | 121.45 |
|
| Pepsi (PEP) | 0.2 | $24M | +967% | 173k | 140.44 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $22M | -16% | 119k | 186.49 |
|
| Chevron Corporation (CVX) | 0.2 | $21M | +278% | 132k | 155.29 |
|
| Advanced Micro Devices (AMD) | 0.2 | $19M | +163% | 120k | 161.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $18M | -10% | 75k | 243.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $17M | -7% | 33k | 502.74 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $17M | +1961% | 134k | 124.32 |
|
| Trust For Professional Man Activepassive Us (APUE) | 0.2 | $17M | +14% | 406k | 40.78 |
|
| AeroVironment (AVAV) | 0.2 | $16M | NEW | 51k | 314.89 |
|
| Wal-Mart Stores (WMT) | 0.2 | $16M | +61% | 153k | 103.06 |
|
| Cisco Systems (CSCO) | 0.2 | $16M | +190% | 228k | 68.42 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $15M | +3488% | 509k | 28.91 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $15M | +9% | 421k | 34.72 |
|
| Goldman Sachs (GS) | 0.1 | $14M | +71% | 18k | 796.38 |
|
| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $14M | +5516% | 141k | 100.23 |
|
| Netflix (NFLX) | 0.1 | $14M | 12k | 1198.95 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $14M | +9% | 69k | 203.62 |
|
| Abbvie (ABBV) | 0.1 | $14M | +39% | 59k | 231.54 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.1 | $14M | -11% | 176k | 76.57 |
|
| Johnson & Johnson (JNJ) | 0.1 | $13M | +41% | 70k | 185.42 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $13M | +3153% | 93k | 136.85 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $12M | +6% | 20k | 612.38 |
|
| Eaton Corp SHS (ETN) | 0.1 | $11M | -18% | 30k | 374.25 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $11M | -4% | 187k | 59.92 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.1 | $11M | NEW | 83k | 132.58 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $11M | 81k | 133.90 |
|
|
| Citigroup Com New (C) | 0.1 | $11M | +147% | 105k | 101.50 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $10M | +55% | 225k | 45.10 |
|
| Intel Corporation (INTC) | 0.1 | $10M | +428% | 301k | 33.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $9.6M | +15% | 29k | 328.17 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $9.6M | -3% | 34k | 281.86 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $9.5M | +619% | 66k | 143.18 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $9.4M | +2% | 13k | 746.63 |
|
| TSS (TSSI) | 0.1 | $9.1M | NEW | 505k | 18.11 |
|
| Bigbear Ai Hldgs (BBAI) | 0.1 | $9.1M | NEW | 1.4M | 6.52 |
|
| Nike CL B (NKE) | 0.1 | $9.0M | +927% | 129k | 69.73 |
|
| Cardinal Health (CAH) | 0.1 | $9.0M | +1193% | 57k | 156.98 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $8.7M | +4% | 40k | 215.79 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $8.6M | 71k | 120.72 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $8.6M | 85k | 100.25 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $8.5M | +10% | 168k | 50.73 |
|
| Soundhound Ai Class A Com (SOUN) | 0.1 | $8.5M | +3491% | 526k | 16.08 |
|
| Crocs (CROX) | 0.1 | $8.4M | +4700% | 101k | 83.55 |
|
| Visa Com Cl A (V) | 0.1 | $8.2M | -5% | 24k | 341.38 |
|
| First Tr Exchange-traded A Com Shs (FNX) | 0.1 | $8.2M | 65k | 125.41 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $8.1M | +106% | 192k | 42.37 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $7.9M | 116k | 68.08 |
|
|
| Capital One Financial (COF) | 0.1 | $7.8M | +58% | 37k | 212.58 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $7.7M | 77k | 100.23 |
|
|
| Deere & Company (DE) | 0.1 | $7.7M | +136% | 17k | 457.28 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $7.5M | -19% | 8.1k | 925.68 |
|
| 3M Company (MMM) | 0.1 | $7.4M | +113% | 47k | 155.18 |
|
| TJX Companies (TJX) | 0.1 | $7.4M | 51k | 144.54 |
|
|
| Boulder Growth & Income Fund (STEW) | 0.1 | $7.3M | 404k | 18.16 |
|
|
| Verizon Communications (VZ) | 0.1 | $7.1M | +69% | 162k | 43.95 |
|
| Trust For Professional Man Activepassive Eq (APIE) | 0.1 | $7.0M | 199k | 35.49 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $6.9M | -7% | 79k | 87.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $6.9M | -7% | 12k | 568.81 |
|
| Boeing Company (BA) | 0.1 | $6.9M | +63% | 32k | 215.83 |
|
| McDonald's Corporation (MCD) | 0.1 | $6.8M | +68% | 22k | 303.89 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $6.8M | +15% | 93k | 72.77 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $6.7M | NEW | 79k | 84.57 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $6.6M | +3% | 24k | 279.29 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $6.6M | +4% | 64k | 103.36 |
|
| Pfizer (PFE) | 0.1 | $6.6M | +72% | 258k | 25.48 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $6.4M | -8% | 37k | 170.85 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $6.4M | -9% | 97k | 65.92 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $6.4M | -8% | 56k | 112.75 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $6.3M | +7% | 165k | 38.29 |
|
| Clorox Company (CLX) | 0.1 | $6.3M | +1788% | 51k | 123.33 |
|
| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.1 | $6.2M | -39% | 274k | 22.48 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $6.2M | -5% | 132k | 46.71 |
|
| Coeur Mng Com New (CDE) | 0.1 | $6.1M | +62% | 325k | 18.76 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $6.0M | +16% | 130k | 46.24 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $6.0M | +275% | 92k | 65.00 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.9M | -27% | 16k | 365.49 |
|
| Coca-Cola Company (KO) | 0.1 | $5.9M | +93% | 88k | 66.32 |
|
| Stryker Corporation (SYK) | 0.1 | $5.8M | 16k | 369.67 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $5.8M | -11% | 96k | 60.08 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $5.8M | 28k | 206.51 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $5.8M | +121% | 49k | 118.37 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.8M | -6% | 112k | 51.59 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $5.7M | -36% | 61k | 93.35 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $5.7M | +2% | 114k | 49.46 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $5.6M | +4% | 12k | 468.39 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $5.5M | +6% | 17k | 326.36 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $5.3M | -8% | 18k | 297.62 |
|
| At&t (T) | 0.1 | $5.2M | +29% | 186k | 28.24 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $5.2M | +246% | 69k | 75.39 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $5.1M | +208% | 300k | 17.16 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $5.1M | -2% | 5.3k | 968.01 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $5.0M | -7% | 76k | 65.26 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $5.0M | -24% | 19k | 259.91 |
|
| UnitedHealth (UNH) | 0.0 | $5.0M | -3% | 14k | 345.30 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $4.9M | -3% | 91k | 54.18 |
|
| Hecla Mining Company (HL) | 0.0 | $4.9M | +7% | 405k | 12.10 |
|
| Agnico (AEM) | 0.0 | $4.9M | +7% | 29k | 168.56 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $4.8M | NEW | 101k | 47.68 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $4.8M | +36% | 15k | 332.84 |
|
| Leidos Holdings (LDOS) | 0.0 | $4.8M | 25k | 188.96 |
|
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $4.7M | NEW | 51k | 92.60 |
|
| Honeywell International (HON) | 0.0 | $4.7M | +3% | 22k | 210.50 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $4.6M | -30% | 41k | 113.88 |
|
| Gitlab Class A Com (GTLB) | 0.0 | $4.6M | NEW | 101k | 45.08 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $4.5M | -18% | 23k | 194.50 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $4.5M | +78% | 45k | 100.05 |
|
| First Tr Exchange-traded SHS (QQEW) | 0.0 | $4.4M | 32k | 141.11 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $4.4M | -42% | 19k | 229.99 |
|
| Trust For Professional Man Activepassive Cr (APCB) | 0.0 | $4.4M | +12% | 148k | 29.84 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $4.4M | 43k | 100.70 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $4.4M | -5% | 30k | 145.65 |
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $4.3M | +6% | 124k | 34.86 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $4.3M | +12% | 23k | 189.70 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $4.3M | +19% | 72k | 59.20 |
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $4.2M | -27% | 46k | 90.50 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $4.1M | +1451% | 121k | 34.37 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $4.1M | -2% | 52k | 78.91 |
|
| Morgan Stanley Com New (MS) | 0.0 | $4.1M | -3% | 26k | 158.96 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $4.1M | -12% | 29k | 142.41 |
|
| Amgen (AMGN) | 0.0 | $4.0M | +141% | 14k | 282.20 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $4.0M | +319% | 50k | 79.94 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $4.0M | -42% | 50k | 79.93 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $4.0M | -8% | 44k | 89.34 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $3.9M | -10% | 45k | 87.21 |
|
| Applied Digital Corp Com New (APLD) | 0.0 | $3.9M | -16% | 171k | 22.94 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $3.9M | +59% | 69k | 57.10 |
|
| New York Life Investments Et Nyli Merger Arbi (MNA) | 0.0 | $3.9M | -32% | 109k | 35.90 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $3.9M | -16% | 15k | 254.27 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $3.8M | +7% | 29k | 134.42 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $3.8M | -33% | 15k | 256.45 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $3.8M | 100k | 37.94 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $3.8M | -10% | 56k | 67.83 |
|
| BP Sponsored Adr (BP) | 0.0 | $3.7M | +338% | 108k | 34.46 |
|
| Bofi Holding (AX) | 0.0 | $3.7M | 43k | 84.65 |
|
|
| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.0 | $3.6M | -29% | 86k | 41.85 |
|
| Upstart Hldgs (UPST) | 0.0 | $3.6M | NEW | 71k | 50.80 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $3.6M | -21% | 22k | 167.33 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $3.6M | -4% | 36k | 99.11 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $3.5M | 15k | 241.96 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.5M | +458% | 56k | 62.47 |
|
| Dominion Resources (D) | 0.0 | $3.5M | +578% | 57k | 61.17 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $3.5M | -33% | 104k | 33.42 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $3.5M | -10% | 64k | 53.87 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $3.5M | +44% | 108k | 31.91 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $3.4M | 29k | 118.06 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $3.4M | -6% | 14k | 239.64 |
|
| Qualcomm (QCOM) | 0.0 | $3.3M | -6% | 20k | 166.36 |
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| Merck & Co (MRK) | 0.0 | $3.2M | -12% | 38k | 83.93 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $3.1M | +4% | 62k | 50.63 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $3.1M | 11k | 296.29 |
|
|
| salesforce (CRM) | 0.0 | $3.1M | 13k | 237.01 |
|
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $3.1M | +3% | 25k | 125.95 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $3.1M | +893% | 56k | 54.30 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $3.0M | +13% | 29k | 104.51 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $3.0M | -60% | 25k | 121.06 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $3.0M | -17% | 25k | 118.83 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $2.9M | +15% | 19k | 154.23 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $2.9M | NEW | 56k | 51.93 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $2.9M | 33k | 89.77 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $2.9M | +2% | 6.5k | 447.25 |
|
| Ge Aerospace Com New (GE) | 0.0 | $2.9M | -6% | 9.6k | 300.81 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $2.9M | 54k | 53.66 |
|
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $2.9M | -16% | 77k | 36.96 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.8M | +188% | 145k | 19.53 |
|
| Applied Materials (AMAT) | 0.0 | $2.8M | -2% | 14k | 204.74 |
|
| Enterprise Products Partners (EPD) | 0.0 | $2.7M | +24% | 87k | 31.27 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $2.7M | 29k | 93.64 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $2.7M | -8% | 70k | 38.22 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.7M | +3% | 97k | 27.30 |
|
| AutoZone (AZO) | 0.0 | $2.6M | +4% | 613.00 | 4290.23 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $2.6M | +23% | 130k | 20.21 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.6M | -4% | 31k | 83.82 |
|
| Chewy Cl A (CHWY) | 0.0 | $2.5M | NEW | 63k | 40.45 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $2.5M | -13% | 5.4k | 463.74 |
|
| Ingersoll Rand (IR) | 0.0 | $2.5M | NEW | 30k | 82.63 |
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.0 | $2.5M | -4% | 42k | 59.39 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $2.5M | 93k | 26.34 |
|
|
| Celestica (CLS) | 0.0 | $2.4M | -12% | 9.9k | 246.38 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.0 | $2.4M | -15% | 49k | 50.00 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $2.4M | 68k | 35.44 |
|
|
| Walt Disney Company (DIS) | 0.0 | $2.4M | -7% | 21k | 114.50 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.4M | -15% | 13k | 183.73 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $2.4M | -8% | 3.3k | 718.54 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $2.3M | NEW | 202k | 11.61 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $2.3M | -15% | 4.8k | 485.01 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $2.3M | -22% | 25k | 91.42 |
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $2.3M | NEW | 402k | 5.71 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $2.3M | +11% | 22k | 102.99 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $2.3M | 23k | 99.45 |
|
|
| Innovator Etfs Trust Equity Dual Dirc | 0.0 | $2.3M | NEW | 109k | 20.89 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.0 | $2.3M | 110k | 20.48 |
|
|
| Servicenow (NOW) | 0.0 | $2.2M | -4% | 2.4k | 920.28 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $2.2M | -51% | 11k | 195.86 |
|
| Profesionally Managed Portfo Congress Interme (CAFX) | 0.0 | $2.2M | +92% | 89k | 25.02 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $2.2M | +25% | 21k | 104.30 |
|
| Blackrock (BLK) | 0.0 | $2.2M | -13% | 1.9k | 1166.19 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $2.2M | +3% | 36k | 59.91 |
|
| Marvell Technology (MRVL) | 0.0 | $2.1M | -7% | 25k | 84.07 |
|
| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $2.1M | +2% | 8.8k | 234.97 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $2.0M | -18% | 22k | 93.37 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $2.0M | NEW | 21k | 98.62 |
|
| Lowe's Companies (LOW) | 0.0 | $2.0M | -8% | 8.1k | 251.30 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $2.0M | +93% | 9.6k | 209.25 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $2.0M | -3% | 26k | 78.09 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $2.0M | -26% | 149k | 13.43 |
|
| Capital Southwest Corporation (CSWC) | 0.0 | $2.0M | 91k | 21.86 |
|
|
| Amplify Etf Tr Amplify Junior S (SILJ) | 0.0 | $2.0M | -7% | 85k | 23.09 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $2.0M | NEW | 7.1k | 273.65 |
|
| Trust For Professional Man Activepassive Mn (APMU) | 0.0 | $2.0M | +22% | 78k | 25.14 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.9M | -43% | 6.6k | 293.76 |
|
| Chubb (CB) | 0.0 | $1.9M | -10% | 6.9k | 282.25 |
|
| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $1.9M | 145k | 13.36 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $1.9M | +12% | 11k | 179.29 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $1.9M | -10% | 33k | 57.47 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.9M | -38% | 20k | 96.55 |
|
| FedEx Corporation (FDX) | 0.0 | $1.9M | +64% | 8.0k | 235.83 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $1.9M | -4% | 40k | 46.96 |
|
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 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
- National Asset Management 2022 Q2 filed Aug. 12, 2022
- National Asset Management 2022 Q1 filed May 2, 2022