National Asset Management
Latest statistics and disclosures from B. Riley Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, AMZN, IVV, and represent 17.54% of B. Riley Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYG (+$8.3M), SCHB (+$6.9M), RDVI (+$6.7M), LRCX (+$6.3M), IWY (+$5.9M), PANW (+$5.8M), XMMO (+$5.2M), PG, BIL, CRWD.
- Started 63 new stock positions in SEIX, NOVM, LB, SOUN, BUFS, SPAB, WAT, VVR, RDDT, LINC.
- Reduced shares in these 10 stocks: IVV (-$50M), VUG (-$23M), VOO (-$22M), IUSB (-$21M), AAPL (-$18M), AMZN (-$17M), NVDA (-$14M), SPY (-$14M), VTV (-$13M), MSFT (-$12M).
- Sold out of its positions in ASTS, ASPI, ABCL, ADPT, AVAV, BOXX, KORP, Aqua Metals, ABR, Arista Networks.
- B. Riley Wealth Advisors was a net seller of stock by $-551M.
- B. Riley Wealth Advisors has $3.1B in assets under management (AUM), dropping by -15.15%.
- Central Index Key (CIK): 0001464811
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Portfolio Holdings for B. Riley Wealth Advisors
B. Riley Wealth Advisors holds 1136 positions in its portfolio as reported in the December 2024 quarterly 13F filing
B. Riley Wealth Advisors has 1136 total positions. Only the first 250 positions are shown.
- Sign up to view all of the B. Riley Wealth Advisors Dec. 31, 2024 positions
- Download the B. Riley Wealth Advisors December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $167M | -9% | 668k | 250.42 |
|
| NVIDIA Corporation (NVDA) | 4.5 | $137M | -9% | 1.0M | 134.29 |
|
| Microsoft Corporation (MSFT) | 2.9 | $89M | -12% | 211k | 421.50 |
|
| Amazon (AMZN) | 2.4 | $72M | -18% | 329k | 219.39 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $71M | -41% | 120k | 588.68 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $59M | -27% | 144k | 410.44 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $38M | -25% | 222k | 169.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $37M | -26% | 63k | 588.04 |
|
| Meta Platforms Cl A (META) | 1.2 | $36M | -5% | 61k | 585.51 |
|
| Procter & Gamble Company (PG) | 1.0 | $29M | +19% | 175k | 167.65 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $29M | -11% | 151k | 189.30 |
|
| Broadcom (AVGO) | 0.9 | $27M | -16% | 116k | 231.84 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $26M | -9% | 34k | 772.00 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $26M | -11% | 242k | 107.57 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $26M | -10% | 107k | 239.71 |
|
| Tesla Motors (TSLA) | 0.8 | $25M | -10% | 63k | 403.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $24M | -10% | 54k | 453.28 |
|
| Home Depot (HD) | 0.7 | $23M | -13% | 58k | 388.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $21M | -11% | 108k | 190.44 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $20M | -6% | 340k | 57.92 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $20M | 85k | 232.52 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $19M | -11% | 21k | 916.28 |
|
| Wal-Mart Stores (WMT) | 0.6 | $19M | -9% | 207k | 90.55 |
|
| International Business Machines (IBM) | 0.6 | $18M | -2% | 80k | 219.83 |
|
| Franklin Covey (FC) | 0.6 | $17M | 448k | 37.58 |
|
|
| Proshares Tr Large Cap Cre (CSM) | 0.5 | $17M | +3% | 251k | 66.14 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $16M | 216k | 75.63 |
|
|
| UnitedHealth (UNH) | 0.5 | $16M | -17% | 31k | 505.85 |
|
| Eaton Corp SHS (ETN) | 0.5 | $16M | +13% | 47k | 331.87 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $16M | -16% | 64k | 242.13 |
|
| McDonald's Corporation (MCD) | 0.5 | $15M | -3% | 53k | 289.89 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.5 | $15M | -58% | 330k | 45.20 |
|
| Abbvie (ABBV) | 0.5 | $15M | -2% | 84k | 177.70 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $15M | -36% | 144k | 101.53 |
|
| Palo Alto Networks (PANW) | 0.5 | $15M | +66% | 80k | 181.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $14M | -14% | 300k | 47.82 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $14M | -29% | 145k | 96.83 |
|
| Visa Com Cl A (V) | 0.5 | $14M | -17% | 44k | 316.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $14M | -61% | 25k | 538.82 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $13M | -10% | 25k | 526.58 |
|
| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.4 | $13M | -5% | 591k | 22.24 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $13M | +52% | 140k | 91.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $12M | -9% | 52k | 240.28 |
|
| Johnson & Johnson (JNJ) | 0.4 | $12M | -13% | 85k | 144.62 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $12M | -6% | 20k | 621.79 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.4 | $12M | +78% | 96k | 123.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $12M | -3% | 41k | 289.81 |
|
| Chevron Corporation (CVX) | 0.4 | $12M | -6% | 82k | 144.84 |
|
| Trust For Professional Man Activepassive Us (APUE) | 0.4 | $12M | +2% | 327k | 35.76 |
|
| Merck & Co (MRK) | 0.4 | $12M | -9% | 115k | 100.28 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $12M | +261% | 130k | 87.90 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $11M | -6% | 126k | 90.81 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $11M | -47% | 63k | 178.08 |
|
| Uber Technologies (UBER) | 0.4 | $11M | 184k | 60.32 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $11M | +177% | 474k | 22.70 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $11M | -14% | 141k | 75.69 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $11M | -6% | 81k | 131.76 |
|
| Caterpillar (CAT) | 0.3 | $11M | -18% | 29k | 362.76 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.3 | $11M | -17% | 136k | 77.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $11M | +8% | 26k | 401.57 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $10M | -21% | 182k | 56.84 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $10M | -18% | 59k | 172.42 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $10M | -40% | 74k | 137.57 |
|
| Agnico (AEM) | 0.3 | $9.6M | -19% | 123k | 78.21 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $9.2M | -8% | 18k | 520.61 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $9.0M | -17% | 34k | 264.13 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $8.9M | +12% | 89k | 100.32 |
|
| Netflix (NFLX) | 0.3 | $8.9M | -18% | 10k | 891.36 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $8.7M | -7% | 145k | 60.30 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $8.7M | -30% | 46k | 190.88 |
|
| Enterprise Products Partners (EPD) | 0.3 | $8.6M | -7% | 274k | 31.36 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $8.6M | -16% | 175k | 49.05 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $8.3M | -3% | 147k | 56.56 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $8.2M | +256% | 35k | 235.27 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $8.2M | -15% | 105k | 78.01 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $8.2M | -18% | 42k | 195.83 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.3 | $8.2M | -45% | 160k | 51.25 |
|
| salesforce (CRM) | 0.3 | $8.2M | -11% | 24k | 334.73 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $8.1M | -52% | 164k | 49.51 |
|
| Stryker Corporation (SYK) | 0.3 | $8.1M | -4% | 22k | 360.89 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.3 | $8.0M | +531% | 330k | 24.24 |
|
| Honeywell International (HON) | 0.3 | $8.0M | -10% | 35k | 225.89 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $8.0M | -23% | 63k | 126.75 |
|
| Bank of America Corporation (BAC) | 0.3 | $7.9M | -10% | 180k | 43.95 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $7.9M | +118% | 23k | 342.16 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $7.8M | -12% | 28k | 280.06 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $7.7M | -36% | 108k | 71.91 |
|
| Amgen (AMGN) | 0.3 | $7.7M | -12% | 30k | 260.64 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $7.5M | -41% | 143k | 52.47 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $7.4M | -4% | 68k | 107.74 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $7.3M | +82% | 305k | 24.06 |
|
| Oracle Corporation (ORCL) | 0.2 | $7.3M | -4% | 44k | 166.64 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $7.3M | -17% | 27k | 271.23 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $7.3M | -2% | 119k | 61.34 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $7.2M | -2% | 66k | 110.11 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $7.1M | -13% | 92k | 77.27 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $6.9M | -7% | 142k | 48.33 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $6.8M | -24% | 131k | 52.22 |
|
| Cisco Systems (CSCO) | 0.2 | $6.8M | -18% | 114k | 59.20 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $6.8M | -33% | 42k | 159.52 |
|
| TJX Companies (TJX) | 0.2 | $6.7M | +32% | 56k | 120.81 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $6.6M | 114k | 58.35 |
|
|
| Pfizer (PFE) | 0.2 | $6.6M | -16% | 250k | 26.53 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $6.6M | +9% | 21k | 322.16 |
|
| Verizon Communications (VZ) | 0.2 | $6.6M | -17% | 165k | 39.99 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $6.4M | -18% | 92k | 70.28 |
|
| Boulder Growth & Income Fund (STEW) | 0.2 | $6.4M | +6% | 402k | 16.02 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $6.4M | 127k | 50.58 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $6.4M | -12% | 93k | 68.43 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $6.3M | NEW | 87k | 72.46 |
|
| Advanced Micro Devices (AMD) | 0.2 | $6.2M | -15% | 52k | 120.79 |
|
| Goldman Sachs (GS) | 0.2 | $6.2M | -18% | 11k | 572.60 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $6.2M | 28k | 224.36 |
|
|
| Pepsi (PEP) | 0.2 | $6.1M | -41% | 40k | 153.42 |
|
| Southern Company (SO) | 0.2 | $6.1M | -4% | 74k | 82.32 |
|
| Qualcomm (QCOM) | 0.2 | $6.0M | -13% | 39k | 153.62 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $5.9M | -10% | 69k | 85.66 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.8M | -12% | 132k | 44.04 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $5.7M | +120% | 244k | 23.18 |
|
| Deere & Company (DE) | 0.2 | $5.6M | -3% | 13k | 425.33 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $5.6M | -41% | 51k | 109.20 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $5.6M | -57% | 99k | 56.72 |
|
| Automatic Data Processing (ADP) | 0.2 | $5.6M | -24% | 19k | 294.27 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $5.6M | +3% | 57k | 96.81 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.5M | -6% | 89k | 62.31 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $5.4M | -12% | 28k | 198.10 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $5.4M | 276k | 19.59 |
|
|
| Coca-Cola Company (KO) | 0.2 | $5.4M | -21% | 86k | 62.26 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $5.3M | -2% | 53k | 100.60 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $5.3M | -16% | 31k | 175.23 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $5.3M | -22% | 46k | 115.22 |
|
| Trust For Professional Man Activepassive Eq (APIE) | 0.2 | $5.3M | +6% | 190k | 28.02 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $5.3M | -5% | 57k | 92.73 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $5.3M | -20% | 56k | 95.01 |
|
| At&t (T) | 0.2 | $5.1M | -24% | 225k | 22.77 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $5.1M | -16% | 11k | 485.92 |
|
| Williams Companies (WMB) | 0.2 | $5.1M | -19% | 94k | 54.12 |
|
| Nextera Energy (NEE) | 0.2 | $5.0M | -14% | 70k | 71.69 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $5.0M | -46% | 64k | 78.61 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $4.9M | -5% | 14k | 351.80 |
|
| Oneok (OKE) | 0.2 | $4.9M | -8% | 49k | 100.40 |
|
| Metropcs Communications (TMUS) | 0.2 | $4.8M | -7% | 22k | 220.73 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.7M | -6% | 53k | 89.08 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $4.7M | -15% | 54k | 88.40 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $4.7M | -5% | 24k | 198.18 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $4.7M | -5% | 149k | 31.44 |
|
| Waste Management (WM) | 0.2 | $4.7M | -10% | 23k | 201.79 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.6M | +13% | 21k | 220.96 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $4.5M | -11% | 11k | 426.73 |
|
| Hecla Mining Company (HL) | 0.1 | $4.5M | -21% | 915k | 4.91 |
|
| Abbott Laboratories (ABT) | 0.1 | $4.5M | -16% | 40k | 113.11 |
|
| Emerson Electric (EMR) | 0.1 | $4.5M | 36k | 123.93 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $4.4M | +38% | 145k | 30.47 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $4.4M | +29% | 44k | 100.32 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $4.4M | -12% | 59k | 74.73 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.3M | -15% | 9.8k | 444.68 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $4.3M | +39% | 197k | 22.07 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $4.3M | -34% | 37k | 115.72 |
|
| American Express Company (AXP) | 0.1 | $4.2M | -15% | 14k | 296.79 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $4.2M | -46% | 46k | 91.68 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $4.1M | -10% | 94k | 43.64 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $4.1M | -8% | 55k | 74.78 |
|
| Starbucks Corporation (SBUX) | 0.1 | $4.1M | -11% | 45k | 91.25 |
|
| Walt Disney Company (DIS) | 0.1 | $4.0M | -14% | 36k | 111.85 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $4.0M | -3% | 5.8k | 693.13 |
|
| 3M Company (MMM) | 0.1 | $4.0M | -8% | 31k | 129.09 |
|
| Corning Incorporated (GLW) | 0.1 | $4.0M | -8% | 84k | 47.52 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $4.0M | -42% | 80k | 49.86 |
|
| Union Pacific Corporation (UNP) | 0.1 | $4.0M | -10% | 17k | 228.04 |
|
| American Tower Reit (AMT) | 0.1 | $4.0M | -22% | 21k | 185.03 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.9M | -12% | 21k | 187.51 |
|
| AutoZone (AZO) | 0.1 | $3.9M | 1.2k | 3202.00 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $3.9M | 299k | 12.99 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $3.9M | -20% | 51k | 75.61 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $3.8M | -8% | 16k | 242.17 |
|
| Apollo Global Mgmt (APO) | 0.1 | $3.8M | -5% | 23k | 165.16 |
|
| John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.1 | $3.7M | -42% | 94k | 39.74 |
|
| Lowe's Companies (LOW) | 0.1 | $3.7M | -13% | 15k | 246.80 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.7M | -58% | 38k | 96.90 |
|
| Citigroup Com New (C) | 0.1 | $3.7M | +8% | 52k | 70.39 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.6M | +191% | 130k | 27.32 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $3.5M | +15% | 35k | 102.09 |
|
| ConocoPhillips (COP) | 0.1 | $3.5M | -7% | 36k | 99.17 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $3.5M | -43% | 64k | 55.45 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.5M | +7% | 10k | 339.93 |
|
| Leidos Holdings (LDOS) | 0.1 | $3.4M | NEW | 24k | 144.06 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.4M | -15% | 27k | 127.59 |
|
| Alamos Gold Com Cl A (AGI) | 0.1 | $3.4M | +45% | 186k | 18.44 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.3M | -11% | 27k | 125.72 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.3M | -5% | 5.8k | 571.62 |
|
| Enbridge (ENB) | 0.1 | $3.3M | -4% | 78k | 42.43 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $3.3M | -19% | 72k | 45.34 |
|
| Altria (MO) | 0.1 | $3.3M | -5% | 61k | 53.31 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $3.3M | +85% | 134k | 24.38 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $3.2M | NEW | 76k | 42.38 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $3.2M | -2% | 27k | 117.53 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $3.2M | -20% | 27k | 119.12 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.2M | -6% | 37k | 86.02 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.1M | -3% | 42k | 74.01 |
|
| Trust For Professional Man Activepassive Cr (APCB) | 0.1 | $3.1M | +2% | 107k | 28.98 |
|
| Blackrock (BLK) | 0.1 | $3.1M | NEW | 3.0k | 1024.95 |
|
| CSX Corporation (CSX) | 0.1 | $3.1M | -15% | 96k | 32.27 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $3.1M | +106% | 15k | 206.91 |
|
| Linde SHS (LIN) | 0.1 | $3.1M | -11% | 7.4k | 418.70 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $3.1M | +9% | 61k | 50.21 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $3.1M | -39% | 86k | 35.65 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $3.0M | 21k | 145.35 |
|
|
| Boeing Company (BA) | 0.1 | $3.0M | -11% | 17k | 177.00 |
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $3.0M | -28% | 146k | 20.22 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.9M | -21% | 42k | 68.94 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $2.9M | -15% | 23k | 126.03 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $2.9M | -16% | 14k | 210.46 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.9M | -20% | 7.1k | 402.70 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.9M | -8% | 27k | 106.33 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $2.8M | 17k | 163.42 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $2.8M | -17% | 40k | 70.24 |
|
| Dow (DOW) | 0.1 | $2.8M | -21% | 69k | 40.13 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $2.8M | -56% | 53k | 52.02 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.1 | $2.8M | 26k | 107.61 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.8M | -13% | 74k | 37.53 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.7M | +106% | 106k | 25.86 |
|
| Kinder Morgan (KMI) | 0.1 | $2.7M | -21% | 100k | 27.40 |
|
| Servicenow (NOW) | 0.1 | $2.7M | -33% | 2.6k | 1060.12 |
|
| Reddit Cl A (RDDT) | 0.1 | $2.7M | NEW | 17k | 163.44 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $2.7M | +4% | 22k | 124.96 |
|
| American Electric Power Company (AEP) | 0.1 | $2.7M | -5% | 29k | 92.23 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $2.7M | -21% | 5.7k | 469.32 |
|
| Coherent Corp (COHR) | 0.1 | $2.7M | -21% | 28k | 94.73 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.7M | -14% | 9.5k | 283.84 |
|
| Chart Industries (GTLS) | 0.1 | $2.7M | -36% | 14k | 190.84 |
|
| Consolidated Edison (ED) | 0.1 | $2.7M | +2% | 30k | 89.23 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $2.7M | -45% | 83k | 32.09 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $2.6M | +13% | 59k | 44.92 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $2.6M | +9% | 56k | 46.26 |
|
| Dell Technologies CL C (DELL) | 0.1 | $2.6M | 22k | 115.24 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.6M | -11% | 20k | 128.62 |
|
| United Parcel Service CL B (UPS) | 0.1 | $2.5M | -5% | 20k | 126.10 |
|
| FedEx Corporation (FDX) | 0.1 | $2.5M | -6% | 9.0k | 282.69 |
|
| Chubb (CB) | 0.1 | $2.5M | 9.1k | 277.21 |
|
|
| Prudential Financial (PRU) | 0.1 | $2.5M | -5% | 21k | 118.53 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $2.5M | -3% | 2.2k | 1105.97 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $2.5M | +58% | 67k | 37.09 |
|
| Equinix (EQIX) | 0.1 | $2.5M | 2.6k | 942.77 |
|
|
| Applied Digital Corp Com New (APLD) | 0.1 | $2.5M | -17% | 322k | 7.64 |
|
| Kkr & Co (KKR) | 0.1 | $2.5M | -10% | 17k | 147.91 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $2.4M | -3% | 24k | 99.55 |
|
| Philip Morris International (PM) | 0.1 | $2.4M | -16% | 20k | 121.70 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $2.4M | -8% | 28k | 84.97 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $2.4M | 40k | 59.14 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.3M | +17% | 51k | 46.24 |
|
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 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
- National Asset Management 2021 Q4 filed Jan. 28, 2022
- National Asset Management 2021 Q3 filed Nov. 16, 2021