B. Riley Wealth Advisors, Inc.
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-02-25
- Total Holdings
- 1,136
- Total Value
- 3050781908
- Accession Number
- 0001213900-25-016975
- Form Type
- 13F-HR
- CIK
- 0001464811
- Manager Name
- B. Riley Wealth Advisors, Inc.
Data Enrichment
71% identified801 identified335 unidentified
Holdings
1,136 positions
Manager:
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Page 10 of 57
464287549
Shares:
34742(+15.7%)
Value:
$3.5B(+23.7%)
92206C771
Shares:
72165(-19.3%)
Value:
$3.3B(-22.1%)
808524714
Shares:
133515(+85.0%)
Value:
$3.3B(-9.0%)
74349Y753
Shares:
75771
Value:
$3.2B
33734X192
Shares:
26580(-20.6%)
Value:
$3.2B(-6.9%)
89834G752
Shares:
107157(+2.9%)
Value:
$3.1B(-1.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
130.4K | All Managers (Combined) | $3.6M | |||
(cusip464287549)✕ | 34.7K | All Managers (Combined) | $3.5M | ||
Conocophillips(COPcusip20825C104) | 35.5K | All Managers (Combined) | $3.5M | ||
63.5K | All Managers (Combined) | $3.5M | |||
10.3K | All Managers (Combined) | $3.5M | |||
23.9K | QoQ NEW(+23.9K) YoY NEW(+23.9K) | All Managers (Combined) | $3.4M | QoQ NEW(+$3.4M) YoY NEW(+$3.4M) | |
26.9K | All Managers (Combined) | $3.4M | |||
185.7K | All Managers (Combined) | $3.4M | |||
Morgan Stanley(MScusip617446448) | 26.6K | All Managers (Combined) | $3.3M | ||
5.8K | All Managers (Combined) | $3.3M | |||
Enbridge Inc(ENBcusip29250N105) | 77.9K | All Managers (Combined) | $3.3M | ||
(cusip92206C771)✕ | 72.2K | All Managers (Combined) | $3.3M | ||
61.2K | All Managers (Combined) | $3.3M | |||
(cusip808524714)✕ | 133.5K | All Managers (Combined) | $3.3M | ||
(cusip74349Y753)✕ | 75.8K | QoQ NEW(+75.8K) YoY NEW(+75.8K) | All Managers (Combined) | $3.2M | QoQ NEW(+$3.2M) YoY NEW(+$3.2M) |
Trade Desk, Inc.(TTDcusip88339J105) | 27.0K | All Managers (Combined) | $3.2M | ||
(cusip33734X192)✕ | 26.6K | All Managers (Combined) | $3.2M | ||
Novo Nordisk A S(NVOcusip670100205) | 36.7K | All Managers (Combined) | $3.2M | ||
42.2K | All Managers (Combined) | $3.1M | |||
(cusip89834G752)✕ | 107.2K | All Managers (Combined) | $3.1M |