B-Riley-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "ENVX", "TREX", "ARES", "AX", "DJP", null, "GDX", "RRX", null, "TROW", "AGI.TO", "NLY", "RJF", "AAL", "AQN", "EFX.TO", "ENTG", "AKAM", "LYFT", null, null, "RF", "SMCI", "SOBO.TO", "ARI", "ONON", "ATR", "ARM", "SNOW", "MU", null, "JXN", "MHO", "FNDF", "MPLX", "ACN", "ZS", "ITT", null, "MMM", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "FLG", "A", "APD", "BABA", "PAA", "RVT", "MAIN", "SFNC", null, null, "VONG", null, null, "ALL", null, "GOOGL", "VDE", "RIG", "AXP", "JQC", "QQQX", null, "NMZ", "ALIT", "ADMA", "AMRK", "SCHH", null, "AIG", "ASML", "T", "BRFS", "BLK", "AWP", "AWF", "AROC", "AM", "CAT", "BUD", "AVGO", "APP", "LOW", null, "CLS", "AVEM", "CP.TO", null, "BDJ", "ARCC", "CII", "SAN", null, "BUI", "BIDU", "WRB", "BST", "BSX", "CSQ", null, "STEW", null, null, null, "DBEF", null, "CCI", "COF", "CMI", null, "DUK", "OII", "COOP", "NUV", "EOI", null, "D", "NICE", 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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
- Manager Name
- B-Riley-Wealth-Advisors
Data Enrichment
71% identified801 identified335 unidentified
Holdings
1,136 positions • $3.1B total value
Manager:
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Page 10 of 57
464287549
Shares:34.7K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$3.1B)
92206C771
Shares:72.2K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.1B)
808524714
Shares:133.5K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.1B)
74349Y753
Shares:75.8K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.1B)
33734X192
Shares:26.6K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.1B)
89834G752
Shares:107.2K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 130.4K | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$3.1B) | |||
(cusip464287549)✕ | 34.7K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.1B) | ||
CONOCOPHILLIPS(COPcusip20825C104) | 35.5K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.1B) | ||
| 63.5K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.1B) | |||
| 10.3K | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$3.1B) | |||
| 23.9K | QoQ NEW(+23.9K) YoY NEW(+23.9K) | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.1B) | QoQ NEW(+$3.4M) YoY NEW(+$3.4M) | |
| 26.9K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.1B) | |||
| 185.7K | All Managers (Combined) | $3.4M | 0.1% ($3.4M/$3.1B) | |||
MORGAN STANLEY(MScusip617446448) | 26.6K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.1B) | ||
| 5.8K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.1B) | |||
ENBRIDGE INC(ENBcusip29250N105) | 77.9K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.1B) | ||
(cusip92206C771)✕ | 72.2K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.1B) | ||
| 61.2K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.1B) | |||
(cusip808524714)✕ | 133.5K | All Managers (Combined) | $3.3M | 0.1% ($3.3M/$3.1B) | ||
(cusip74349Y753)✕ | 75.8K | QoQ NEW(+75.8K) YoY NEW(+75.8K) | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.1B) | QoQ NEW(+$3.2M) YoY NEW(+$3.2M) |
Trade Desk, Inc.(TTDcusip88339J105) | 27.0K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.1B) | ||
(cusip33734X192)✕ | 26.6K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.1B) | ||
NOVO NORDISK A S(NVOcusip670100205) | 36.7K | All Managers (Combined) | $3.2M | 0.1% ($3.2M/$3.1B) | ||
| 42.2K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.1B) | |||
(cusip89834G752)✕ | 107.2K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.1B) |