B. Riley Wealth Advisors, Inc.

Filing Details

13F-HR • 2024-12-31
SEC
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% identified
801 identified335 unidentified

Holdings

1,136 positions
Manager:
SEC
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Page 10 of 57
808524797
SCHD|808524797
Shares:
130374(+191.0%)
Value:
$3.6B(-5.8%)
464287549
464287549
Shares:
34742(+15.7%)
Value:
$3.5B(+23.7%)
CONOCOPHILLIPS
COP|20825C104
Shares:
35540(-7.2%)
Value:
$3.5B(-15.6%)
46434G764
EMXC|46434G764
Shares:
63491(-43.5%)
Value:
$3.5B(-48.1%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
10258(+7.7%)
Value:
$3.5B(-2.9%)
Leidos Holdings, Inc.
LDOS|525327102
Shares:
23941
Value:
$3.4B
921946406
VYM|921946406
Shares:
26875(-15.9%)
Value:
$3.4B(-16.1%)
ALAMOS GOLD INC
AGI.TO|011532108
Shares:
185652(+45.9%)
Value:
$3.4B(+35.6%)
MORGAN STANLEY
MS|617446448
Shares:
26607(-11.5%)
Value:
$3.3B(+6.6%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
5837(-5.0%)
Value:
$3.3B(-4.7%)
ENBRIDGE INC
ENB|29250N105
Shares:
77905(-4.8%)
Value:
$3.3B(-0.7%)
92206C771
92206C771
Shares:
72165(-19.3%)
Value:
$3.3B(-22.1%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
61229(-5.2%)
Value:
$3.3B(-2.4%)
808524714
808524714
Shares:
133515(+85.0%)
Value:
$3.3B(-9.0%)
74349Y753
74349Y753
Shares:
75771
Value:
$3.2B
Trade Desk, Inc.
TTD|88339J105
Shares:
27019(-2.9%)
Value:
$3.2B(+3.7%)
33734X192
33734X192
Shares:
26580(-20.6%)
Value:
$3.2B(-6.9%)
NOVO NORDISK A S
NVO|670100205
Shares:
36734(-7.0%)
Value:
$3.2B(-31.6%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
42154(-3.7%)
Value:
$3.1B(+11.3%)
89834G752
89834G752
Shares:
107157(+2.9%)
Value:
$3.1B(-1.4%)