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 11 of 57
33739Q705
Shares:61.4K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.1B)
33738D101
Shares:86.3K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.1B)
464288760
Shares:20.5K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$3.1B)
46138G649
Shares:13.7K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.1B)
Shares:7.1K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.1B)
92204A876
Shares:17.2K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.1B)
092528603
Shares:53.3K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.1B)
46137V837
Shares:25.7K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
BlackRock, Inc.(BLKcusip09290D101) | 3.0K | QoQ NEW(+3.0K) YoY NEW(+3.0K) | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.1B) | QoQ NEW(+$3.1M) YoY NEW(+$3.1M) |
| 96.1K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.1B) | |||
| 14.9K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.1B) | |||
| 7.4K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.1B) | |||
(cusip33739Q705)✕ | 61.4K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.1B) | ||
(cusip33738D101)✕ | 86.3K | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$3.1B) | ||
(cusip464288760)✕ | 20.5K | QoQ +0.29% (-61) | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.1B) | |
| 16.8K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.1B) | |||
| 145.9K | All Managers (Combined) | $3.0M | 0.1% ($3.0M/$3.1B) | |||
| 42.4K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.1B) | |||
WELLTOWER INC.(WELLcusip95040Q104) | 22.9K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.1B) | ||
(cusip46138G649)✕ | 13.7K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.1B) | ||
| 7.1K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.1B) | |||
SHOPIFY INC.(SHOPcusip82509L107) | 26.9K | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$3.1B) | ||
(cusip92204A876)✕ | 17.2K | QoQ -1.80% (-317)YoY +1.19% (+203) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.1B) | |
| 39.8K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.1B) | |||
| 69.2K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.1B) | |||
(cusip092528603)✕ | 53.3K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.1B) | ||
(cusip46137V837)✕ | 25.7K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.1B) | ||
COMCAST CORP(CMCSAcusip20030N101) | 73.5K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$3.1B) |