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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808524607
SCHA|808524607
Shares:
106012(+106.0%)
Value:
$2.7B(+4.4%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
99785(-21.6%)
Value:
$2.7B(-4.2%)
ServiceNow, Inc.
NOW|81762P102
Shares:
2570(-33.9%)
Value:
$2.7B(-21.5%)
Reddit, Inc.
RDDT|75734B100
Shares:
16620
Value:
$2.7B
337344105
337344105
Shares:
21636(+4.8%)
Value:
$2.7B(+5.1%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
29217(-5.8%)
Value:
$2.7B(-15.0%)
NORTHROP GRUMMAN CORP /DE/
NOC|666807102
Shares:
5735(-21.6%)
Value:
$2.7B(-30.8%)
COHERENT CORP.
COHR|19247G107
Shares:
28407(-21.1%)
Value:
$2.7B(-16.2%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
9466(-14.5%)
Value:
$2.7B(-13.9%)
CHART INDUSTRIES INC
GTLS|16115Q308
Shares:
14047(-36.9%)
Value:
$2.7B(-2.3%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
29867(+2.4%)
Value:
$2.7B(-12.2%)
BARCLAYS BANK PLC
DJP|06738C778
Shares:
82630(-45.8%)
Value:
$2.7B(-46.7%)
78468R853
78468R853
Shares:
58601(+13.8%)
Value:
$2.6B(+14.4%)
316092352
316092352
Shares:
56370(+9.9%)
Value:
$2.6B(+19.7%)
Dell Technologies Inc.
DELL|24703L202
Shares:
22422(+1.6%)
Value:
$2.6B(-0.5%)
464287150
ITOT|464287150
Shares:
20019(-11.2%)
Value:
$2.6B(-8.8%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
20149(-5.3%)
Value:
$2.5B(-10.7%)
FEDEX CORP
FDX|31428X106
Shares:
8986(-6.9%)
Value:
$2.5B(-3.5%)
Chubb Ltd
CB|H1467J104
Shares:
9104(+0.5%)
Value:
$2.5B(-3.7%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
21250(-5.3%)
Value:
$2.5B(-6.8%)