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 12 of 57
337344105
Shares:21.6K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.1B)
78468R853
Shares:58.6K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
316092352
Shares:56.4K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 106.0K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | |||
| 99.8K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | |||
ServiceNow, Inc.(NOWcusip81762P102) | 2.6K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | ||
Reddit, Inc.(RDDTcusip75734B100) | 16.6K | QoQ NEW(+16.6K) YoY NEW(+16.6K) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) |
(cusip337344105)✕ | 21.6K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | ||
| 29.2K | YoY -0.30% (-90) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | ||
| 5.7K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | |||
COHERENT CORP.(COHRcusip19247G107) | 28.4K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | ||
| 9.5K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | |||
| 14.0K | YoY NEW(+14.0K) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | YoY NEW(+$2.7M) | |
| 29.9K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | |||
| 82.6K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.1B) | |||
(cusip78468R853)✕ | 58.6K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.1B) | ||
(cusip316092352)✕ | 56.4K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.1B) | ||
| 22.4K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.1B) | |||
| 20.0K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.1B) | |||
| 20.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) | |||
FEDEX CORP(FDXcusip31428X106) | 9.0K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) | ||
| 9.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) | |||
| 21.3K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) |