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 13 of 57
74348A467
Shares:24.3K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.1B)
Shares:19.8K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.1B)
46435G102
Shares:28.1K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.1B)
33738R506
Shares:40.3K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.1B)
33738D309
Shares:50.7K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.1B)
37954Y673
Shares:57.2K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.1B)
389637109
Shares:30.9K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.1B)
464287101
Shares:7.8K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.1B)
33739Q408
Shares:37.4K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.1B)
336917109
Shares:53.5K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 2.2K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) | |||
| 66.8K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) | |||
EQUINIX INC(EQIXcusip29444U700) | 2.6K | QoQ -0.72% (-19) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) | |
| 321.6K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) | |||
KKR & Co. Inc.(KKRcusip48251W104) | 16.6K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.1B) | ||
(cusip74348A467)✕ | 24.3K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.1B) | ||
| 19.8K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.1B) | |||
(cusip46435G102)✕ | 28.1K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.1B) | ||
(cusip33738R506)✕ | 40.3K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.1B) | ||
(cusip33738D309)✕ | 50.7K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.1B) | ||
| 14.0K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.1B) | |||
(cusip37954Y673)✕ | 57.2K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.1B) | ||
| 17.9K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.1B) | |||
| 4.4K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.1B) | |||
(cusip389637109)✕ | 30.9K | YoY NEW(+30.9K) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.1B) | YoY NEW(+$2.3M) |
| 122.1K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.1B) | |||
(cusip464287101)✕ | 7.8K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.1B) | ||
(cusip33739Q408)✕ | 37.4K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.1B) | ||
Medtronic plc(MDTcusipG5960L103) | 27.3K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.1B) | ||
(cusip336917109)✕ | 53.5K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$3.1B) |