B-Riley-Wealth-Advisors

Filing Details

13F-HR2024-12-31
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% identified
801 identified335 unidentified

Holdings

1,136 positions • $3.1B total value
Manager:
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Page 15 of 57
33739P103
Shares:30.4K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.1B)
78464A664
Shares:76.2K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.1B)
Main Street Capital CORP
Shares:33.7K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.1B)
46429B697
Shares:22.2K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.1B)
14021D107
Shares:62.5K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.1B)
78464A763
Shares:14.8K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.1B)
NIKE, Inc.
Shares:25.3K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.1B)
NOVARTIS AG
Shares:19.8K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.1B)
GLADSTONE COMMERCIAL CORP
Shares:116.6K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.1B)
78464A375
Shares:57.4K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.1B)
FISERV INC
Shares:9.0K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.1B)
46428Q109
Shares:70.3K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$3.1B)
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:21.9K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$3.1B)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:9.6K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$3.1B)
AXON ENTERPRISE, INC.
Shares:3.1K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$3.1B)
ENTERGY CORP /DE/
Shares:24.1K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$3.1B)
46435G425
Shares:14.2K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$3.1B)
TE Connectivity plc
Shares:12.7K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$3.1B)
NXP Semiconductors N.V.
Shares:8.7K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$3.1B)
464287168
Shares:13.7K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$3.1B)