B. Riley Wealth Advisors, Inc.

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,136 positions • $3,050,781.908K total value

1,136 positions

Manager:

SEC FilingSEC DataHachi Filing

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NEWMONT Corp /DE/

NEM|651639106

Shares:44.0K

Value:$1.6M

922908652

VXF|922908652

Shares:8.6K

Value:$1.6M

Mondelez International, Inc.

MDLZ|609207105

Shares:27.0K

Value:$1.6M

Johnson Controls International plc

JCI|G51502105

Shares:20.4K

Value:$1.6M

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

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Value:$1.6M

JABIL INC

JBL|466313103

Shares:11.1K

Value:$1.6M

89834G745

Shares:63.9K

Value:$1.6M

46438F101

Shares:29.5K

Value:$1.6M

464289511

Shares:31.2K

Value:$1.5M

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:12.5K

Value:$1.5M

464287291

Shares:18.1K

Value:$1.5M

Air Products & Chemicals, Inc.

APD|009158106

Shares:5.3K

Value:$1.5M

CUMMINS INC

CMI|231021106

Shares:4.4K

Value:$1.5M

Cigna Group

CI|125523100

Shares:5.5K

Value:$1.5M

AerCap Holdings N.V.

AER|N00985106

Shares:15.8K

Value:$1.5M

CELESTICA INC

CLS|15101Q207

Shares:16.4K

Value:$1.5M

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:48.2K

Value:$1.5M

464287119

Shares:16.8K

Value:$1.5M

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:3.2K

Value:$1.5M

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:1.3K

Value:$1.5M

Instrument	Shares		Other Manager	Value
Newmont Corp /De/(NEMcusip651639106)	44.0K	QoQ -33.93% (-22.6K) YoY -56.94% (-58.1K)	All Managers (Combined)	$1.6M	QoQ -53.97% (-$1.9M) YoY -61.28% (-$2.6M)
(VXFcusip922908652)	8.6K	QoQ -9.56% (-905) YoY -41.51% (-6.1K)	All Managers (Combined)	$1.6M	QoQ -4.57% (-$77.9K) YoY -32.42% (-$779.8K)
Mondelez International, Inc.(MDLZcusip609207105)	27.0K	QoQ -11.59% (-3.5K) YoY -24.54% (-8.8K)	All Managers (Combined)	$1.6M	QoQ -27.53% (-$616.6K) YoY -37.65% (-$980.2K)
Johnson Controls International Plc(JCIcusipG51502105)	20.4K	QoQ -1.99% (-417) YoY +48.41% (+6.7K)	All Managers (Combined)	$1.6M	QoQ +0.37% (-$6.1K) YoY +102.88% (+$822.0K)
L3harris Technologies, Inc. /De/(LHXcusip502431109)	7.7K	QoQ -2.05% (-161) YoY +11.26% (+775)	All Managers (Combined)	$1.6M	QoQ -14.27% (-$268.2K) YoY +11.08% (+$160.6K)
Jabil Inc(JBLcusip466313103)	11.1K	QoQ +4.04% (+433) YoY -35.60% (-6.2K)	All Managers (Combined)	$1.6M	QoQ +24.94% (+$319.9K) YoY -27.27% (-$600.9K)
(cusip89834G745)✕	63.9K	QoQ +13.23% (+7.5K) YoY +613.98% (+54.9K)	All Managers (Combined)	$1.6M	QoQ +11.17% (+$158.4K) YoY +603.03% (+$1.4M)
(cusip46438F101)✕	29.5K	QoQ -22.61% (-8.6K) YoY NEW(+29.5K)	All Managers (Combined)	$1.6M	QoQ +15.21% (-$206.4K) YoY NEW(+$1.6M)
(cusip464289511)✕	31.2K	QoQ -10.72% (-3.7K) YoY +475.07% (+25.7K)	All Managers (Combined)	$1.5M	QoQ -17.34% (-$323.1K) YoY +439.18% (+$1.3M)
Valero Energy Corp/Tx(VLOcusip91913Y100)	12.5K	QoQ +8.04% (-933) YoY +11.77% (+1.3K)	All Managers (Combined)	$1.5M	QoQ -4.19% (-$67.3K) YoY +5.40% (+$78.8K)
(cusip464287291)✕	18.1K	QoQ -13.41% (-2.8K) YoY -25.15% (-6.1K)	All Managers (Combined)	$1.5M	QoQ -10.63% (-$182.5K) YoY -6.96% (-$114.8K)
Air Products & Chemicals, Inc.(APDcusip009158106)	5.3K	QoQ +2.07% (+107) YoY -0.18% (-10)	All Managers (Combined)	$1.5M	QoQ +0.85% (+$13.0K) YoY +5.06% (-$73.7K)
Cummins Inc(CMIcusip231021106)	4.4K	QoQ -10.09% (-489) YoY -30.75% (-1.9K)	All Managers (Combined)	$1.5M	QoQ -3.37% (-$53.0K) YoY +0.75% (-$11.4K)
Cigna Group(CIcusip125523100)	5.5K	QoQ -2.53% (-143) YoY -15.56% (-1.0K)	All Managers (Combined)	$1.5M	QoQ -21.67% (-$420.0K) YoY -22.14% (-$431.6K)
Aercap Holdings N.V.(AERcusipN00985106)	15.8K	QoQ -11.35% (-2.0K) YoY NEW(+15.8K)	All Managers (Combined)	$1.5M	QoQ -10.02% (-$169.0K) YoY NEW(+$1.5M)
Celestica Inc(CLScusip15101Q207)	16.4K	QoQ -26.02% (-5.8K) YoY NEW(+16.4K)	All Managers (Combined)	$1.5M	QoQ +33.33% (-$377.3K) YoY NEW(+$1.5M)
Canadian Natural Resources Ltd(CNQcusip136385101)	48.2K	QoQ -11.38% (-6.2K) YoY +27.36% (-10.4K)	All Managers (Combined)	$1.5M	QoQ -18.37% (-$339.4K) YoY -39.91% (-$1.0M)
(cusip464287119)✕	16.8K	QoQ -13.73% (-2.7K) YoY -28.08% (-6.5K)	All Managers (Combined)	$1.5M	QoQ -7.44% (-$120.9K) YoY -4.98% (-$78.9K)
Teledyne Technologies Inc(TDYcusip879360105)	3.2K	QoQ -28.74% (-1.3K) YoY +18.13% (+497)	All Managers (Combined)	$1.5M	QoQ -24.49% (-$487.3K) YoY +22.86% (+$279.6K)
O Reilly Automotive Inc(ORLYcusip67103H107)	1.3K	QoQ -15.63% (-233) YoY -31.94% (-590)	All Managers (Combined)	$1.5M	QoQ -13.04% (-$223.5K) YoY -15.05% (-$264.2K)