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 17 of 57
Shares:20.4K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
Shares:7.7K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
89834G745
Shares:63.9K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
46438F101
Shares:29.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$3.1B)
464289511
Shares:31.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$3.1B)
464287291
Shares:18.1K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$3.1B)
464287119
Shares:16.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 44.0K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$3.1B) | |||
| 8.6K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$3.1B) | |||
| 27.0K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$3.1B) | |||
| 20.4K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$3.1B) | |||
| 7.7K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$3.1B) | |||
| 11.1K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$3.1B) | |||
(cusip89834G745)✕ | 63.9K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$3.1B) | ||
(cusip46438F101)✕ | 29.5K | YoY NEW(+29.5K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$3.1B) | YoY NEW(+$1.6M) |
(cusip464289511)✕ | 31.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$3.1B) | ||
| 12.5K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$3.1B) | |||
(cusip464287291)✕ | 18.1K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$3.1B) | ||
| 5.3K | QoQ +2.07% (+107)YoY -0.18% (-10) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$3.1B) | ||
CUMMINS INC(CMIcusip231021106) | 4.4K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.1B) | ||
Cigna Group(CIcusip125523100) | 5.5K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.1B) | ||
| 15.8K | YoY NEW(+15.8K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.1B) | YoY NEW(+$1.5M) | |
CELESTICA INC(CLScusip15101Q207) | 16.4K | YoY NEW(+16.4K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.1B) | YoY NEW(+$1.5M) |
| 48.2K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.1B) | |||
(cusip464287119)✕ | 16.8K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.1B) | ||
| 3.2K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.1B) | |||
| 1.3K | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$3.1B) |