B. Riley Wealth Advisors, Inc.

Filing Details

13F-HR • 2024-12-31
SEC
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

1,136 positions
Manager:
SEC
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81369Y803
XLK|81369Y803
Shares:
84734(-0.5%)
Value:
$19.7B(+3.2%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
21091(-11.1%)
Value:
$19.3B(-7.7%)
Walmart Inc.
WMT|931142103
Shares:
206967(-9.5%)
Value:
$18.7B(+1.6%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
80271(-2.9%)
Value:
$17.6B(-3.6%)
FRANKLIN COVEY CO
FC|353469109
Shares:
447893(+0.0%)
Value:
$16.8B(-7.6%)
74347R248
74347R248
Shares:
251332(+3.9%)
Value:
$16.6B(+5.5%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
215928(+0.8%)
Value:
$16.3B(+101.2%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
31405(-17.8%)
Value:
$15.9B(-29.3%)
Eaton Corp plc
ETN|G29183103
Shares:
46809(+13.9%)
Value:
$15.5B(+14.8%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
63953(-16.6%)
Value:
$15.5B(-17.4%)
MCDONALDS CORP
MCD|580135101
Shares:
52621(-3.3%)
Value:
$15.3B(-7.8%)
46434V613
46434V613
Shares:
330219(-58.6%)
Value:
$14.9B(-60.2%)
AbbVie Inc.
ABBV|00287Y109
Shares:
83967(-2.5%)
Value:
$14.9B(-11.9%)
464287309
IVW|464287309
Shares:
144433(-36.7%)
Value:
$14.7B(-32.3%)
Palo Alto Networks Inc
PANW|697435105
Shares:
79609(+66.4%)
Value:
$14.5B(-10.8%)
921943858
VEA|921943858
Shares:
299731(-14.4%)
Value:
$14.3B(-21.4%)
464288885
EFG|464288885
Shares:
144670(-29.1%)
Value:
$14.0B(-35.5%)
VISA INC.
V|92826C839
Shares:
43808(-17.6%)
Value:
$13.8B(-5.5%)
922908363
VOO|922908363
Shares:
25237(-61.7%)
Value:
$13.6B(-60.6%)
Mastercard Inc
MA|57636Q104
Shares:
25087(-10.2%)
Value:
$13.2B(-4.4%)