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 23 of 57
316092790
Shares:15.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.1B)
464287242
Shares:9.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.1B)
72201R833
Shares:10.1K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.1B)
Shares:75.9K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.1B)
26923G707
Shares:44.1K
Value:$990.2K
% of Portfolio:0.0% ($990.2K/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.0K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | |||
(cusip316092790)✕ | 15.6K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | ||
(cusip464287242)✕ | 9.5K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | ||
(cusip72201R833)✕ | 10.1K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | ||
| 75.9K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | |||
| 2.3K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | |||
| 16.8K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | |||
FORD MOTOR CO(Fcusip345370860) | 102.1K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | ||
METLIFE INC(METcusip59156R108) | 12.3K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | ||
| 46.0K | QoQ NEW(+46.0K) YoY NEW(+46.0K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$3.1B) | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) | |
| 53.9K | All Managers (Combined) | $997.3K | 0.0% ($997.3K/$3.1B) | |||
(cusip26923G707)✕ | 44.1K | All Managers (Combined) | $990.2K | 0.0% ($990.2K/$3.1B) | ||
| 15.2K | All Managers (Combined) | $987.6K | 0.0% ($987.6K/$3.1B) | |||
WATSCO INC(WSOcusip942622200) | 2.1K | QoQ +2.46% (-50) | All Managers (Combined) | $985.8K | 0.0% ($985.8K/$3.1B) | |
| 33.3K | All Managers (Combined) | $985.6K | 0.0% ($985.6K/$3.1B) | |||
| 19.0K | All Managers (Combined) | $973.6K | 0.0% ($973.6K/$3.1B) | |||
| 8.6K | YoY NEW(+8.6K) | All Managers (Combined) | $972.0K | 0.0% ($972.0K/$3.1B) | YoY NEW(+$972.0K) | |
Autodesk, Inc.(ADSKcusip052769106) | 3.3K | All Managers (Combined) | $969.8K | 0.0% ($969.8K/$3.1B) | ||
| 10.8K | All Managers (Combined) | $968.0K | 0.0% ($968.0K/$3.1B) | |||
| 194 | All Managers (Combined) | $964.7K | 0.0% ($964.7K/$3.1B) |