B-Riley-Wealth-Advisors

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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: b-riley-wealth-advisors
Manager Name: B-Riley-Wealth-Advisors

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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Value:$906.6K

Instrument	Shares		Other Manager	Value
(cusip00162Q452)✕	20.0K	QoQ +1.51% (+299) YoY -59.51% (-29.4K)	All Managers (Combined)	$963.0K	QoQ +3.62% (+$33.7K) YoY -54.14% (-$1.1M)
(cusip46138E354)✕	13.8K	QoQ -0.22% (-31) YoY -64.10% (-24.6K)	All Managers (Combined)	$962.7K	QoQ -2.27% (-$22.4K) YoY -59.90% (-$1.4M)
Constellation Energy Corp(CEGcusip21037T109)	4.3K	QoQ +9.73% (-380) YoY +18.58% (+671)	All Managers (Combined)	$957.9K	QoQ -8.53% (-$89.4K) YoY +126.95% (+$535.9K)
(cusip78468R622)✕	10.0K	QoQ -29.41% (-4.1K) YoY -54.07% (-11.7K)	All Managers (Combined)	$950.5K	QoQ -30.98% (-$426.8K) YoY -53.71% (-$1.1M)
(cusip315912808)✕	12.4K	QoQ -6.96% (-929) YoY -2.34% (-298)	All Managers (Combined)	$943.4K	QoQ -0.99% (-$9.5K) YoY +25.34% (-$190.8K)
MakeMyTrip Ltd(MMYTcusipV5633W109)	8.4K	QoQ -31.63% (-3.9K) YoY NEW(+8.4K)	All Managers (Combined)	$943.3K	QoQ -16.81% (-$190.7K) YoY NEW(+$943.3K)
(cusip19761L706)✕	27.2K	QoQ +15.93% (+3.7K) YoY +196.14% (+18.0K)	All Managers (Combined)	$940.7K	QoQ +18.75% (+$148.6K) YoY +269.99% (+$686.4K)
MERCADOLIBRE INC(MELIcusip58733R102)	553	QoQ -2.46% (-14) YoY -44.70% (-447)	All Managers (Combined)	$940.3K	QoQ -17.82% (-$203.9K) YoY -40.16% (-$631.2K)
(IEFcusip464287440)	10.1K	QoQ -72.23% (-26.4K) YoY -51.33% (-10.7K)	All Managers (Combined)	$937.8K	QoQ -73.77% (-$2.6M) YoY -53.32% (-$1.1M)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	28.4K	QoQ -66.63% (-56.7K) YoY -74.79% (-84.3K)	All Managers (Combined)	$929.9K	QoQ -72.68% (-$2.5M) YoY -81.78% (-$4.2M)
PENTAIR plc(PNRcusipG7S00T104)	9.2K	QoQ -23.30% (-2.8K) YoY -22.23% (-2.6K)	All Managers (Combined)	$926.9K	QoQ -20.52% (-$239.4K) YoY +7.63% (-$65.7K)
(DLNcusip97717W307)	11.8K	QoQ -0.73% (-88) YoY +24.29% (+2.3K)	All Managers (Combined)	$920.2K	QoQ -1.29% (-$12.1K) YoY +45.66% (+$288.5K)
PBF Energy Inc.(PBFcusip69318G106)	34.5K	QoQ -39.74% (-22.8K) YoY -42.98% (-26.0K)	All Managers (Combined)	$916.5K	QoQ -49.12% (-$885.0K) YoY -65.56% (-$1.7M)
(cusip92206C714)✕	11.3K	QoQ -10.63% (-1.3K) YoY -40.48% (-7.7K)	All Managers (Combined)	$916.4K	QoQ -12.26% (-$128.1K) YoY -33.34% (-$458.4K)
(cusip852234103)✕	10.8K	QoQ +3.47% (+361) YoY -15.28% (-1.9K)	All Managers (Combined)	$914.1K	QoQ +32.54% (+$224.4K) YoY -6.91% (-$67.9K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	4.5K	QoQ -44.59% (-3.7K) YoY -84.85% (-25.5K)	All Managers (Combined)	$914.0K	QoQ -44.54% (-$734.1K) YoY -81.58% (-$4.0M)
Eos Energy Enterprises, Inc.(EOSEcusip29415C101)	187.8K	QoQ +245.12% (+133.3K) YoY +608.49% (+161.3K)	All Managers (Combined)	$912.5K	QoQ +464.24% (+$750.8K) YoY +3058.95% (+$883.6K)
NRG ENERGY, INC.(NRGcusip629377508)	10.1K	QoQ -19.53% (-2.5K) YoY -44.86% (-8.2K)	All Managers (Combined)	$912.3K	QoQ -21.38% (-$248.1K) YoY -3.78% (-$35.9K)
(cusip72201R866)✕	17.6K	QoQ -28.79% (-7.1K) YoY -28.78% (-7.1K)	All Managers (Combined)	$910.6K	QoQ -30.28% (-$395.6K) YoY -30.20% (-$394.1K)
(cusip46137V282)✕	24.2K	QoQ +1.61% (+384) YoY -1.21% (-299)	All Managers (Combined)	$906.6K	QoQ +1.86% (+$16.6K) YoY +13.24% (-$106.0K)