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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97717W430
97717W430
Shares:
591228(-5.3%)
Value:
$13.1B(-4.8%)
78468R663
78468R663
Shares:
139572(+52.9%)
Value:
$12.8B(+52.3%)
922908751
VB|922908751
Shares:
51640(-9.8%)
Value:
$12.4B(-8.3%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
84679(-13.8%)
Value:
$12.2B(-22.8%)
92204A702
VGT|92204A702
Shares:
19601(-6.6%)
Value:
$12.2B(-0.4%)
46137V464
46137V464
Shares:
96015(+78.5%)
Value:
$11.9B(+84.2%)
922908769
VTI|922908769
Shares:
40813(-3.7%)
Value:
$11.8B(-1.0%)
CHEVRON CORP
CVX|166764100
Shares:
81570(-6.2%)
Value:
$11.8B(-8.8%)
89834G729
89834G729
Shares:
326602(+2.3%)
Value:
$11.7B(+4.5%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
114933(-9.8%)
Value:
$11.5B(-20.0%)
78464A409
SPYG|78464A409
Shares:
130302(+261.7%)
Value:
$11.5B(+286.1%)
72201R775
72201R775
Shares:
125813(-6.8%)
Value:
$11.4B(-10.3%)
46432F339
QUAL|46432F339
Shares:
63359(-47.9%)
Value:
$11.3B(-48.1%)
Uber Technologies, Inc
UBER|90353T100
Shares:
184165(+0.2%)
Value:
$11.1B(-18.4%)
808524102
SCHB|808524102
Shares:
474324(+177.3%)
Value:
$10.8B(-4.8%)
81369Y886
81369Y886
Shares:
141379(-14.9%)
Value:
$10.7B(-20.6%)
81369Y704
81369Y704
Shares:
80626(-6.1%)
Value:
$10.6B(-8.3%)
CATERPILLAR INC
CAT|149123101
Shares:
29096(-18.7%)
Value:
$10.6B(-24.6%)
78464A359
78464A359
Shares:
135493(-17.8%)
Value:
$10.6B(-16.2%)
464287614
IWF|464287614
Shares:
26115(+8.1%)
Value:
$10.5B(+16.4%)