B-Riley-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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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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46138G508

Shares:30.6K

Value:$645.5K

09789C788

Shares:12.8K

Value:$644.4K

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:31.8K

Value:$644.3K

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:14.8K

Value:$644.0K

Paramount Group, Inc.

PGRE|69924R108

Shares:130.0K

Value:$642.2K

46090A887

Shares:12.8K

Value:$642.2K

33740F722

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Value:$639.7K

47103U852

Shares:14.5K

Value:$638.6K

46137V266

Shares:15.4K

Value:$637.2K

Sanofi

SNY|80105N105

Shares:13.1K

Value:$634.0K

33738R605

Shares:10.7K

Value:$632.7K

46434G863

Shares:18.6K

Value:$623.1K

Carlyle Group Inc.

CG|14316J108

Shares:12.3K

Value:$622.6K

MUELLER INDUSTRIES INC

MLI|624756102

Shares:7.8K

Value:$620.9K

Snap-on Inc

SNA|833034101

Shares:1.8K

Value:$616.9K

POWELL INDUSTRIES INC

POWL|739128106

Shares:2.8K

Value:$615.5K

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:1.3K

Value:$614.2K

WEYERHAEUSER CO

WY|962166104

Shares:21.8K

Value:$613.4K

SIMMONS FIRST NATIONAL CORP

SFNC|828730200

Shares:27.4K

Value:$613.4K

Dole plc

DOLE|G27907107

Shares:45.0K

Value:$612.3K

Instrument	Shares		Other Manager	Value
(cusip46138G508)✕	30.6K	QoQ +8.31% (+2.4K) YoY +1.50% (+455)	All Managers (Combined)	$645.5K	QoQ +8.70% (+$51.7K) YoY +0.97% (+$6.3K)
(cusip09789C788)✕	12.8K	QoQ -21.45% (-3.5K) YoY -44.04% (-10.1K)	All Managers (Combined)	$644.4K	QoQ -21.58% (-$177.4K) YoY -44.11% (-$508.7K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	31.8K	QoQ -4.19% (-1.4K) YoY +24.28% (+6.2K)	All Managers (Combined)	$644.3K	QoQ -13.48% (-$100.4K) YoY +27.22% (+$137.9K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	14.8K	QoQ -69.96% (-34.6K) YoY -83.68% (-76.2K)	All Managers (Combined)	$644.0K	QoQ -69.06% (-$1.4M) YoY -80.83% (-$2.7M)
Paramount Group, Inc.(PGREcusip69924R108)	130.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$642.2K	QoQ +0.40% (+$2.6K) YoY -5.09% (-$34.5K)
(cusip46090A887)✕	12.8K	QoQ +25.71% (+2.6K) YoY +25.07% (+2.6K)	All Managers (Combined)	$642.2K	QoQ +25.52% (+$130.6K) YoY +25.65% (+$131.1K)
(cusip33740F722)✕	12.5K	QoQ 0.00% (+0) YoY +28.58% (+2.8K)	All Managers (Combined)	$639.7K	QoQ +1.95% (+$12.3K) YoY +49.64% (+$212.2K)
(cusip47103U852)✕	14.5K	QoQ +8.80% (+1.2K) YoY +89.01% (+6.8K)	All Managers (Combined)	$638.6K	QoQ +3.20% (+$19.8K) YoY +81.78% (+$287.3K)
(cusip46137V266)✕	15.4K	QoQ -10.81% (-1.9K) YoY -74.20% (-44.4K)	All Managers (Combined)	$637.2K	QoQ -6.29% (-$42.8K) YoY -67.00% (-$1.3M)
Sanofi(SNYcusip80105N105)	13.1K	QoQ -3.84% (-526) YoY -16.84% (-2.7K)	All Managers (Combined)	$634.0K	QoQ -18.25% (-$141.6K) YoY -19.35% (-$152.1K)
(cusip33738R605)✕	10.7K	QoQ +1.58% (+167) YoY -10.07% (-1.2K)	All Managers (Combined)	$632.7K	QoQ +3.95% (+$24.1K) YoY +3.02% (-$18.6K)
(cusip46434G863)✕	18.6K	QoQ -22.50% (-5.4K) YoY -12.91% (-2.8K)	All Managers (Combined)	$623.1K	QoQ -29.47% (-$260.4K) YoY -9.24% (-$63.5K)
Carlyle Group Inc.(CGcusip14316J108)	12.3K	QoQ -4.13% (-532) YoY -1.07% (-134)	All Managers (Combined)	$622.6K	QoQ +11.31% (-$63.3K) YoY +22.74% (-$115.4K)
MUELLER INDUSTRIES INC(MLIcusip624756102)	7.8K	QoQ -24.25% (-2.5K) YoY -15.36% (-1.4K)	All Managers (Combined)	$620.9K	QoQ -18.08% (-$137.1K) YoY +42.45% (-$185.0K)
Snap-on Inc(SNAcusip833034101)	1.8K	QoQ -7.81% (-154) YoY -17.44% (-384)	All Managers (Combined)	$616.9K	QoQ +8.12% (-$46.3K) YoY -2.97% (-$18.9K)
POWELL INDUSTRIES INC(POWLcusip739128106)	2.8K	QoQ -54.56% (-3.3K) YoY NEW(+2.8K)	All Managers (Combined)	$615.5K	QoQ -54.78% (-$745.9K) YoY NEW(+$615.5K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	1.3K	QoQ -3.50% (-48) YoY +12.61% (+148)	All Managers (Combined)	$614.2K	QoQ -3.84% (-$24.6K) YoY +56.41% (+$221.5K)
WEYERHAEUSER CO(WYcusip962166104)	21.8K	QoQ -53.75% (-25.3K) YoY -55.75% (-27.5K)	All Managers (Combined)	$613.4K	QoQ -60.94% (-$957.1K) YoY -64.17% (-$1.1M)
SIMMONS FIRST NATIONAL CORP(SFNCcusip828730200)	27.4K	QoQ +3.98% (+1.0K) YoY -13.15% (-4.2K)	All Managers (Combined)	$613.4K	QoQ +7.04% (+$40.3K) YoY -2.78% (-$17.6K)
Dole plc(DOLEcusipG27907107)	45.0K	QoQ +80.00% (+20.0K) YoY NEW(+45.0K)	All Managers (Combined)	$612.3K	QoQ +52.48% (+$210.7K) YoY NEW(+$612.3K)