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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464287887

IJT|464287887

Shares:3.4K

Value:$463.4K

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:4.9K

Value:$462.9K

78468R200

Shares:15.0K

Value:$462.1K

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.5K

Value:$461.2K

VEEVA SYSTEMS INC

VEEV|922475108

Shares:2.2K

Value:$460.4K

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:2.6K

Value:$459.4K

Spotify Technology S.A.

SPOT|L8681T102

Shares:1.0K

Value:$459.0K

45782C383

Shares:11.4K

Value:$459.0K

ARDELYX, INC.

ARDX|039697107

Shares:90.0K

Value:$456.3K

92189F411

Shares:27.4K

Value:$455.1K

LINCOLN EDUCATIONAL SERVICES CORP

LINC|533535100

Shares:28.6K

Value:$452.5K

46137V233

Shares:9.0K

Value:$450.5K

TENET HEALTHCARE CORP

THC|88033G407

Shares:3.5K

Value:$445.5K

464288620

Shares:8.8K

Value:$444.3K

46137V563

Shares:20.9K

Value:$444.3K

On Holding AG

ONON|H5919C104

Shares:8.1K

Value:$443.9K

Diamondback Energy, Inc.

FANG|25278X109

Shares:2.7K

Value:$442.5K

45782C698

Shares:10.1K

Value:$441.7K

Vista Energy, S.A.B. de C.V.

VIST|92837L109

Shares:8.1K

Value:$440.1K

ADT Inc.

ADT|00090Q103

Shares:63.0K

Value:$438.9K

Instrument	Shares		Other Manager	Value
(IJTcusip464287887)	3.4K	QoQ -0.46% (-16) YoY -24.76% (-1.1K)	All Managers (Combined)	$463.4K	QoQ -3.13% (-$15.0K) YoY -18.61% (-$106.0K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	4.9K	QoQ -0.22% (-11) YoY -26.90% (-1.8K)	All Managers (Combined)	$462.9K	QoQ -2.47% (-$11.7K) YoY -18.34% (-$104.0K)
(cusip78468R200)✕	15.0K	QoQ -2.03% (-312) YoY +74.28% (+6.4K)	All Managers (Combined)	$462.1K	QoQ -2.45% (-$11.6K) YoY +75.08% (+$198.2K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.5K	QoQ -44.30% (-1.2K) YoY -64.45% (-2.8K)	All Managers (Combined)	$461.2K	QoQ -38.16% (-$284.7K) YoY -60.79% (-$715.2K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	2.2K	QoQ -16.22% (-424) YoY -2.31% (-52)	All Managers (Combined)	$460.4K	QoQ -15.27% (-$83.0K) YoY +6.67% (-$28.8K)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$459.4K	QoQ NEW(+$459.4K) YoY NEW(+$459.4K)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.0K	QoQ -46.92% (-907) YoY NEW(+1.0K)	All Managers (Combined)	$459.0K	QoQ -35.90% (-$257.1K) YoY NEW(+$459.0K)
(cusip45782C383)✕	11.4K	QoQ 0.00% (+0) YoY +64.52% (+4.5K)	All Managers (Combined)	$459.0K	QoQ +2.61% (+$11.7K) YoY +85.62% (+$211.7K)
ARDELYX, INC.(ARDXcusip039697107)	90.0K	QoQ 0.00% (-0) YoY NEW(+90.0K)	All Managers (Combined)	$456.3K	QoQ -23.87% (-$143.1K) YoY NEW(+$456.3K)
(cusip92189F411)✕	27.4K	QoQ -26.58% (-9.9K) YoY -53.41% (-31.4K)	All Managers (Combined)	$455.1K	QoQ -26.31% (-$162.5K) YoY -51.70% (-$487.1K)
LINCOLN EDUCATIONAL SERVICES CORP(LINCcusip533535100)	28.6K	QoQ NEW(+28.6K) YoY NEW(+28.6K)	All Managers (Combined)	$452.5K	QoQ NEW(+$452.5K) YoY NEW(+$452.5K)
(cusip46137V233)✕	9.0K	QoQ +2.72% (+239) YoY NEW(+9.0K)	All Managers (Combined)	$450.5K	QoQ +8.42% (+$35.0K) YoY NEW(+$450.5K)
TENET HEALTHCARE CORP(THCcusip88033G407)	3.5K	QoQ -55.29% (-4.4K) YoY -6.16% (-232)	All Managers (Combined)	$445.5K	QoQ -65.21% (-$835.3K) YoY +56.73% (-$161.2K)
(cusip464288620)✕	8.8K	QoQ NEW(+8.8K) YoY +106.52% (+4.6K)	All Managers (Combined)	$444.3K	QoQ NEW(+$444.3K) YoY +102.57% (+$225.0K)
(cusip46137V563)✕	20.9K	QoQ -13.40% (-3.2K) YoY -12.33% (-2.9K)	All Managers (Combined)	$444.3K	QoQ -14.59% (-$75.9K) YoY -11.83% (-$59.6K)
On Holding AG(ONONcusipH5919C104)	8.1K	QoQ +9.83% (+726) YoY NEW(+8.1K)	All Managers (Combined)	$443.9K	QoQ +20.24% (+$74.7K) YoY NEW(+$443.9K)
Diamondback Energy, Inc.(FANGcusip25278X109)	2.7K	QoQ -36.78% (-1.6K) YoY -61.51% (-4.3K)	All Managers (Combined)	$442.5K	QoQ -42.72% (-$330.0K) YoY -59.34% (-$645.9K)
(cusip45782C698)✕	10.1K	QoQ 0.00% (+0) YoY +54.62% (+3.6K)	All Managers (Combined)	$441.7K	QoQ +2.21% (+$9.6K) YoY +87.32% (+$205.9K)
Vista Energy, S.A.B. de C.V.(VISTcusip92837L109)	8.1K	QoQ -29.03% (-3.3K) YoY -31.14% (-3.7K)	All Managers (Combined)	$440.1K	QoQ -15.66% (-$81.8K) YoY +26.26% (-$91.5K)
ADT Inc.(ADTcusip00090Q103)	63.0K	QoQ -25.35% (-21.4K) YoY NEW(+63.0K)	All Managers (Combined)	$438.9K	QoQ -28.24% (-$172.8K) YoY NEW(+$438.9K)