B. Riley Wealth Advisors, Inc.

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
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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: 0001464811
Manager Name: B. Riley Wealth Advisors, Inc.

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

Search and click to pin securities to the top

Page 43 of 57

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Grifols SA

GRFS|398438408

Shares:43.5K

Value:$324.0K

808524847

SCHH|808524847

Shares:15.4K

Value:$323.4K

46435G474

Shares:12.1K

Value:$322.0K

DoubleLine Yield Opportunities Fund

DLY|25862D105

Shares:20.3K

Value:$321.9K

CINTAS CORP

CTAS|172908105

Shares:1.8K

Value:$321.9K

69374H436

Shares:8.3K

Value:$321.2K

78468R606

Shares:13.7K

Value:$320.7K

YUM BRANDS INC

YUM|988498101

Shares:2.4K

Value:$319.9K

92189F387

Shares:14.2K

Value:$319.5K

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:2.9K

Value:$319.4K

33740F169

Shares:16.9K

Value:$318.4K

46654Q724

Shares:5.1K

Value:$318.3K

TREX CO INC

TREX|89531P105

Shares:4.6K

Value:$318.1K

381430438

Shares:4.1K

Value:$315.8K

33740U208

Shares:6.4K

Value:$315.2K

381430123

Shares:3.9K

Value:$315.1K

81752T445

Shares:9.1K

Value:$315.0K

HALLIBURTON CO

HAL|406216101

Shares:11.6K

Value:$314.5K

33737J174

Shares:5.8K

Value:$311.9K

389930207

Shares:7.4K

Value:$311.0K

Instrument	Shares		Other Manager	Value
Grifols Sa(GRFScusip398438408)	43.5K	QoQ -1.06% (-470) YoY NEW(+43.5K)	All Managers (Combined)	$324.0K	QoQ -17.31% (-$67.9K) YoY NEW(+$324.0K)
(SCHHcusip808524847)	15.4K	QoQ -3.94% (-631) YoY -34.19% (-8.0K)	All Managers (Combined)	$323.4K	QoQ -11.54% (-$42.2K) YoY -33.08% (-$159.9K)
(cusip46435G474)✕	12.1K	QoQ -48.52% (-11.4K) YoY -46.93% (-10.7K)	All Managers (Combined)	$322.0K	QoQ -49.69% (-$318.1K) YoY -46.31% (-$277.8K)
Doubleline Yield Opportunities Fund(DLYcusip25862D105)	20.3K	QoQ +18.67% (+3.2K) YoY NEW(+20.3K)	All Managers (Combined)	$321.9K	QoQ +13.52% (+$38.4K) YoY NEW(+$321.9K)
Cintas Corp(CTAScusip172908105)	1.8K	QoQ -9.73% (-190) YoY +238.84% (+1.2K)	All Managers (Combined)	$321.9K	QoQ -19.78% (-$79.4K) YoY +2.72% (+$8.5K)
(cusip69374H436)✕	8.3K	QoQ +37.71% (+2.3K) YoY NEW(+8.3K)	All Managers (Combined)	$321.2K	QoQ +40.30% (+$92.3K) YoY NEW(+$321.2K)
(cusip78468R606)✕	13.7K	QoQ -65.82% (-26.3K) YoY -59.37% (-20.0K)	All Managers (Combined)	$320.7K	QoQ -66.57% (-$638.8K) YoY -59.22% (-$465.8K)
Yum Brands Inc(YUMcusip988498101)	2.4K	QoQ +20.46% (+405) YoY -32.15% (-1.1K)	All Managers (Combined)	$319.9K	QoQ +16.02% (+$44.2K) YoY -30.33% (-$139.3K)
(cusip92189F387)✕	14.2K	QoQ -5.17% (-775) YoY -27.19% (-5.3K)	All Managers (Combined)	$319.5K	QoQ -6.17% (-$21.0K) YoY -26.04% (-$112.5K)
Global Payments Inc(GPNcusip37940X102)	2.9K	QoQ -66.72% (-5.7K) YoY -65.88% (-5.5K)	All Managers (Combined)	$319.4K	QoQ -63.41% (-$553.7K) YoY -69.90% (-$741.9K)
(cusip33740F169)✕	16.9K	QoQ NEW(+16.9K) YoY NEW(+16.9K)	All Managers (Combined)	$318.4K	QoQ NEW(+$318.4K) YoY NEW(+$318.4K)
(cusip46654Q724)✕	5.1K	QoQ -14.99% (-905) YoY NEW(+5.1K)	All Managers (Combined)	$318.3K	QoQ -13.59% (-$50.1K) YoY NEW(+$318.3K)
Trex Co Inc(TREXcusip89531P105)	4.6K	QoQ NEW(+4.6K) YoY -10.87% (-562)	All Managers (Combined)	$318.1K	QoQ NEW(+$318.1K) YoY -25.68% (-$109.9K)
(cusip381430438)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$315.8K	QoQ NEW(+$315.8K) YoY NEW(+$315.8K)
(cusip33740U208)✕	6.4K	QoQ -13.44% (-1.0K) YoY -81.33% (-28.0K)	All Managers (Combined)	$315.2K	QoQ -11.51% (-$41.0K) YoY -78.04% (-$1.1M)
(cusip381430123)✕	3.9K	QoQ +5.49% (+203) YoY NEW(+3.9K)	All Managers (Combined)	$315.1K	QoQ +8.83% (+$25.6K) YoY NEW(+$315.1K)
(cusip81752T445)✕	9.1K	QoQ 0.00% (-0) YoY NEW(+9.1K)	All Managers (Combined)	$315.0K	QoQ -2.60% (-$8.4K) YoY NEW(+$315.0K)
Halliburton Co(HALcusip406216101)	11.6K	QoQ -5.73% (-704) YoY -39.50% (-7.6K)	All Managers (Combined)	$314.5K	QoQ -13.75% (-$50.2K) YoY -54.50% (-$376.8K)
(cusip33737J174)✕	5.8K	QoQ -9.49% (-605) YoY -54.32% (-6.9K)	All Managers (Combined)	$311.9K	QoQ -14.59% (-$53.3K) YoY -52.95% (-$351.1K)
(cusip389930207)✕	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$311.0K	QoQ NEW(+$311.0K) YoY NEW(+$311.0K)