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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Page 49 of 57
FIRST CITIZENS BANCSHARES INC /DE/
FCNCA|31946M103
Shares:
112(+1.8%)
Value:
$237.6M(+16.8%)
QCR HOLDINGS INC
QCRH|74727A104
Shares:
2942
Value:
$237.4M
46641Q407
46641Q407
Shares:
2075(+0.0%)
Value:
$236.8M(-4.6%)
389638107
389638107
Shares:
8399(-15.4%)
Value:
$235.3M(+13.9%)
46138G664
46138G664
Shares:
5099(+0.3%)
Value:
$233.3M(+1.8%)
Texas Roadhouse, Inc.
TXRH|882681109
Shares:
1293(-6.8%)
Value:
$233.3M(-4.7%)
464288109
464288109
Shares:
2880(-40.6%)
Value:
$233.2M(-41.2%)
Primerica, Inc.
PRI|74164M108
Shares:
858(-26.4%)
Value:
$232.8M(-24.7%)
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
1334(-2.5%)
Value:
$232.6M(-14.5%)
92204A108
92204A108
Shares:
618(+0.3%)
Value:
$232.0M(+11.9%)
CMS ENERGY CORP
CMS|125896100
Shares:
3475(+0.1%)
Value:
$231.6M(-5.9%)
TAPESTRY, INC.
TPR|876030107
Shares:
3543
Value:
$231.4M
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
DMB|09662W109
Shares:
22260(-2.2%)
Value:
$231.1M(-9.3%)
33740U679
33740U679
Shares:
6850(-0.7%)
Value:
$231.0M(+0.9%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
324(-54.7%)
Value:
$230.8M(-68.8%)
19762B202
19762B202
Shares:
7763(-40.9%)
Value:
$229.8M(-45.8%)
Aon plc
AON|G0403H108
Shares:
638(-26.8%)
Value:
$229.3M(-24.0%)
ROYCE SMALL-CAP TRUST, INC.
RVT|780910105
Shares:
14510(-27.0%)
Value:
$229.3M(-25.5%)
COOPER COMPANIES, INC.
COO|216648501
Shares:
2494(-1.9%)
Value:
$229.2M(-18.0%)
ALBEMARLE CORP
ALB|012653101
Shares:
2650(-13.2%)
Value:
$229.1M(-21.0%)