B. Riley Wealth Advisors, Inc.

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

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EOG RESOURCES INC

EOG|26875P101

1869(-53.9%)

Value:

$229.1M(-54.8%)

Unum Group

UNM|91529Y106

3135(-24.5%)

Value:

$228.9M(-7.3%)

33738R308

9785

Value:

$227.7M

69374H360

7088

Value:

$227.5M

STERIS plc

STE|G8473T100

1105(-12.5%)

Value:

$227.1M(-24.8%)

TORO CO

TTC|891092108

2822(+17.6%)

Value:

$227.1M(+8.6%)

CINCINNATI FINANCIAL CORP

CINF|172062101

1571(-26.6%)

Value:

$227.0M(-22.4%)

23908L207

5381(+6.1%)

Value:

$226.6M(+7.1%)

464288604

4578(+4.7%)

Value:

$226.4M(+6.5%)

Primoris Services Corp

PRIM|74164F103

2949

Value:

$225.5M

Snap Inc

SNAP|83304A106

20916

Value:

$225.3M

45782C334

4449(-4.3%)

Value:

$224.2M(-0.7%)

WATERS CORP /DE/

WAT|941848103

601

Value:

$223.0M

ENTEGRIS INC

ENTG|29362U104

2249(-5.9%)

Value:

$222.8M(-16.8%)

78468R788

5135(-70.7%)

Value:

$222.0M(-72.0%)

Workday, Inc.

WDAY|98138H101

857(-40.1%)

Value:

$221.1M(-36.7%)

ELECTRONIC ARTS INC.

EA|285512109

1511(-8.9%)

Value:

$221.0M(-6.5%)

464287630

IWN|464287630

1346(-0.4%)

Value:

$220.9M(-1.2%)

33738R811

2531(-7.3%)

Value:

$220.9M(-12.9%)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

1375(-63.0%)

Value:

$220.5M(-65.1%)

Instrument	Shares		Other Manager	Value
Eog Resources Inc(EOGcusip26875P101)	1.9K	QoQ -53.86% (-2.2K) YoY -83.23% (-9.3K)	All Managers (Combined)	$229.1K	QoQ -54.84% (-$278.3K) YoY -83.01% (-$1.1M)
Unum Group(UNMcusip91529Y106)	3.1K	QoQ -24.53% (-1.0K) YoY -32.31% (-1.5K)	All Managers (Combined)	$228.9K	QoQ -7.25% (-$17.9K) YoY +9.29% (-$19.5K)
(cusip33738R308)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$227.7K	QoQ NEW(+$227.7K) YoY NEW(+$227.7K)
(cusip69374H360)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$227.5K	QoQ NEW(+$227.5K) YoY NEW(+$227.5K)
Steris Plc(STEcusipG8473T100)	1.1K	QoQ -12.50% (-158) YoY -37.32% (-658)	All Managers (Combined)	$227.1K	QoQ -24.76% (-$74.8K) YoY -41.40% (-$160.5K)
Toro Co(TTCcusip891092108)	2.8K	QoQ +17.58% (+422) YoY +16.75% (-405)	All Managers (Combined)	$227.1K	QoQ +8.58% (+$18.0K) YoY -2.51% (-$5.9K)
Cincinnati Financial Corp(CINFcusip172062101)	1.6K	QoQ -26.55% (-568) YoY -26.62% (-570)	All Managers (Combined)	$227.0K	QoQ -22.41% (-$65.6K) YoY +1.76% (-$3.9K)
(cusip23908L207)✕	5.4K	QoQ +6.07% (+308) YoY NEW(+5.4K)	All Managers (Combined)	$226.6K	QoQ +7.14% (+$15.1K) YoY NEW(+$226.6K)
(cusip464288604)✕	4.6K	QoQ +4.68% (+205) YoY NEW(+4.6K)	All Managers (Combined)	$226.4K	QoQ +6.54% (+$13.9K) YoY NEW(+$226.4K)
Primoris Services Corp(PRIMcusip74164F103)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$225.5K	QoQ NEW(+$225.5K) YoY NEW(+$225.5K)
Snap Inc(SNAPcusip83304A106)	20.9K	QoQ NEW(+20.9K) YoY +6.49% (-1.3K)	All Managers (Combined)	$225.3K	QoQ NEW(+$225.3K) YoY -32.25% (-$107.2K)
(cusip45782C334)✕	4.4K	QoQ -4.30% (-200) YoY NEW(+4.4K)	All Managers (Combined)	$224.2K	QoQ -0.72% (-$1.6K) YoY NEW(+$224.2K)
Waters Corp /De/(WATcusip941848103)	601	QoQ NEW(+601) YoY -54.57% (-722)	All Managers (Combined)	$223.0K	QoQ NEW(+$223.0K) YoY -48.82% (-$212.7K)
Entegris Inc(ENTGcusip29362U104)	2.2K	QoQ -5.89% (-141) YoY -30.69% (-996)	All Managers (Combined)	$222.8K	QoQ -16.80% (-$45.0K) YoY -42.70% (-$166.0K)
(cusip78468R788)✕	5.1K	QoQ -70.66% (-12.4K) YoY -92.01% (-59.2K)	All Managers (Combined)	$222.0K	QoQ -72.00% (-$571.0K) YoY -91.19% (-$2.3M)
Workday, Inc.(WDAYcusip98138H101)	857	QoQ -40.15% (-575) YoY -54.70% (-1.0K)	All Managers (Combined)	$221.1K	QoQ -36.68% (-$128.1K) YoY -57.66% (-$301.2K)
Electronic Arts Inc.(EAcusip285512109)	1.5K	QoQ -8.86% (-147) YoY -27.94% (-586)	All Managers (Combined)	$221.0K	QoQ -6.50% (-$15.4K) YoY -22.94% (-$65.8K)
(IWNcusip464287630)	1.3K	QoQ -0.44% (-6) YoY -43.98% (-1.1K)	All Managers (Combined)	$220.9K	QoQ -1.24% (-$2.8K) YoY -40.80% (-$152.3K)
(cusip33738R811)✕	2.5K	QoQ -7.32% (-200) YoY -10.59% (-300)	All Managers (Combined)	$220.9K	QoQ -12.89% (-$32.7K) YoY -4.27% (-$9.9K)
Thomson Reuters Corp /Can/(TRI.TOcusip884903808)	1.4K	QoQ -62.95% (-2.3K) YoY -72.57% (-3.6K)	All Managers (Combined)	$220.5K	QoQ -65.12% (-$411.6K) YoY -69.93% (-$512.7K)