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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EQUIFAX INC

EFX|294429105

832(+2.0%)

Value:

$212.0M(-11.6%)

OCEANEERING INTERNATIONAL INC

OII|675232102

8099(-0.3%)

Value:

$211.2M(+4.5%)

37954Y657

10711

Value:

$210.1M

316092360

4567(+0.1%)

Value:

$209.6M(+0.8%)

464287341

5486(-9.8%)

Value:

$209.5M(-16.7%)

ImmunityBio, Inc.

IBRX|45256X103

81550(+0.0%)

Value:

$208.8M(-24.7%)

SoFi Technologies, Inc.

SOFI|83406F102

13544(-15.4%)

Value:

$208.6M(+65.8%)

TAYLOR DEVICES, INC.

TAYD|877163105

4990(-69.1%)

Value:

$207.7M(-74.0%)

STATE STREET CORP

STT|857477103

2114(-11.0%)

Value:

$207.5M(-0.7%)

Nuveen Credit Strategies Income Fund

JQC|67073D102

36442(-4.4%)

Value:

$207.4M(-6.9%)

MCCORMICK & CO INC

MKC|579780206

2698(-0.8%)

Value:

$206.9M(-7.3%)

FTI CONSULTING, INC

FCN|302941109

1081(-0.3%)

Value:

$206.6M(-16.2%)

46654Q799

4100

Value:

$206.4M

HALLADOR ENERGY CO

HNRG|40609P105

18000(-92.5%)

Value:

$206.1M(-91.0%)

LPL Financial Holdings Inc.

LPLA|50212V100

629

Value:

$205.4M

CAVA GROUP, INC.

CAVA|148929102

1806(-31.3%)

Value:

$203.7M(-37.8%)

AMETEK INC/

AME|031100100

1127(-37.0%)

Value:

$203.1M(-33.5%)

78464A649

8129

Value:

$203.1M

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

2273(-35.4%)

Value:

$203.1M(-31.0%)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

6383(-20.9%)

Value:

$202.9M(-26.7%)

Instrument	Shares		Other Manager	Value
Equifax Inc(EFXcusip294429105)	832	QoQ +1.96% (-16) YoY -10.63% (-99)	All Managers (Combined)	$212.0K	QoQ -11.58% (-$27.8K) YoY -7.89% (-$18.2K)
Oceaneering International Inc(OIIcusip675232102)	8.1K	QoQ -0.30% (-25) YoY NEW(+8.1K)	All Managers (Combined)	$211.2K	QoQ +4.54% (-$9.2K) YoY NEW(+$211.2K)
(cusip37954Y657)✕	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$210.1K	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
(cusip316092360)✕	4.6K	QoQ +0.06% (+3) YoY NEW(+4.6K)	All Managers (Combined)	$209.6K	QoQ +0.81% (+$1.7K) YoY NEW(+$209.6K)
(cusip464287341)✕	5.5K	QoQ -9.82% (-598) YoY -85.43% (-32.2K)	All Managers (Combined)	$209.5K	QoQ -16.74% (-$42.1K) YoY -85.78% (-$1.3M)
Immunitybio, Inc.(IBRXcusip45256X103)	81.5K	QoQ 0.00% (-0) YoY NEW(+81.5K)	All Managers (Combined)	$208.8K	QoQ -24.70% (-$68.5K) YoY NEW(+$208.8K)
Sofi Technologies, Inc.(SOFIcusip83406F102)	13.5K	QoQ -15.43% (-2.5K) YoY -88.77% (-107.1K)	All Managers (Combined)	$208.6K	QoQ +65.78% (-$82.8K) YoY -82.62% (-$991.9K)
Taylor Devices, Inc.(TAYDcusip877163105)	5.0K	QoQ -69.09% (-11.2K) YoY NEW(+5.0K)	All Managers (Combined)	$207.7K	QoQ -73.97% (-$590.2K) YoY NEW(+$207.7K)
State Street Corp(STTcusip857477103)	2.1K	QoQ -11.02% (-262) YoY -65.58% (-4.0K)	All Managers (Combined)	$207.5K	QoQ -0.67% (-$1.4K) YoY -56.77% (-$272.5K)
Nuveen Credit Strategies Income Fund(JQCcusip67073D102)	36.4K	QoQ -4.39% (-1.7K) YoY -57.90% (-50.1K)	All Managers (Combined)	$207.4K	QoQ -6.87% (-$15.3K) YoY -54.11% (-$244.6K)
Mccormick & Co Inc(MKCcusip579780206)	2.7K	QoQ -0.84% (-23) YoY -35.71% (-1.5K)	All Managers (Combined)	$206.9K	QoQ -7.30% (-$16.3K) YoY -28.38% (-$82.0K)
Fti Consulting, Inc(FCNcusip302941109)	1.1K	QoQ -0.27% (-3) YoY -8.38% (-99)	All Managers (Combined)	$206.6K	QoQ -16.22% (-$40.0K) YoY -12.07% (-$28.4K)
(cusip46654Q799)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$206.4K	QoQ NEW(+$206.4K) YoY NEW(+$206.4K)
Hallador Energy Co(HNRGcusip40609P105)	18.0K	QoQ -92.53% (-223.2K) YoY -91.85% (-203.1K)	All Managers (Combined)	$206.1K	QoQ -90.96% (-$2.1M) YoY -89.45% (-$1.7M)
Lpl Financial Holdings Inc.(LPLAcusip50212V100)	629	QoQ NEW(+629) YoY -32.65% (-305)	All Managers (Combined)	$205.4K	QoQ NEW(+$205.4K) YoY -3.33% (-$7.1K)
Cava Group, Inc.(CAVAcusip148929102)	1.8K	QoQ -31.33% (-824) YoY NEW(+1.8K)	All Managers (Combined)	$203.7K	QoQ -37.75% (-$123.6K) YoY NEW(+$203.7K)
Ametek Inc/(AMEcusip031100100)	1.1K	QoQ -37.00% (-662) YoY -16.27% (-219)	All Managers (Combined)	$203.1K	QoQ -33.49% (-$102.3K) YoY -8.45% (-$18.8K)
(cusip78464A649)✕	8.1K	QoQ NEW(+8.1K) YoY +3.93% (+308)	All Managers (Combined)	$203.1K	QoQ NEW(+$203.1K) YoY +1.29% (+$2.6K)
Bj'S Wholesale Club Holdings, Inc.(BJcusip05550J101)	2.3K	QoQ -35.44% (-1.2K) YoY -37.00% (-1.3K)	All Managers (Combined)	$203.1K	QoQ -31.01% (-$91.3K) YoY -15.55% (-$37.4K)
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	6.4K	QoQ -20.93% (-1.7K) YoY NEW(+6.4K)	All Managers (Combined)	$202.9K	QoQ -26.69% (-$73.9K) YoY NEW(+$202.9K)