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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808524755
FNDF|808524755
Shares:
6101(-5.1%)
Value:
$202.6M(-14.9%)
CACI INTERNATIONAL INC /DE/
CACI|127190304
Shares:
498(-1.2%)
Value:
$201.2M(-21.4%)
APTARGROUP, INC.
ATR|038336103
Shares:
1277(-5.6%)
Value:
$200.6M(-7.5%)
Allegion plc
ALLE|G0176J109
Shares:
1534(-23.1%)
Value:
$200.4M(-31.1%)
Hims & Hers Health, Inc.
HIMS|433000106
Shares:
8272
Value:
$200.0M
33739P855
33739P855
Shares:
10671(-73.3%)
Value:
$199.5M(-73.7%)
B. Riley Financial, Inc.
RILY|05580M108
Shares:
43221(-11.1%)
Value:
$198.4M(-21.7%)
XAI Octagon Floating Rate & Alternative Income Trust
XFLT|98400T106
Shares:
28515(+1.1%)
Value:
$189.3M(-2.4%)
Lucid Group, Inc.
LCID|549498103
Shares:
61440(-5.8%)
Value:
$185.5M(-18.0%)
Liberty Global Ltd.
LBTYK|G61188127
Shares:
14078(+25.8%)
Value:
$185.0M(-23.6%)
DIANA SHIPPING INC.
DSX|Y2066G104
Shares:
90000(+0.0%)
Value:
$176.4M(-23.7%)
Altimmune, Inc.
ALT|02155H200
Shares:
24454(+4.3%)
Value:
$176.3M(+22.4%)
Western Union CO
WU|959802109
Shares:
15977(-6.0%)
Value:
$169.4M(-14.8%)
Redwire Corp
RDW|75776W103
Shares:
10000(+0.0%)
Value:
$164.6M(+139.6%)
Ready Capital Corp
RC|75574U101
Shares:
22893(+110.2%)
Value:
$161.9M(+90.7%)
TEMPLETON EMERGING MARKETS INCOME FUND
TEI|880192109
Shares:
31336(+2.7%)
Value:
$160.8M(-9.9%)
PIMCO Dynamic Income Opportunities Fund
PDO|69355M107
Shares:
11718(-60.9%)
Value:
$160.7M(-62.4%)
639057207
639057207
Shares:
15708(+2.9%)
Value:
$159.7M(+15.6%)
33734X838
33734X838
Shares:
13039(+0.1%)
Value:
$156.8M(-11.4%)
JOHN HANCOCK PREFERRED INCOME FUND III
HPS|41021P103
Shares:
10391(+1.6%)
Value:
$156.2M(-11.4%)