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 6 of 57
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
55665(+32.9%)
Value:
$6.7B(+37.6%)
464288810
464288810
Shares:
113666(-1.3%)
Value:
$6.6B(-1.6%)
PFIZER INC
PFE|717081103
Shares:
249606(-17.0%)
Value:
$6.6B(-23.3%)
464287622
IWB|464287622
Shares:
20454(+9.3%)
Value:
$6.6B(+12.6%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
164545(-17.2%)
Value:
$6.6B(-26.1%)
46432F842
IEFA|46432F842
Shares:
91730(-18.3%)
Value:
$6.4B(-25.6%)
SRH Total Return Fund, Inc.
STEW|101507101
Shares:
401936(+6.3%)
Value:
$6.4B(+8.5%)
46641Q837
46641Q837
Shares:
126576(+0.9%)
Value:
$6.4B(+0.6%)
921937793
BLV|921937793
Shares:
93422(-12.6%)
Value:
$6.4B(-19.9%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
86896
Value:
$6.3B
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
51463(-15.3%)
Value:
$6.2B(-37.4%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
10761(-18.7%)
Value:
$6.2B(-5.6%)
81369Y407
81369Y407
Shares:
27464(-1.0%)
Value:
$6.2B(+12.3%)
PEPSICO INC
PEP|713448108
Shares:
39983(-41.9%)
Value:
$6.1B(-47.4%)
SOUTHERN CO
SO|842587107
Shares:
74315(-4.8%)
Value:
$6.1B(-13.3%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
38791(-13.8%)
Value:
$6.0B(-22.0%)
81369Y506
81369Y506
Shares:
69228(-10.5%)
Value:
$5.9B(-15.1%)
922042858
VWO|922042858
Shares:
131762(-12.6%)
Value:
$5.8B(-20.4%)
808524201
SCHX|808524201
Shares:
244284(+120.1%)
Value:
$5.7B(-24.2%)
DEERE & CO
DE|244199105
Shares:
13192(-3.9%)
Value:
$5.6B(-1.6%)