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 7 of 57
464286525
ACWV|464286525
Shares:
51330(-41.2%)
Value:
$5.6B(-43.7%)
69374H881
69374H881
Shares:
98801(-57.5%)
Value:
$5.6B(-58.4%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
18906(-24.8%)
Value:
$5.6B(-20.6%)
81369Y852
81369Y852
Shares:
57372(+3.9%)
Value:
$5.6B(+11.6%)
464287507
IJH|464287507
Shares:
88914(-6.4%)
Value:
$5.5B(-6.0%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
27491(-12.5%)
Value:
$5.4B(-1.8%)
Energy Transfer LP
ET|29273V100
Shares:
275926(-0.1%)
Value:
$5.4B(+21.8%)
COCA COLA CO
KO|191216100
Shares:
86178(-21.2%)
Value:
$5.4B(-31.7%)
46429B747
46429B747
Shares:
53174(-2.8%)
Value:
$5.3B(-3.5%)
46137V357
RSP|46137V357
Shares:
30487(-16.3%)
Value:
$5.3B(-17.7%)
464287804
IJR|464287804
Shares:
46165(-22.3%)
Value:
$5.3B(-22.5%)
89834G737
89834G737
Shares:
189483(+6.0%)
Value:
$5.3B(-2.5%)
92189F643
92189F643
Shares:
57193(-5.6%)
Value:
$5.3B(-9.0%)
46138E339
46138E339
Shares:
55797(-20.4%)
Value:
$5.3B(-16.3%)
AT&T INC.
T|00206R102
Shares:
224560(-24.4%)
Value:
$5.1B(-21.8%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
10495(-16.1%)
Value:
$5.1B(-31.3%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
93548(-19.3%)
Value:
$5.1B(-4.9%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
70344(-14.2%)
Value:
$5.0B(-27.5%)
81369Y308
81369Y308
Shares:
63640(-46.6%)
Value:
$5.0B(-48.9%)
Accenture plc
ACN|G1151C101
Shares:
13981(-5.5%)
Value:
$4.9B(-6.2%)