B-Riley-Wealth-Advisors

Filing Details

13F-HR2024-12-31
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
Manager Name
B-Riley-Wealth-Advisors
Data Enrichment
71% identified
801 identified335 unidentified

Holdings

1,136 positions • $3.1B total value
Manager:
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464286525
Shares:51.3K
Value:$5.6M
% of Portfolio:0.2% ($5.6M/$3.1B)
69374H881
Shares:98.8K
Value:$5.6M
% of Portfolio:0.2% ($5.6M/$3.1B)
AUTOMATIC DATA PROCESSING INC
Shares:18.9K
Value:$5.6M
% of Portfolio:0.2% ($5.6M/$3.1B)
81369Y852
Shares:57.4K
Value:$5.6M
% of Portfolio:0.2% ($5.6M/$3.1B)
464287507
Shares:88.9K
Value:$5.5M
% of Portfolio:0.2% ($5.5M/$3.1B)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:27.5K
Value:$5.4M
% of Portfolio:0.2% ($5.4M/$3.1B)
Energy Transfer LP
Shares:275.9K
Value:$5.4M
% of Portfolio:0.2% ($5.4M/$3.1B)
COCA COLA CO
Shares:86.2K
Value:$5.4M
% of Portfolio:0.2% ($5.4M/$3.1B)
46429B747
Shares:53.2K
Value:$5.3M
% of Portfolio:0.2% ($5.3M/$3.1B)
46137V357
Shares:30.5K
Value:$5.3M
% of Portfolio:0.2% ($5.3M/$3.1B)
464287804
Shares:46.2K
Value:$5.3M
% of Portfolio:0.2% ($5.3M/$3.1B)
89834G737
Shares:189.5K
Value:$5.3M
% of Portfolio:0.2% ($5.3M/$3.1B)
92189F643
Shares:57.2K
Value:$5.3M
% of Portfolio:0.2% ($5.3M/$3.1B)
46138E339
Shares:55.8K
Value:$5.3M
% of Portfolio:0.2% ($5.3M/$3.1B)
AT&T INC.
Shares:224.6K
Value:$5.1M
% of Portfolio:0.2% ($5.1M/$3.1B)
LOCKHEED MARTIN CORP
Shares:10.5K
Value:$5.1M
% of Portfolio:0.2% ($5.1M/$3.1B)
WILLIAMS COMPANIES, INC.
Shares:93.5K
Value:$5.1M
% of Portfolio:0.2% ($5.1M/$3.1B)
NEXTERA ENERGY INC
Shares:70.3K
Value:$5.0M
% of Portfolio:0.2% ($5.0M/$3.1B)
81369Y308
Shares:63.6K
Value:$5.0M
% of Portfolio:0.2% ($5.0M/$3.1B)
Accenture plc
Shares:14.0K
Value:$4.9M
% of Portfolio:0.2% ($4.9M/$3.1B)