B-Riley-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "ENVX", "TREX", "ARES", "AX", "DJP", null, "GDX", "RRX", null, "TROW", "AGI.TO", "NLY", "RJF", "AAL", "AQN", "EFX.TO", "ENTG", "AKAM", "LYFT", null, null, "RF", "SMCI", "SOBO.TO", "ARI", "ONON", "ATR", "ARM", "SNOW", "MU", null, "JXN", "MHO", "FNDF", "MPLX", "ACN", "ZS", "ITT", null, "MMM", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "FLG", "A", "APD", "BABA", "PAA", "RVT", "MAIN", "SFNC", null, null, "VONG", null, null, "ALL", null, "GOOGL", "VDE", "RIG", "AXP", "JQC", "QQQX", null, "NMZ", "ALIT", "ADMA", "AMRK", "SCHH", null, "AIG", "ASML", "T", "BRFS", "BLK", "AWP", "AWF", "AROC", "AM", "CAT", "BUD", "AVGO", "APP", "LOW", null, "CLS", "AVEM", "CP.TO", null, "BDJ", "ARCC", "CII", "SAN", null, "BUI", "BIDU", "WRB", "BST", "BSX", "CSQ", null, "STEW", null, null, null, "DBEF", null, "CCI", "COF", "CMI", null, "DUK", "OII", "COOP", "NUV", "EOI", null, "D", "NICE", 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Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- 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% identified801 identified335 unidentified
Holdings
1,136 positions • $3.1B total value
Manager:
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Page 8 of 57
464288687
Shares:149.3K
Value:$4.7M
% of Portfolio:0.2% ($4.7M/$3.1B)
Shares:10.6K
Value:$4.5M
% of Portfolio:0.1% ($4.5M/$3.1B)
33740F755
Shares:144.8K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$3.1B)
46436E718
Shares:43.7K
Value:$4.4M
% of Portfolio:0.1% ($4.4M/$3.1B)
808524698
Shares:196.8K
Value:$4.3M
% of Portfolio:0.1% ($4.3M/$3.1B)
33735B108
Shares:37.1K
Value:$4.3M
% of Portfolio:0.1% ($4.3M/$3.1B)
464288588
Shares:46.1K
Value:$4.2M
% of Portfolio:0.1% ($4.2M/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
ONEOK INC /NEW/(OKEcusip682680103) | 48.9K | All Managers (Combined) | $4.9M | 0.2% ($4.9M/$3.1B) | ||
| 21.7K | All Managers (Combined) | $4.8M | 0.2% ($4.8M/$3.1B) | |||
| 53.3K | All Managers (Combined) | $4.7M | 0.2% ($4.7M/$3.1B) | |||
| 53.6K | All Managers (Combined) | $4.7M | 0.2% ($4.7M/$3.1B) | |||
| 23.8K | All Managers (Combined) | $4.7M | 0.2% ($4.7M/$3.1B) | |||
(cusip464288687)✕ | 149.3K | All Managers (Combined) | $4.7M | 0.2% ($4.7M/$3.1B) | ||
| 23.2K | All Managers (Combined) | $4.7M | 0.2% ($4.7M/$3.1B) | |||
| 20.6K | All Managers (Combined) | $4.6M | 0.1% ($4.6M/$3.1B) | |||
| 10.6K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$3.1B) | |||
| 914.9K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$3.1B) | |||
| 39.6K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$3.1B) | |||
| 36.1K | All Managers (Combined) | $4.5M | 0.1% ($4.5M/$3.1B) | |||
(cusip33740F755)✕ | 144.8K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.1B) | ||
(cusip46436E718)✕ | 43.7K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.1B) | ||
| 58.6K | All Managers (Combined) | $4.4M | 0.1% ($4.4M/$3.1B) | |||
ADOBE INC.(ADBEcusip00724F101) | 9.8K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$3.1B) | ||
(cusip808524698)✕ | 196.8K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$3.1B) | ||
(cusip33735B108)✕ | 37.1K | All Managers (Combined) | $4.3M | 0.1% ($4.3M/$3.1B) | ||
| 14.3K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.1B) | |||
(cusip464288588)✕ | 46.1K | All Managers (Combined) | $4.2M | 0.1% ($4.2M/$3.1B) |