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 9 of 57
33734H106
Shares:94.3K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.1B)
92206C813
Shares:54.9K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$3.1B)
74933W452
Shares:80.1K
Value:$4.0M
% of Portfolio:0.1% ($4.0M/$3.1B)
46090F100
Shares:298.5K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$3.1B)
92189F676
Shares:15.8K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$3.1B)
47804J842
Shares:94.1K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.1B)
464287226
Shares:37.8K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33734H106)✕ | 94.3K | All Managers (Combined) | $4.1M | 0.1% ($4.1M/$3.1B) | ||
(cusip92206C813)✕ | 54.9K | All Managers (Combined) | $4.1M | 0.1% ($4.1M/$3.1B) | ||
STARBUCKS CORP(SBUXcusip855244109) | 45.0K | All Managers (Combined) | $4.1M | 0.1% ($4.1M/$3.1B) | ||
Walt Disney Co(DIScusip254687106) | 35.9K | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.1B) | ||
ASML HOLDING NV(ASMLcusipN07059210) | 5.8K | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.1B) | ||
| 31.0K | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.1B) | |||
CORNING INC /NY(GLWcusip219350105) | 84.1K | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.1B) | ||
(cusip74933W452)✕ | 80.1K | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.1B) | ||
| 17.4K | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.1B) | |||
| 21.4K | All Managers (Combined) | $4.0M | 0.1% ($4.0M/$3.1B) | |||
| 21.0K | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$3.1B) | |||
AUTOZONE INC(AZOcusip053332102) | 1.2K | QoQ +1.07% (+13) | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$3.1B) | |
(cusip46090F100)✕ | 298.5K | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$3.1B) | ||
| 51.0K | All Managers (Combined) | $3.9M | 0.1% ($3.9M/$3.1B) | |||
(cusip92189F676)✕ | 15.8K | All Managers (Combined) | $3.8M | 0.1% ($3.8M/$3.1B) | ||
| 23.0K | All Managers (Combined) | $3.8M | 0.1% ($3.8M/$3.1B) | |||
(cusip47804J842)✕ | 94.1K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.1B) | ||
| 14.9K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.1B) | |||
(cusip464287226)✕ | 37.8K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.1B) | ||
CITIGROUP INC(Ccusip172967424) | 51.9K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$3.1B) |