B. Riley Wealth Advisors, Inc.
Investment Portfolio & 13F Holdings Analysis
About
B. Riley Wealth Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2024Q4, reporting 1136 holdings worth $3.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
- CIK
- 0001464811
- Manager Name
- B. Riley Wealth Advisors, Inc.
Data Enrichment
71% identified801 identified335 unidentified
Holdings
1,136 positions
Manager:
Search and click to pin securities to the top
Page 1 of 57
46641Q332
Shares:
340393(-6.5%)
Value:
$19.7B(-8.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 667.5K | All Managers (Combined) | $167.2M | ||
Nvidia Corp(NVDAcusip67066G104) | 1.0M | All Managers (Combined) | $136.6M | ||
Microsoft Corp(MSFTcusip594918104) | 210.9K | All Managers (Combined) | $88.9M | ||
Amazon Com Inc(AMZNcusip023135106) | 328.8K | All Managers (Combined) | $72.1M | ||
119.7K | All Managers (Combined) | $70.5M | |||
144.2K | All Managers (Combined) | $59.2M | |||
221.6K | All Managers (Combined) | $37.5M | |||
62.9K | All Managers (Combined) | $37.0M | |||
61.0K | All Managers (Combined) | $35.7M | |||
175.2K | All Managers (Combined) | $29.4M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 151.4K | All Managers (Combined) | $28.7M | ||
Broadcom Inc.(AVGOcusip11135F101) | 116.1K | All Managers (Combined) | $26.9M | ||
Eli Lilly & Co(LLYcusip532457108) | 33.8K | All Managers (Combined) | $26.1M | ||
Exxon Mobil Corp(XOMcusip30231G102) | 242.0K | All Managers (Combined) | $26.0M | ||
107.4K | All Managers (Combined) | $25.7M | |||
Tesla, Inc.(TSLAcusip88160R101) | 62.6K | All Managers (Combined) | $25.3M | ||
53.8K | All Managers (Combined) | $24.4M | |||
Home Depot, Inc.(HDcusip437076102) | 58.1K | All Managers (Combined) | $22.6M | ||
Alphabet Inc.(GOOGcusip02079K107) | 107.9K | All Managers (Combined) | $20.5M | ||
(cusip46641Q332)✕ | 340.4K | All Managers (Combined) | $19.7M |