B. Riley Wealth Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

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 1 of 57
Apple Inc.
AAPL|037833100
Shares:
667482(-9.9%)
Value:
$167.2B(-2.3%)
NVIDIA CORP
NVDA|67066G104
Shares:
1017372(-9.4%)
Value:
$136.6B(-0.3%)
MICROSOFT CORP
MSFT|594918104
Shares:
210855(-12.2%)
Value:
$88.9B(-13.1%)
AMAZON COM INC
AMZN|023135106
Shares:
328806(-18.8%)
Value:
$72.1B(-3.5%)
464287200
IVV|464287200
Shares:
119684(-41.7%)
Value:
$70.5B(-40.1%)
922908736
VUG|922908736
Shares:
144249(-28.0%)
Value:
$59.2B(-22.6%)
922908744
VTV|922908744
Shares:
221621(-25.8%)
Value:
$37.5B(-27.8%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
62893(-26.8%)
Value:
$37.0B(-24.8%)
Meta Platforms, Inc.
META|30303M102
Shares:
61020(-5.9%)
Value:
$35.7B(-4.4%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
175168(+19.7%)
Value:
$29.4B(+16.9%)
Alphabet Inc.
GOOGL|02079K305
Shares:
151400(-11.1%)
Value:
$28.7B(+1.4%)
Broadcom Inc.
AVGO|11135F101
Shares:
116117(-16.3%)
Value:
$26.9B(+12.7%)
ELI LILLY & Co
LLY|532457108
Shares:
33816(-9.3%)
Value:
$26.1B(-21.0%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
241984(-11.9%)
Value:
$26.0B(-19.6%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
107394(-10.5%)
Value:
$25.7B(+2.8%)
Tesla, Inc.
TSLA|88160R101
Shares:
62589(-10.4%)
Value:
$25.3B(+41.0%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
53751(-10.6%)
Value:
$24.4B(-11.5%)
HOME DEPOT, INC.
HD|437076102
Shares:
58103(-13.0%)
Value:
$22.6B(-17.0%)
Alphabet Inc.
GOOG|02079K107
Shares:
107888(-11.9%)
Value:
$20.5B(+0.4%)
46641Q332
46641Q332
Shares:
340393(-6.5%)
Value:
$19.7B(-8.5%)