Investor Details
| Filer Name: | B. RILEY WEALTH ADVISORS, INC. |
|---|---|
| CIK: | 1464811 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-25 |
| Number of Holdings: | 1,136 |
| Portfolio Value: | $3.05B |
B. Riley Wealth Advisors, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 667,482 | $167M | 5.48% | -29.1% | - |
| NVDA | US | NVIDIA CORP | 1,017,372 | $137M | 4.48% | -25.9% | - |
| MSFT | US | MICROSOFT CORP | 210,855 | $89M | 2.91% | -23.9% | - |
| AMZN | US | AMAZON.COM INC | 328,806 | $72M | 2.36% | -31.6% | - |
| IVV | US | ISHARES CORE S&P 500 ETF | 119,684 | $70M | 2.31% | -43.8% | - |
| VUG | US | VANGUARD GROWTH ETF | 144,249 | $59M | 1.94% | -34.4% | - |
| VTV | US | VANGUARD VALUE ETF | 221,621 | $38M | 1.23% | -42.9% | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 62,893 | $37M | 1.21% | -25.0% | - |
| META | US | META PLATFORMS INC-CLASS A | 61,020 | $36M | 1.17% | -20.9% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 175,168 | $29M | 0.96% | -23.4% | - |
| GOOGL | US | ALPHABET INC-CL A | 151,400 | $29M | 0.94% | -23.7% | - |
| AVGO | US | BROADCOM INC | 116,117 | $27M | 0.88% | 506.9% | - |
| LLY | US | ELI LILLY & CO | 33,816 | $26M | 0.86% | -11.5% | - |
| XOM | US | EXXON MOBIL CORP | 241,984 | $26M | 0.85% | -18.7% | - |
| JPM | US | JPMORGAN CHASE & CO | 107,394 | $26M | 0.84% | -24.1% | - |
| TSLA | US | TESLA INC | 62,589 | $25M | 0.83% | -17.2% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 53,751 | $24M | 0.80% | -23.8% | - |
| HD | US | HOME DEPOT INC | 58,103 | $23M | 0.74% | -24.9% | - |
| GOOG | US | ALPHABET INC-CL C | 107,888 | $21M | 0.67% | -36.7% | - |
| XLK | US | TECHNOLOGY SELECT SECT SPDR | 84,734 | $20M | 0.65% | 4.3% | - |