BR
| |
B. Riley Wealth Advisors, Inc.13F | |
| B. Riley Wealth Advisors, Inc. | |
| Last update 2025-02-25 | 1134 Stocks (59 new) |
| Value $3.05 Bil | Turnover 4 % |
B. Riley Wealth Advisors, Inc.... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 667,482 | 167,150.9 | -9.86% | 5.480 | -0.47% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 1,017,372 | 136,622.9 | -9.43% | 4.480 | -0.36% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 210,855 | 88,875.3 | -12.18% | 2.910 | -0.35% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 328,806 | 72,136.7 | -18.83% | 2.370 | -0.39% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
IVV | iShares Core S&P 500 ETF | 119,684 | 70,455.7 | -41.71% | 2.310 | -1.36% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
VUG | Vanguard Growth ETF | 144,249 | 59,205.4 | -27.98% | 1.940 | -0.60% | 0.040 | +27.48% | +9.52% | 167,127.0 | ||
VTV | Vanguard Value ETF | 221,621 | 37,520.5 | -25.81% | 1.230 | -0.37% | 0.030 | +10.43% | +6.13% | 132,881.1 | ||
SPY | SPDR S&P 500 ETF Trust | 62,893 | 36,983.5 | -26.81% | 1.210 | -0.37% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
META | Meta Platforms Inc | 61,020 | 35,727.8 | -5.92% | 1.170 | -0.06% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
PG | Procter & Gamble Co | 175,168 | 29,366.9 | +19.67% | 0.960 | +0.16% | 0.010 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods |
B. Riley Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns
B. Riley Wealth Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Reduce Reduce | -1.36% | 570.51 ($592.23) 610.83 | $630.67 | 6.49% | Reduce -41.71% | 119,684 | -85,654 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2024-12-31 | Reduce Reduce | -0.61% | 45.07 ($45.88) 47.01 | $45.77 | -0.24% | Reduce -58.6% | 330,219 | -467,476 | |
VUG | Vanguard Growth ETF | 2024-12-31 | Reduce Reduce | -0.60% | 379 ($403.46) 428.11 | $448.39 | 11.14% | Reduce -27.98% | 144,249 | -56,044 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Reduce Reduce | -0.59% | 521.84 ($541.94) 558.82 | $576.92 | 6.45% | Reduce -61.66% | 25,237 | -40,594 | |
AAPL | Apple Inc | 2024-12-31 | Reduce Reduce | -0.47% | 221.69 ($235.83) 259.02 | $211.18 | -10.45% | Reduce -9.86% | 667,482 | -73,026 | |
AMZN | Amazon.com Inc | 2024-12-31 | Reduce Reduce | -0.39% | 180.8 ($204.89) 232.93 | $226.13 | 10.37% | Reduce -18.83% | 328,806 | -76,254 | |
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Reduce Reduce | -0.37% | 567.8 ($589.49) 607.81 | $627.58 | 6.46% | Reduce -26.81% | 62,893 | -23,043 | |
VTV | Vanguard Value ETF | 2024-12-31 | Reduce Reduce | -0.37% | 168.32 ($175.52) 181.87 | $177.66 | 1.22% | Reduce -25.81% | 221,621 | -77,106 | |
NVDA | NVIDIA Corp | 2024-12-31 | Reduce Reduce | -0.36% | 118.85 ($138.16) 148.88 | $172.41 | 24.79% | Reduce -9.43% | 1,017,372 | -105,973 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce Reduce | -0.35% | 406.35 ($426.03) 454.46 | $510.05 | 19.72% | Reduce -12.18% | 210,855 | -29,245 |
B. Riley Wealth Advisors, Inc. Total Holding History ($B)
B. Riley Wealth Advisors, Inc.'s Asset Allocation
B. Riley Wealth Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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B. Riley Wealth Advisors, Inc.'s Hypothetical Growth since 2024-12-31
B. Riley Wealth Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
B. Riley Wealth Advisors, Inc.'s Holdings Heat Map
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B. Riley Wealth Advisors, Inc.'s Holdings Bubble Chart
B. Riley Wealth Advisors, Inc. News
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