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 %
Countries:
Top Holdings: AAPL(5.48%)NVDA(4.48%)MSFT(2.91%)AMZN(2.37%)IVV(2.31%)
Summary Stock Picks Current Portfolio
B. Riley Wealth Advisors, Inc.... Top Holdings of 2024-12-31 View Full List
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
-13.92%
-18.81%
3,029,284.2
Hardware
NVDA 		NVIDIA Corp
1,017,372
136,622.9
-9.43%
4.480
-0.36%
0.000
+22.37%
+5.69%
3,461,082.1
Semiconductors
MSFT 		Microsoft Corp
210,855
88,875.3
-12.18%
2.910
-0.35%
0.000
+19.59%
+10.48%
3,447,734.1
Software
AMZN 		Amazon.com Inc
328,806
72,136.7
-18.83%
2.370
-0.39%
0.000
+1.68%
-5.54%
2,200,026.7
Retail - Cyclical
IVV 		iShares Core S&P 500 ETF
119,684
70,455.7
-41.71%
2.310
-1.36%
0.010
+3.61%
+2.03%
588,146.3
 
VUG 		Vanguard Growth ETF
144,249
59,205.4
-27.98%
1.940
-0.60%
0.040
+7.06%
+2.63%
153,119.2
 
VTV 		Vanguard Value ETF
221,621
37,520.5
-25.81%
1.230
-0.37%
0.030
-0.14%
+2.00%
129,814.2
 
SPY 		SPDR S&P 500 ETF Trust
62,893
36,983.5
-26.81%
1.210
-0.37%
0.010
+3.62%
+1.99%
609,536.3
 
META 		Meta Platforms Inc
61,020
35,727.8
-5.92%
1.170
-0.06%
0.000
+7.59%
+17.60%
1,729,731.4
Interactive Media
PG 		Procter & Gamble Co
175,168
29,366.9
+19.67%
0.960
+0.16%
0.010
-3.58%
+0.21%
389,076.7
Consumer Packaged Goods

B. Riley Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

B. Riley Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-12-31Reduce
-1.36%
●
570.51 ($592.23) 610.83
$598.77
1.10%
Reduce -41.71%
119,684
-85,654
IUSB 		iShares Core Total USD Bond Market ETF2024-12-31Reduce
-0.61%
●
45.07 ($45.88) 47.01
$45.66
-0.48%
Reduce -58.6%
330,219
-467,476
VUG 		Vanguard Growth ETF2024-12-31Reduce
-0.60%
●
379 ($403.46) 428.11
$420.69
4.27%
Reduce -27.98%
144,249
-56,044
VOO 		Vanguard S&P 500 ETF2024-12-31Reduce
-0.59%
●
521.84 ($541.94) 558.82
$547.65
1.05%
Reduce -61.66%
25,237
-40,594
AAPL 		Apple Inc2024-12-31Reduce
-0.47%
●
221.69 ($235.83) 259.02
$202.82
-14.00%
Reduce -9.86%
667,482
-73,026
AMZN 		Amazon.com Inc2024-12-31Reduce
-0.39%
●
180.8 ($204.89) 232.93
$207.23
1.14%
Reduce -18.83%
328,806
-76,254
SPY 		SPDR S&P 500 ETF Trust2024-12-31Reduce
-0.37%
●
567.8 ($589.49) 607.81
$595.93
1.09%
Reduce -26.81%
62,893
-23,043
VTV 		Vanguard Value ETF2024-12-31Reduce
-0.37%
●
168.32 ($175.52) 181.87
$171.69
-2.18%
Reduce -25.81%
221,621
-77,106
NVDA 		NVIDIA Corp2024-12-31Reduce
-0.36%
●
118.85 ($138.16) 148.88
$141.92
2.72%
Reduce -9.43%
1,017,372
-105,973
MSFT 		Microsoft Corp2024-12-31Reduce
-0.35%
●
406.35 ($426.03) 454.46
$463.87
8.88%
Reduce -12.18%
210,855
-29,245

B. Riley Wealth Advisors, Inc. Total Holding History ($B)

To

B. Riley Wealth Advisors, Inc.'s Asset Allocation

To

B. Riley Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

B. Riley Wealth Advisors, Inc.'s Holdings Bubble Chart

B. Riley Wealth Advisors, Inc. News

  • 1

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