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CIK: 0001464811
Total reported value
$1.9B
$1.9B
1136 檔
28.7%
In Q4 2024, B. Riley Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $1.9B, distributed across 1136 disclosed stock positions.
During Q4 2024, B. Riley Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1136 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.48% | -0.12% | -9.86% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.48% | -0.02% | -9.43% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.24% | -12.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.05% | -18.83% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.31% | +0.22% | -41.71% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 1.94% | +0.03% | -27.98% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.23% | -0.06% | -25.81% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | -0.01% | -26.81% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.24% | -5.92% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.08% | +19.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.20% | -11.15% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.06% | -16.27% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.25% | -9.36% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.17% | -11.89% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.02% | -10.49% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.01% | -10.45% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.06% | -10.63% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.02% | -13.04% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.10% | -11.89% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.65% | +0.04% | -6.46% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | +0.28% | -0.52% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.07% | -11.14% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.06% | -9.47% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.02% | -2.87% | |
| 25 | FC | Franklin Covey Co | Stock-Other | 0.55% | — | — | |
| 26 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.54% | -0.02% | +3.87% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.44% | +0.83% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.08% | -17.84% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.51% | +0.01% | +13.87% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.26% | -16.63% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.04% | -3.28% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.49% | +0.05% | -58.60% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | -2.48% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | -36.69% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.49% | +66.38% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | -0.02% | -14.42% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.46% | -0.01% | -29.13% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.03% | -17.62% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.12% | -61.66% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.05% | -10.24% | |
| 41 | HYZD | Wisdomtree Interest Rate Hed | ETF-Other | 0.43% | -0.03% | -5.31% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.42% | -0.10% | +52.94% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | — | -9.81% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.09% | -13.75% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.40% | +0.07% | -6.57% | |
| 46 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.39% | +0.44% | +78.52% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.01% | -3.71% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.13% | -6.20% | |
| 49 | APUE | Activepassive US Equity ETF | ETF-Other | 0.38% | +0.20% | +2.26% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.03% | -9.85% |
According to official SEC Form 13F filings, B. Riley Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $1.9B across 1136 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 28.7% of total reported equity market value during Q4 2024.
During Q4 2024, B. Riley Wealth Advisors, Inc.'s top holdings by market value included AAPL (5.5%)、NVDA (4.5%)、MSFT (2.9%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q4 2024, B. Riley Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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