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CIK: 0001464811
Total reported value
$1.9B
$1.9B
955 檔
21.7%
According to the latest 13F quarterly dataset, B. Riley Wealth Advisors, Inc. managed an equity portfolio of $1.9B at the end of Q2 2025, spanning 955 distinct U.S. exchange-listed positions.
During Q2 2025, 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 955 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.98% | -0.02% | -7.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.84% | -0.12% | -40.27% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.24% | -37.73% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.05% | -17.81% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.24% | +12.40% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.03% | +0.03% | -31.54% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.77% | -0.10% | +194.58% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | +0.22% | -50.49% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | -0.08% | — | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.25% | -2.16% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.20% | -0.44% | -13.11% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.18% | -0.06% | -35.74% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | -0.01% | -35.87% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +0.02% | -30.29% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.06% | -41.39% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.06% | -33.70% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.01% | -17.07% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | +0.08% | +18.32% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 0.73% | -0.23% | -9.74% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.10% | -20.30% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.26% | -21.97% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.70% | +0.30% | +26.21% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.20% | -44.68% | |
| 24 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.66% | -0.02% | -20.84% | |
| 25 | APUE | Activepassive US Equity ETF | ETF-Other | 0.63% | +0.20% | +8.67% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | +0.01% | -20.27% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.60% | +0.49% | -20.98% | |
| 28 | CGBL | Cap Group Core Balanced | ETF-Other | 0.60% | -0.02% | +514.41% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.08% | -55.41% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.02% | -50.05% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | -0.02% | -34.87% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.12% | -25.27% | |
| 33 | HYZD | Wisdomtree Interest Rate Hed | ETF-Other | 0.47% | -0.03% | -23.80% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.07% | -52.06% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.02% | -56.39% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.06% | -54.18% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.03% | -42.18% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.28% | -58.56% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.41% | -0.04% | -24.60% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.23% | +123.70% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.38% | +0.07% | -37.41% | |
| 42 | VST | Vistra CORP | Stock-Utilities | 0.37% | -0.04% | +430.30% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | — | -7.87% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.02% | -49.49% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | -50.51% | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.36% | +0.16% | -8.65% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.36% | -0.05% | +20.27% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | +0.01% | -38.04% | |
| 49 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.36% | -0.07% | -13.84% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.35% | -0.08% | +8.48% |
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 955 disclosed positions in Q2 2025.
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 NVDA, AAPL, MSFT) accounted for 21.7% of total reported equity market value during Q2 2025.
During Q2 2025, B. Riley Wealth Advisors, Inc.'s top holdings by market value included NVDA (7.0%)、AAPL (3.8%)、MSFT (3.1%). The largest single position, NVDA, represented 7.0% of total portfolio value.
In Q2 2025, 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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