B. Riley Wealth Advisors, Inc. Q1 2024 Filing

Filed May 16, 2024

Portfolio Value

$3.7T

Holdings

1,445

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,445 positions)

StockValue
AAPLAPPLE INC
$133K
IVVISHARES TR
$114K
VUGVANGUARD INDEX FDS
$95K
MSFTMICROSOFT CORP
$92K
VTVVANGUARD INDEX FDS
$75K
AMZNAMAZON COM INC
$66K
NVDANVIDIA CORPORATION
$63K
NDQINVESCO QQQ TR
$43K
SPYSPDR S&P 500 ETF TR
$35K
XOMEXXON MOBIL CORP
$31K
HDHOME DEPOT INC
$30K
VOOVANGUARD INDEX FDS
$30K
METAMETA PLATFORMS INC
$29K
UNHUNITEDHEALTH GROUP INC
$28K
GOOGLALPHABET INC
$28K
IUSBISHARES TR
$28K
BRK/BBERKSHIRE HATHAWAY INC DEL
$27K
GOOGALPHABET INC
$27K
VCSHVANGUARD SCOTTSDALE FDS
$27K
VEAVANGUARD TAX-MANAGED FDS
$26K
EFGISHARES TR
$26K
HYZDWISDOMTREE TR
$25K
JEPIJ P MORGAN EXCHANGE TRADED F
$24K
TSLATESLA INC
$24K
PGPROCTER AND GAMBLE CO
$24K
JPMJPMORGAN CHASE & CO
$24K
EPDENTERPRISE PRODS PARTNERS L
$23K
LLYELI LILLY & CO
$23K
JNJJOHNSON & JOHNSON
$23K
VVISA INC
$23K
AVGOBROADCOM INC
$23K
ABBVABBVIE INC
$22K
CVXCHEVRON CORP NEW
$21K
CSMPROSHARES TR
$19K
GQ9SPDR GOLD TR
$19K
BILSPDR SER TR
$18K
EFVISHARES TR
$18K
CWBSPDR SER TR
$18K
QUALISHARES TR
$18K
MRKMERCK & CO INC
$17K
WMTWALMART INC
$17K
COSTCOSTCO WHSL CORP NEW
$16K
TBILRBB FD INC
$16K
SH1USDPROSHARES TR
$16K
TMOTHERMO FISHER SCIENTIFIC INC
$15K
MNAINDEXIQ ETF TR
$15K
IWPISHARES TR
$15K
MAMASTERCARD INCORPORATED
$15K
VBVANGUARD INDEX FDS
$14K
IEMGISHARES INC
$14K
MCDMCDONALDS CORP
$14K
LRCXEURLAM RESEARCH CORP
$14K
VBKVANGUARD INDEX FDS
$14K
BONDPIMCO ETF TR
$14K
BNDXVANGUARD CHARLOTTE FDS
$14K
IBMINTERNATIONAL BUSINESS MACHS
$13K
XLESELECT SECTOR SPDR TR
$13K
PANWPALO ALTO NETWORKS INC
$13K
PDBCINVESCO ACTVELY MNGD ETC FD
$13K
HONHONEYWELL INTL INC
$13K
VIGVANGUARD SPECIALIZED FUNDS
$12K
BSVVANGUARD BD INDEX FDS
$12K
ETENERGY TRANSFER L P
$12K
NEENEXTERA ENERGY INC
$12K
VWOVANGUARD INTL EQUITY INDEX F
$12K
OIHVANECK ETF TRUST
$12K
AMGNAMGEN INC
$12K
PEPPEPSICO INC
$12K
XLVSELECT SECTOR SPDR TR
$11K
CSCOCISCO SYS INC
$11K
PFEPFIZER INC
$11K
VTIVANGUARD INDEX FDS
$11K
CATCATERPILLAR INC
$11K
BMYBRISTOL-MYERS SQUIBB CO
$11K
USMVISHARES TR
$10K
BACVERIZON COMMUNICATIONS INC
$10K
COWZPACER FDS TR
$10K
VGTVANGUARD WORLD FDS
$10K
IVWISHARES TR
$10K
UBERUBER TECHNOLOGIES INC
$9K
VNQVANGUARD INDEX FDS
$9K
XLKSELECT SECTOR SPDR TR
$9K
UNPUNION PAC CORP
$9K
KOCOCA COLA CO
$9K
DEDEERE & CO
$9K
ADBEADOBE INC
$9K
RTXRTX CORPORATION
$9K
FTSMFIRST TR EXCHANGE-TRADED FD
$8K
SCHBSCHWAB STRATEGIC TR
$8K
JPSTJ P MORGAN EXCHANGE TRADED F
$8K
AEMAGNICO EAGLE MINES LTD
$8K
MBBISHARES TR
$8K
ESGUISHARES TR
$8K
EFAISHARES TR
$8K
VOVANGUARD INDEX FDS
$8K
BXBLACKSTONE INC
$8K
IWRISHARES TR
$8K
IJHISHARES TR
$8K
SPYGSPDR SER TR
$8K
AGGISHARES TR
$8K
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