B. Riley Wealth Advisors, Inc. Q2 2025 Filing

Filed August 19, 2025

Portfolio Value

$2.1T

Holdings

955

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (955 positions)

StockValue
NVDANVIDIA CORPORATION
$148.7M
AAPLAPPLE INC
$81.8M
MSFTMICROSOFT CORP
$65.3M
AMZNAMAZON COM INC
$59.3M
METAMETA PLATFORMS INC
$50.6M
VUGVANGUARD INDEX FDS
$43.3M
BILSPDR SERIES TRUST
$37.7M
IVVISHARES TR
$36.8M
NDQINVESCO QQQ TR
$26.2M
LLYELI LILLY & CO
$25.8M
PLTRPALANTIR TECHNOLOGIES INC
$25.6M
VTVVANGUARD INDEX FDS
$25.2M
SPYSPDR S&P 500 ETF TR
$24.9M
JPMJPMORGAN CHASE & CO.
$21.7M
AVGOBROADCOM INC
$18.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$17.3M
TSLATESLA INC
$16.5M
NFLXNETFLIX INC
$15.8M
UBERUBER TECHNOLOGIES INC
$15.5M
GOOGALPHABET INC
$15.3M
GQ9SPDR GOLD TR
$15.2M
CRWDCROWDSTRIKE HLDGS INC
$14.8M
GOOGLALPHABET INC
$14.8M
CSMPROSHARES TR
$14.0M
APUETRUST FOR PROFESSIONAL MANAG
$13.3M
ETNEATON CORP PLC
$13.3M
PANWPALO ALTO NETWORKS INC
$12.9M
CGBLCAPITAL GROUP CORE BALANCED
$12.8M
PGPROCTER AND GAMBLE CO
$12.4M
IBMINTERNATIONAL BUSINESS MACHS
$11.8M
VEAVANGUARD TAX-MANAGED FDS
$11.1M
VOOVANGUARD INDEX FDS
$10.7M
HYZDWISDOMTREE TR
$10.1M
COSTCOSTCO WHSL CORP NEW
$10.0M
HDHOME DEPOT INC
$9.3M
WMTWALMART INC
$9.3M
VVISA INC
$9.0M
XLKSELECT SECTOR SPDR TR
$8.9M
BONDPIMCO ETF TR
$8.7M
AGGISHARES TR
$8.4M
VGTVANGUARD WORLD FD
$8.1M
VSTVISTRA CORP
$7.9M
VIGVANGUARD SPECIALIZED FUNDS
$7.9M
ABBVABBVIE INC
$7.9M
IVWISHARES TR
$7.9M
LRCXLAM RESEARCH CORP
$7.7M
JPSTJ P MORGAN EXCHANGE TRADED F
$7.7M
VTIVANGUARD INDEX FDS
$7.7M
GBILGOLDMAN SACHS ETF TR
$7.7M
IWBISHARES TR
$7.5M
JNJJOHNSON & JOHNSON
$7.5M
FNXFIRST TR EXCHANGE-TRADED ALP
$7.5M
DGROISHARES TR
$7.4M
MAMASTERCARD INCORPORATED
$7.4M
GSGOLDMAN SACHS GROUP INC
$7.4M
AQLTISHARES TR
$7.1M
STEWSRH TOTAL RETURN FUND INC
$7.1M
ORCLORACLE CORP
$7.1M
KLMNINVESCO EXCH TRADED FD TR II
$7.1M
VCSHVANGUARD SCOTTSDALE FDS
$6.9M
IHIISHARES TR
$6.9M
APIETRUST FOR PROFESSIONAL MANAG
$6.7M
BMYBRISTOL-MYERS SQUIBB CO
$6.7M
XOMEXXON MOBIL CORP
$6.7M
EFGISHARES TR
$6.6M
AMDADVANCED MICRO DEVICES INC
$6.4M
IUSBISHARES TR
$6.4M
IEMGISHARES INC
$6.4M
STIPISHARES TR
$6.3M
SYKSTRYKER CORPORATION
$6.3M
TJXTJX COS INC NEW
$6.2M
BXBLACKSTONE INC
$6.1M
CMGCHIPOTLE MEXICAN GRILL INC
$6.0M
OIHVANECK ETF TRUST
$5.8M
EMLPFIRST TR EXCHANGE-TRADED FD
$5.8M
MNANEW YORK LIFE INVESTMENTS ET
$5.7M
BACBANK AMERICA CORP
$5.6M
BNDXVANGUARD CHARLOTTE FDS
$5.5M
VBKVANGUARD INDEX FDS
$5.4M
CSCOCISCO SYS INC
$5.4M
IVEISHARES TR
$5.4M
MTUMISHARES TR
$5.4M
XMMOINVESCO EXCHANGE TRADED FD T
$5.4M
CWBSPDR SERIES TRUST
$5.3M
QUALISHARES TR
$5.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$5.2M
FBNDFIDELITY MERRIMACK STR TR
$5.1M
IJHISHARES TR
$5.1M
CVXCHEVRON CORP NEW
$5.0M
IAU*ISHARES GOLD TR
$5.0M
RDDTREDDIT INC
$5.0M
HONHONEYWELL INTL INC
$5.0M
BUFRFIRST TR EXCHNG TRADED FD VI
$5.0M
COFCAPITAL ONE FINL CORP
$4.9M
IWFISHARES TR
$4.8M
JHSCJOHN HANCOCK EXCHANGE TRADED
$4.8M
VWOVANGUARD INTL EQUITY INDEX F
$4.7M
UNHUNITEDHEALTH GROUP INC
$4.6M
IWPISHARES TR
$4.6M
SMHVANECK ETF TRUST
$4.5M
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