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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SGOVISHARES TR | 44,027 | $4.4B | 0.21% | |
| 102 | VBVANGUARD INDEX FDS | 18,306 | $4.3B | 0.20% | |
| 103 | ASMLASML HOLDING N V | 5,389 | $4.3B | 0.20% | |
| 104 | QQEWFIRST TR EXCHANGE-TRADED FD | 31,509 | $4.3B | 0.20% | |
| 105 | ITOTISHARES TR | 31,786 | $4.3B | 0.20% | |
| 106 | BSVVANGUARD BD INDEX FDS | 53,416 | $4.2B | 0.20% | |
| 107 | VOEVANGUARD INDEX FDS | 25,546 | $4.2B | 0.20% | |
| 108 | TAT&T INC | 143,974 | $4.2B | 0.20% | Call |
| 109 | BACVERIZON COMMUNICATIONS INC | 95,687 | $4.1B | 0.19% | Call |
| 110 | XLUSELECT SECTOR SPDR TR | 50,492 | $4.1B | 0.19% | |
| 111 | XLESELECT SECTOR SPDR TR | 48,236 | $4.1B | 0.19% | |
| 112 | BABOEING CO | 19,422 | $4.1B | 0.19% | |
| 113 | IYWISHARES TR | 23,334 | $4.0B | 0.19% | |
| 114 | EFVISHARES TR | 62,773 | $4.0B | 0.19% | |
| 115 | RTXRTX CORPORATION | 27,262 | $4.0B | 0.19% | |
| 116 | LDOSLEIDOS HOLDINGS INC | 25,142 | $4.0B | 0.19% | |
| 117 | VXUSVANGUARD STAR FDS | 56,675 | $3.9B | 0.18% | |
| 118 | APCBTRUST FOR PROFESSIONAL MANAG | 131,711 | $3.9B | 0.18% | |
| 119 | MCDMCDONALDS CORP | 13,208 | $3.9B | 0.18% | Call |
| 120 | DWDMORGAN STANLEY | 26,977 | $3.8B | 0.18% | |
| 121 | XLFSELECT SECTOR SPDR TR | 71,515 | $3.7B | 0.18% | |
| 122 | RSPINVESCO EXCHANGE TRADED FD T | 20,332 | $3.7B | 0.17% | |
| 123 | SHPROSHARES TR | 93,081 | $3.7B | 0.17% | |
| 124 | DEDEERE & CO | 7,146 | $3.6B | 0.17% | |
| 125 | PFEPFIZER INC | 149,431 | $3.6B | 0.17% | Call |
| 126 | TRVCCITIGROUP INC | 42,246 | $3.6B | 0.17% | Call |
| 127 | MOATVANECK ETF TRUST | 37,891 | $3.6B | 0.17% | |
| 128 | CRMSALESFORCE INC | 12,861 | $3.5B | 0.16% | |
| 129 | CATCATERPILLAR INC | 8,999 | $3.5B | 0.16% | |
| 130 | ISRGINTUITIVE SURGICAL INC | 6,346 | $3.4B | 0.16% | |
| 131 | XSOEWISDOMTREE TR | 99,757 | $3.4B | 0.16% | |
| 132 | MRKMERCK & CO INC | 43,266 | $3.4B | 0.16% | |
| 133 | MMM3M CO | 22,263 | $3.4B | 0.16% | Call |
| 134 | QCOMQUALCOMM INC | 21,240 | $3.4B | 0.16% | |
| 135 | IJRISHARES TR | 30,246 | $3.3B | 0.16% | |
| 136 | BB4AXOS FINANCIAL INC | 43,428 | $3.3B | 0.15% | |
| 137 | DYNFBLACKROCK ETF TRUST | 60,534 | $3.3B | 0.15% | |
| 138 | VOVANGUARD INDEX FDS | 11,772 | $3.3B | 0.15% | |
| 139 | SKYYFIRST TR EXCHANGE TRADED FD | 26,622 | $3.2B | 0.15% | |
| 140 | XLYSELECT SECTOR SPDR TR | 14,899 | $3.2B | 0.15% | Call |
| 141 | KOCOCA COLA CO | 45,599 | $3.2B | 0.15% | Call |
| 142 | OEFISHARES TR | 10,569 | $3.2B | 0.15% | |
| 143 | TXNTEXAS INSTRS INC | 15,398 | $3.2B | 0.15% | |
| 144 | AEMAGNICO EAGLE MINES LTD | 26,871 | $3.2B | 0.15% | |
| 145 | IWMISHARES TR | 14,780 | $3.2B | 0.15% | |
| 146 | PDIPIMCO DYNAMIC INCOME FD | 166,195 | $3.2B | 0.15% | |
| 147 | PDPINVESCO EXCHANGE TRADED FD T | 28,877 | $3.1B | 0.15% | |
| 148 | ABALLIANCEBERNSTEIN HLDG L P | 76,786 | $3.1B | 0.15% | |
| 149 | AGIALAMOS GOLD INC NEW | 116,602 | $3.1B | 0.15% | |
| 150 | XLFISELECT SECTOR SPDR TR | 38,035 | $3.1B | 0.14% | |
| 151 | SLVISHARES SILVER TR | 93,019 | $3.1B | 0.14% | Call |
| 152 | VISVANGUARD WORLD FD | 10,548 | $3.0B | 0.14% | |
| 153 | IWRISHARES TR | 31,766 | $2.9B | 0.14% | |
| 154 | VNQVANGUARD INDEX FDS | 32,726 | $2.9B | 0.14% | |
| 155 | TBILRBB FD INC | 57,098 | $2.9B | 0.13% | |
| 156 | BTCGRAYSCALE BITCOIN MINI TR ET | 59,464 | $2.8B | 0.13% | |
| 157 | DISDISNEY WALT CO | 22,501 | $2.8B | 0.13% | |
| 158 | GBTCGRAYSCALE BITCOIN TRUST ETF | 32,763 | $2.8B | 0.13% | |
| 159 | AXPAMERICAN EXPRESS CO | 8,706 | $2.8B | 0.13% | |
| 160 | DONSPDR DOW JONES INDL AVERAGE | 6,255 | $2.8B | 0.13% | |
| 161 | SBUXSTARBUCKS CORP | 29,505 | $2.7B | 0.13% | |
| 162 | GEGE AEROSPACE | 10,268 | $2.6B | 0.12% | |
| 163 | IGMISHARES TR | 23,519 | $2.6B | 0.12% | |
| 164 | FTCSFIRST TR EXCHANGE-TRADED FD | 29,052 | $2.6B | 0.12% | |
| 165 | NOWSERVICENOW INC | 2,561 | $2.6B | 0.12% | |
| 166 | PDBCINVESCO ACTVELY MNGD ETC FD | 201,771 | $2.6B | 0.12% | |
| 167 | AMATAPPLIED MATLS INC | 13,993 | $2.6B | 0.12% | |
| 168 | WFCWELLS FARGO CO NEW | 31,955 | $2.6B | 0.12% | |
| 169 | FBCGFIDELITY COVINGTON TRUST | 52,875 | $2.6B | 0.12% | |
| 170 | SCHDSCHWAB STRATEGIC TR | 94,121 | $2.5B | 0.12% | |
| 171 | MUMICRON TECHNOLOGY INC | 20,127 | $2.5B | 0.12% | |
| 172 | SPYGSPDR SERIES TRUST | 25,580 | $2.4B | 0.11% | |
| 173 | JEPIJ P MORGAN EXCHANGE TRADED F | 42,846 | $2.4B | 0.11% | |
| 174 | XLISELECT SECTOR SPDR TR | 16,491 | $2.4B | 0.11% | |
| 175 | FXOFIRST TR EXCHANGE TRADED FD | 43,387 | $2.4B | 0.11% | |
| 176 | ABTABBOTT LABS | 17,830 | $2.4B | 0.11% | |
| 177 | EFAISHARES TR | 27,070 | $2.4B | 0.11% | |
| 178 | XLCSELECT SECTOR SPDR TR | 22,106 | $2.4B | 0.11% | |
| 179 | DJPBARCLAYS BANK PLC | 68,919 | $2.3B | 0.11% | |
| 180 | VBRVANGUARD INDEX FDS | 11,938 | $2.3B | 0.11% | |
| 181 | TMOTHERMO FISHER SCIENTIFIC INC | 5,647 | $2.3B | 0.11% | |
| 182 | ICVTISHARES TR | 25,281 | $2.3B | 0.11% | |
| 183 | SCHXSCHWAB STRATEGIC TR | 92,724 | $2.3B | 0.11% | |
| 184 | BLKBLACKROCK INC | 2,157 | $2.3B | 0.11% | |
| 185 | HLHECLA MNG CO | 376,584 | $2.3B | 0.11% | |
| 186 | CBCHUBB LIMITED | 7,682 | $2.2B | 0.10% | |
| 187 | SCHGSCHWAB STRATEGIC TR | 75,152 | $2.2B | 0.10% | |
| 188 | AZOAUTOZONE INC | 585 | $2.2B | 0.10% | |
| 189 | EPDENTERPRISE PRODS PARTNERS L | 69,985 | $2.2B | 0.10% | Call |
| 190 | NULGNUSHARES ETF TR | 22,905 | $2.2B | 0.10% | |
| 191 | PEPPEPSICO INC | 16,182 | $2.1B | 0.10% | Call |
| 192 | BABAALIBABA GROUP HLDG LTD | 18,626 | $2.1B | 0.10% | Call |
| 193 | VONGVANGUARD SCOTTSDALE FDS | 19,244 | $2.1B | 0.10% | |
| 194 | MRVLMARVELL TECHNOLOGY INC | 27,060 | $2.1B | 0.10% | |
| 195 | EMREMERSON ELEC CO | 15,599 | $2.1B | 0.10% | |
| 196 | FTSMFIRST TR EXCHANGE-TRADED FD | 34,707 | $2.1B | 0.10% | |
| 197 | BIVVANGUARD BD INDEX FDS | 26,770 | $2.1B | 0.10% | |
| 198 | APLDAPPLIED DIGITAL CORP | 204,798 | $2.1B | 0.10% | |
| 199 | COWZPACER FDS TR | 36,979 | $2.0B | 0.10% | |
| 200 | TLHISHARES TR | 20,040 | $2.0B | 0.10% |