B. Riley Wealth Advisors, Inc. Q2 2025 Filing

Filed August 19, 2025

Portfolio Value

$2.1B

Holdings

955

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (955 positions)

StockValue
JGROJ P MORGAN EXCHANGE TRADED F
$1.2M
FELCFIDELITY COVINGTON TRUST
$1.2M
CMICUMMINS INC
$1.2M
UPSUNITED PARCEL SERVICE INC
$1.2M
ZTSZOETIS INC
$1.2M
SCHVSCHWAB STRATEGIC TR
$1.2M
WMWASTE MGMT INC DEL
$1.2M
FISVFISERV INC
$1.2M
SMCISUPER MICRO COMPUTER INC
$1.2M
BCIMUSDABRDN ETFS
$1.2M
RECSCOLUMBIA ETF TR I
$1.2M
AJGGALLAGHER ARTHUR J & CO
$1.2M
DBAINVESCO DB MULTI-SECTOR COMM
$1.2M
SPOTSPOTIFY TECHNOLOGY S A
$1.2M
CAFXPROFESIONALLY MANAGED PORTFO
$1.1M
FVALFIDELITY COVINGTON TRUST
$1.1M
TTDTHE TRADE DESK INC
$1.1M
LHXL3HARRIS TECHNOLOGIES INC
$1.1M
SOYBTEUCRIUM COMMODITY TR
$1.1M
CSXCSX CORP
$1.1M
BUFSFIRST TR EXCHNG TRADED FD VI
$1.1M
DWMWISDOMTREE TR
$1.1M
NVSNNOVARTIS AG
$1.1M
AMTAMERICAN TOWER CORP NEW
$1.1M
FTNTFORTINET INC
$1.1M
FDXFEDEX CORP
$1.1M
CEGCONSTELLATION ENERGY CORP
$1.1M
ADPAUTOMATIC DATA PROCESSING IN
$1.1M
BKBANK NEW YORK MELLON CORP
$1.1M
BNDVANGUARD BD INDEX FDS
$1.1M
CLCOLGATE PALMOLIVE CO
$1.1M
FQALFIDELITY COVINGTON TRUST
$1.1M
HWMHOWMET AEROSPACE INC
$1.1M
CMECME GROUP INC
$1.1M
GDGENERAL DYNAMICS CORP
$1.1M
ACNACCENTURE PLC IRELAND
$1.1M
DDWMWISDOMTREE TR
$1.0M
NRANRG ENERGY INC
$1.0M
MDTMEDTRONIC PLC
$1.0M
CITHE CIGNA GROUP
$1.0M
BTTBLACKROCK MUN TARGET TERM TR
$1.0M
LNGCHENIERE ENERGY INC
$1.0M
SHELSHELL PLC
$1.0M
QEFASPDR INDEX SHS FDS
$1.0M
VRTVERTIV HOLDINGS CO
$999K
EMEEMCOR GROUP INC
$995K
IYRISHARES TR
$994K
BITOPROSHARES TR
$991K
MISLFIRST TR EXCHANGE-TRADED FD
$989K
MLIMUELLER INDS INC
$984K
BDXBECTON DICKINSON & CO
$983K
BUFQFIRST TR EXCHNG TRADED FD VI
$981K
LYFTLYFT INC
$972K
SHOPSHOPIFY INC
$967K
BINCBLACKROCK ETF TRUST II
$965K
PNCPNC FINL SVCS GROUP INC
$963K
MARMARRIOTT INTL INC NEW
$958K
IQLTISHARES TR
$945K
ITA*ISHARES TR
$939K
VCITVANGUARD SCOTTSDALE FDS
$935K
MUNIPIMCO ETF TR
$924K
IAGGISHARES TR
$917K
PHPARKER-HANNIFIN CORP
$911K
OKEONEOK INC NEW
$906K
KMIKINDER MORGAN INC DEL
$906K
UBSUBS GROUP AG
$898K
EDCONSOLIDATED EDISON INC
$895K
NKENIKE INC
$894K
ADIANALOG DEVICES INC
$889K
GDXVANECK ETF TRUST
$888K
PAYXPAYCHEX INC
$887K
A4SAMERIPRISE FINL INC
$884K
PFFAETFIS SER TR I
$881K
APHAMPHENOL CORP NEW
$878K
JEPQJ P MORGAN EXCHANGE TRADED F
$875K
PLDPROLOGIS INC.
$875K
IBKRINTERACTIVE BROKERS GROUP IN
$874K
BNBROOKFIELD CORP
$869K
SNOWSNOWFLAKE INC
$865K
HOODROBINHOOD MKTS INC
$864K
TMUST-MOBILE US INC
$859K
RSGREPUBLIC SVCS INC
$858K
JVALJ P MORGAN EXCHANGE TRADED F
$847K
QTECFIRST TR EXCHANGE-TRADED FD
$836K
KMBKIMBERLY-CLARK CORP
$836K
MUBISHARES TR
$834K
T7DTRANSDIGM GROUP INC
$831K
FLRTPACER FDS TR
$830K
KKRKKR & CO INC
$818K
GSKGSK PLC
$809K
UCONFIRST TR EXCHNG TRADED FD VI
$803K
TIPISHARES TR
$802K
SPLVINVESCO EXCH TRADED FD TR II
$793K
RFGINVESCO EXCHANGE TRADED FD T
$790K
SPGSIMON PPTY GROUP INC NEW
$786K
FCXFREEPORT-MCMORAN INC
$779K
AZNASTRAZENECA PLC
$776K
GSYINVESCO ACTIVELY MANAGED EXC
$769K
DBEMDBX ETF TR
$768K
IWOISHARES TR
$767K
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