B. Riley Wealth Advisors, Inc. Q4 2024 Filing
Filed February 25, 2025
Portfolio Value
$3.1T
Holdings
1,136
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,136 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 667,482 | $167.2B | 5.48% | |
| 2 | NVDANVIDIA CORPORATION | 1,017,372 | $136.6B | 4.48% | |
| 3 | MSFTMICROSOFT CORP | 210,855 | $88.9B | 2.91% | |
| 4 | AMZNAMAZON COM INC | 328,806 | $72.1B | 2.36% | |
| 5 | IVVISHARES TR | 119,684 | $70.5B | 2.31% | |
| 6 | VUGVANGUARD INDEX FDS | 144,249 | $59.2B | 1.94% | |
| 7 | VTVVANGUARD INDEX FDS | 221,621 | $37.5B | 1.23% | |
| 8 | SPYSPDR S&P 500 ETF TR | 62,893 | $37.0B | 1.21% | |
| 9 | METAMETA PLATFORMS INC | 61,020 | $35.7B | 1.17% | |
| 10 | PGPROCTER AND GAMBLE CO | 175,168 | $29.4B | 0.96% | |
| 11 | GOOGLALPHABET INC | 151,400 | $28.7B | 0.94% | |
| 12 | AVGOBROADCOM INC | 116,117 | $26.9B | 0.88% | |
| 13 | LLYELI LILLY & CO | 33,816 | $26.1B | 0.86% | |
| 14 | XOMEXXON MOBIL CORP | 241,984 | $26.0B | 0.85% | |
| 15 | JPMJPMORGAN CHASE & CO. | 107,394 | $25.7B | 0.84% | |
| 16 | TSLATESLA INC | 62,589 | $25.3B | 0.83% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 53,751 | $24.4B | 0.80% | |
| 18 | HDHOME DEPOT INC | 58,103 | $22.6B | 0.74% | |
| 19 | GOOGALPHABET INC | 107,888 | $20.5B | 0.67% | |
| 20 | JEPIJ P MORGAN EXCHANGE TRADED F | 340,393 | $19.7B | 0.65% | |
| 21 | XLKSELECT SECTOR SPDR TR | 84,734 | $19.7B | 0.65% | |
| 22 | COSTCOSTCO WHSL CORP NEW | 21,091 | $19.3B | 0.63% | |
| 23 | WMTWALMART INC | 206,967 | $18.7B | 0.61% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 80,271 | $17.6B | 0.58% | |
| 25 | FCFRANKLIN COVEY CO | 447,893 | $16.8B | 0.55% | |
| 26 | CSMPROSHARES TR | 251,332 | $16.6B | 0.54% | |
| 27 | PLTRPALANTIR TECHNOLOGIES INC | 215,928 | $16.3B | 0.54% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 31,405 | $15.9B | 0.52% | |
| 29 | ETNEATON CORP PLC | 46,809 | $15.5B | 0.51% | |
| 30 | GQ9SPDR GOLD TR | 63,953 | $15.5B | 0.51% | |
| 31 | MCDMCDONALDS CORP | 52,621 | $15.3B | 0.50% | |
| 32 | IUSBISHARES TR | 330,219 | $14.9B | 0.49% | |
| 33 | ABBVABBVIE INC | 83,967 | $14.9B | 0.49% | |
| 34 | IVWISHARES TR | 144,433 | $14.7B | 0.48% | |
| 35 | PANWPALO ALTO NETWORKS INC | 79,609 | $14.5B | 0.47% | |
| 36 | VEAVANGUARD TAX-MANAGED FDS | 299,731 | $14.3B | 0.47% | |
| 37 | EFGISHARES TR | 144,670 | $14.0B | 0.46% | |
| 38 | VVISA INC | 43,808 | $13.8B | 0.45% | |
| 39 | VOOVANGUARD INDEX FDS | 25,237 | $13.6B | 0.45% | |
| 40 | MAMASTERCARD INCORPORATED | 25,087 | $13.2B | 0.43% | |
| 41 | HYZDWISDOMTREE TR | 591,228 | $13.1B | 0.43% | |
| 42 | BILSPDR SER TR | 139,572 | $12.8B | 0.42% | |
| 43 | VBVANGUARD INDEX FDS | 51,640 | $12.4B | 0.41% | |
| 44 | JNJJOHNSON & JOHNSON | 84,679 | $12.2B | 0.40% | |
| 45 | VGTVANGUARD WORLD FD | 19,601 | $12.2B | 0.40% | |
| 46 | XMMOINVESCO EXCHANGE TRADED FD T | 96,015 | $11.9B | 0.39% | |
| 47 | VTIVANGUARD INDEX FDS | 40,813 | $11.8B | 0.39% | |
| 48 | CVXCHEVRON CORP NEW | 81,570 | $11.8B | 0.39% | |
| 49 | APUETRUST FOR PROFESSIONAL MANAG | 326,602 | $11.7B | 0.38% | |
| 50 | MRKMERCK & CO INC | 114,933 | $11.5B | 0.38% | |
| 51 | SPYGSPDR SER TR | 130,302 | $11.5B | 0.38% | |
| 52 | BONDPIMCO ETF TR | 125,813 | $11.4B | 0.37% | |
| 53 | QUALISHARES TR | 63,359 | $11.3B | 0.37% | |
| 54 | UBERUBER TECHNOLOGIES INC | 184,165 | $11.1B | 0.36% | |
| 55 | SCHBSCHWAB STRATEGIC TR | 474,324 | $10.8B | 0.35% | |
| 56 | XLUSELECT SECTOR SPDR TR | 141,379 | $10.7B | 0.35% | |
| 57 | XLISELECT SECTOR SPDR TR | 80,626 | $10.6B | 0.35% | |
| 58 | CATCATERPILLAR INC | 29,096 | $10.6B | 0.35% | |
| 59 | CWBSPDR SER TR | 135,493 | $10.6B | 0.35% | |
| 60 | IWFISHARES TR | 26,115 | $10.5B | 0.34% | |
| 61 | JEPQJ P MORGAN EXCHANGE TRADED F | 181,891 | $10.3B | 0.34% | |
| 62 | BXBLACKSTONE INC | 59,310 | $10.2B | 0.34% | |
| 63 | XLVSELECT SECTOR SPDR TR | 74,096 | $10.2B | 0.33% | |
| 64 | AEMAGNICO EAGLE MINES LTD | 122,934 | $9.6B | 0.32% | |
| 65 | TMOTHERMO FISHER SCIENTIFIC INC | 17,618 | $9.2B | 0.30% | |
| 66 | VOVANGUARD INDEX FDS | 34,109 | $9.0B | 0.30% | |
| 67 | GBILGOLDMAN SACHS ETF TR | 88,902 | $8.9B | 0.29% | |
| 68 | NFLXNETFLIX INC | 9,962 | $8.9B | 0.29% | |
| 69 | CMGCHIPOTLE MEXICAN GRILL INC | 145,090 | $8.7B | 0.29% | |
| 70 | IVEISHARES TR | 45,784 | $8.7B | 0.29% | |
| 71 | EPDENTERPRISE PRODS PARTNERS L | 274,326 | $8.6B | 0.28% | |
| 72 | BNDXVANGUARD CHARLOTTE FDS | 175,080 | $8.6B | 0.28% | |
| 73 | BMYBRISTOL-MYERS SQUIBB CO | 147,366 | $8.3B | 0.27% | |
| 74 | IWYISHARES TR | 35,060 | $8.2B | 0.27% | |
| 75 | VCSHVANGUARD SCOTTSDALE FDS | 105,423 | $8.2B | 0.27% | |
| 76 | VIGVANGUARD SPECIALIZED FUNDS | 41,871 | $8.2B | 0.27% | |
| 77 | DYNFBLACKROCK ETF TRUST | 159,685 | $8.2B | 0.27% | |
| 78 | CRMSALESFORCE INC | 24,437 | $8.2B | 0.27% | |
| 79 | IAU*ISHARES GOLD TR | 163,806 | $8.1B | 0.27% | |
| 80 | SYKSTRYKER CORPORATION | 22,366 | $8.1B | 0.26% | |
| 81 | RDVIFIRST TR EXCHANGE-TRADED FD | 330,363 | $8.0B | 0.26% | |
| 82 | HONHONEYWELL INTL INC | 35,308 | $8.0B | 0.26% | |
| 83 | IWPISHARES TR | 62,892 | $8.0B | 0.26% | |
| 84 | BACBANK AMERICA CORP | 180,373 | $7.9B | 0.26% | |
| 85 | CRWDCROWDSTRIKE HLDGS INC | 23,092 | $7.9B | 0.26% | |
| 86 | VBKVANGUARD INDEX FDS | 27,839 | $7.8B | 0.26% | |
| 87 | BNDVANGUARD BD INDEX FDS | 107,582 | $7.7B | 0.25% | |
| 88 | AMGNAMGEN INC | 29,617 | $7.7B | 0.25% | |
| 89 | EFVISHARES TR | 143,053 | $7.5B | 0.25% | |
| 90 | DUKDUKE ENERGY CORP NEW | 68,370 | $7.4B | 0.24% | |
| 91 | SCHOSCHWAB STRATEGIC TR | 304,928 | $7.3B | 0.24% | |
| 92 | ORCLORACLE CORP | 43,867 | $7.3B | 0.24% | |
| 93 | OIHVANECK ETF TRUST | 26,938 | $7.3B | 0.24% | |
| 94 | DGROISHARES TR | 118,596 | $7.3B | 0.24% | |
| 95 | SHVISHARES TR | 65,467 | $7.2B | 0.24% | |
| 96 | BSVVANGUARD BD INDEX FDS | 91,826 | $7.1B | 0.23% | |
| 97 | XLFSELECT SECTOR SPDR TR | 141,981 | $6.9B | 0.22% | |
| 98 | IEMGISHARES INC | 130,989 | $6.8B | 0.22% | |
| 99 | CSCOCISCO SYS INC | 114,387 | $6.8B | 0.22% | |
| 100 | IYWISHARES TR | 42,398 | $6.8B | 0.22% |
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