B. Riley Wealth Advisors, Inc. Q4 2024 Filing
Filed February 25, 2025
Portfolio Value
$3.1B
Holdings
1,136
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,136 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $167.2M |
NVDANVIDIA CORPORATION | $136.6M |
MSFTMICROSOFT CORP | $88.9M |
AMZNAMAZON COM INC | $72.1M |
IVVISHARES TR | $70.5M |
VUGVANGUARD INDEX FDS | $59.2M |
VTVVANGUARD INDEX FDS | $37.5M |
SPYSPDR S&P 500 ETF TR | $37.0M |
METAMETA PLATFORMS INC | $35.7M |
PGPROCTER AND GAMBLE CO | $29.4M |
GOOGLALPHABET INC | $28.7M |
AVGOBROADCOM INC | $26.9M |
LLYELI LILLY & CO | $26.1M |
XOMEXXON MOBIL CORP | $26.0M |
JPMJPMORGAN CHASE & CO. | $25.7M |
TSLATESLA INC | $25.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $24.4M |
HDHOME DEPOT INC | $22.6M |
GOOGALPHABET INC | $20.5M |
JEPIJ P MORGAN EXCHANGE TRADED F | $19.7M |
XLKSELECT SECTOR SPDR TR | $19.7M |
COSTCOSTCO WHSL CORP NEW | $19.3M |
WMTWALMART INC | $18.7M |
IBMINTERNATIONAL BUSINESS MACHS | $17.6M |
FCFRANKLIN COVEY CO | $16.8M |
CSMPROSHARES TR | $16.6M |
PLTRPALANTIR TECHNOLOGIES INC | $16.3M |
UNHUNITEDHEALTH GROUP INC | $15.9M |
ETNEATON CORP PLC | $15.5M |
GQ9SPDR GOLD TR | $15.5M |
MCDMCDONALDS CORP | $15.3M |
IUSBISHARES TR | $14.9M |
ABBVABBVIE INC | $14.9M |
IVWISHARES TR | $14.7M |
PANWPALO ALTO NETWORKS INC | $14.5M |
VEAVANGUARD TAX-MANAGED FDS | $14.3M |
EFGISHARES TR | $14.0M |
VVISA INC | $13.8M |
VOOVANGUARD INDEX FDS | $13.6M |
MAMASTERCARD INCORPORATED | $13.2M |
HYZDWISDOMTREE TR | $13.1M |
BILSPDR SER TR | $12.8M |
VBVANGUARD INDEX FDS | $12.4M |
JNJJOHNSON & JOHNSON | $12.2M |
VGTVANGUARD WORLD FD | $12.2M |
XMMOINVESCO EXCHANGE TRADED FD T | $11.9M |
VTIVANGUARD INDEX FDS | $11.8M |
CVXCHEVRON CORP NEW | $11.8M |
APUETRUST FOR PROFESSIONAL MANAG | $11.7M |
MRKMERCK & CO INC | $11.5M |
SPYGSPDR SER TR | $11.5M |
BONDPIMCO ETF TR | $11.4M |
QUALISHARES TR | $11.3M |
UBERUBER TECHNOLOGIES INC | $11.1M |
SCHBSCHWAB STRATEGIC TR | $10.8M |
XLUSELECT SECTOR SPDR TR | $10.7M |
XLISELECT SECTOR SPDR TR | $10.6M |
CATCATERPILLAR INC | $10.6M |
CWBSPDR SER TR | $10.6M |
IWFISHARES TR | $10.5M |
JEPQJ P MORGAN EXCHANGE TRADED F | $10.3M |
BXBLACKSTONE INC | $10.2M |
XLVSELECT SECTOR SPDR TR | $10.2M |
AEMAGNICO EAGLE MINES LTD | $9.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $9.2M |
VOVANGUARD INDEX FDS | $9.0M |
GBILGOLDMAN SACHS ETF TR | $8.9M |
NFLXNETFLIX INC | $8.9M |
CMGCHIPOTLE MEXICAN GRILL INC | $8.7M |
IVEISHARES TR | $8.7M |
EPDENTERPRISE PRODS PARTNERS L | $8.6M |
BNDXVANGUARD CHARLOTTE FDS | $8.6M |
BMYBRISTOL-MYERS SQUIBB CO | $8.3M |
IWYISHARES TR | $8.2M |
VCSHVANGUARD SCOTTSDALE FDS | $8.2M |
VIGVANGUARD SPECIALIZED FUNDS | $8.2M |
DYNFBLACKROCK ETF TRUST | $8.2M |
CRMSALESFORCE INC | $8.2M |
IAU*ISHARES GOLD TR | $8.1M |
SYKSTRYKER CORPORATION | $8.1M |
RDVIFIRST TR EXCHANGE-TRADED FD | $8.0M |
HONHONEYWELL INTL INC | $8.0M |
IWPISHARES TR | $8.0M |
BACBANK AMERICA CORP | $7.9M |
CRWDCROWDSTRIKE HLDGS INC | $7.9M |
VBKVANGUARD INDEX FDS | $7.8M |
BNDVANGUARD BD INDEX FDS | $7.7M |
AMGNAMGEN INC | $7.7M |
EFVISHARES TR | $7.5M |
DUKDUKE ENERGY CORP NEW | $7.4M |
SCHOSCHWAB STRATEGIC TR | $7.3M |
ORCLORACLE CORP | $7.3M |
OIHVANECK ETF TRUST | $7.3M |
DGROISHARES TR | $7.3M |
SHVISHARES TR | $7.2M |
BSVVANGUARD BD INDEX FDS | $7.1M |
XLFSELECT SECTOR SPDR TR | $6.9M |
IEMGISHARES INC | $6.8M |
CSCOCISCO SYS INC | $6.8M |
IYWISHARES TR | $6.8M |
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