CIK 1464811
B. Riley Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
934
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBB | ISHARES TR | 3K | $500K+ | SH |
| CBRE | CBRE GROUP INC | 3K | $500K+ | SH |
| AMCR | AMCOR PLC | 60K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 19K | $500K+ | SH |
| TGT | TARGET CORP | 5K | $500K+ | SH |
| IRT | INDEPENDENCE RLTY TR INC | 29K | $100K–$500K | SH |
| SFNC | SIMMONS 1ST NATL CORP | 26K | $100K–$500K | SH |
| KNSA | KINIKSA PHARMACEUTICALS INTL | 12K | $100K–$500K | SH |
| INSM | INSMED INC | 3K | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 9K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 3K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 7K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 24K | $100K–$500K | SH |
| FDIG | FIDELITY COVINGTON TRUST | 13K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 10K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 7K | $100K–$500K | SH |
| SNA | SNAP ON INC | 1K | $100K–$500K | SH |
| VFLO | VICTORY PORTFOLIOS II | 12K | $100K–$500K | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 7K | $100K–$500K | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 49K | $100K–$500K | SH |
| UL | UNILEVER PLC | 7K | $100K–$500K | SH |
| HSY | HERSHEY CO | 3K | $100K–$500K | SH |
| BLOK | AMPLIFY ETF TR | 8K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 827 | $100K–$500K | SH |
| CPZ | CALAMOS LNG SHR EQT DYNAMIC | 33K | $100K–$500K | SH |
| SHV | ISHARES TR | 4K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 6K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| KEY | KEYCORP | 23K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 10K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 5K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 9K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 2K | $100K–$500K | SH |
| DNL | WISDOMTREE TR | 11K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| IBLC | ISHARES TR | 11K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 16K | $100K–$500K | SH |
| EMXC | ISHARES INC | 6K | $100K–$500K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 17K | $100K–$500K | SH |
| GRFS | GRIFOLS S A | 49K | $100K–$500K | SH |
| TOKE | CAMBRIA ETF TR | 74K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 26K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 7K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 8K | $100K–$500K | SH |
| ONEV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| FN | FABRINET | 987 | $100K–$500K | SH |