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 551–600 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APAM | ARTISAN PARTNERS ASSET MGMT | 11K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 7K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 4K | $100K–$500K | SH |
| EWT | ISHARES INC | 7K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 2K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $100K–$500K | SH |
| LYFT | LYFT INC | 23K | $100K–$500K | SH |
| HDV | ISHARES TR | 4K | $100K–$500K | SH |
| EMB | ISHARES TR | 5K | $100K–$500K | SH |
| EWY | ISHARES INC | 4K | $100K–$500K | SH |
| NXXT | NEXTNRG INC | 300K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 9K | $100K–$500K | SH |
| LIT | GLOBAL X FDS | 7K | $100K–$500K | SH |
| FTNT | FORTINET INC | 5K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 47K | $100K–$500K | SH |
| CG | CARLYLE GROUP INC | 7K | $100K–$500K | SH |
| DAPP | VANECK ETF TRUST | 26K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 53K | $100K–$500K | SH |
| MMU | WESTERN ASSET MANAGED MUNS F | 41K | $100K–$500K | SH |
| MGM | MGM RESORTS INTERNATIONAL | 12K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 2K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 16K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $100K–$500K | SH |
| BITQ | BITWISE FUNDS TRUST | 21K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 5K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 4K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 8K | $100K–$500K | SH |
| BE | BLOOM ENERGY CORP | 5K | $100K–$500K | SH |
| NUE | NUCOR CORP | 3K | $100K–$500K | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 10K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 994 | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 8K | $100K–$500K | SH |
| DDTS | INNOVATOR ETFS TRUST | 19K | $100K–$500K | SH |
| HEFA | ISHARES TR | 10K | $100K–$500K | SH |
| TBBK | BANCORP INC DEL | 6K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| KR | KROGER CO | 6K | $100K–$500K | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 37K | $100K–$500K | SH |
| XMAR | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| TXT | TEXTRON INC | 5K | $100K–$500K | SH |
| IEUR | ISHARES TR | 6K | $100K–$500K | SH |
| AMPX | AMPRIUS TECHNOLOGIES INC | 50K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 3K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 845 | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 5K | $100K–$500K | SH |
| GSUS | GOLDMAN SACHS ETF TR | 4K | $100K–$500K | SH |
| OMF | ONEMAIN HLDGS INC | 6K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 4K | $100K–$500K | SH |
| EWW | ISHARES INC | 6K | $100K–$500K | SH |