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 701–750 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OHI | OMEGA HEALTHCARE INVS INC | 7K | $100K–$500K | SH |
| SBLK | STAR BULK CARRIERS CORP. | 15K | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 3K | $100K–$500K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| LB | LANDBRIDGE COMPANY LLC | 6K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | 13K | $100K–$500K | SH |
| TECK | TECK RESOURCES LTD | 6K | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 3K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC | 3K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 3K | $100K–$500K | SH |
| TEI | TEMPLETON EMERGING MKTS INCO | 44K | $100K–$500K | SH |
| GSST | GOLDMAN SACHS ETF TR | 6K | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 20K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| WEN | WENDYS CO | 33K | $100K–$500K | SH |
| DFIC | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| IEDI | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| IDU | ISHARES TR | 3K | $100K–$500K | SH |
| TTC | TORO CO | 3K | $100K–$500K | SH |
| DHS | WISDOMTREE TR | 3K | $100K–$500K | SH |
| PCAR | PACCAR INC | 2K | $100K–$500K | SH |
| APLE | APPLE HOSPITALITY REIT INC | 23K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| TSN | TYSON FOODS INC | 5K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 6K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| NJR | NEW JERSEY RES CORP | 6K | $100K–$500K | SH |
| TYG | TORTOISE ENERGY INFRA CORP | 6K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 123 | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 2K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 423 | $100K–$500K | SH |
| FALN | ISHARES TR | 10K | $100K–$500K | SH |
| AVDV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| FISV | FISERV INC | 4K | $100K–$500K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 5K | $100K–$500K | SH |
| KVUE | KENVUE INC | 15K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 7K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 15K | $100K–$500K | SH |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 716 | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 3K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 6K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 6K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |