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 751–800 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWV | ISHARES TR | 660 | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 4K | $100K–$500K | SH |
| AME | AMETEK INC | 1K | $100K–$500K | SH |
| QUS | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA | 21K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 2K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3K | $100K–$500K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 4K | $100K–$500K | SH |
| ARW | ARROW ELECTRS INC | 2K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 4K | $100K–$500K | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 2K | $100K–$500K | SH |
| BAR | GRANITESHARES GOLD TR | 6K | $100K–$500K | SH |
| PAYC | PAYCOM SOFTWARE INC | 2K | $100K–$500K | SH |
| IDV | ISHARES TR | 6K | $100K–$500K | SH |
| BNDS | SERIES PORTFOLIOS TR | 5K | $100K–$500K | SH |
| MSLC | MORGAN STANLEY PATHWAY FDS | 5K | $100K–$500K | SH |
| NFE | NEW FORTRESS ENERGY INC | 215K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 2K | $100K–$500K | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 10K | $100K–$500K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 16K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| BUSA | 2023 ETF SERIES TRUST | 7K | $100K–$500K | SH |
| WHR | WHIRLPOOL CORP | 3K | $100K–$500K | SH |
| HQY | HEALTHEQUITY INC | 3K | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 6K | $100K–$500K | SH |
| RILY | B. RILEY FINANCIAL INC | 51K | $100K–$500K | SH |
| PPL | PPL CORP | 7K | $100K–$500K | SH |
| ILCV | ISHARES TR | 3K | $100K–$500K | SH |
| IONS | IONIS PHARMACEUTICALS INC | 3K | $100K–$500K | SH |
| UMBF | UMB FINL CORP | 2K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 835 | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 5K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 301 | $100K–$500K | SH |
| SHYD | VANECK ETF TRUST | 10K | $100K–$500K | SH |
| AER | AERCAP HOLDINGS NV | 2K | $100K–$500K | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 107 | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 8K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 1K | $100K–$500K | SH |
| AOR | ISHARES TR | 4K | $100K–$500K | SH |
| SE | SEA LTD | 2K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 3K | $100K–$500K | SH |
| SYY | SYSCO CORP | 3K | $100K–$500K | SH |
| OAKM | HARRIS OAKMARK ETF TRUST | 8K | $100K–$500K | SH |
| KDP | KEURIG DR PEPPER INC | 8K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| Q | QNITY ELECTRONICS INC | 3K | $100K–$500K | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 878 | $100K–$500K | SH |
| ONB | OLD NATL BANCORP IND | 10K | $100K–$500K | SH |