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 801–850 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTES | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 863 | $100K–$500K | SH |
| IEI | ISHARES TR | 2K | $100K–$500K | SH |
| IBRX | IMMUNITYBIO INC | 113K | $100K–$500K | SH |
| MCO | MOODYS CORP | 437 | $100K–$500K | SH |
| WAB | WABTEC | 1K | $100K–$500K | SH |
| WAT | WATERS CORP | 586 | $100K–$500K | SH |
| SLB | SLB LIMITED | 6K | $100K–$500K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 19K | $100K–$500K | SH |
| EBAY | EBAY INC. | 3K | $100K–$500K | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 2K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 4K | $100K–$500K | SH |
| SSB | SOUTHSTATE BK CORP | 2K | $100K–$500K | SH |
| FLEX | FLEX LTD | 4K | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 5K | $100K–$500K | SH |
| RYLD | GLOBAL X FDS | 14K | $100K–$500K | SH |
| UYG | PROSHARES TR | 2K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 746 | $100K–$500K | SH |
| TER | TERADYNE INC | 1K | $100K–$500K | SH |
| VSAT | VIASAT INC | 6K | $100K–$500K | SH |
| IREN | IREN LIMITED | 6K | $100K–$500K | SH |
| NYT | NEW YORK TIMES CO | 3K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 314 | $100K–$500K | SH |
| TSPA | T ROWE PRICE ETF INC | 5K | $100K–$500K | SH |
| ORI | OLD REP INTL CORP | 5K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 4K | $100K–$500K | SH |
| DOW | DOW INC | 9K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 1K | $100K–$500K | SH |
| HPI | HANCOCK JOHN PFD INCOME FD | 13K | $100K–$500K | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 13K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 968 | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 828 | $100K–$500K | SH |
| DWX | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| PVAL | PUTNAM ETF TRUST | 5K | $100K–$500K | SH |
| PSQ | PROSHARES TR | 7K | $100K–$500K | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 3K | $100K–$500K | SH |
| BHK | BLACKROCK CORE BD TR | 22K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 835 | $100K–$500K | SH |
| ABNB | AIRBNB INC | 2K | $100K–$500K | SH |
| GDV | GABELLI DIVID & INCOME TR | 7K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 917 | $100K–$500K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 852 | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 1K | $100K–$500K | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 27K | $100K–$500K | SH |
| PRI | PRIMERICA INC | 785 | $100K–$500K | SH |
| EVV | EATON VANCE LIMITED DURATION | 20K | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 973 | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 789 | $100K–$500K | SH |