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 851–900 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GIS | GENERAL MLS INC | 4K | $100K–$500K | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 2K | $100K–$500K | SH |
| XYZ | BLOCK INC | 3K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 4K | $100K–$500K | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 3K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC | 3K | $100K–$500K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 39K | $100K–$500K | SH |
| OMER | OMEROS CORP | 11K | $100K–$500K | SH |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | 13K | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 12K | $100K–$500K | SH |
| PPG | PPG INDS INC | 2K | $100K–$500K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 10K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 19K | $100K–$500K | SH |
| STWD | STARWOOD PPTY TR INC | 10K | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 36K | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 12K | $100K–$500K | SH |
| BCAT | BLACKROCK CAP ALLOCATION TER | 12K | $100K–$500K | SH |
| HEQ | JOHN HANCOCK DIVERSIFIED INC | 16K | $100K–$500K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 11K | $100K–$500K | SH |
| DBO | INVESCO DB MULTI-SECTOR COMM | 14K | $100K–$500K | SH |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | 30K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 15K | $100K–$500K | SH |
| LBTYK | LIBERTY GLOBAL LTD | 15K | $100K–$500K | SH |
| BULL | WEBULL CORP | 21K | $100K–$500K | SH |
| TU | TELUS CORPORATION | 12K | $100K–$500K | SH |
| IHD | VOYA EMERGING MKTS HIGH DIVI | 24K | $100K–$500K | SH |
| HPS | HANCOCK JOHN PFD INCOME FD I | 10K | $100K–$500K | SH |
| CHW | CALAMOS GBL DYN INCOME FUND | 20K | $100K–$500K | SH |
| RFMZ | RIVERNORTH FLEXIBLE MUNI INC | 12K | $100K–$500K | SH |
| JRI | NUVEEN REAL ASSET INCOME & G | 11K | $100K–$500K | SH |
| CX | CEMEX SAB DE CV | 13K | $100K–$500K | SH |
| BBAI | BIGBEAR AI HLDGS INC | 26K | $100K–$500K | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 10K | $100K–$500K | SH |
| ABEV | AMBEV SA | 56K | $100K–$500K | SH |
| PML | PIMCO MUN INCOME FD II | 18K | $100K–$500K | SH |
| EMD | WESTERN ASSET EMERGING MKTS | 13K | $100K–$500K | SH |
| DPG | DUFF & PHELPS UTLITY AND INF | 10K | $100K–$500K | SH |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 48K | $100K–$500K | SH |
| EBS | EMERGENT BIOSOLUTIONS INC | 11K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 10K | $100K–$500K | SH |
| ENVX | ENOVIX CORPORATION | 17K | $100K–$500K | SH |
| KIO | KKR INCOME OPPORTUNITIES FD | 11K | $100K–$500K | SH |
| CIO | CITY OFFICE REIT INC | 17K | $100K–$500K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 8K | $100K–$500K | SH |
| CC | CHEMOURS CO | 10K | $100K–$500K | SH |
| EOD | ALLSPRING GLOBAL DIVIDEND OP | 20K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 11K | $100K–$500K | SH |
| WULF | TERAWULF INC | 10K | $100K–$500K | SH |
| GLQ | CLOUGH GLOBAL EQUITY FD | 15K | $100K–$500K | SH |