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 51–100 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BA | BOEING CO | 36K | $1M+ | SH |
| HD | HOME DEPOT INC | 23K | $1M+ | SH |
| HL | HECLA MNG CO | 402K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 93K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 25K | $1M+ | SH |
| IVE | ISHARES TR | 35K | $1M+ | SH |
| STEW | SRH TOTAL RETURN FUND INC | 399K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 30K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 8K | $1M+ | SH |
| IEMG | ISHARES INC | 107K | $1M+ | SH |
| IEFA | ISHARES TR | 78K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 58K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 19K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 179K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 8K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 12K | $1M+ | SH |
| GEV | GE VERNOVA INC | 10K | $1M+ | SH |
| BOND | PIMCO ETF TR | 70K | $1M+ | SH |
| ORCL | ORACLE CORP | 33K | $1M+ | SH |
| IWB | ISHARES TR | 17K | $1M+ | SH |
| BX | BLACKSTONE INC | 41K | $1M+ | SH |
| STIP | ISHARES TR | 60K | $1M+ | SH |
| HYZD | WISDOMTREE TR | 268K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 51K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 130K | $1M+ | SH |
| DDTO | INNOVATOR ETFS TRUST | 274K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 92K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 106K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 16K | $1M+ | SH |
| IUSB | ISHARES TR | 124K | $1M+ | SH |
| IHI | ISHARES TR | 91K | $1M+ | SH |
| ASML | ASML HOLDING N V | 5K | $1M+ | SH |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 175K | $1M+ | SH |
| IWF | ISHARES TR | 11K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 110K | $1M+ | SH |
| CSCO | CISCO SYS INC | 67K | $1M+ | SH |
| ICVT | ISHARES TR | 52K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| CAT | CATERPILLAR INC | 9K | $1M+ | SH |
| OEF | ISHARES TR | 14K | $1M+ | SH |
| OIH | VANECK ETF TRUST | 17K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 15K | $1M+ | SH |
| APCB | TRUST FOR PROFESSIONAL MANAG | 162K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 28K | $1M+ | SH |
| AGI | ALAMOS GOLD INC NEW | 121K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 31K | $1M+ | SH |
| IJH | ISHARES TR | 70K | $1M+ | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 33K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 58K | $1M+ | SH |
| MS | MORGAN STANLEY | 26K | $1M+ | SH |