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 151–200 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAFX | PROFESIONALLY MANAGED PORTFO | 118K | $1M+ | SH |
| CPER | UNITED STS COMMODITY INDEX F | 84K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 27K | $1M+ | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 131K | $1M+ | SH |
| GE | GE AEROSPACE | 9K | $1M+ | SH |
| CLS | CELESTICA INC | 10K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 18K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 31K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 8K | $1M+ | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P | 71K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 29K | $1M+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 45K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 5K | $1M+ | SH |
| MMM | 3M CO | 17K | $1M+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 13K | $1M+ | SH |
| KO | COCA COLA CO | 37K | $1M+ | SH |
| DJP | BARCLAYS BANK PLC | 69K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| DDFS | INNOVATOR ETFS TRUST | 121K | $1M+ | SH |
| PFE | PFIZER INC | 102K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 5K | $1M+ | SH |
| EFA | ISHARES TR | 26K | $1M+ | SH |
| MTUM | ISHARES TR | 10K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 91K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 12K | $1M+ | SH |
| TBIL | RBB FD INC | 48K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 14K | $1M+ | SH |
| APMU | TRUST FOR PROFESSIONAL MANAG | 94K | $1M+ | SH |
| DTCR | GLOBAL X FDS | 110K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 83K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| NULG | NUSHARES ETF TR | 23K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 33K | $1M+ | SH |
| DIS | DISNEY WALT CO | 20K | $1M+ | SH |
| IYW | ISHARES TR | 11K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 26K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 69K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 37K | $1M+ | SH |
| TLH | ISHARES TR | 21K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 18K | $1M+ | SH |
| FDX | FEDEX CORP | 7K | $1M+ | SH |
| NOW | SERVICENOW INC | 14K | $1M+ | SH |
| CB | CHUBB LIMITED | 7K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 9K | $1M+ | SH |
| ITA | ISHARES TR | 10K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 15K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| SILJ | AMPLIFY ETF TR | 72K | $1M+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 149K | $1M+ | SH |