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 201–250 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APP | APPLOVIN CORP | 3K | $1M+ | SH |
| AZO | AUTOZONE INC | 577 | $1M+ | SH |
| DBEF | DBX ETF TR | 41K | $1M+ | SH |
| APLD | APPLIED DIGITAL CORP | 79K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 38K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| LOW | LOWES COS INC | 8K | $1M+ | SH |
| RA | BROOKFIELD REAL ASSETS INCOM | 146K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 49K | $1M+ | SH |
| IWX | ISHARES TR | 20K | $1M+ | SH |
| RKT | ROCKET COS INC | 97K | $1M+ | SH |
| EXK | ENDEAVOUR SILVER CORP | 198K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 24K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| COWZ | PACER FDS TR | 30K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| MBB | ISHARES TR | 19K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 18K | $1M+ | SH |
| IWR | ISHARES TR | 18K | $1M+ | SH |
| SHY | ISHARES TR | 21K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 53K | $1M+ | SH |
| FLTB | FIDELITY MERRIMACK STR TR | 35K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 37K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 20K | $1M+ | SH |
| SH | PROSHARES TR | 47K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 37K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 17K | $1M+ | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 15K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 28K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 20K | $1M+ | SH |
| PEP | PEPSICO INC | 12K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 24K | $1M+ | SH |
| ABT | ABBOTT LABS | 13K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 99K | $1M+ | SH |
| MINT | PIMCO ETF TR | 16K | $1M+ | SH |
| IQLT | ISHARES TR | 36K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 7K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 35K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 10K | $1M+ | SH |
| ILCG | ISHARES TR | 15K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 17K | $1M+ | SH |
| RECS | COLUMBIA ETF TR I | 39K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 33K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 3K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 5K | $1M+ | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 70K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 11K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 19K | $1M+ | SH |