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 251–300 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FDN | FIRST TR EXCHANGE-TRADED FD | 6K | $1M+ | SH |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | 42K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 39K | $1M+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 39K | $1M+ | SH |
| IWD | ISHARES TR | 7K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |
| IYK | ISHARES TR | 22K | $1M+ | SH |
| AG | FIRST MAJESTIC SILVER CORP | 87K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 31K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 47K | $1M+ | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 8K | $1M+ | SH |
| PFF | ISHARES TR | 45K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 10K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 11K | $1M+ | SH |
| MLI | MUELLER INDS INC | 12K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 19K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 3K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 4K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 14K | $1M+ | SH |
| DBEM | DBX ETF TR | 43K | $1M+ | SH |
| USFR | WISDOMTREE TR | 27K | $1M+ | SH |
| EIS | ISHARES INC | 12K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 3K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 23K | $1M+ | SH |
| INTC | INTEL CORP | 36K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 27K | $1M+ | SH |
| FLOT | ISHARES TR | 26K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 17K | $1M+ | SH |
| CME | CME GROUP INC | 5K | $1M+ | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 106K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 29K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 11K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| SO | SOUTHERN CO | 15K | $1M+ | SH |
| ADSK | AUTODESK INC | 4K | $1M+ | SH |
| UNP | UNION PAC CORP | 6K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 4K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 13K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 13K | $1M+ | SH |
| EQIX | EQUINIX INC | 2K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 10K | $1M+ | SH |
| CMI | CUMMINS INC | 2K | $1M+ | SH |
| CRWV | COREWEAVE INC | 17K | $1M+ | SH |
| PIN | INVESCO INDIA EXCHANGE-TRADE | 51K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 10K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| TIP | ISHARES TR | 11K | $1M+ | SH |