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 301–350 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHOP | SHOPIFY INC | 8K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 10K | $1M+ | SH |
| BDYN | BLACKROCK ETF TRUST | 47K | $1M+ | SH |
| JVAL | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 53K | $1M+ | SH |
| SOYB | TEUCRIUM COMMODITY TR | 55K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 10K | $1M+ | SH |
| HYG | ISHARES TR | 15K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| GLW | CORNING INC | 13K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 4K | $1M+ | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 56K | $1M+ | SH |
| FQAL | FIDELITY COVINGTON TRUST | 15K | $1M+ | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 45K | $1M+ | SH |
| USIG | ISHARES TR | 22K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 6K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 6K | $1M+ | SH |
| MISL | FIRST TR EXCHANGE-TRADED FD | 27K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 22K | $1M+ | SH |
| CSX | CSX CORP | 31K | $1M+ | SH |
| ZIM | ZIM INTEGRATED SHIPPING SERV | 53K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 30K | $1M+ | SH |
| MUB | ISHARES TR | 10K | $1M+ | SH |
| PSX | PHILLIPS 66 | 8K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $1M+ | SH |
| QEFA | SPDR INDEX SHS FDS | 12K | $1M+ | SH |
| SLX | VANECK ETF TRUST | 12K | $1M+ | SH |
| PLD | PROLOGIS INC. | 8K | $1M+ | SH |
| DVY | ISHARES TR | 7K | $1M+ | SH |
| HAL | HALLIBURTON CO | 37K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 15K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 7K | $1M+ | SH |
| RKLB | ROCKET LAB CORP | 14K | $1M+ | SH |
| USB | US BANCORP DEL | 19K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 38K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 6K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 4K | $500K+ | SH |
| SJNK | SPDR SERIES TRUST | 39K | $500K+ | SH |
| NRG | NRG ENERGY INC | 6K | $500K+ | SH |
| IAGG | ISHARES TR | 19K | $500K+ | SH |
| PALL | ABRDN PALLADIUM ETF TRUST | 7K | $500K+ | SH |
| EME | EMCOR GROUP INC | 2K | $500K+ | SH |
| NEM | NEWMONT CORP | 10K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 5K | $500K+ | SH |
| IYR | ISHARES TR | 10K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 5K | $500K+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 17K | $500K+ | SH |