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 351–400 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVS | NOVARTIS AG | 7K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 6K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 12K | $500K+ | SH |
| SOXX | ISHARES TR | 3K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 10K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 14K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 9K | $500K+ | SH |
| IXN | ISHARES TR | 9K | $500K+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| DDWM | WISDOMTREE TR | 21K | $500K+ | SH |
| ARKK | ARK ETF TR | 12K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 4K | $500K+ | SH |
| VST | VISTRA CORP | 5K | $500K+ | SH |
| OR | OR ROYALTIES INC. | 25K | $500K+ | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 11K | $500K+ | SH |
| NOBL | PROSHARES TR | 8K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 13K | $500K+ | SH |
| IWS | ISHARES TR | 6K | $500K+ | SH |
| GM | GENERAL MTRS CO | 10K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 3K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 3K | $500K+ | SH |
| KRE | SPDR SERIES TRUST | 13K | $500K+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 4K | $500K+ | SH |
| SHEL | SHELL PLC | 11K | $500K+ | SH |
| NGG | NATIONAL GRID PLC | 11K | $500K+ | SH |
| IWO | ISHARES TR | 3K | $500K+ | SH |
| CRH | CRH PLC | 7K | $500K+ | SH |
| CI | THE CIGNA GROUP | 3K | $500K+ | SH |
| FIX | COMFORT SYS USA INC | 874 | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 16K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 6K | $500K+ | SH |
| CII | BLACKROCK ENHANCED LARGE CAP | 34K | $500K+ | SH |
| IXJ | ISHARES TR | 8K | $500K+ | SH |
| SSRM | SSR MINING IN | 36K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 10K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 11K | $500K+ | SH |
| SF | STIFEL FINL CORP | 6K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| IWC | ISHARES TR | 5K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 4K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 13K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 8K | $500K+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 6K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 10K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 550 | $500K+ | SH |