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 401–450 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLRT | PACER FDS TR | 15K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 4K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 9K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| CCJ | CAMECO CORP | 8K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| PULS | PGIM ETF TR | 15K | $500K+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 2K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| ESGU | ISHARES TR | 5K | $500K+ | SH |
| MSTR | STRATEGY INC | 5K | $500K+ | SH |
| SYF | SYNCHRONY FINANCIAL | 9K | $500K+ | SH |
| SNOW | SNOWFLAKE INC | 3K | $500K+ | SH |
| KKR | KKR & CO INC | 6K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| THC | TENET HEALTHCARE CORP | 4K | $500K+ | SH |
| BDVL | BLACKROCK ETF TRUST | 28K | $500K+ | SH |
| LQD | ISHARES TR | 6K | $500K+ | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 25K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 9K | $500K+ | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 9K | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| WELL | WELLTOWER INC | 4K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |
| SNY | SANOFI SA | 14K | $500K+ | SH |
| PAVE | GLOBAL X FDS | 14K | $500K+ | SH |
| GSK | GSK PLC | 14K | $500K+ | SH |
| GWW | WW GRAINGER INC | 664 | $500K+ | SH |
| EEM | ISHARES TR | 12K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 3K | $500K+ | SH |
| SPTS | SPDR SERIES TRUST | 23K | $500K+ | SH |
| VLUE | ISHARES TR | 5K | $500K+ | SH |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 15K | $500K+ | SH |
| PTMC | PACER FDS TR | 18K | $500K+ | SH |
| BUXX | EA SERIES TRUST | 32K | $500K+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 3K | $500K+ | SH |
| ACV | VIRTUS DIVERSIFIED INCM & CO | 25K | $500K+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 35K | $500K+ | SH |
| TUR | ISHARES INC | 18K | $500K+ | SH |
| UBS | UBS GROUP AG | 14K | $500K+ | SH |
| PFFA | ETFIS SER TR I | 29K | $500K+ | SH |
| HOOD | ROBINHOOD MKTS INC | 6K | $500K+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 12K | $500K+ | SH |
| QTUM | ETF SER SOLUTIONS | 6K | $500K+ | SH |
| ARM | ARM HOLDINGS PLC | 6K | $500K+ | SH |
| NKE | NIKE INC | 10K | $500K+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 10K | $500K+ | SH |
| ECL | ECOLAB INC | 2K | $500K+ | SH |