Reported book
$3.1B
13F equity value
Institutional filer · SEC 13F · Q4 2024
B. Riley Wealth Advisors, Inc.
The reported 13F portfolio of B. Riley Wealth Advisors, Inc. (CIK 1464811) - top holdings, how concentrated the book is, and what changed last quarter.
- $3.1B
- Reported book
- 1,136
- Positions
- #34
- of 360 filers
The verdict
B. Riley Wealth Advisors, Inc. runs a large institutional book - $3.1B across 1,136 reported positions as of Q4 2024, a broadly diversified portfolio.
- $3.1B
- reported 13F value
- 1,136
- disclosed positions
- 5.5%
- in APPLE INC
- #34
- of 360 filers
Reflects long US-equity positions reported to the SEC as of Q4 2024; 13F excludes shorts, cash, non-US and most derivatives, so this is not total AUM.
How to read this page
This page reconstructs an institutional manager's reported equity portfolio from its quarterly SEC Form 13F-HR filings. Any investment manager with at least $100 million in qualifying US-listed equity assets must file a 13F with the Securities and Exchange Commission within 45 days of each quarter-end, disclosing the long positions it held on the last day of that quarter. The "reported book" shown here is the total market value of those disclosed positions, it is not the firm's total assets under management, because 13F covers only long US-listed equities and a defined set of options and convertibles. Short positions, cash, private holdings, sovereign debt, most fixed income, non-US equities, and derivatives are all excluded by rule, so a manager's true economic exposure can differ materially from what appears here. "Positions" counts the distinct securities disclosed; "% of book" shows how much weight each holding carries. Treat these figures as a quarter-lagged snapshot for understanding how a manager is positioned - not as live holdings or investment advice. Each line traces back to a specific filing on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Positions
1,136
Disclosed securities
Top-5 weight
18%
Of reported book
Largest position
5.5%
APPLE INC
Diversified book Top 10% by size
Top-5 position weight
Top-5 position weight 17.5%
The five largest positions make up about 18% of B. Riley Wealth Advisors, Inc.'s reported book as of Q4 2024.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | APPLE INC | $167.2M | 5.5% |
| 2 | NVIDIA CORPORATION | $136.6M | 4.5% |
| 3 | MICROSOFT CORP | $88.9M | 2.9% |
| 4 | AMAZON COM INC | $72.1M | 2.4% |
| 5 | ISHARES TR | $70.5M | 2.3% |
| 6 | VANGUARD INDEX FDS | $59.2M | 1.9% |
| 7 | VANGUARD INDEX FDS | $37.5M | 1.2% |
| 8 | SPDR S&P 500 ETF TR | $37.0M | 1.2% |
| 9 | META PLATFORMS INC | $35.7M | 1.2% |
| 10 | PROCTER AND GAMBLE CO | $29.4M | 1.0% |
| 11 | ALPHABET INC | $28.7M | 0.9% |
| 12 | BROADCOM INC | $26.9M | 0.9% |
| 13 | ELI LILLY & CO | $26.1M | 0.9% |
| 14 | EXXON MOBIL CORP | $26.0M | 0.8% |
| 15 | JPMORGAN CHASE & CO. | $25.7M | 0.8% |
| 16 | TESLA INC | $25.3M | 0.8% |
| 17 | BERKSHIRE HATHAWAY INC DEL | $24.4M | 0.8% |
| 18 | HOME DEPOT INC | $22.6M | 0.7% |
| 19 | ALPHABET INC | $20.5M | 0.7% |
| 20 | J P MORGAN EXCHANGE TRADED F | $19.7M | 0.7% |
| 21 | SELECT SECTOR SPDR TR | $19.7M | 0.7% |
| 22 | COSTCO WHSL CORP NEW | $19.3M | 0.6% |
| 23 | WALMART INC | $18.7M | 0.6% |
| 24 | INTERNATIONAL BUSINESS MACHS | $17.6M | 0.6% |
| 25 | FRANKLIN COVEY CO | $16.8M | 0.6% |
Latest Quarter Trades · Q4 2024
New positions (200)
APPLE INC $167.2M
NVIDIA CORPORATION $136.6M
MICROSOFT CORP $88.9M
AMAZON COM INC $72.1M
ISHARES TR $70.5M
VANGUARD GROWTH ETF $59.2M
Reading B. Riley Wealth Advisors, Inc.'s book
A broadly diversified book across many names.
- Open any holding to see who else owns it and how concentrated that stock is. Browse stocks
- Compare this manager against the largest 13F filers by book size. Top funds by AUM
- Remember 13F shows long positions only, not total AUM, shorts or non-US holdings. 13F limitations
Informational only, not investment advice. 13F is a 45-day-lagged quarterly snapshot; positions may have changed since the filing date.
Frequently Asked Questions
How big is B. Riley Wealth Advisors, Inc.'s 13F portfolio?▼
B. Riley Wealth Advisors, Inc. reports $3.1B of long US-equity positions across 1,136 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
What is B. Riley Wealth Advisors, Inc.'s largest position?▼
B. Riley Wealth Advisors, Inc.'s largest reported position is APPLE INC at $167.2M, about 5.5% of its reported book as of Q4 2024.
What did B. Riley Wealth Advisors, Inc. trade last quarter?▼
In its Q4 2024 filing, B. Riley Wealth Advisors, Inc. opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Where does B. Riley Wealth Advisors, Inc.'s holdings data come from?▼
Every figure renders live from B. Riley Wealth Advisors, Inc.'s SEC Form 13F-HR filings in EDGAR, a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of quarter-end.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.