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
According to SEC Form 13F-HR filings in this corpus, B. Riley Wealth Advisors, Inc. ranks #34 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $3.1B across 1,136 positions, a broadly diversified portfolio.
- $3.1B
- reported 13F value
- 1,136
- disclosed positions
- 5.5%
- in APPLE INC
- #34
- of 360 filers
Top-5 share 17.5% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, B. Riley Wealth Advisors, Inc. ranks #34 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where B. Riley Wealth Advisors, Inc. sits by disclosed position count
B. Riley Wealth Advisors, Inc. reports 1,136 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
B. Riley Wealth Advisors, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
1,136 22nd of 360 higher than 338 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
B. Riley Wealth Advisors, Inc. reports a book ($3.05B) spread across 1,136 disclosed positions -- more than the 373-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1464811 · Q4 2024 $3.1B book
BOOK-HEAVY · POS-WIDE · CONC-BROAD · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #34/360
- POS-WIDE 1,136 names
- CONC-BROAD 18% top-5
- LEAD-MIX 5.5% top
- PHOTO-FINISH Dana Investment , .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Dana Investment Advisors, Inc.
Read with: How to read 13F filings - 1,136 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · B. Riley Wealth Advisors, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$3.1B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
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)
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.
- Where does B. Riley Wealth Advisors, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, B. Riley Wealth Advisors, Inc. ranks #34 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- 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.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for B. Riley Wealth Advisors, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($3.1B here).
Similar holding count
Nearest filers by number of disclosed positions (1,136 here).
Using this filing
- The rankings sort every tracked filer the same way B. Riley Wealth Advisors, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Dana Investment Advisors, Inc. reported the nearest book value ($3.0B) this quarter, a useful scale comparison for B. Riley Wealth Advisors, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 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.
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.