B. Riley Wealth Advisors, Inc. - Portfolio Stock Holdings
B. Riley Wealth Advisors, Inc. disclosed 1275 stock positions in a recent SEC 13F filing. $3,148,688,511 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and IVV. This filing represented positions held on March 31, 2025, and was filed on Aug. 28, 2026.We estimate the fund has a total AUM of $4,211,631,082 and has 268 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2025No. of Stocks:
1275Est. Stock Holding Value:
$3,148,688,511Top Stock Holdings By Sector
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Portfolio Stock Holdings - B. Riley Wealth Advisors, Inc.
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Portfolio Options Holdings - B. Riley Wealth Advisors, Inc.
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