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B. Riley Wealth Advisors, Inc.

CIK
1464811
City
MEMPHIS
State / Country
TN

Top Portfolio Positions

509 positions · $4,233,721,196 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

24 quarters · across all stocks

Holdings in AG

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,444,000 300,000
2026-03-31 $2,081,304 96,895
2025-12-31 $16,660 1,000
2025-12-31 $49,980 3,000
2025-12-31 $1,446,904 86,849
2025-09-30 $698,637 56,846
2025-06-30 $161,620 19,543
2024-03-31 $61,986 10,542
2023-09-30 $54,080 10,542
2023-06-30 $59,556 10,541
2023-03-31 $74,919 10,391
2022-03-31 $146,260 11,114
2021-12-31 $121,554 10,941
2021-09-30 $120,243 10,641
2021-06-30 $742,137 46,941
2021-03-31 $580,199 37,240