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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 AWF

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $377,083 37,078
2025-12-31 $399,474 37,369
2025-09-30 $490,359 43,743
2025-06-30 $471,278 42,727
2024-12-31 $403,791 37,632
2024-09-30 $419,115 36,959
2024-06-30 $385,768 36,810
2024-03-31 $535,322 50,407
2023-12-31 $545,953 53,948
2023-09-30 $488,947 50,407
2023-06-30 $457,920 45,976
2023-03-31 $433,142 44,562
2022-12-31 $1,061,323 115,111
2022-09-30 $178,026 20,048