B. Riley Wealth Advisors, Inc.

CIK

1464811

City

MEMPHIS

State / Country

TN

Stock

BUI — BlackRock Utilities, Infrastructure & Power Opportunities Trust

Top Portfolio Positions

509 positions · $4,256,605,566 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	11,461,358	$1,998,860,835	46.96%
LLY	ELI LILLY & Co Healthcare	342,094	$314,647,798	7.39%
AAPL	Apple Inc. Technology	704,712	$178,848,858	4.20%
META	Meta Platforms, Inc. Communication Services	269,398	$154,130,677	3.62%
PLTR	Palantir Technologies Inc. Technology	1,036,487	$151,617,318	3.56%
GLD	Spdr Gold Trust	259,484	$111,653,370	2.62%
AMZN	Amazon Com Inc Consumer Cyclical	358,747	$74,716,237	1.76%
LITE	Lumentum Holdings Inc. Technology	91,365	$64,207,667	1.51%
PEP	Pepsico Inc Consumer Defensive	332,087	$51,569,790	1.21%
MSFT	Microsoft Corp Technology	133,224	$49,315,528	1.16%

Portfolio Trend

24 quarters · across all stocks

Holdings in BUI

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$548,334	20,786	+3.0%	Shares	Sole	2026-04-27
2025-12-31	$518,629	20,188	+3.6%	Shares	Sole	2026-02-17
2025-09-30	$509,843	19,482	-8.3%	Shares	Sole	2025-10-31
2025-06-30	$546,981	21,242	+36.0%	Shares	Sole	2025-08-19
2024-12-31	$365,882	15,616	+2.5%	Shares	Sole	2025-02-25
2024-09-30	$378,434	15,241	+4.4%	Shares	Sole	2024-12-13
2024-06-30	$323,434	14,602	+0.5%	Shares	Sole	2024-08-19
2024-03-31	$313,282	14,524	-4.8%	Shares	Sole	2024-05-16
2023-12-31	$332,733	15,249	+5.0%	Shares	Sole	2024-03-15
2023-09-30	$288,010	14,524	-15.2%	Shares	Sole	2023-12-01
2023-06-30	$377,412	17,124	+6.2%	Shares	Sole	2023-07-27
2023-03-31	$386,629	16,123	+0.7%	Shares	Sole	2023-05-17
2022-12-31	$332,548	16,011	+8.1%	Shares	Sole	2023-03-15
2022-09-30	$297,108	14,811	+82.6%	Shares	Other	2022-11-22
2021-12-31	$215,968	8,113	—	Shares	Other	2022-01-28
No 13F history on record for this holder in this stock.