B. Riley Wealth Advisors, Inc.
CIK
1464811
City
MEMPHIS
State / Country
TN
Top Portfolio Positions
507 positions ·
$4,245,071,116 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
11,461,358 | $1,998,860,835 | 47.09% |
| LLY |
ELI LILLY & Co
Healthcare
|
342,094 | $314,647,798 | 7.41% |
| AAPL |
Apple Inc.
Technology
|
704,712 | $178,848,858 | 4.21% |
| META |
Meta Platforms, Inc.
Communication Services
|
269,398 | $154,130,677 | 3.63% |
| PLTR |
Palantir Technologies Inc.
Technology
|
1,036,487 | $151,617,318 | 3.57% |
| GLD |
Spdr Gold Trust
|
259,484 | $111,653,370 | 2.63% |
| 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
Holdings in CIK
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $80,666 | 28,504 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $81,694 | 27,882 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $80,828 | 27,307 | Shares | Sole | 2025-08-19 | |
| 2024-09-30 | $84,829 | 27,453 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $79,907 | 26,905 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $69,525 | 23,568 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $143,895 | 45,973 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $61,041 | 23,568 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $387,930 | 131,949 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $369,545 | 143,792 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $681,743 | 270,533 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $609,868 | 230,139 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $585,907 | 214,618 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $599,248 | 196,475 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $692,410 | 201,869 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $684,179 | 197,170 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $682,837 | 193,988 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $650,724 | 192,522 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $404,699 | 128,476 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $339,852 | 115,596 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $292,053 | 107,769 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $127,296 | 53,262 | Shares | Other | 2020-05-06 | |
| No quarters match your search. | ||||||