B. Riley Wealth Advisors, Inc.
Top Portfolio Positions
508 positions ·
$4,245,193,898 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 | 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
24 quarters · across all stocks
Holdings in CLPR
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,621 | 11,464 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $43,433 | 11,370 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,448 | 11,697 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $47,824 | 10,442 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $58,949 | 10,342 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $66,727 | 18,484 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $107,815 | 22,322 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $123,741 | 22,915 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $115,627 | 22,322 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $108,778 | 19,185 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $96,489 | 16,810 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $87,225 | 13,629 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $70,668 | 10,139 | Shares | Other | 2022-11-22 | |
| No 13F history on record for this holder in this stock. | ||||||