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 |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
11,461,358 | $1,998,860,835 | 47.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
342,094 | $314,647,798 | 7.43% | |
| AAPL |
Apple Inc.
Technology
|
704,712 | $178,848,858 | 4.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
269,398 | $154,130,677 | 3.64% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
1,036,487 | $151,617,318 | 3.58% | |
| GLD |
Spdr Gold Trust
|
259,484 | $111,653,370 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
358,747 | $74,716,237 | 1.76% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
91,365 | $64,207,667 | 1.52% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
332,087 | $51,569,790 | 1.22% | |
| MSFT |
Microsoft Corp
Technology
|
133,224 | $49,315,528 | 1.16% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CPZ
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,874 | 14,287 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $477,035 | 32,629 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $511,690 | 31,664 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $319,974 | 19,715 | Shares | Sole | 2025-08-19 | |
| 2020-09-30 | $254,362 | 17,500 | Shares | Other | 2020-11-09 | |
| No 13F history on record for this holder in this stock. | ||||||