B. Riley Wealth Advisors, Inc.
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 CROX
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,801 | 901 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $8,302,000 | 100,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $128,280 | 1,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $76,968 | 900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88,479 | 1,059 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $8,355,000 | 100,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $71,402 | 705 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $20,256 | 200 | Put | Sole | 2025-08-19 | |
| 2025-06-30 | $121,536 | 1,200 | Call | Sole | 2025-08-19 | |
| 2024-03-31 | $496,972 | 3,456 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $296,670 | 3,176 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $304,922 | 3,456 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $625,728 | 5,565 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $406,883 | 3,218 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $489,561 | 4,515 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $403,377 | 5,875 | Shares | Other | 2022-11-22 | |
| 2021-12-31 | $575,194 | 4,486 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $599,315 | 4,177 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $473,653 | 4,065 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $322,684 | 4,011 | Shares | Other | 2021-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||