B. Riley Wealth Advisors, Inc.
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 CSWC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,543,091 | 69,760 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,543,301 | 69,675 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,978,592 | 90,512 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,031,272 | 92,163 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,104,659 | 50,626 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,180,663 | 46,685 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,277,966 | 48,983 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,379,139 | 55,254 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,287,644 | 54,331 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,265,316 | 55,254 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,397,023 | 70,843 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,135,804 | 63,881 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,052,419 | 61,545 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $993,971 | 58,676 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $952,829 | 51,728 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,243,784 | 52,414 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,321,840 | 52,288 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,417,860 | 56,309 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,313,215 | 56,531 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,250,932 | 56,450 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $992,899 | 55,938 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $847,524 | 60,322 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $740,132 | 54,906 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $658,477 | 57,660 | Shares | Other | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||