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 ECC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,847 | 15,385 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $101,491 | 17,620 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $197,070 | 29,814 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $169,860 | 22,175 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $151,501 | 17,061 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $143,936 | 14,598 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,034,004 | 102,886 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $914,904 | 90,495 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $936,329 | 98,561 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $918,524 | 90,495 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $668,304 | 65,778 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $543,699 | 48,675 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $499,978 | 49,405 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $548,922 | 49,902 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $480,411 | 40,782 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $569,750 | 43,327 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $641,004 | 45,786 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $680,918 | 49,994 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $727,309 | 53,676 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,012,597 | 84,524 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $889,554 | 88,162 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $820,339 | 95,167 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $680,099 | 95,654 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $666,530 | 97,446 | Shares | Other | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||