B. Riley Wealth Advisors, Inc.

CIK

1464811

City

MEMPHIS

State / Country

TN

Stock

ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund

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 ETJ

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$142,607	17,455	+41.2%	Shares	Sole	2026-04-27
2025-12-31	$109,015	12,360	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$110,828	12,328	+1.5%	Shares	Sole	2025-10-31
2025-06-30	$109,826	12,149	-28.6%	Shares	Sole	2025-08-19
2024-03-31	$142,041	17,011	0.0%	Shares	Sole	2024-05-16
2023-09-30	$130,644	17,011	-26.3%	Shares	Sole	2023-12-01
2023-06-30	$189,627	23,069	-15.8%	Shares	Sole	2023-07-27
2023-03-31	$217,869	27,405	+0.4%	Shares	Sole	2023-05-17
2022-12-31	$204,652	27,287	+25.5%	Shares	Sole	2023-03-15
2022-09-30	$179,872	21,750	+77.8%	Shares	Other	2022-11-22
2022-06-30	$102,512	12,233	-21.4%	Shares	Other	2022-08-12
2022-03-31	$153,752	15,562	+49.5%	Shares	Other	2022-05-02
2021-12-31	$111,282	10,410	—	Shares	Other	2022-01-28
No 13F history on record for this holder in this stock.