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 STEW
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,903,612 | 403,720 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,389,024 | 398,545 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,341,361 | 404,260 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,105,026 | 401,868 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $6,439,014 | 401,936 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $5,971,309 | 377,931 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $5,780,278 | 397,270 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,209,778 | 545,138 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,172,064 | 661,288 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $7,075,891 | 545,138 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $9,084,316 | 684,060 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,261,284 | 672,743 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $8,593,594 | 676,661 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,845,797 | 353,474 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $4,415,165 | 369,470 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,383,838 | 363,037 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,278,545 | 301,094 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,845,189 | 293,302 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,970,564 | 293,247 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $3,702,973 | 294,354 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,279,103 | 294,354 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,801,250 | 380,125 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,567,730 | 378,740 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $5,033,540 | 547,124 | Shares | Other | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||