B. Riley Wealth Advisors, Inc.
Top Portfolio Positions
508 positions ·
$4,245,193,898 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 | 47.09% | |
| LLY |
ELI LILLY & Co
Healthcare
|
342,094 | $314,647,798 | 7.41% | |
| AAPL |
Apple Inc.
Technology
|
704,712 | $178,848,858 | 4.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
269,398 | $154,130,677 | 3.63% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
1,036,487 | $151,617,318 | 3.57% | |
| GLD |
Spdr Gold Trust
|
259,484 | $111,653,370 | 2.63% | |
| 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 SUN
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,497,000 | 100,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $631,443 | 9,719 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,482 | 200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $493,649 | 9,419 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $464,942 | 9,297 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $503,049 | 9,387 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $542,023 | 10,537 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $570,994 | 10,637 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $590,673 | 10,447 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $595,484 | 9,877 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $562,083 | 9,379 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $483,479 | 9,877 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $507,517 | 11,651 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $586,897 | 13,372 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $584,737 | 13,567 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $462,067 | 11,857 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $439,922 | 11,810 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $445,401 | 10,906 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,226,941 | 30,050 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,086,870 | 29,123 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,064,271 | 28,230 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $892,538 | 28,032 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $540,977 | 18,797 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $430,117 | 17,635 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $375,028 | 16,427 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $240,339 | 15,367 | Shares | Other | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||