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 SYF
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $558,036 | 8,204 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $31,289,200 | 460,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $711,157 | 8,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $606,695 | 8,539 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $550,871 | 8,254 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $987,610 | 15,194 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $734,183 | 14,719 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $628,617 | 13,321 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $473,112 | 10,972 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $453,391 | 11,872 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $335,414 | 10,972 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $389,944 | 11,496 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $342,038 | 11,762 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $567,590 | 17,273 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $509,026 | 18,057 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $483,294 | 17,498 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $625,152 | 17,959 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $594,348 | 12,812 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $611,391 | 12,508 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $590,245 | 12,165 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $489,180 | 12,031 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $334,951 | 9,650 | Shares | Other | 2021-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||