B. Riley Wealth Advisors, Inc.

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1464811 MEMPHIS, TN

Position in TMO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,445,420

-$6,559 QoQ

Shares Held

2,883

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,292

of 2,606 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $2,712,920 across 5 Diagnostics & Research names. TMO ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	2,883	$1,445,420
2	WGS	GeneDx Holdings Corp.	7,108	$487,964
3	IQV	Iqvia Holdings Inc.	1,533	$296,206
4	WAT	Waters Corp /De/	670	$251,276
5	A	Agilent Technologies, Inc.	1,747	$232,054

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,445,420	2,883	-2.4%	Shares	Sole	2026-07-14
2026-03-31	$1,451,979	2,954	-36.4%	Shares	Sole	2026-04-27
2025-12-31	$2,690,965	4,644	-3.1%	Shares	Sole	2026-02-17
2025-09-30	$2,323,730	4,791	-15.2%	Shares	Sole	2025-10-31
2025-06-30	$2,289,632	5,647	-67.9%	Shares	Sole	2025-08-19
2024-12-31	$9,165,412	17,618	-8.1%	Shares	Sole	2025-02-25
2024-09-30	$11,854,894	19,165	-12.1%	Shares	Sole	2024-12-13
2024-06-30	$12,062,036	21,812	-27.2%	Shares	Sole	2024-08-19
2024-03-31	$17,410,726	29,956	+9.4%	Shares	Sole	2024-05-16
2023-12-31	$14,527,722	27,370	-8.6%	Shares	Sole	2024-03-15
2023-09-30	$15,162,828	29,956	-3.8%	Shares	Sole	2023-12-01
2023-06-30	$16,242,599	31,131	-7.0%	Shares	Sole	2023-07-27
2023-03-31	$19,284,763	33,459	-14.6%	Shares	Sole	2023-05-17
2022-12-31	$21,585,395	39,197	-3.7%	Shares	Sole	2023-03-15
2022-09-30	$20,648,717	40,712	+85.1%	Shares	Other	2022-11-22
2022-06-30	$11,949,984	21,996	-2.1%	Shares	Other	2022-08-12
2022-03-31	$13,269,541	22,466	+1.8%	Shares	Other	2022-05-02
2021-12-31	$14,726,653	22,071	+3.5%	Shares	Other	2022-01-28
2021-09-30	$12,187,611	21,332	+4.4%	Shares	Other	2021-11-16
2021-06-30	$10,308,339	20,434	+22.7%	Shares	Other	2021-08-10
2021-03-31	$7,601,464	16,656	+75.0%	Shares	Other	2021-05-13
2020-12-31	$4,432,826	9,517	-21.9%	Shares	Other	2021-02-04
2020-09-30	$5,379,037	12,183	+42.3%	Shares	Other	2020-11-09
2020-06-30	$3,102,353	8,562	+2.7%	Shares	Other	2020-07-31
2020-03-31	$2,364,655	8,338	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.