B. Riley Wealth Advisors, Inc.
Top Portfolio Positions
507 positions ·
$4,245,071,116 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
Holdings in VUZI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,300 | 30,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $113,400 | 30,000 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $149,531 | 127,805 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $205,875 | 152,500 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $129,526 | 107,047 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $276,981 | 132,527 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $388,580 | 107,047 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $506,491 | 99,312 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $387,139 | 93,512 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $349,756 | 96,087 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $562,133 | 97,087 | Shares | Other | 2022-11-22 | |
| 2020-09-30 | $67,032 | 14,700 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $31,787 | 13,300 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $16,851 | 13,700 | Shares | Other | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||