B. Riley Wealth Advisors, Inc.
Q1 2025 13F filing
Updated 13 days ago1,321 disclosed positions worth $3.4B
Full holdings
Every line item disclosed in Q1 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $146.1M | 657.5K | 4.31% | — |
| 2 | N NVDA NVIDIA CORPORATION | $109.2M | 1.01M | 3.22% | — |
| 3 | E ETHA ISHARES TR | $99.7M | 177.4K | 2.94% | — |
| 4 | M MSFT MICROSOFT CORP | $83.6M | 222.6K | 2.47% | — |
| 5 | A AMZN AMAZON COM INC | $72.7M | 382.1K | 2.15% | — |
| 6 | V VGES VANGUARD INDEX FDS | $51.5M | 139.0K | 1.52% | — |
| 7 | Q QQQ INVESCO QQQ TR | $39.7M | 84.6K | 1.17% | — |
| 8 | M META META PLATFORMS INC | $39.6M | 68.8K | 1.17% | — |
| 9 | S SPY SPDR S&P 500 ETF TR | $39.3M | 70.2K | 1.16% | — |
| 10 | V VGES VANGUARD INDEX FDS | $35.3M | 204.4K | 1.04% | — |
| 11 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $31.9M | 59.9K | 0.94% | — |
| 12 | S STT-PG SPDR SER TR | $30.4M | 331.1K | 0.90% | — |
| 13 | E ETHA ISHARES TR | $29.3M | 635.9K | 0.86% | — |
| 14 | L LLY ELI LILLY & CO | $28.4M | 34.4K | 0.84% | — |
| 15 | P PG PROCTER AND GAMBLE CO | $27.5M | 161.1K | 0.81% | — |
| 16 | J JPM-PM JPMORGAN CHASE & CO. | $27.1M | 110.6K | 0.80% | — |
| 17 | G GOOGN ALPHABET INC | $26.2M | 169.2K | 0.77% | — |
| 18 | X XOM EXXON MOBIL CORP | $25.3M | 212.6K | 0.75% | — |
| 19 | N NVDA NVIDIA CORPORATION | $23.2M | 213.6K | 0.68% | — |
| 20 | G GLD SPDR GOLD TR | $22.6M | 78.5K | 0.67% | — |
| 21 | H HD HOME DEPOT INC | $22.4M | 61.0K | 0.66% | — |
| 22 | A AVGO BROADCOM INC | $20.9M | 125.0K | 0.62% | — |
| 23 | C COST COSTCO WHSL CORP NEW | $20.9M | 22.1K | 0.62% | — |
| 24 | E ETHA ISHARES TR | $20.3M | 218.9K | 0.60% | — |
| 25 | G GOOGN ALPHABET INC | $20.3M | 129.9K | 0.60% | — |
| 26 | E ETHA ISHARES TR | $19.8M | 115.7K | 0.58% | — |
| 27 | P PDI PIMCO ETF TR | $19.5M | 193.3K | 0.57% | — |
| 28 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $18.3M | 320.0K | 0.54% | — |
| 29 | P PLTR PALANTIR TECHNOLOGIES INC | $17.2M | 204.1K | 0.51% | — |
| 30 | A ABBV ABBVIE INC | $16.7M | 79.6K | 0.49% | — |
| 31 | J JNJ JOHNSON & JOHNSON | $16.5M | 99.2K | 0.49% | — |
| 32 | T TSLA TESLA INC | $16.3M | 62.7K | 0.48% | — |
| 33 | W WMT WALMART INC | $16.1M | 183.7K | 0.48% | — |
| 34 | U UNH UNITEDHEALTH GROUP INC | $16M | 30.6K | 0.47% | — |
| 35 | E ETHA ISHARES TR | $15.9M | 83.3K | 0.47% | — |
| 36 | V V VISA INC | $15.7M | 44.8K | 0.46% | — |
| 37 | C CVX CHEVRON CORP NEW | $15.4M | 91.8K | 0.45% | — |
| 38 | K KOLD PROSHARES TR | $15.2M | 238.8K | 0.45% | — |
| 39 | M MA MASTERCARD INCORPORATED | $14.7M | 26.9K | 0.44% | — |
| 40 | A AEM AGNICO EAGLE MINES LTD | $14.6M | 135.1K | 0.43% | — |
| 41 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $14.4M | 235.4K | 0.42% | — |
| 42 | M MCD MCDONALDS CORP | $14.2M | 45.6K | 0.42% | — |
| 43 | P PANW PALO ALTO NETWORKS INC | $14.1M | 82.7K | 0.42% | — |
| 44 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $14.1M | 272.5K | 0.42% | — |
| 45 | E ETHA ISHARES TR | $13.8M | 138.3K | 0.41% | — |
| 46 | V VGES VANGUARD TAX-MANAGED FDS | $13.7M | 268.7K | 0.40% | — |
| 47 | E ETHA BLACKROCK ETF TRUST | $13.4M | 275.1K | 0.40% | — |
| 48 | E ETN EATON CORP PLC | $13.4M | 49.3K | 0.40% | — |
| 49 | I IBM INTERNATIONAL BUSINESS MACHS | $13.3M | 53.4K | 0.39% | — |
| 50 | U UBER UBER TECHNOLOGIES INC | $12.8M | 175.9K | 0.38% | — |