Skip to content
Disclosery

13F-HR filed by B. Riley Wealth Advisors, Inc.

B. Riley Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-19, with 1,037 holding rows worth $2,130,560,958.

Accession
0001085146-25-005368
Filer
CIK 1464811
Filed
2025-08-19
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 1,037 entries on the cover page, a total value of $2,130,560,958 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,130,560,958 with VALUE read as dollars as filed, 13F file number 028-13634. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
COLGATE PALMOLIVE CO COM194162103Stock400$36,360dollars as filedcall
PINTEREST INC CL A72352L106Stock1,000$35,860dollars as filedcall
Mondelez International,Inc. Class A609207105COM500$33,720dollars as filedcall
OMEROS CORP682143102COM10,760$32,280dollars as filed
Procter & Gamble Co742718109COM200$31,864dollars as filedcall
REZOLVE AI PLC ORD SHSG75398100Stock10,000$30,750dollars as filed
McDonalds Corporation580135101COM100$29,217dollars as filedcall
Intel Corp458140100COM1,300$29,120dollars as filedcall
GRANITE PT MTG TR INC38741L107COM STK11,535$28,492dollars as filed
TYSON FOODS INC CL A902494103Stock500$27,970dollars as filedcall
HERON THERAPEUTICS INC427746102COM12,490$25,854dollars as filed
Honeywell Technologies438516106COM100$23,288dollars as filedcall
BLOCK INC CL A852234103Stock300$20,379dollars as filedcall
CROCS INC COM227046109Stock200$20,256dollars as filedput
PLUG PWR INC72919P202COM NEW13,584$20,241dollars as filed
C3 AI INC12468P104CL A800$19,656dollars as filedput
CHIPOTLEMEXICANGRILLI169656105STOK350$19,653dollars as filedcall
BP PLC SPONSORED ADR055622104ADR600$17,958dollars as filedcall
ARCHER AVIATION INC03945R102COM CL A1,500$16,275dollars as filedput
C4 THERAPEUTICS INC12529R107COM STK11,000$15,730dollars as filed
WESTERN COPPER & GOLD CORP95805V108COM12,000$15,000dollars as filed
AT&T Inc00206R102COM500$14,470dollars as filedcall
CBAK ENERGY TECHNOLOGY INC14986C102COM12,200$14,396dollars as filed
VIRGIN GALACTIC HOLDINGS INC92766K403COMMON STOCK5,207$14,215dollars as filed
VIRGIN GALACTIC HOLDINGS INC92766K403COMMON STOCK5,150$14,060dollars as filedcall
CIBUS INC17166A101CL A COM STK10,000$13,800dollars as filed
DOW HLDGS INC COM260557103Stock500$13,240dollars as filedcall
UR-ENERGY INC91688R108COM11,500$12,075dollars as filed
BIOATLA INC09077B104COM30,000$11,880dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock1,000$11,460dollars as filedcall
FORD MTR CO COM345370860Stock1,000$10,850dollars as filedcall
DELTA AIR LINES INC COM NEW247361702Stock200$9,836dollars as filedcall
Lam Research Corporation512807306COM100$9,734dollars as filedcall
COEUR MNG INC COM NEW192108504Stock1,000$8,860dollars as filedcall
ENTERPRISE PRODS PARTNERS L293792107COM200$6,202dollars as filedcall
ARCHER AVIATION INC03945R102COM CL A500$5,425dollars as filedcall
GENERAL MILLS INC COM370334104Stock100$5,181dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-005368this filing2025-08-19acceptance time not in the bulk data set