13F-HR filed by B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-25, with 1,136 holding rows worth $3,050,781,898.
- Accession
- 0001213900-25-016975
- Filer
- CIK 1464811
- Filed
- 2025-02-25
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 1,136 entries on the cover page, a total value of $3,050,781,898 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,050,781,908 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ASPEN TECHNOLOGY INC | 29109X106 | COM | 880 | $219,674 | dollars as filed | |
| PROSHARES TR | 74348A541 | HGH YLD INT RATE | 3,333 | $218,433 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 1,564 | $217,995 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 1,277 | $217,851 | dollars as filed | |
| LANDBRIDGE COMPANY LLC | 514952100 | CL A | 3,370 | $217,713 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 363 | $217,527 | dollars as filed | |
| INOGEN INC | 45780L104 | COM | 23,700 | $217,329 | dollars as filed | |
| SPDR SER TR | 78468R812 | MSCI USA STRTGIC | 1,402 | $217,142 | dollars as filed | |
| ADMA BIOLOGICS INC | 000899104 | COM | 12,614 | $216,330 | dollars as filed | |
| LANDSTAR SYS INC COM | 515098101 | Stock | 1,258 | $216,200 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 108 | $215,020 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 2,374 | $214,760 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 1,466 | $214,356 | dollars as filed | |
| RIVERNORTH MANAGED DUR MUN I | 76882H105 | COM | 14,861 | $214,221 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 6,227 | $214,046 | dollars as filed | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 2,347 | $213,888 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 776 | $213,733 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 9,689 | $213,546 | dollars as filed | |
| OKEANIS ECO TANKERS COR SHS | Y64177101 | Stock | 10,000 | $212,600 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 4,241 | $212,338 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 832 | $212,018 | dollars as filed | |
| OCEANEERING INTL INC | 675232102 | COM | 8,099 | $211,222 | dollars as filed | |
| GLOBAL X FDS | 37954Y657 | US PFD ETF | 10,711 | $210,070 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092360 | FUNDAMENTAL LARG | 4,567 | $209,586 | dollars as filed | |
| ISHARES TR | 464287341 | GLOBAL ENERG ETF | 5,486 | $209,457 | dollars as filed | |
| IMMUNITYBIO INC | 45256X103 | COM | 81,550 | $208,768 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 13,544 | $208,578 | dollars as filed | |
| TAYLOR DEVICES INC | 877163105 | COMMON STOCK | 4,990 | $207,684 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 2,114 | $207,467 | dollars as filed | |
| NUVEEN CR STRATEGIES INCOME | 67073D102 | COM SHS | 36,442 | $207,353 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 2,698 | $206,912 | dollars as filed | |
| FTI CONSULTING INC | 302941109 | COM | 1,081 | $206,612 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q799 | HIGH YIELD MUNI | 4,100 | $206,440 | dollars as filed | |
| HALLADOR ENERGY COMPANY | 40609P105 | COM | 18,000 | $206,100 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 629 | $205,429 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 1,806 | $203,717 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 1,127 | $203,139 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 8,129 | $203,137 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 2,273 | $203,093 | dollars as filed | |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | LP INT UNIT | 6,383 | $202,916 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 6,101 | $202,612 | dollars as filed | |
| CACI INTL INC CL A | 127190304 | Stock | 498 | $201,222 | dollars as filed | |
| APTARGROUP INC COM | 038336103 | Stock | 1,277 | $200,567 | dollars as filed | |
| ALLEGION PLC | G0176J109 | ORD SHS | 1,534 | $200,431 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 8,272 | $200,017 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P855 | INSTL PFD SECS | 10,671 | $199,545 | dollars as filed | |
| B. RILEY FINANCIAL INC | 05580M108 | COM | 43,221 | $198,385 | dollars as filed | |
| XAI OCTAGN FLT RAT & ALT INM | 98400T106 | COM | 28,515 | $189,337 | dollars as filed | |
| LUCID GROUP INC | 549498103 | COM | 61,440 | $185,547 | dollars as filed | |
| LIBERTY GLOBAL LTD | G61188127 | COM CL C | 14,078 | $184,985 | dollars as filed | |
| DIANA SHIPPING INC | Y2066G104 | COM | 90,000 | $176,400 | dollars as filed | |
| ALTIMMUNE INC | 02155H200 | COM NEW | 24,454 | $176,313 | dollars as filed | |
| WESTERN UN CO COM | 959802109 | Stock | 15,977 | $169,359 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 10,000 | $164,600 | dollars as filed | |
| READY CAPITAL CORP | 75574U101 | COM | 22,893 | $161,854 | dollars as filed | |
| TEMPLETON EMERGING MKTS INCO | 880192109 | COM | 31,336 | $160,754 | dollars as filed | |
| PIMCO DYNAMIC INCOME OPRNTS | 69355M107 | COM BEN SHS | 11,718 | $160,719 | dollars as filed | |
| NATWEST GROUP PLC SPONS ADR | 639057207 | ADR | 15,708 | $159,749 | dollars as filed | |
| FIRST TRUST INDXX GLOBALNATURAL RESOURCES INCOMEETF | 33734X838 | ETF | 13,039 | $156,809 | dollars as filed | |
| HANCOCK JOHN PFD INCOME FD I | 41021P103 | COM | 10,391 | $156,183 | dollars as filed | |
| GAMCO GLOBAL GOLD NAT RES & | 36465A109 | COM SH BEN INT | 41,154 | $155,150 | dollars as filed | |
| ABRDN WORLD HEALTHCARE FUND | 87911L108 | BEN INT SHS | 13,931 | $155,009 | dollars as filed | |
| PIMCO MUN INCOME FD | 72200R107 | COM | 17,160 | $154,818 | dollars as filed | |
| INVESCO SR INCOME TR | 46131H107 | COM | 38,893 | $153,627 | dollars as filed | |
| SSR MINING IN | 784730103 | COM | 22,000 | $153,120 | dollars as filed | |
| ARES DYNAMIC CR ALLOCATION F | 04014F102 | COM | 10,072 | $152,188 | dollars as filed | |
| EAGLE POINT CREDIT COMPANY I | 269808101 | COM | 17,061 | $151,503 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 13,613 | $150,830 | dollars as filed | |
| BLACKROCK FLOATING RATE INCO | 09255X100 | COM | 10,960 | $150,701 | dollars as filed | |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | 874060205 | ADR | 11,304 | $149,660 | dollars as filed | |
| TREACE MED CONCEPTS INC | 89455T109 | COM | 20,000 | $148,800 | dollars as filed | |
| HIGHLAND OPPS & INCOME FD | 43010E404 | HIGHLAND INCOME | 28,213 | $146,425 | dollars as filed | |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 05946K101 | ADR | 14,972 | $145,524 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829F108 | COM | 17,808 | $145,492 | dollars as filed | |
| IOVANCE BIOTHERAPEUTICS INC | 462260100 | COM | 19,442 | $143,871 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 12,458 | $143,640 | dollars as filed | |
| RE MAX HLDGS INC | 75524W108 | CL A | 13,419 | $143,181 | dollars as filed | |
| LIBERTY ALL STAR GROWTH FUND I | 529900102 | COM | 24,780 | $142,979 | dollars as filed | |
| DUFF & PHELPS UTLITY AND INF | 26433C105 | COM | 12,081 | $142,073 | dollars as filed | |
| HALEON PLC SPON ADS | 405552100 | ADR | 14,755 | $140,766 | dollars as filed | |
| CALAMOS GBL DYN INCOME FUND | 12811L107 | COM | 20,316 | $138,149 | dollars as filed | |
| ALVOTECH | L01800108 | ORDINARY SHARES | 10,395 | $137,526 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 53,105 | $134,772 | dollars as filed | |
| PARAMOUNT GLOBAL | 92556H206 | CLASS B COM | 12,695 | $133,389 | dollars as filed | |
| CLOUGH GLOBAL EQUITY FD | 18914C100 | COM | 20,000 | $133,200 | dollars as filed | |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | 03214Q108 | Stock | 45,500 | $127,400 | dollars as filed | |
| PIMCO INCOME STRATEGY FD II | 72201J104 | COM | 16,410 | $123,435 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 12,750 | $123,038 | dollars as filed | |
| PUTNAM MANAGED MUN INCOME TR | 746823103 | COM | 20,389 | $122,206 | dollars as filed | |
| GLOBAL MED REIT INC | 37954A204 | COM NEW | 15,104 | $119,776 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 31,280 | $117,300 | dollars as filed | |
| SABA CAPITAL INCOME & OPRNT | 78518H202 | SHS NEW | 15,098 | $115,047 | dollars as filed | |
| OXFORD LANE CAP CORP | 691543102 | COM | 22,675 | $114,964 | dollars as filed | |
| BLACKROCK TECH AND PRIVATE E | 09260Q108 | SHS BEN INT | 15,148 | $112,704 | dollars as filed | |
| EURODRY LTD | Y23508107 | COM | 10,003 | $112,034 | dollars as filed | |
| OMEROS CORP | 682143102 | COM | 11,305 | $111,693 | dollars as filed | |
| ALIGHT INC | 01626W101 | COM CL A | 16,000 | $110,720 | dollars as filed | |
| ENERFLEX LTD | 29269R105 | COM | 10,897 | $108,716 | dollars as filed | |
| MEDICAL PROPERTIES TRUST INC COM | 58463J304 | REIT | 25,847 | $104,162 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 51,290 | $100,591 | dollars as filed | |
| CBRE GBL REAL ESTATE INC FD COM | 12504G100 | CEF | 20,814 | $100,114 | dollars as filed | |
| TELEFONICA S A SPONSORED ADR | 879382208 | ADR | 23,639 | $98,752 | dollars as filed | |
| BRIGHTSPIRE CAPITAL INC COM CL A | 10949T109 | REIT | 16,908 | $98,065 | dollars as filed | |
| AURINIA PHARMACEUTICALS INC COM | 05156V102 | Stock | 10,860 | $97,523 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 17,245 | $92,776 | dollars as filed | |
| VOYA EMERGING MKTS HIGH DIVI | 92912P108 | COM | 18,191 | $92,136 | dollars as filed | |
| BLACKROCK ENHANCED EQUITY DI | 09251A104 | COM | 11,088 | $91,812 | dollars as filed | |
| APOLLO COML REAL ESTATE FIN | 03762U105 | COM | 10,052 | $89,566 | dollars as filed | |
| REZOLVE AI PLC ORD SHS | G75398100 | Stock | 23,000 | $87,860 | dollars as filed | |
| BNY MELLON STRATEGIC MUNS IN | 05588W108 | COM | 14,400 | $86,976 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 18,410 | $83,121 | dollars as filed | |
| AKEBIA THERAPEUTICS INC | 00972D105 | COMMON STOCK | 43,360 | $82,384 | dollars as filed | |
| GRANITESHARES ETF TR | 38747R751 | GRANITE 2X LONG | 10,000 | $76,600 | dollars as filed | |
| ABRDN GLOBAL PREMIER PPTYS F | 00302L108 | COM SH BEN INT | 19,336 | $75,412 | dollars as filed | |
| MFS CHARTER INCOME TR | 552727109 | SH BEN INT | 11,013 | $70,265 | dollars as filed | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 13,779 | $67,629 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 20,690 | $56,276 | dollars as filed | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 12,023 | $54,826 | dollars as filed | |
| CLIPPER REALTY INC | 18885T306 | COM | 10,442 | $47,825 | dollars as filed | |
| GLOBALSTAR INC | 378973408 | COM | 22,830 | $47,258 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 10,703 | $46,665 | dollars as filed | |
| ONDAS HLDGS INC | 68236H204 | COM NEW | 18,000 | $46,080 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 25,000 | $45,000 | dollars as filed | |
| C4 THERAPEUTICS INC | 12529R107 | COM STK | 11,000 | $39,600 | dollars as filed | |
| EVOLV TECHNOLOGIES HLDNGS IN | 30049H102 | COM CL A | 10,000 | $39,500 | dollars as filed | |
| GRANITE PT MTG TR INC | 38741L107 | COM STK | 13,005 | $36,934 | dollars as filed | |
| AMERICAS GOLD AND SILVER COR | 03062D100 | COM | 74,000 | $27,817 | dollars as filed | |
| CIBUS INC | 17166A101 | CL A COM STK | 10,000 | $27,800 | dollars as filed | |
| NUVATION BIO INC COM CL A | 67080N101 | Stock | 10,000 | $26,600 | dollars as filed | |
| BABCOCK & WILCOX ENTERPRISES | 05614L209 | COM | 14,560 | $23,878 | dollars as filed | |
| HERON THERAPEUTICS INC | 427746102 | COM | 12,602 | $19,281 | dollars as filed | |
| BIOATLA INC | 09077B104 | COM | 30,000 | $17,736 | dollars as filed | |
| SHF HOLDINGS INC | 824430102 | CLASS A COM | 31,526 | $14,196 | dollars as filed | |
| UR-ENERGY INC | 91688R108 | COM | 11,500 | $13,225 | dollars as filed | |
| WESTERN COPPER & GOLD CORP | 95805V108 | COM | 12,000 | $12,600 | dollars as filed | |
| CBAK ENERGY TECHNOLOGY INC | 14986C102 | COM | 12,200 | $11,468 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001213900-25-016975 | this filing | 2025-02-25 | acceptance time not in the bulk data set |