B. Riley Wealth Advisors, Inc.

13F filer, CIK 1464811, MEMPHIS, TN

B. Riley Wealth Advisors, Inc. reported $3,050,781,898 across 1,136 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-25. Its ten largest share positions make up 24.06% of the portfolio.

Filed 2025-02-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001213900-25-016975

Period: 2024-12-31
Reported value: $3.05B
Holdings: 1,136
Top 10 weight: 24.06%
New: 63
Sold out: 190

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SPYGadded	+94,276	$8.29M
SCHBadded	+303,282	$6.88M
RDVIadded	+278,022	$6.74M
LRCXnew	+86,896	$6.3M
IWYadded	+25,238	$5.94M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IVVreduced	-85,654	-$50.4M
VUGreduced	-56,044	-$23M
VOOreduced	-40,594	-$21.9M
IUSBreduced	-467,476	-$21.1M
AAPLreduced	-73,026	-$18.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001213900-25-016975, largest first. % of portfolio is the value over $3,050,781,908, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC	880	$220K	0.01%	-30
HYHGPROSHARES TR	3,333	$218K	0.01%	-679	Timeline
IUSGISHARES TR	1,564	$218K	0.01%	+17	Timeline
JBHTHUNT J B TRANS SVCS INC	1,277	$218K	0.01%	+43	Timeline
LBLANDBRIDGE COMPANY LLC	3,370	$218K	0.01%	new	Timeline
MSCIMSCI INC	363	$218K	0.01%	new	Timeline
INGNINOGEN INC	23,700	$217K	0.01%	-7,700	Timeline
QUSSPDR SERIES TRUST	1,402	$217K	0.01%	-36	Timeline
ADMAADMA BIOLOGICS INC	12,614	$216K	0.01%	-5,892	Timeline
LSTRLANDSTAR SYS INC	1,258	$216K	0.01%	-190	Timeline
FICOFAIR ISAAC CORP	108	$215K	0.01%	-108	Timeline
IRINGERSOLL RAND INC	2,374	$215K	0.01%	-3,354	Timeline
OLEDUNIVERSAL DISPLAY CORP	1,466	$214K	0.01%	-293	Timeline
XRMMXRIVERNORTH MANAGED DUR MUN I	14,861	$214K	0.01%	-1,250	Timeline
DESWISDOMTREE TR	6,227	$214K	0.01%	-3,300	Timeline
SCCOSOUTHERN COPPER CORP	2,347	$214K	0.01%	+16	Timeline
VRSKVERISK ANALYTICS INC	776	$214K	0.01%	-19	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	9,689	$214K	0.01%	new	Timeline
ECOOKEANIS ECO TANKERS COR	10,000	$213K	0.01%	new	Timeline
BUDANHEUSER BUSCH INBEV SA NV	4,241	$212K	0.01%	-5,253	Timeline
EFXEQUIFAX INC	832	$212K	0.01%	+16	Timeline
OIIOCEANEERING INTL INC	8,099	$211K	0.01%	-25	Timeline
PFFDGLOBAL X FDS	10,711	$210K	0.01%	new	Timeline
FFLCFIDELITY COVINGTON TRUST	4,567	$210K	0.01%	+3	Timeline
IXCISHARES TR	5,486	$209K	0.01%	-598	Timeline
IBRXIMMUNITYBIO INC	81,550	$209K	0.01%	0	Timeline
SOFISOFI TECHNOLOGIES INC	13,544	$209K	0.01%	-2,473	Timeline
TAYDTAYLOR DEVICES INC	4,990	$208K	0.01%	-11,156	Timeline
STTSTATE STR CORP	2,114	$207K	0.01%	-262	Timeline
XJQCXNUVEEN CR STRATEGIES INCOME	36,442	$207K	0.01%	-1,675	Timeline
MKCMCCORMICK & CO INC	2,698	$207K	0.01%	-23	Timeline
FCNFTI CONSULTING INC	1,081	$207K	0.01%	-3	Timeline
JMHIJ P MORGAN EXCHANGE TRADED F	4,100	$206K	0.01%	new	Timeline
HNRGHALLADOR ENERGY COMPANY	18,000	$206K	0.01%	-223,200	Timeline
LPLALPL FINL HLDGS INC	629	$205K	0.01%	new	Timeline
CAVACAVA GROUP INC	1,806	$204K	0.01%	-824	Timeline
AMEAMETEK INC	1,127	$203K	0.01%	-662	Timeline
SPABSPDR SERIES TRUST	8,129	$203K	0.01%	new	Timeline
BJBJS WHSL CLUB HLDGS INC	2,273	$203K	0.01%	-1,248	Timeline
BIPBROOKFIELD INFRASTRUCTURE PA	6,383	$203K	0.01%	-1,690	Timeline
FNDFSCHWAB STRATEGIC TR	6,101	$203K	0.01%	-329	Timeline
CACICACI INTL INC	498	$201K	0.01%	-6	Timeline
ATRAPTARGROUP INC	1,277	$201K	0.01%	-76	Timeline
ALLEALLEGION PLC	1,534	$200K	0.01%	-461	Timeline
HIMSHIMS & HERS HEALTH INC	8,272	$200K	0.01%	new	Timeline
FPEIFIRST TR EXCH TRADED FD III	10,671	$200K	0.01%	-29,234	Timeline
RILYBRC GROUP HOLDINGS INC	43,221	$198K	0.01%	-5,417	Timeline
XFLTXAI OCTAGON FLOATING RATE & AL	28,515	$189K	0.01%	+316	Timeline
LUCID GROUP INCLUCID GROUP INC	61,440	$186K	0.01%	-3,751
LBTYKLIBERTY GLOBAL LTD	14,078	$185K	0.01%	+2,883	Timeline
DSXDIANA SHIPPING INC	90,000	$176K	0.01%	0	Timeline
ALTALTIMMUNE INC	24,454	$176K	0.01%	+1,000	Timeline
WUWESTERN UN CO	15,977	$169K	0.01%	-1,013	Timeline
RDWREDWIRE CORPORATION	10,000	$165K	0.01%	0	Timeline
RCREADY CAPITAL CORP	22,893	$162K	0.01%	+12,000	Timeline
TEITEMPLETON EMERGING MKTS INCO	31,336	$161K	0.01%	+817	Timeline
PDOPIMCO DYNAMIC INCOME OPRNTS	11,718	$161K	0.01%	-18,271	Timeline
NWGNATWEST GROUP PLC	15,708	$160K	0.01%	+442	Timeline
FTRIFIRST TR EXCHANGE-TRADED FD	13,039	$157K	0.01%	+8	Timeline
HPSHANCOCK JOHN PFD INCOME FD I	10,391	$156K	0.01%	+165	Timeline
GGNGAMCO GLOBAL GOLD NAT RES &	41,154	$155K	0.01%	-8,382	Timeline
THWABRDN WORLD HEALTHCARE FUND	13,931	$155K	0.01%	-284	Timeline
PIMCO MUN INCOME FDPIMCO MUN INCOME FD	17,160	$155K	0.01%	0
VVRINVESCO SR INCOME TR	38,893	$154K	0.01%	new	Timeline
SSRMSSR MINING IN	22,000	$153K	0.01%	+2,000	Timeline
ARDCARES DYNAMIC CR ALLOCATION F	10,072	$152K	<0.01%	0	Timeline
ECCEAGLE POINT CR CO	17,061	$152K	<0.01%	+2,463	Timeline
RITMRITHM CAPITAL CORP	13,613	$151K	<0.01%	-3,923	Timeline
XFRAXBLACKROCK FLOATING RATE INCO	10,960	$151K	<0.01%	-378	Timeline
TAKTAKEDA PHARMACEUTICAL CO LTD	11,304	$150K	<0.01%	-131	Timeline
TMCITREACE MED CONCEPTS INC	20,000	$149K	<0.01%	0	Timeline
HFROHIGHLAND OPPS & INCOME FD	28,213	$146K	<0.01%	-325	Timeline
BBVABANCO BILBAO VIZCAYA ARGENTA	14,972	$146K	<0.01%	-14,358	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	17,808	$145K	<0.01%	-70,769	Timeline
IOVAIOVANCE BIOTHERAPEUTICS INC	19,442	$144K	<0.01%	+5,500	Timeline
PGXINVESCO EXCH TRADED FD TR II	12,458	$144K	<0.01%	-8,143	Timeline
RMAXRE/MAX HLDGS INC	13,419	$143K	<0.01%	0	Timeline
ASGLIBERTY ALL-STAR GROWTH FD I	24,780	$143K	<0.01%	-36,700	Timeline
DPGDUFF & PHELPS UTLITY AND INF	12,081	$142K	<0.01%	+1,085	Timeline
HLNHALEON PLC	14,755	$141K	<0.01%	-2,743	Timeline
CHWCALAMOS GBL DYN INCOME FUND	20,316	$138K	<0.01%	-900	Timeline
ALVOALVOTECH	10,395	$138K	<0.01%	-39,605	Timeline
NATNORDIC AMERICAN TANKERS LIMI	53,105	$135K	<0.01%	+8,411	Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	12,695	$133K	<0.01%	+2,512
XGLQXCLOUGH GLOBAL EQUITY FD	20,000	$133K	<0.01%	0	Timeline
AMPXAMPRIUS TECHNOLOGIES INC	45,500	$127K	<0.01%	+16,300	Timeline
PFNPIMCO INCOME STRATEGY FD II	16,410	$123K	<0.01%	+157	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	12,750	$123K	<0.01%	0	Timeline
PMMFRANKLIN MANAGED MUN INCOME	20,389	$122K	<0.01%	-1,774	Timeline
GLOBAL MED REIT INCGLOBAL MED REIT INC	15,104	$120K	<0.01%	-4,253
RIGTRANSOCEAN LTD	31,280	$117K	<0.01%	new	Timeline
BRWSABA CAPITAL INCOME & OPRNT	15,098	$115K	<0.01%	-4,000	Timeline
OXFORD LANE CAP CORPOXFORD LANE CAP CORP	22,675	$115K	<0.01%	-1,681
BTXBLACKROCK TECH AND PRIVATE E	15,148	$113K	<0.01%	-13,348	Timeline
EDRYEURODRY LTD	10,003	$112K	<0.01%	new	Timeline
OMEROMEROS CORP	11,305	$112K	<0.01%	0	Timeline
ALITALIGHT INC	16,000	$111K	<0.01%	-103,700	Timeline
EFXTENERFLEX LTD	10,897	$109K	<0.01%	0	Timeline
MPTMEDICAL PROPERTIES TRUST INC	25,847	$104K	<0.01%	+1,072	Timeline
ABEVAMBEV SA	51,290	$101K	<0.01%	+3,015	Timeline
IGRCBRE GBL REAL ESTATE INC FD	20,814	$100K	<0.01%	+6,325	Timeline
TELFYTELEFONICA SA-SPON ADR	23,639	$98.8K	<0.01%	-28,193	Timeline
BRSPBRIGHTSPIRE CAPITAL INC	16,908	$98.1K	<0.01%	0	Timeline
AUPHAURINIA PHARMACEUTICALS INC	10,860	$97.5K	<0.01%	-552	Timeline
GABGABELLI EQUITY TR INC	17,245	$92.8K	<0.01%	+13	Timeline
IHDVOYA EMERGING MKTS HIGH DIVI	18,191	$92.1K	<0.01%	0	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	11,088	$91.8K	<0.01%	+46	Timeline
ARIAPOLLO COML REAL ESTATE FIN	10,052	$89.6K	<0.01%	-3,282	Timeline
RZLVREZOLVE AI PLC	23,000	$87.9K	<0.01%	new	Timeline
LEOBNY MELLON STRATEGIC MUNS IN	14,400	$87K	<0.01%	-1,000	Timeline
AQNALGONQUIN POWER & UTILITIES	18,410	$83.1K	<0.01%	-835	Timeline
AKBAAKEBIA THREAPEUTICS INC	43,360	$82.4K	<0.01%	0	Timeline
AMDLGRANITESHARES ETF TR	10,000	$76.6K	<0.01%	new	Timeline
XAWPXABRDN GLOBAL PREMIER PROPERT	19,336	$75.4K	<0.01%	-3,210	Timeline
XMCRXMFS CHARTER INCOME TR	11,013	$70.3K	<0.01%	-905	Timeline
PHKPIMCO HIGH INCOME FD	13,779	$67.6K	<0.01%	+42	Timeline
LYGLLOYDS BANKING GROUP PLC	20,690	$56.3K	<0.01%	-1,169	Timeline
SANBANCO SANTANDER SA	12,023	$54.8K	<0.01%	-269	Timeline
CLPRCLIPPER RLTY INC	10,442	$47.8K	<0.01%	+100	Timeline
GLOBALSTAR INCGLOBALSTAR INC	22,830	$47.3K	<0.01%	+7,500
NIONIO INC	10,703	$46.7K	<0.01%	-1,675	Timeline
ONDSONDAS INC	18,000	$46.1K	<0.01%	new	Timeline
DNNDENISON MINES CORP	25,000	$45K	<0.01%	-71	Timeline
CCCCC4 THERAPEUTICS INC	11,000	$39.6K	<0.01%	0	Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS IN	10,000	$39.5K	<0.01%	new	Timeline
GPMTGRANITE PT MTG TR INC	13,005	$36.9K	<0.01%	-392	Timeline
AMERICAS GOLD AND SILVER CORAMERICAS GOLD AND SILVER COR	74,000	$27.8K	<0.01%	0
CBUSCIBUS INC	10,000	$27.8K	<0.01%	-4,000	Timeline
NUVBNUVATION BIO INC	10,000	$26.6K	<0.01%	0	Timeline
BWBABCOCK & WILCOX ENTERPRISES	14,560	$23.9K	<0.01%	-2,349	Timeline
HRTXHERON THERAPEUTICS INC	12,602	$19.3K	<0.01%	0	Timeline
BCABBIOATLA INC	30,000	$17.7K	<0.01%	new	Timeline
SHF HOLDINGS INCSHF HOLDINGS INC	31,526	$14.2K	<0.01%	+8,027
URGUR-ENERGY INC	11,500	$13.2K	<0.01%	0	Timeline
WRNWESTERN COPPER & GOLD CORP	12,000	$12.6K	<0.01%	0	Timeline
CBATCBAK ENERGY TECHNOLOGY INC	12,200	$11.5K	<0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 190. All 190

Security	Shares before	Value before	Type
MNANYLIM ETF TR	196,005	$6.44M	shares
IWXISHARES TR	68,762	$5.56M	shares
Proshares Short S&PProshares Short S&P	354,578	$3.89M	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	6,231	$2.41M	shares
HMCHONDA MOTOR CO LTD	35,313	$1.12M	shares
VOOVVANGUARD ADMIRAL FDS INC	5,790	$1.1M	shares
XEMDXWESTERN ASSET EMERGING MKTS	100,579	$1.03M	shares
SJNKSPDR SERIES TRUST	37,512	$965K	shares
PHOINVESCO EXCHANGE TRADED FD T	12,715	$890K	shares
NMIHNMI HLDGS INC	20,132	$826K	shares
CPBTHE CAMPBELLS COMPANY	15,610	$760K	shares
ENLINK MIDSTREAM LLCENLINK MIDSTREAM LLC	52,031	$760K	shares
IJSISHARES TR	6,739	$710K	shares
ELMEELME COMMUNITIES	40,000	$690K	shares
IHAKISHARES TR	14,207	$683K	shares
PSEPINNOVATOR ETFS TRUST	17,773	$683K	shares
GNKGENCO SHIPPING & TRADING LTD	35,000	$662K	shares
LCTUBLACKROCK ETF TRUST	10,488	$655K	shares
FPFFIRST TR INTER DURATN PFD &	33,165	$649K	shares
IIPRINNOVATIVE INDL PPTYS INC	4,364	$594K	shares
EGEVEREST GROUP LTD	1,497	$589K	shares
SUSCISHARES TR	24,324	$578K	shares
KRESPDR SERIES TRUST	10,163	$563K	shares
DSIISHARES TR	5,171	$560K	shares
WWDWOODWARD INC	3,075	$523K	shares
DAUGFIRST TR EXCHNG TRADED FD VI	13,013	$508K	shares
DTDYNATRACE INC	8,849	$471K	shares
IGEBISHARES TR	10,030	$465K	shares
PARAMOUNT GLOBALPARAMOUNT GLOBAL	21,218	$465K	shares
USXFISHARES TR	9,465	$463K	shares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	51,832	$456K	shares
MUJBLACKROCK MUNIHLDGS NJ QLTY	36,687	$447K	shares
QSRRESTAURANT BRANDS INTL INC	6,094	$443K	shares
SPEMSPDR INDEX SHS FDS	10,439	$431K	shares
BLDTOPBUILD COR	1,063	$430K	shares
ENPHENPHASE ENERGY INC	3,727	$419K	shares
DNLWISDOMTREE TR	10,722	$419K	shares
EAGGISHARES TR	8,619	$419K	shares
REZISHARES TR	4,495	$394K	shares
IAGGISHARES TR	7,452	$386K	shares
CCJCAMECO CORP	7,160	$354K	shares
ABRARBOR REALTY TRUST INC	23,228	$354K	shares
LMBSFIRST TR EXCHANGE-TRADED FD	7,055	$348K	shares
PLYMPLYMOUTH INDUSTRIAL REIT INC	15,498	$347K	shares
TLSTELOS CORP MD	97,535	$345K	shares
JDJD.COM INC	8,376	$341K	shares
EUSBISHARES TR	7,669	$339K	shares
FIXDFIRST TR EXCHNG TRADED FD VI	7,492	$338K	shares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	14,582	$331K	shares
HUBSHUBSPOT INC	622	$329K	shares
CMFISHARES TR	5,639	$328K	shares
DIREXION SHS ETF TRDIREXION SHS ETF TR	60,000	$326K	shares
TFLOISHARES TR	6,429	$325K	shares
AVAVAEROVIRONMENT INC	1,613	$324K	shares
CHCTCOMMUNITY HEALTHCARE TR INC	17,801	$323K	shares
NVGNUVEEN AMT FREE MUN CR INC F	23,881	$322K	shares
CFCF INDUSTRIES HOLD	3,619	$319K	shares
BOXXEA SERIES TRUST	2,900	$316K	shares
IBLCISHARES TR	10,721	$311K	shares
AIOVIRTUS ARTIFICIAL INTELLIGEN	14,170	$310K	shares
GTGOODYEAR TIRE & RUBR CO	35,513	$306K	shares
BAHBOOZ ALLEN HAMILTON HLDG COR	1,868	$303K	shares
DOXAMDOCS LTD	3,424	$303K	shares
XOPSPDR SERIES TRUST	2,189	$302K	shares
VGITVANGUARD SCOTTSDALE FDS	5,007	$302K	shares
UTFCOHEN & STEERS INFRASTRUCTUR	11,516	$301K	shares
MARATHON OIL CORPMARATHON OIL CORP	11,151	$301K	shares
BTIBRITISH AMERN TOB PLC	8,179	$300K	shares
DMXFISHARES TR	4,174	$298K	shares
NVDLGRANITESHARES ETF TR	5,000	$296K	shares
NRKNUVEEN NY AMT FREE	26,157	$295K	shares
LAMRLAMAR ADVERTISING CO	2,155	$286K	shares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	51,650	$285K	shares
BCEBCE INC	8,046	$282K	shares
KORPAMERICAN CENTY ETF TR	5,835	$281K	shares
FBKFB FINL CORP	5,965	$280K	shares
LABUDIREXION SHARES ETF TRUST	2,300	$279K	shares
BSJRINVESCO EXCH TRD SLF IDX FD	12,193	$277K	shares
GDDYGODADDY INC	1,765	$276K	shares
SSDSIMPSON MFG INC	1,436	$275K	shares
AVYAVERY DENNISON CORP	1,261	$274K	shares
QCLNFIRST TR EXCHANGE-TRADED FD	7,858	$274K	shares
MSDLMORGAN STANLEY DIRECT LENDIN	13,252	$271K	shares
SWKSSKYWORKS SOLUTIONS INC	2,754	$269K	shares
TIPTTIPTREE INC	14,000	$269K	shares
ASTSAST SPACEMOBILE INC	10,495	$267K	shares
NHINATIONAL HEALTH INVS INC	3,108	$263K	shares
CARAVIS BUDGET GROUP INC	3,020	$263K	shares
IMCBISHARES TR	3,441	$261K	shares
SOLVSOLVENTUM CORP	3,697	$257K	shares
DJULFIRST TR EXCHNG TRADED FD VI	6,210	$256K	shares
AWHLASPIRA WOMENS HEALTH INC COM N	316,294	$256K	shares
AOSSMITH A O CORP	2,846	$255K	shares
QTAPINNOVATOR ETFS TRUST	7,120	$254K	shares
WDCWESTERN DIGITAL CORP	3,745	$252K	shares
VTRVENTAS INC	3,941	$249K	shares
HEFAISHARES TR	6,965	$246K	shares
XBNYXBLACKROCK NEW YORK MUNI INC	22,276	$246K	shares
XSWSPDR SERIES TRUST	1,541	$245K	shares
PPAINVESCO EXCHANGE TRADED FD T	2,096	$241K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001213900-25-016975	base		2025-02-25	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC