B. Riley Wealth Advisors, Inc.
Follow13F 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 (acceptance time not in the bulk data set), ingested 13F-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.
Back to all 1,136 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| 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 |
| VIOOVANGUARD ADMIRAL FDS INC | 2,223 | $239K | shares |
| FTVFORTIVE CORP | 3,048 | $239K | shares |
| CTRACOTERRA ENERGY INC | 9,815 | $238K | shares |
| BCATBLACKROCK CAP ALLOCATION TER | 14,485 | $238K | shares |
| SCHPSCHWAB STRATEGIC TR | 4,399 | $236K | shares |
| LWLAMB WESTON HLDGS INC | 3,526 | $231K | shares |
| CWCURTISS WRIGHT CORP | 692 | $230K | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 2,382 | $229K | shares |
| NWBINORTHWEST BANCSHARES INC | 17,133 | $227K | shares |
| CHKPCHECK POINT SOFTWARE TECH LT | 1,181 | $227K | shares |
| BEBLOOM ENERGY CORP | 21,404 | $226K | shares |
| SCISERVICE CORP INTL | 2,852 | $223K | shares |
| BHPBHP BILLITON LIMITED | 3,571 | $222K | shares |
| ISTBISHARES TR | 4,521 | $220K | shares |
| IGFISHARES TR | 4,036 | $220K | shares |
| RGAREINSURANCE GROUP AMER INC | 1,010 | $219K | shares |
| GHYGISHARES INC | 4,756 | $217K | shares |
| ITGARTNER INC | 428 | $217K | shares |
| XMESPDR SERIES TRUST | 3,408 | $216K | shares |
| NPFDNUVEEN VRIABL RAT PFD & INM | 11,284 | $216K | shares |
| FLRFLUOR CORP | 4,419 | $215K | shares |
| SCHESCHWAB STRATEGIC TR | 7,270 | $215K | shares |
| VWOBVANGUARD WHITEHALL FDS | 3,244 | $214K | shares |
| WCNWASTE CONNECTIONS INC | 1,197 | $214K | shares |
| WPMWHEATON PRECIOUS METALS CORP | 3,511 | $213K | shares |
| RCLROYAL CARIBBEAN GROUP | 1,209 | $213K | shares |
| INVHINVITATION HOMES INC | 6,069 | $213K | shares |
| VICIVICI PPTYS INC | 6,455 | $212K | shares |
| XIFRXPLR INFRASTRUCTURE LP | 8,024 | $210K | shares |
| HUMHUMANA INC | 712 | $208K | shares |
| KWEBKRANESHARES TRUST | 5,969 | $208K | shares |
| DJANFIRST TR EXCHNG TRADED FD VI | 5,450 | $208K | shares |
| STAGSTAG INDUSTRIAL INC | 5,339 | $207K | shares |
| LIILENNOX INTL INC | 341 | $206K | shares |
| HOVHOVNANIAN ENTERPRISES INC | 1,031 | $205K | shares |
| CLOIVANECK ETF TRUST | 3,868 | $205K | shares |
| SJMSMUCKER J M CO | 1,716 | $204K | shares |
| PODDINSULET CORP | 873 | $202K | shares |
| OCOWENS CORNING NEW | 1,158 | $202K | shares |
| UHSUNIVERSAL HLTH SVCS INC | 924 | $202K | shares |
| CGDVCAPITAL GROUP DIVIDEND VALUE | 5,509 | $201K | shares |
| DLBDOLBY LABORATORIES INC | 2,632 | $200K | shares |
| ISCFISHARES TR | 5,675 | $200K | shares |
| VTRSVIATRIS INC | 17,342 | $199K | shares |
| MMACYS INC | 12,594 | $196K | shares |
| DVDOUBLEVERIFY HLDGS INC | 11,620 | $195K | shares |
| PROSHARES TR IIPROSHARES TR II | 14,680 | $184K | shares |
| IDEVOYA INFRASTRUCTURE INDLS & | 16,040 | $180K | shares |
| TUTELUS CORPORATION | 10,754 | $179K | shares |
| UECURANIUM ENERGY CORP | 28,000 | $174K | shares |
| ECOFIN SUSTAINABLE & SOC IM…ECOFIN SUSTAINABLE & SOC IMP T | 13,161 | $172K | shares |
| XNEAXNUVEEN AMT FREE QLTY MUN INC | 14,196 | $171K | shares |
| PBRPETROLEO BRASILEIRO S A | 10,848 | $165K | shares |
| MUCBLACKROCK MUNIHLDNGS CALI | 13,863 | $160K | shares |
| WESTWESTROCK COFFEE CO | 24,578 | $159K | shares |
| MAMAMAMAS CREATIONS INC | 21,289 | $155K | shares |
| VUZIVUZIX CORP | 127,805 | $150K | shares |
| XNXJXNUVEEN NEW JERSEY | 10,409 | $137K | shares |
| PMOFRANKLIN MUN OPPORTUNITIES T | 12,349 | $135K | shares |
| BNY MELLON ALCENTRA GLOBAL CBNY MELLON ALCENTRA GLOBAL C | 14,395 | $132K | shares |
| HYIWESTERN ASSET HIGH YIELD OPP | 10,600 | $130K | shares |
| TVGRUPO TELEVISA S A B | 48,200 | $123K | shares |
| GNLGLOBAL NET LEASE INC | 12,661 | $107K | shares |
| LWLGLIGHTWAVE LOGIC INC | 38,571 | $106K | shares |
| QRHCQUEST RESOURCE HLDG CORP | 13,000 | $104K | shares |
| ADPTADAPTIVE BIOTECHNOLOGIES COR | 20,000 | $102K | shares |
| BGSB & G FOODS INC | 10,563 | $93.9K | shares |
| INVESCO HIGH INCOME 2024 TARINVESCO HIGH INCOME 2024 TAR | 11,836 | $90K | shares |
| ABCLABCELLERA BIOLOGICS INC | 34,000 | $88.4K | shares |
| CIKUBS ASSET MGMT INCOME FD INC | 27,453 | $84.1K | shares |
| MOMOHELLO GROUP INC | 11,000 | $83.6K | shares |
| OIAINVESCO MUNI INCOME OPP TRST | 10,814 | $74.2K | shares |
| SRTASTRATA CRITICAL MEDICAL INC | 23,350 | $68.6K | shares |
| TELLURIAN INC NEWTELLURIAN INC NEW | 62,667 | $60.8K | shares |
| RINGCENTRAL INCRINGCENTRAL INC | 60,000 | $58.4K | shares |
| FLLFULL HSE RESORTS INC | 10,000 | $50.2K | shares |
| MASS908 DEVICES INC | 13,000 | $45.1K | shares |
| ASPIASP ISOTOPES INC | 15,009 | $41.7K | shares |
| ENVESTNET INCENVESTNET INC | 40,000 | $39.5K | shares |
| CIFRCIPHER DIGITAL INC | 10,000 | $38.7K | shares |
| HEALTH CATALYST INCHEALTH CATALYST INC | 35,000 | $34.6K | shares |
| PLUGPLUG PWR INC | 14,209 | $31.1K | shares |
| TILRAY INCTILRAY INC | 14,569 | $25.5K | shares |
| CARA THERAPEUTICS INCCARA THERAPEUTICS INC | 58,458 | $16.7K | shares |
| ZPTAZAPATA QUANTUM INC COMMON STOC | 57,100 | $15.5K | shares |
| AQUA METALS INCAQUA METALS INC | 61,100 | $11.4K | shares |
| TMCTMC THE METALS COMPANY INC | 10,000 | $10.6K | shares |
| Movano, Inc.Movano, Inc. | 23,000 | $8.17K | shares |
| 23ANDME HOLDING CO23ANDME HOLDING CO | 22,125 | $7.69K | shares |
| FUELCELL ENERGY INCFUELCELL ENERGY INC | 10,165 | $3.86K | 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 |