B. Riley Wealth Advisors, Inc.
Follow13F filer, CIK 1464811, MEMPHIS, TN
B. Riley Wealth Advisors, Inc. reported $3,387,341,169 across 1,321 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2026-08-28. Its ten largest share positions make up 21.78% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001464811-26-000009
- Period
- 2025-03-31
- Reported value
- $3.39B
- Holdings
- 1,321
- Top 10 weight
- 21.78%
- New
- 293
- Sold out
- 108
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| QQQnew | +84,582 | $39.7M |
| IVVadded | +57,735 | $32.4M |
| MINTadded | +183,222 | $18.4M |
| BILadded | +191,509 | $17.6M |
| IUSBadded | +305,645 | $14.1M |
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 |
|---|---|---|
| FCexited | -447,893 | -$16.8M |
| SPYGreduced | -118,880 | -$9.55M |
| XLKreduced | -39,790 | -$8.22M |
| IBMreduced | -26,825 | -$6.67M |
| ACWVexited | -51,330 | -$5.61M |
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 1,208 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
The largest 100 of 113. All 113
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | put | 213,640 | $23.2M | new |
| NVDANVIDIA CORPORATION COM | call | 109,720 | $11.9M | new |
| DUKDUKE ENERGY CORP NEW COM | call | 38,104 | $4.65M | new |
| LLYELI LILLY & CO COM | call | 3,552 | $2.93M | new |
| AAPLAPPLE INC COM | call | 12,914 | $2.87M | new |
| LLYELI LILLY & CO COM | put | 3,415 | $2.82M | new |
| SOSOUTHERN CO COM | call | 30,659 | $2.82M | new |
| ETRENTERGY CORP NEW Stock | call | 32,502 | $2.78M | new |
| VSTVISTRA CORP Stock | call | 22,500 | $2.64M | new |
| MSFTMICROSOFT CORP COM | put | 5,500 | $2.06M | new |
| FEFIRSTENERGY CORP COM | call | 49,053 | $1.98M | new |
| CVXCHEVRON CORPORATION COM | call | 11,781 | $1.97M | new |
| PFEPFIZER INC COM | call | 75,544 | $1.91M | new |
| DDOMINION ENERGY INC Stock | call | 32,164 | $1.8M | new |
| CSCOCISCO SYS INC COM | call | 28,934 | $1.79M | new |
| METAMETA PLATFORMS INC COM | call | 2,821 | $1.63M | new |
| AEPAMERICAN ELEC PWR CO INC Stock | call | 13,366 | $1.46M | new |
| BACBANK OF AMER CORP COM | call | 34,878 | $1.46M | new |
| EDCONSOLIDATED EDISON INC COM | call | 12,216 | $1.35M | new |
| BMYBRISTOL-MYERS SQUIBB CO COM | call | 21,168 | $1.29M | new |
| MMM3M CO Stock | call | 6,168 | $906K | new |
| DOWDOW HLDGS INC Stock | call | 25,768 | $900K | new |
| AMGNAMGEN INC COM | call | 2,600 | $810K | new |
| JPMJPMORGAN CHASE & CO COM | call | 3,239 | $795K | new |
| BABOEING CO COM | call | 4,515 | $770K | new |
| PEGPUBLIC SVC ENTERPRISE GROUP Stock | call | 8,982 | $739K | new |
| PRUPRUDENTIAL FINL INC Stock | call | 6,505 | $726K | new |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | call | 5,100 | $674K | new |
| XLKSELECT SECTOR SPDR TR SHS | call | 3,200 | $661K | new |
| VZVERIZON COMMUNICATIONS INC COM | call | 13,982 | $634K | new |
| JNJJOHNSON & JOHNSON COM | call | 3,613 | $599K | new |
| PGPROCTER & GAMBLE CO COM | call | 3,265 | $556K | new |
| SLBSLB LIMITED COM | call | 13,300 | $556K | new |
| AMZNAMAZON COM INC COM | call | 2,700 | $514K | new |
| IPINTERNATIONAL PAPER CO Stock | call | 9,613 | $513K | new |
| HONHONEYWELL INTL INC COM | call | 2,343 | $496K | new |
| XBISPDR SERIES TRUST S&P BIOTECH | call | 6,000 | $487K | new |
| NEENEXTERA ENERGY INC COM | call | 6,550 | $464K | new |
| MRKMERCK & CO INC COM | call | 5,040 | $452K | new |
| MSFTMICROSOFT CORP COM | call | 1,150 | $432K | new |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW COM | call | 10,027 | $424K | new |
| FDXFEDEX CORP Stock | call | 1,726 | $421K | new |
| EXCEXELON CORP Stock | call | 8,712 | $401K | new |
| CRMSALESFORCE INC COM | call | 1,400 | $376K | new |
| XOMEXXON MOBIL CORP COM | call | 2,989 | $355K | new |
| METAMETA PLATFORMS INC COM | put | 600 | $346K | new |
| CCITIGROUP INC COM | call | 4,537 | $322K | new |
| GOOGLALPHABET INC COM | call | 2,075 | $321K | new |
| GOOGALPHABET INC COM | call | 2,000 | $312K | new |
| LYFTLYFT INC CL A COM | call | 25,000 | $297K | new |
| COSTCOSTCO WHOLESALE CORPORATION COM | call | 300 | $284K | new |
| HDHOME DEPOT INC COM | call | 769 | $282K | new |
| TRVTRAVELERS COMPANIES INC Stock | call | 1,044 | $276K | new |
| PPLPPL CORP Stock | call | 7,510 | $271K | new |
| NEMNEWMONT CORP COM | call | 5,616 | $271K | new |
| OREALTY INCOME CORP REIT | call | 4,200 | $244K | new |
| FANGDIAMONDBACK ENERGY INC Stock | call | 1,510 | $241K | new |
| AXSMAXSOME THERAPEUTICS INC. Stock | call | 2,000 | $233K | new |
| TFCTRUIST FINL CORP Stock | call | 5,635 | $232K | new |
| PLTRPALANTIR TECHNOLOGIES INC COM | call | 2,370 | $200K | new |
| DELLDELL TECHNOLOGIES INC Stock | call | 2,000 | $182K | new |
| ALABASTERA LABS INC COM | call | 3,000 | $179K | new |
| TSLATESLA INC COM | call | 600 | $155K | new |
| PLTRPALANTIR TECHNOLOGIES INC COM | put | 1,800 | $152K | new |
| NVDLGRANITESHARES ETF TR 2X LONG NVDA DAI | call | 4,000 | $150K | new |
| IBMINTERNATIONAL BUSINESS MACHS COM | call | 600 | $149K | new |
| PEPPEPSICO INC COM | call | 900 | $135K | new |
| CATCATERPILLAR INC COM | call | 400 | $132K | new |
| CVSCVS HEALTH CORP COM | call | 1,800 | $122K | new |
| AMDADVANCED MICRO DEVICES INC COM | call | 1,100 | $113K | new |
| SPYSTATE STR SPDR S&P 500 ETF T SHS | call | 200 | $112K | new |
| KMBKIMBERLY-CLARK CORP Stock | call | 600 | $85.3K | new |
| PGPROCTER & GAMBLE CO COM | put | 500 | $85.2K | new |
| ORCLORACLE CORP COM | call | 600 | $83.9K | new |
| TSLLDIREXION SHARES ETF TRUST DAILY TSLA 2X SH | call | 8,000 | $76.2K | new |
| AVGOBROADCOM INC COM | call | 450 | $75.3K | new |
| CLXCLOROX CO DEL COM | call | 500 | $73.6K | new |
| CAHCARDINAL HEALTH INC COM | call | 530 | $73K | new |
| KHCKRAFT HEINZ CO Stock | call | 2,300 | $70K | new |
| MUMICRON TECHNOLOGY INC COM | call | 800 | $69.5K | new |
| KOCOCA COLA CO COM | call | 830 | $59.4K | new |
| PNCPNC FINL SVCS GROUP INC Stock | call | 300 | $52.7K | new |
| COPCONOCOPHILLIPS COM | call | 500 | $52.5K | new |
| UNHUNITEDHEALTH GROUP INC COM | call | 100 | $52.4K | new |
| TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | call | 300 | $49.8K | new |
| CCLCARNIVAL CORP Stock | call | 2,500 | $48.8K | new |
| NKENIKE INC COM | call | 600 | $38.1K | new |
| CLCOLGATE PALMOLIVE CO Stock | call | 400 | $37.5K | new |
| VRTVERTIV HOLDINGS CO Stock | call | 500 | $36.1K | new |
| PANWPALO ALTO NETWORKS INC COM | call | 200 | $34.1K | new |
| MDLZMONDELEZ INTL INC COM | call | 500 | $33.9K | new |
| MPTMEDICAL PROPERTIES TRUST INC REIT | call | 5,200 | $31.4K | new |
| MCDMCDONALDS CORP COM | call | 100 | $31.2K | new |
| SYYSYSCO CORP COM | call | 400 | $30K | new |
| GLDSPDR GOLD TR GOLD SHS | call | 100 | $28.8K | new |
| MRNAMODERNA INC COM | call | 1,000 | $28.4K | new |
| ADMARCHER DANIELS MIDLAND CO Stock | call | 500 | $24K | new |
| BITOPROSHARES TR BITCOIN ETF | put | 1,300 | $23.8K | new |
| INTCINTEL CORP COM | call | 1,000 | $22.7K | new |
| ABBVABBVIE INC COM | call | 100 | $21K | new |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| FCFRANKLIN COVEY CO | 447,893 | $16.8M | shares |
| ACWVISHARES INC | 51,330 | $5.61M | shares |
| SPIBSPDR SERIES TRUST | 57,382 | $1.88M | shares |
| IGLBISHARES TR | 31,169 | $1.54M | shares |
| SPSBSPDR SERIES TRUST | 41,719 | $1.25M | shares |
| FLTRVANECK ETF TRUST | 45,042 | $1.15M | shares |
| PTLCPACER FDS TR | 20,156 | $1.08M | shares |
| PBFPBF ENERGY INC | 34,520 | $917K | shares |
| EOSEEOS ENERGY ENTERPRISES INC | 187,750 | $912K | shares |
| SGHTSIGHT SCIENCES INC | 243,082 | $885K | shares |
| ITBISHARES TR | 8,412 | $870K | shares |
| PTNQPACER FDS TR | 11,156 | $842K | shares |
| TDTTFLEXSHARES TR | 33,419 | $788K | shares |
| MLRGISHARES TR | 8,562 | $695K | shares |
| COPXGLOBAL X FDS | 16,782 | $650K | shares |
| OLNOLIN CORP | 17,299 | $585K | shares |
| MANHMANHATTAN ASSOCIATES INC | 2,114 | $571K | shares |
| ANFABERCROMBIE & FITCH CO | 3,568 | $533K | shares |
| REGREGENCY CTRS CORP | 6,992 | $522K | shares |
| SILVERCREST METALS INCSILVERCREST METALS INC | 56,990 | $519K | shares |
| RRCRANGE RES CORP | 14,174 | $510K | shares |
| PIDINVESCO EXCHANGE TRADED FD T | 27,851 | $510K | shares |
| FSEPFIRST TR EXCHNG TRADED FD VI | 11,059 | $505K | shares |
| CRDOCREDO TECHNOLOGY GROUP HOLDI | 7,404 | $498K | shares |
| GMAYFIRST TR EXCHNG TRADED FD VI | 12,815 | $473K | shares |
| FLRNSPDR SERIES TRUST | 15,039 | $462K | shares |
| ARDXARDELYX INC | 90,000 | $456K | shares |
| BIZDVANECK ETF TRUST | 27,367 | $455K | shares |
| KGSKODIAK GAS SVCS INC | 10,530 | $430K | shares |
| UTWORBB FD INC | 8,890 | $427K | shares |
| MODMODINE MFG CO | 3,622 | $420K | shares |
| IATISHARES TR | 8,052 | $406K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 6,859 | $393K | shares |
| RRXREGAL REXNORD CORPORATION | 2,369 | $368K | shares |
| PMAYINNOVATOR ETFS TRUST | 9,878 | $355K | shares |
| PZAINVESCO EXCH TRADED FD TR II | 14,803 | $349K | shares |
| NADNUVEEN QUALITY MUNCP INCOME | 29,225 | $341K | shares |
| CQPCHENIERE ENERGY PARTNERS L P | 6,373 | $339K | shares |
| VMCVULCAN MATLS CO | 1,310 | $337K | shares |
| PLAYA HOTELS & RESORTS NVPLAYA HOTELS & RESORTS NV | 25,907 | $328K | shares |
| TPVGTRIPLEPOINT VENTURE GROWTH B | 40,958 | $302K | shares |
| MHOM/I HOMES INC | 2,235 | $297K | shares |
| PAUGINNOVATOR ETFS TRUST | 7,581 | $292K | shares |
| TROWPRICE T ROWE GROUP INC | 2,519 | $285K | shares |
| VOOGVANGUARD ADMIRAL FDS INC | 776 | $284K | shares |
| GJUNFIRST TR EXCHNG TRADED FD VI | 7,675 | $276K | shares |
| ICSHISHARES TR | 5,425 | $274K | shares |
| ICLRICON PUB LTD CO | 1,273 | $267K | shares |
| SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A | 5,228 | $265K | shares |
| FMAYFIRST TR EXCHNG TRADED FD VI | 5,448 | $258K | shares |
| GBABGUGGENHEIM TAXABLE MUNICP BO | 16,854 | $256K | shares |
| FNDXSCHWAB STRATEGIC TR | 10,811 | $256K | shares |
| VIOGVANGUARD ADMIRAL FDS INC | 2,190 | $255K | shares |
| CHWYCHEWY INC | 7,486 | $251K | shares |
| GAUGFIRST TR EXCHNG TRADED FD VI | 7,106 | $251K | shares |
| FLCBFRANKLIN TEMPLETON ETF TR | 11,844 | $250K | shares |
| GUGGUGGENHEIM ACTIVE ALLOC FD | 16,563 | $246K | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 1,697 | $243K | shares |
| QCRHQCR HLDGS INC | 2,942 | $237K | shares |
| RWJINVESCO EXCH TRADED FD TR II | 5,099 | $233K | shares |
| VCRVANGUARD WORLD FD | 618 | $232K | shares |
| GDECFIRST TR EXCHNG TRADED FD VI | 6,850 | $231K | shares |
| XCEMCOLUMBIA ETF TR II | 7,763 | $230K | shares |
| RVTROYCE SMALL CAP TRUST INC | 14,510 | $229K | shares |
| ALBALBEMARLE CORP | 2,650 | $229K | shares |
| PRIMPRIMORIS SVCS CORP | 2,949 | $226K | shares |
| NAPRINNOVATOR ETFS TRUST | 4,449 | $224K | shares |
| EAELECTRONIC ARTS INC | 1,511 | $221K | shares |
| IWNISHARES TR | 1,346 | $221K | shares |
| FTXLFIRST TR EXCHANGE TRADED FD | 2,531 | $221K | shares |
| ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC | 880 | $220K | shares |
| HYHGPROSHARES TR | 3,333 | $218K | shares |
| IUSGISHARES TR | 1,564 | $218K | shares |
| JBHTHUNT J B TRANS SVCS INC | 1,277 | $218K | shares |
| LSTRLANDSTAR SYS INC | 1,258 | $216K | shares |
| IRINGERSOLL RAND INC | 2,374 | $215K | shares |
| OLEDUNIVERSAL DISPLAY CORP | 1,466 | $214K | shares |
| DESWISDOMTREE TR | 6,227 | $214K | shares |
| OIIOCEANEERING INTL INC | 8,099 | $211K | shares |
| PFFDGLOBAL X FDS | 10,711 | $210K | shares |
| FFLCFIDELITY COVINGTON TRUST | 4,567 | $210K | shares |
| IBRXIMMUNITYBIO INC | 81,550 | $209K | shares |
| TAYDTAYLOR DEVICES INC | 4,990 | $208K | shares |
| STTSTATE STR CORP | 2,114 | $207K | shares |
| FCNFTI CONSULTING INC | 1,081 | $207K | shares |
| CAVACAVA GROUP INC | 1,806 | $204K | shares |
| SPABSPDR SERIES TRUST | 8,129 | $203K | shares |
| BIPBROOKFIELD INFRASTRUCTURE PA | 6,383 | $203K | shares |
| ATRAPTARGROUP INC | 1,277 | $201K | shares |
| FPEIFIRST TR EXCH TRADED FD III | 10,671 | $200K | shares |
| RDWREDWIRE CORPORATION | 10,000 | $165K | shares |
| NWGNATWEST GROUP PLC | 15,708 | $160K | shares |
| FTRIFIRST TR EXCHANGE-TRADED FD | 13,039 | $157K | shares |
| THWABRDN WORLD HEALTHCARE FUND | 13,931 | $155K | shares |
| TMCITREACE MED CONCEPTS INC | 20,000 | $149K | shares |
| ASGLIBERTY ALL-STAR GROWTH FD I | 24,780 | $143K | shares |
| RIGTRANSOCEAN LTD | 31,280 | $117K | shares |
| AUPHAURINIA PHARMACEUTICALS INC | 10,860 | $97.5K | shares |
| GABGABELLI EQUITY TR INC | 17,245 | $92.8K | shares |
| ARIAPOLLO COML REAL ESTATE FIN | 10,052 | $89.6K | shares |
| LEOBNY MELLON STRATEGIC MUNS IN | 14,400 | $87K | shares |
| AKBAAKEBIA THREAPEUTICS INC | 43,360 | $82.4K | shares |
| CLPRCLIPPER RLTY INC | 10,442 | $47.8K | shares |
| GLOBALSTAR INCGLOBALSTAR INC | 22,830 | $47.3K | shares |
| NIONIO INC | 10,703 | $46.7K | shares |
| EVLVEVOLV TECHNOLOGIES HLDNGS IN | 10,000 | $39.5K | shares |
| NUVBNUVATION BIO INC | 10,000 | $26.6K | shares |
| SHF HOLDINGS INCSHF HOLDINGS INC | 31,526 | $14.2K | shares |
How Q1 2025 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 0001464811-26-000009 | base | 2026-08-28 | acceptance time not in the bulk data set |