Institution
B. Riley Wealth Advisors, Inc.
CIK 0001464811 - 2025Q1 report dated 2025-03-31
Shown positions
100
Shown market value
$1,851,873,985
Net value change
+$1,851,873,985
100 changed positions shown
Latest filing
0001464811-26-000009Largest reported increase
AAPL
APPLE INC
+$146,054,985
Largest reported decrease
No negative value changes shown.
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| AAPL | APPLE INC 037833100 | $146,054,985 | 657,520 | NEW new | +$146,054,985 | 2025-03-31SEC filing |
| NVDA | NVIDIA CORPORATION 67066G104 | $109,166,021 | 1,007,252 | NEW new | +$109,166,021 | 2025-03-31SEC filing |
| IVV | ISHARES TR 464287200 | $99,691,749 | 177,419 | NEW new | +$99,691,749 | 2025-03-31SEC filing |
| MSFT | MICROSOFT CORP 594918104 | $83,578,229 | 222,644 | NEW new | +$83,578,229 | 2025-03-31SEC filing |
| AMZN | AMAZON COM INC 023135106 | $72,695,577 | 382,085 | NEW new | +$72,695,577 | 2025-03-31SEC filing |
| QQQ | INVESCO QQQ TR 46090E103 | $39,662,182 | 84,582 | NEW new | +$39,662,182 | 2025-03-31SEC filing |
| META | META PLATFORMS INC 30303M102 | $39,630,328 | 68,760 | NEW new | +$39,630,328 | 2025-03-31SEC filing |
| SPY | SPDR S&P 500 ETF TR 78462F103 | $39,290,263 | 70,238 | NEW new | +$39,290,263 | 2025-03-31SEC filing |
| BRK-B | BERKSHIRE HATHAWAY INC DEL 084670702 | $31,920,275 | 59,935 | NEW new | +$31,920,275 | 2025-03-31SEC filing |
| BIL | SPDR SER TR 78468R663 | $30,370,040 | 331,081 | NEW new | +$30,370,040 | 2025-03-31SEC filing |
| IUSB | ISHARES TR 46434V613 | $29,300,631 | 635,864 | NEW new | +$29,300,631 | 2025-03-31SEC filing |
| LLY | ELI LILLY & CO 532457108 | $28,412,509 | 34,401 | NEW new | +$28,412,509 | 2025-03-31SEC filing |
| PG | PROCTER AND GAMBLE CO 742718109 | $27,452,167 | 161,085 | NEW new | +$27,452,167 | 2025-03-31SEC filing |
| JPM | JPMORGAN CHASE & CO. 46625H100 | $27,125,009 | 110,579 | NEW new | +$27,125,009 | 2025-03-31SEC filing |
| GOOGL | ALPHABET INC 02079K305 | $26,163,469 | 169,189 | NEW new | +$26,163,469 | 2025-03-31SEC filing |
| XOM | EXXON MOBIL CORP 30231G102 | $25,281,837 | 212,577 | NEW new | +$25,281,837 | 2025-03-31SEC filing |
| NVDA | NVIDIA CORPORATION 67066G104 | $23,154,302 | 213,640 | NEW new | +$23,154,302 | 2025-03-31SEC filing |
| GLD | SPDR GOLD TR 78463V107 | $22,632,261 | 78,546 | NEW new | +$22,632,261 | 2025-03-31SEC filing |
| HD | HOME DEPOT INC 437076102 | $22,363,421 | 61,021 | NEW new | +$22,363,421 | 2025-03-31SEC filing |
| AVGO | BROADCOM INC 11135F101 | $20,925,571 | 124,981 | NEW new | +$20,925,571 | 2025-03-31SEC filing |
| COST | COSTCO WHSL CORP NEW 22160K105 | $20,888,139 | 22,086 | NEW new | +$20,888,139 | 2025-03-31SEC filing |
| IVW | ISHARES TR 464287309 | $20,322,978 | 218,927 | NEW new | +$20,322,978 | 2025-03-31SEC filing |
| GOOG | ALPHABET INC 02079K107 | $20,297,790 | 129,922 | NEW new | +$20,297,790 | 2025-03-31SEC filing |
| QUAL | ISHARES TR 46432F339 | $19,779,520 | 115,744 | NEW new | +$19,779,520 | 2025-03-31SEC filing |
| MINT | PIMCO ETF TR 72201R833 | $19,452,107 | 193,322 | NEW new | +$19,452,107 | 2025-03-31SEC filing |