B. Riley Wealth Advisors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed December 13, 2024), B. Riley Wealth Advisors, Inc. reported 1,263 stock positions worth $3.6 billion. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Nvidia (NVDA, 3.8%) and iShares Core S&P 500 ETF (IVV, 3.3%). Compared with Q2 2024, it opened 78 new positions, sold out of 195, added to 288 and reduced 844. The biggest buy was a new position in iShares MSCI Global Min Vol (ACWV) and the biggest sale Nvidia (NVDA, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- MEMPHIS, TN
- CIK
- 0001464811
- Portfolio Value
- $3.6B (Q3 2024)
- SEC Filing
- 0001213900-24-108922 ↗ filed Dec 13, 2024
Holdings Value
Holdings 1,263 stocks · $3.6B
| AAPL Apple Inc. | 4.76% | 740,508 | $171.0M | Reduce -21.3% |
| NVDA Nvidia Corp. | 3.81% | 1,123,345 | $137.0M | Reduce -18.1% |
| IVV iShares Core S&P 500 ETF | 3.27% | 205,338 | $117.6M | Reduce -3.6% |
| MSFT Microsoft Corp. | 2.84% | 240,100 | $102.3M | Reduce -13.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.13% | 200,293 | $76.5M | Reduce -8.9% |
| AMZN Amazon.com Inc. | 2.08% | 405,060 | $74.8M | Reduce -15.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.45% | 298,727 | $52.0M | Reduce -23.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 85,936 | $49.2M | Add +2.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.04% | 797,695 | $37.5M | Add +11.8% |
| META Meta Platforms Inc. Class A | 1.04% | 64,861 | $37.4M | Reduce -16.0% |
| VOO Vanguard S&P 500 ETF | 0.96% | 65,831 | $34.5M | Reduce -3.7% |
| LLY Eli Lilly & Co. | 0.92% | 37,307 | $33.0M | Reduce -2.4% |
| XOM Exxon Mobil Corp. | 0.90% | 274,650 | $32.4M | Reduce -7.7% |
| GOOGL Alphabet Inc. Class A | 0.79% | 170,397 | $28.3M | Reduce -14.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 60,145 | $27.5M | Reduce -14.8% |
| HD Home Depot Inc. | 0.76% | 66,812 | $27.2M | Reduce -13.6% |
| PG The Procter & Gamble Co. | 0.70% | 146,370 | $25.1M | Reduce -36.0% |
| JPM JPMorgan Chase & Co. | 0.70% | 119,979 | $25.1M | Reduce -15.2% |
| AVGO Broadcom Inc. | 0.66% | 138,687 | $23.9M | Reduce -27.5% |
| UNH Unitedhealth Group Inc. | 0.62% | 38,225 | $22.5M | Reduce -9.7% |
| QUAL iShares MSCI USA Quality Fac | 0.60% | 121,647 | $21.7M | Reduce -4.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.60% | 204,133 | $21.7M | Reduce -16.6% |
| IVW iShares S&P 500 Growth ETF | 0.60% | 228,146 | $21.7M | Reduce -16.1% |
| JEPI JPMorgan Equity Premium Inco | 0.60% | 363,901 | $21.6M | Reduce -4.9% |
| COST Costco Wholesale Corp. | 0.58% | 23,734 | $20.9M | Reduce -12.8% |
| GOOG Alphabet Inc. Class C | 0.57% | 122,442 | $20.5M | Reduce -28.2% |
| XLV SS Health Care Select Sector | 0.53% | 125,417 | $19.1M | Add +16.2% |
| XLK SS Technology Select Sector | 0.53% | 85,174 | $19.1M | Add +4.9% |
| GLD SPDR Gold Shares | 0.52% | 76,708 | $18.7M | Add +0.5% |
| WMT Walmart Inc. | 0.51% | 228,618 | $18.4M | Reduce -11.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 82,645 | $18.3M | Reduce -13.8% |
| VEA Vanguard Ftse Developed ETF | 0.51% | 350,227 | $18.2M | Reduce -8.8% |
| FC Franklin Covey Co. | 0.51% | 447,893 | $18.2M | Reduce -0.0% |
| TSLA Tesla Inc. | 0.50% | 69,896 | $17.9M | Reduce -7.5% |
| IAU iShares Gold Trust | 0.48% | 345,514 | $17.2M | Add +49.7% |
| ABBV Abbvie Inc. | 0.47% | 86,100 | $16.9M | Reduce -22.5% |
| MCD McDonald's Corp. | 0.46% | 54,408 | $16.6M | Reduce -6.8% |
| PANW Palo Alto Networks Inc. | 0.45% | 47,848 | $16.2M | Reduce -14.7% |
| JNJ Johnson & Johnson | 0.44% | 98,183 | $15.9M | Reduce -16.3% |
| CSM Proshares Large Cap Core Plu | 0.44% | 241,972 | $15.8M | Reduce -8.4% |
| V Visa Inc. Class A | 0.41% | 53,175 | $14.7M | Reduce -16.8% |
| MRK Merck & Co. Inc. | 0.40% | 127,497 | $14.4M | Reduce -13.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.40% | 291,153 | $14.3M | Reduce -5.3% |
| CAT Caterpillar Inc. | 0.39% | 35,793 | $14.0M | Reduce -14.1% |
| MA Mastercard Inc. Class A | 0.38% | 27,950 | $13.8M | Reduce -8.0% |
| HYZD Wisdomtree Interest Rate Hed | 0.38% | 624,359 | $13.8M | Reduce -17.2% |
| EFV iShares MSCI Eafe Value ETF | 0.38% | 243,300 | $13.8M | Add +84.0% |
| UBER Uber Technologies Inc. | 0.38% | 183,850 | $13.6M | Reduce -4.6% |
| ETN Eaton Corp. PLC | 0.38% | 41,106 | $13.5M | Add +48.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 57,260 | $13.5M | Add +4.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.38% | 166,168 | $13.5M | Add +40.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.37% | 232,439 | $13.5M | Reduce -13.8% |
| CVX Chevron Corp. | 0.36% | 86,966 | $13.0M | Reduce -22.9% |
| IVE iShares S&P 500 Value ETF | 0.36% | 65,496 | $12.8M | Reduce -2.1% |
| BOND PIMCO Active Bond Exchange-T | 0.35% | 134,938 | $12.7M | Reduce -12.3% |
| BND Vanguard Total Bond Market | 0.35% | 169,352 | $12.7M | Add +39.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 231,806 | $12.6M | Add +8.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.35% | 164,784 | $12.6M | Reduce -11.6% |
| AEM Agnico Eagle Mines Ltd. | 0.34% | 153,296 | $12.3M | Reduce -8.9% |
| VGT Vanguard Info Tech ETF | 0.34% | 20,980 | $12.2M | Reduce -18.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 42,385 | $11.9M | Reduce -10.9% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 19,165 | $11.7M | Reduce -12.1% |
| PEP Pepsico Inc. | 0.32% | 68,812 | $11.7M | Reduce -7.8% |
| XLI SS Industrial Select Sector | 0.32% | 85,852 | $11.6M | Reduce -4.7% |
| SCHB Schwab US Broad Market ETF | 0.31% | 171,042 | $11.3M | Reduce -0.9% |
| APUE Activepassive US Equity ETF | 0.31% | 319,376 | $11.2M | Add +1.0% |
| BX Blackstone Inc. | 0.31% | 72,907 | $11.1M | Reduce -14.4% |
| AMGN Amgen Inc. | 0.30% | 33,811 | $10.8M | Reduce -15.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 41,131 | $10.8M | Reduce -13.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.29% | 210,349 | $10.6M | Reduce -7.0% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 51,518 | $10.2M | Reduce -25.5% |
| IEMG iShares Core MSCI Emerging | 0.28% | 173,552 | $10.0M | Reduce -26.0% |
| ACWV iShares MSCI Global Min Vol | 0.28% | 87,274 | $10.0M | New |
| AMD Advanced Micro Devices | 0.28% | 60,761 | $9.9M | Add +2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 124,486 | $9.9M | Reduce -12.7% |
| XLP SS Consumer Staples Sel Sect | 0.27% | 119,261 | $9.8M | Add +50.0% |
| IWP iShares Russell Mid-Cap Grow | 0.27% | 82,671 | $9.7M | Reduce -14.5% |
| IYW iShares Ustechnology ETF | 0.27% | 63,521 | $9.5M | Reduce -10.4% |
| OIH Vaneck Oil Services ETF | 0.26% | 32,731 | $9.5M | Reduce -4.9% |
| AGG iShares Core U.S. Aggregate | 0.25% | 90,199 | $9.1M | Add +11.0% |
| IWF iShares Russell 1000 Growth | 0.25% | 24,157 | $9.0M | Add +14.0% |
| CMG Chipotle Mexican Grill Inc. | 0.25% | 156,250 | $8.9M | Add +22.8% |
| VZ Verizon Communications Inc. | 0.25% | 198,727 | $8.9M | Reduce -26.7% |
| EPD Enterprise Products Partners | 0.24% | 297,501 | $8.7M | Reduce -53.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 112,301 | $8.7M | Add +3.4% |
| NFLX Netflix Inc. | 0.24% | 12,195 | $8.6M | Reduce -13.5% |
| PFE Pfizer Inc. | 0.24% | 300,673 | $8.6M | Reduce -17.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 31,905 | $8.5M | Reduce -17.5% |
| SYK Stryker Corp. | 0.23% | 23,481 | $8.4M | Reduce -3.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 91,258 | $8.4M | Reduce -40.7% |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 105,783 | $8.3M | Reduce -4.1% |
| DUK Duke Energy Corp. | 0.23% | 71,669 | $8.3M | Reduce -5.2% |
| SCHO Schwab Short-Term US Treas | 0.23% | 167,415 | $8.2M | Reduce -1.7% |
| MBB iShares MBS ETF | 0.23% | 85,698 | $8.2M | Add +2.0% |
| HON Honeywell International Inc. | 0.23% | 39,506 | $8.1M | Reduce -9.7% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 214,157 | $8.1M | Add +26.4% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 153,110 | $8.1M | Reduce -6.1% |
| BLV Vanguard Long-Term Bond ETF | 0.22% | 106,892 | $8.0M | Add +10.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 201,523 | $8.0M | Reduce -11.7% |
| GBIL Goldman Sachs Access Treasur | 0.22% | 78,993 | $7.9M | Add +41.4% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -18.1% | 3.81% | −0.51 |
| MSFT Microsoft Corp. | Reduce -13.3% | 2.84% | −0.31 |
| AAPL Apple Inc. | Reduce -21.3% | 4.76% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -15.8% | 2.08% | −0.29 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.28 |
| PG The Procter & Gamble Co. | Reduce -36.0% | 0.70% | −0.26 |
| EPD Enterprise Products Partners | Reduce -53.3% | 0.24% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -28.2% | 0.57% | −0.23 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -56.3% | 0.19% | −0.21 |
| IWY iShares Russell Top 200 Grow | Reduce -78.1% | 0.06% | −0.19 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -23.0% | 1.45% | −0.15 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -68.2% | 0.08% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -56.4% | 0.19% | −0.15 |
| ET Energy Transfer LP | Reduce -56.5% | 0.12% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -14.1% | 0.79% | −0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -40.7% | 0.23% | −0.13 |
| AVGO Broadcom Inc. | Reduce -27.5% | 0.66% | −0.12 |
| XLE SS Energy Select Sector | Reduce -41.9% | 0.19% | −0.11 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Sold out | 0.00% | −0.09 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −0.09 |
| CVX Chevron Corp. | Reduce -22.9% | 0.36% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -33.6% | 0.13% | −0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -37.9% | 0.08% | −0.08 |
| TTD Trade Desk Inc./the Class A | Reduce -57.9% | 0.09% | −0.08 |
| PROSHARES SHORT S&P500 | Reduce -43.2% | 0.11% | −0.08 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −0.07 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.07 |
| FTGC First Trust Global Tactical | Reduce -86.3% | 0.01% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -13.9% | 0.40% | −0.07 |
| XJAN FT Vest Enh Mod Buff - Jan | Sold out | 0.00% | −0.07 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -91.1% | 0.01% | −0.06 |
| MPLX MPLX LP | Reduce -73.9% | 0.03% | −0.06 |
| PMT Pennymac Mortgage Investment | Sold out | 0.00% | −0.06 |
| F Ford Motor Co. | Reduce -43.6% | 0.06% | −0.06 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -70.0% | 0.03% | −0.06 |
| TJX TJX Companies Inc. | Reduce -38.7% | 0.14% | −0.06 |
| UTWO F/M US Treasury 2 Year Note | Reduce -65.2% | 0.03% | −0.05 |
| SPBO SS SPDR P Corp. Bond ETF | Sold out | 0.00% | −0.05 |
| UTEN F/M US Treasury 10 Year Note | Sold out | 0.00% | −0.05 |
| WIRE Encore Wire Corp. | Sold out | 0.00% | −0.05 |
| GSL Global Ship Lease Inc. Class A | Sold out | 0.00% | −0.04 |
| UCON First Trust Smith Unconstrai | Reduce -80.4% | 0.01% | −0.04 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -69.3% | 0.02% | −0.04 |
| ADBE Adobe Inc. | Reduce -20.9% | 0.16% | −0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -44.5% | 0.07% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -26.0% | 0.28% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -9.9% | 0.21% | −0.04 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -83.3% | 0.01% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| ACWV iShares MSCI Global Min Vol | New | 0.28% | +0.28 |
| IAU iShares Gold Trust | Add +49.7% | 0.48% | +0.22 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +11.8% | 1.04% | +0.22 |
| EFV iShares MSCI Eafe Value ETF | Add +84.0% | 0.38% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.5% | 1.37% | +0.20 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +40.0% | 0.38% | +0.17 |
| XMMO Invesco S&P Midcap Momentum | Add +910.0% | 0.18% | +0.16 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +690.8% | 0.18% | +0.16 |
| ETN Eaton Corp. PLC | Add +48.9% | 0.38% | +0.16 |
| IWX iShares Russell Top 200 Valu | New | 0.15% | +0.15 |
| XLV SS Health Care Select Sector | Add +16.2% | 0.53% | +0.13 |
| BND Vanguard Total Bond Market | Add +39.8% | 0.35% | +0.13 |
| XLP SS Consumer Staples Sel Sect | Add +50.0% | 0.27% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +26.4% | 0.23% | +0.12 |
| GLD SPDR Gold Shares | Add +0.5% | 0.52% | +0.10 |
| IYR iShares US Real Estate ETF | New | 0.10% | +0.10 |
| TLH iShares 10-20 Year Treasury | Add +221.1% | 0.13% | +0.09 |
| IEF iShares 7-10 Year Treasury B | Add +579.0% | 0.10% | +0.09 |
| SCHI Schwab 5-10 Year Corporate B | Add +66.2% | 0.18% | +0.09 |
| GBIL Goldman Sachs Access Treasur | Add +41.4% | 0.22% | +0.08 |
| TLT iShares 20+ Year Treasury BD | Add +32.9% | 0.21% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +50.9% | 0.18% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.4% | 0.38% | +0.07 |
| XLK SS Technology Select Sector | Add +4.9% | 0.53% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +28.7% | 0.19% | +0.06 |
| SOXX iShares Semiconductor ETF | Add +145.9% | 0.09% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +14.0% | 0.25% | +0.05 |
| GTLS Chart Industries Inc. | Add +248.0% | 0.08% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +11.0% | 0.25% | +0.05 |
| SO The Southern Co. | Add +5.9% | 0.20% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | Add +41.7% | 0.09% | +0.05 |
| GLW Corning Inc. | Add +39.7% | 0.11% | +0.05 |
| BLV Vanguard Long-Term Bond ETF | Add +10.3% | 0.22% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | Add +8.3% | 0.35% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +11.5% | 0.19% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | Add +22.8% | 0.25% | +0.05 |
| APUE Activepassive US Equity ETF | Add +1.0% | 0.31% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +48.6% | 0.10% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.4% | 0.24% | +0.04 |
| VCLT Vanguard Long-Term Corp. Bond | Add +22.2% | 0.13% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +14.3% | 0.18% | +0.04 |
| PUMP Propetro Holding Corp. | Add +209.2% | 0.06% | +0.04 |
| POWL Powell Industries Inc. | New | 0.04% | +0.04 |
| AVUV Avantis US Small Cap Value | New | 0.04% | +0.04 |
| FNX First Trust Mid Cap Core Alp | Add +6.0% | 0.18% | +0.04 |
| APIE Activepassive Intl Eqty ETF | Add +10.9% | 0.15% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +4.8% | 0.21% | +0.03 |
| PFF iShares Preferred & Income S | Add +12.6% | 0.15% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +0.0% | 0.21% | +0.03 |
| BIDU Baidu Inc. - Spon ADR | Add +134.4% | 0.05% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 831 | $1.8B | NVDA, AAPL, IVV, AMZN, META |
| Q1 2026 | 802 | $1.5B | NVDA, AAPL, IVV, META, AMZN |
| Q4 2025 | 934 | $2.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q3 2025 | 965 | $2.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q2 2025 | 955 | $2.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q1 2025 | 1,208 | $3.3B | AAPL, NVDA, IVV, MSFT, AMZN |
| Q4 2024 | 1,136 | $3.1B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q3 2024 | 1,263 | $3.6B | AAPL, NVDA, IVV, MSFT, VUG |
| Q2 2024 | 1,379 | $3.9B | AAPL, NVDA, MSFT, IVV, AMZN |
| Q1 2024 | 1,443 | $3.7B | AAPL, IVV, VUG, MSFT, VTV |