B. Riley Wealth Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 25, 2025), B. Riley Wealth Advisors, Inc. reported 1,136 stock positions worth $3.1 billion. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Microsoft (MSFT, 2.9%). Compared with Q3 2024, it opened 59 new positions, sold out of 187, added to 250 and reduced 771. The biggest buy was Palantir Technologies Class A (PLTR, shares +1%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- MEMPHIS, TN
- CIK
- 0001464811
- Portfolio Value
- $3.1B (Q4 2024)
- SEC Filing
- 0001213900-25-016975 ↗ filed Feb 25, 2025
Holdings Value
Holdings 1,136 stocks · $3.1B
| AAPL Apple Inc. | 5.48% | 667,482 | $167.2M | Reduce -9.9% |
| NVDA Nvidia Corp. | 4.48% | 1,017,372 | $136.6M | Reduce -9.4% |
| MSFT Microsoft Corp. | 2.91% | 210,855 | $88.9M | Reduce -12.2% |
| AMZN Amazon.com Inc. | 2.36% | 328,806 | $72.1M | Reduce -18.8% |
| IVV iShares Core S&P 500 ETF | 2.31% | 119,684 | $70.5M | Reduce -41.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.94% | 144,249 | $59.2M | Reduce -28.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.23% | 221,621 | $37.5M | Reduce -25.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.21% | 62,893 | $37.0M | Reduce -26.8% |
| META Meta Platforms Inc. Class A | 1.17% | 61,020 | $35.7M | Reduce -5.9% |
| PG The Procter & Gamble Co. | 0.96% | 175,168 | $29.4M | Add +19.7% |
| GOOGL Alphabet Inc. Class A | 0.94% | 151,400 | $28.7M | Reduce -11.2% |
| AVGO Broadcom Inc. | 0.88% | 116,117 | $26.9M | Reduce -16.3% |
| LLY Eli Lilly & Co. | 0.86% | 33,816 | $26.1M | Reduce -9.4% |
| XOM Exxon Mobil Corp. | 0.85% | 241,984 | $26.0M | Reduce -11.9% |
| JPM JPMorgan Chase & Co. | 0.84% | 107,394 | $25.7M | Reduce -10.5% |
| TSLA Tesla Inc. | 0.83% | 62,589 | $25.3M | Reduce -10.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 53,751 | $24.4M | Reduce -10.6% |
| HD Home Depot Inc. | 0.74% | 58,103 | $22.6M | Reduce -13.0% |
| GOOG Alphabet Inc. Class C | 0.67% | 107,888 | $20.5M | Reduce -11.9% |
| JEPI JPMorgan Equity Premium Inco | 0.65% | 340,393 | $19.7M | Reduce -6.5% |
| XLK SS Technology Select Sector | 0.65% | 84,734 | $19.7M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.63% | 21,091 | $19.3M | Reduce -11.1% |
| WMT Walmart Inc. | 0.61% | 206,967 | $18.7M | Reduce -9.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 80,271 | $17.6M | Reduce -2.9% |
| FC Franklin Covey Co. | 0.55% | 447,893 | $16.8M | No change |
| CSM Proshares Large Cap Core Plu | 0.54% | 251,332 | $16.6M | Add +3.9% |
| PLTR Palantir Technologies Inc. Class A | 0.54% | 215,928 | $16.3M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.52% | 31,405 | $15.9M | Reduce -17.8% |
| ETN Eaton Corp. PLC | 0.51% | 46,809 | $15.5M | Add +13.9% |
| GLD SPDR Gold Shares | 0.51% | 63,953 | $15.5M | Reduce -16.6% |
| MCD McDonald's Corp. | 0.50% | 52,621 | $15.3M | Reduce -3.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.49% | 330,219 | $14.9M | Reduce -58.6% |
| ABBV Abbvie Inc. | 0.49% | 83,967 | $14.9M | Reduce -2.5% |
| IVW iShares S&P 500 Growth ETF | 0.48% | 144,433 | $14.7M | Reduce -36.7% |
| PANW Palo Alto Networks Inc. | 0.47% | 79,609 | $14.5M | Reduce -16.8% |
| VEA Vanguard Ftse Developed ETF | 0.47% | 299,731 | $14.3M | Reduce -14.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.46% | 144,670 | $14.0M | Reduce -29.1% |
| V Visa Inc. Class A | 0.45% | 43,808 | $13.8M | Reduce -17.6% |
| VOO Vanguard S&P 500 ETF | 0.45% | 25,237 | $13.6M | Reduce -61.7% |
| MA Mastercard Inc. Class A | 0.43% | 25,087 | $13.2M | Reduce -10.2% |
| HYZD Wisdomtree Interest Rate Hed | 0.43% | 591,228 | $13.1M | Reduce -5.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.42% | 139,572 | $12.8M | Add +52.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 51,640 | $12.4M | Reduce -9.8% |
| JNJ Johnson & Johnson | 0.40% | 84,679 | $12.2M | Reduce -13.8% |
| VGT Vanguard Info Tech ETF | 0.40% | 19,601 | $12.2M | Reduce -6.6% |
| XMMO Invesco S&P Midcap Momentum | 0.39% | 96,015 | $11.9M | Add +78.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 40,813 | $11.8M | Reduce -3.7% |
| CVX Chevron Corp. | 0.39% | 81,570 | $11.8M | Reduce -6.2% |
| APUE Activepassive US Equity ETF | 0.38% | 326,602 | $11.7M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.38% | 114,933 | $11.5M | Reduce -9.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.38% | 130,302 | $11.5M | Add +261.7% |
| BOND PIMCO Active Bond Exchange-T | 0.37% | 125,813 | $11.4M | Reduce -6.8% |
| QUAL iShares MSCI USA Quality Fac | 0.37% | 63,359 | $11.3M | Reduce -47.9% |
| UBER Uber Technologies Inc. | 0.36% | 184,165 | $11.1M | Add +0.2% |
| SCHB Schwab US Broad Market ETF | 0.35% | 474,324 | $10.8M | Reduce -7.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.35% | 141,379 | $10.7M | Reduce -14.9% |
| XLI SS Industrial Select Sector | 0.35% | 80,626 | $10.6M | Reduce -6.1% |
| CAT Caterpillar Inc. | 0.35% | 29,096 | $10.6M | Reduce -18.7% |
| CWB SS SPDR BB Conv Sec ETF | 0.35% | 135,493 | $10.6M | Reduce -17.8% |
| IWF iShares Russell 1000 Growth | 0.34% | 26,115 | $10.5M | Add +8.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.34% | 181,891 | $10.3M | Reduce -21.5% |
| BX Blackstone Inc. | 0.34% | 59,310 | $10.2M | Reduce -18.6% |
| XLV SS Health Care Select Sector | 0.33% | 74,096 | $10.2M | Reduce -40.9% |
| AEM Agnico Eagle Mines Ltd. | 0.32% | 122,934 | $9.6M | Reduce -19.8% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 17,618 | $9.2M | Reduce -8.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 34,109 | $9.0M | Reduce -17.1% |
| GBIL Goldman Sachs Access Treasur | 0.29% | 88,902 | $8.9M | Add +12.5% |
| NFLX Netflix Inc. | 0.29% | 9,962 | $8.9M | Reduce -18.3% |
| CMG Chipotle Mexican Grill Inc. | 0.29% | 145,090 | $8.7M | Reduce -7.1% |
| IVE iShares S&P 500 Value ETF | 0.29% | 45,784 | $8.7M | Reduce -30.1% |
| EPD Enterprise Products Partners | 0.28% | 274,326 | $8.6M | Reduce -7.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.28% | 175,080 | $8.6M | Reduce -16.8% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 147,366 | $8.3M | Reduce -3.8% |
| IWY iShares Russell Top 200 Grow | 0.27% | 35,060 | $8.2M | Add +256.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 105,423 | $8.2M | Reduce -15.3% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 41,871 | $8.2M | Reduce -18.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.27% | 159,685 | $8.2M | Reduce -45.1% |
| CRM Salesforce Inc. | 0.27% | 24,437 | $8.2M | Reduce -11.5% |
| IAU iShares Gold Trust | 0.27% | 163,806 | $8.1M | Reduce -52.6% |
| SYK Stryker Corp. | 0.26% | 22,366 | $8.1M | Reduce -4.8% |
| RDVI FT Vest Rising Dividend Achi | 0.26% | 330,363 | $8.0M | Add +531.2% |
| HON Honeywell International Inc. | 0.26% | 35,308 | $8.0M | Reduce -10.6% |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 62,892 | $8.0M | Reduce -23.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 180,373 | $7.9M | Reduce -10.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 23,092 | $7.9M | Add +118.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.26% | 27,839 | $7.8M | Reduce -12.7% |
| BND Vanguard Total Bond Market | 0.25% | 107,582 | $7.7M | Reduce -36.5% |
| AMGN Amgen Inc. | 0.25% | 29,617 | $7.7M | Reduce -12.4% |
| EFV iShares MSCI Eafe Value ETF | 0.25% | 143,053 | $7.5M | Reduce -41.2% |
| DUK Duke Energy Corp. | 0.24% | 68,370 | $7.4M | Reduce -4.6% |
| SCHO Schwab Short-Term US Treas | 0.24% | 304,928 | $7.3M | Reduce -8.9% |
| ORCL Oracle Corp. | 0.24% | 43,867 | $7.3M | Reduce -4.6% |
| OIH Vaneck Oil Services ETF | 0.24% | 26,938 | $7.3M | Reduce -17.7% |
| DGRO iShares Core Dividend Growth | 0.24% | 118,596 | $7.3M | Reduce -2.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.24% | 65,467 | $7.2M | Reduce -2.1% |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 91,826 | $7.1M | Reduce -13.2% |
| XLF SS Financial Select Sector | 0.22% | 141,981 | $6.9M | Reduce -7.5% |
| IEMG iShares Core MSCI Emerging | 0.22% | 130,989 | $6.8M | Reduce -24.5% |
| CSCO Cisco Systems Inc. | 0.22% | 114,387 | $6.8M | Reduce -18.0% |
| IYW iShares Ustechnology ETF | 0.22% | 42,398 | $6.8M | Reduce -33.3% |
Portfolio Sells Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Reduce -41.7% | 2.31% | −0.96 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -58.6% | 0.49% | −0.55 |
| VOO Vanguard S&P 500 ETF | Reduce -61.7% | 0.45% | −0.51 |
| QUAL iShares MSCI USA Quality Fac | Reduce -47.9% | 0.37% | −0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -25.8% | 1.23% | −0.22 |
| IAU iShares Gold Trust | Reduce -52.6% | 0.27% | −0.21 |
| XLV SS Health Care Select Sector | Reduce -40.9% | 0.33% | −0.20 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -57.5% | 0.18% | −0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -28.0% | 1.94% | −0.19 |
| MNA Nylim Merger Arbtrage ETF-Ui | Sold out | 0.00% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -26.8% | 1.21% | −0.16 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.15 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -84.8% | 0.03% | −0.15 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -29.1% | 0.46% | −0.14 |
| VONE Vanguard Russell 1000 | Reduce -93.1% | 0.01% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Reduce -69.4% | 0.07% | −0.14 |
| EFV iShares MSCI Eafe Value ETF | Reduce -41.2% | 0.25% | −0.14 |
| AGG iShares Core U.S. Aggregate | Reduce -58.1% | 0.12% | −0.13 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -45.1% | 0.27% | −0.13 |
| PEP Pepsico Inc. | Reduce -41.9% | 0.20% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Reduce -36.7% | 0.48% | −0.12 |
| XLP SS Consumer Staples Sel Sect | Reduce -46.6% | 0.16% | −0.11 |
| TLH iShares 10-20 Year Treasury | Reduce -85.8% | 0.02% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -17.8% | 0.52% | −0.10 |
| BND Vanguard Total Bond Market | Reduce -36.5% | 0.25% | −0.10 |
| ACWV iShares MSCI Global Min Vol | Reduce -41.2% | 0.18% | −0.09 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -56.5% | 0.09% | −0.09 |
| MBB iShares MBS ETF | Reduce -46.2% | 0.14% | −0.09 |
| GMAR FT Vest US Equity Moderate B | Reduce -89.6% | 0.01% | −0.08 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -57.4% | 0.07% | −0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -43.5% | 0.12% | −0.07 |
| AMD Advanced Micro Devices | Reduce -15.3% | 0.20% | −0.07 |
| IVE iShares S&P 500 Value ETF | Reduce -30.1% | 0.29% | −0.07 |
| IEF iShares 7-10 Year Treasury B | Reduce -72.2% | 0.03% | −0.07 |
| IYR iShares US Real Estate ETF | Reduce -69.8% | 0.03% | −0.07 |
| HL Hecla Mining Co. | Reduce -21.4% | 0.15% | −0.07 |
| DVN Devon Energy Corp. | Reduce -66.6% | 0.03% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -9.4% | 0.86% | −0.06 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -42.7% | 0.13% | −0.06 |
| JHSC John Hancock Multi Small Cap | Reduce -42.5% | 0.12% | −0.06 |
| HNRG Hallador Energy Co. | Reduce -92.5% | 0.01% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -24.5% | 0.22% | −0.05 |
| ADM Archer-Daniels-Midland Co. | Reduce -44.4% | 0.07% | −0.05 |
| VGK Vanguard Ftse Europe ETF | Reduce -70.7% | 0.02% | −0.05 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -45.8% | 0.09% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -54.5% | 0.06% | −0.05 |
| AMT American Tower Corp. | Reduce -22.7% | 0.13% | −0.05 |
| AMGN Amgen Inc. | Reduce -12.4% | 0.25% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -11.9% | 0.85% | −0.05 |
| AX Axos Financial Inc. | Reduce -71.1% | 0.03% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| PLTR Palantir Technologies Inc. Class A | Add +0.8% | 0.54% | +0.31 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +261.7% | 0.38% | +0.29 |
| PG The Procter & Gamble Co. | Add +19.7% | 0.96% | +0.26 |
| RDVI FT Vest Rising Dividend Achi | Add +531.2% | 0.26% | +0.23 |
| IWY iShares Russell Top 200 Grow | Add +256.9% | 0.27% | +0.21 |
| XMMO Invesco S&P Midcap Momentum | Add +78.5% | 0.39% | +0.21 |
| LRCX Lam Research Corp. | New | 0.21% | +0.21 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +52.9% | 0.42% | +0.19 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +118.5% | 0.26% | +0.18 |
| ETN Eaton Corp. PLC | Add +13.9% | 0.51% | +0.13 |
| LDOS Leidos Holdings Inc. | New | 0.11% | +0.11 |
| CSM Proshares Large Cap Core Plu | Add +3.9% | 0.54% | +0.11 |
| BLK BlackRock Inc. | New | 0.10% | +0.10 |
| IWF iShares Russell 1000 Growth | Add +8.1% | 0.34% | +0.09 |
| RDDT Reddit Inc. Class A | New | 0.09% | +0.09 |
| TJX TJX Companies Inc. | Add +32.9% | 0.22% | +0.08 |
| GBIL Goldman Sachs Access Treasur | Add +12.5% | 0.29% | +0.07 |
| APUE Activepassive US Equity ETF | Add +2.3% | 0.38% | +0.07 |
| MTUM iShares MSCI USA Momentum Fa | Add +106.7% | 0.10% | +0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +38.7% | 0.14% | +0.06 |
| VIS Vanguard Industrials ETF | Add +343.4% | 0.07% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +9.3% | 0.22% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +29.6% | 0.14% | +0.05 |
| STEW SRH Total Return Fund Inc. | Add +6.3% | 0.21% | +0.05 |
| XLC SS Comm Select Sector SPDR | Add +3.9% | 0.18% | +0.04 |
| AGI Alamos Gold Inc. Class A | Add +45.9% | 0.11% | +0.04 |
| AB Alliancebernstein Holding LP | Add +58.2% | 0.08% | +0.04 |
| ESOA Energy Services of America | New | 0.04% | +0.04 |
| CGBL Cap Group Core Balanced | Add +113.1% | 0.06% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +13.1% | 0.15% | +0.04 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | New | 0.04% | +0.04 |
| FXO First Trust Financial Alphad | Add +350.5% | 0.05% | +0.04 |
| C Citigroup Inc. | Add +8.9% | 0.12% | +0.04 |
| IGM iShares Expanded Tech Sector | Add +15.7% | 0.12% | +0.04 |
| DDWM Wisdomtree DY Inter Eq FD-US | New | 0.04% | +0.04 |
| DAR Darling Ingredients Inc. | New | 0.03% | +0.03 |
| IPI Intrepid Potash Inc. | New | 0.03% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +0.9% | 0.21% | +0.03 |
| BBUS JPMorgan Betabuilders US Equ | Add +78.3% | 0.05% | +0.03 |
| PDEC Innovator U.S. Equity Power | Add +113.0% | 0.05% | +0.03 |
| IMCG iShares Morningstar Mid-Cap | New | 0.03% | +0.03 |
| PNOV Innovator U.S. Equity Power | Add +180.8% | 0.04% | +0.03 |
| EOSE Eos Energy Enterprises Inc. | Add +245.1% | 0.03% | +0.03 |
| FBCG Fidelity Blue Chip Grow ETF | Add +9.9% | 0.09% | +0.02 |
| SMCI Super Micro Computer Inc. | New | 0.02% | +0.02 |
| AZO AutoZone Inc. | Add +1.1% | 0.13% | +0.02 |
| APIE Activepassive Intl Eqty ETF | Add +6.0% | 0.17% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +13.8% | 0.09% | +0.02 |
| DOCT FT Vest U.S. Equity Deep Buf | New | 0.02% | +0.02 |
| NNOV Innovator G-100 PB ETF - Nov | New | 0.02% | +0.02 |
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 |