We are live on
!
Find out more
BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$1.87B
1-Year Est. Return
37.01%
This Fund
S&P 500
This Quarter
Est. Return
+13.77%
1 Year Est. Return
+37.01%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.13B
AUM Growth
–
Cap. Flow
+$1.97B
Cap. Flow
% of AUM
92.3%
Top 10 Holdings %
Top 10 Hldgs %
24.69%
Holding
1,037
New
1,037
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$88.1M |
| 2 |
Apple
AAPL
|
+$76.5M |
| 3 |
Amazon
AMZN
|
+$53.3M |
| 4 |
Microsoft
MSFT
|
+$52.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$41M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.01% |
| 2 | Financials | 6.9% |
| 3 | Consumer Discretionary | 5.84% |
| 4 | Communication Services | 5.65% |
| 5 | Healthcare | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vertex Pharmaceuticals
VRTX
$120B
| $1.84M | 0.09% |
+4,141
| New | +$1.91M |
|
227
Sherwin-Williams
SHW
$82.8B
| $1.84M | 0.09% |
+5,363
| New | +$1.86M |
|
228
Lockheed Martin
LMT
$132B
| $1.82M | 0.09% |
+3,927
| New | +$1.84M |
|
229
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.83B
| $1.81M | 0.09% |
+8,594
| New | +$1.56M |
|
230
Johnson Controls International
JCI
$87.9B
| $1.8M | 0.08% |
+17,003
| New | +$1.57M |
|
231
Celestica
CLS
$39.8B
| $1.77M | 0.08% |
+11,319
| New | +$1.2M |
|
232
Energy Transfer Partners
ET
$70B
| $1.76M | 0.08% |
+97,312
| New | +$1.7M |
|
233
Coeur Mining
CDE
$15.3B
| $1.76M | 0.08% |
+198,547
| New | +$1.45M |
|
234
Dell
DELL
$264B
| $1.76M | 0.08% |
+14,326
| New | +$1.46M |
|
235
iShares MBS ETF
MBB
$39B
| $1.74M | 0.08% |
+18,532
| New | +$1.72M |
|
236
McKesson
MCK
$99.9B
| $1.74M | 0.08% |
+2,373
| New | +$1.67M |
|
237
Linde
LIN
$221B
| $1.74M | 0.08% |
+3,702
| New | +$1.69M |
|
238
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
| $1.73M | 0.08% |
+20,923
| New | +$1.73M |
|
239
Texas Pacific Land
TPL
$27.5B
| $1.73M | 0.08% |
+4,899
| New | +$2M |
|
240
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
| $1.72M | 0.08% |
+6,035
| New | +$1.59M |
|
241
Apollo Global Management
APO
$70.3B
| $1.72M | 0.08% |
+12,108
| New | +$1.61M |
|
242
Main Street Capital
MAIN
$5.07B
| $1.69M | 0.08% |
+28,518
| New | +$1.58M |
|
243
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.07B
| $1.68M | 0.08% |
+6,233
| New | +$1.5M |
|
244
Alibaba
BABA
$290B
| $1.66M | 0.08% |
+14,626
| New | +$1.73M |
|
245
S&P Global
SPGI
$122B
| $1.65M | 0.08% |
+3,128
| New | +$1.56M |
|
246
Amgen
AMGN
$206B
| $1.65M | 0.08% |
+5,898
| New | +$1.67M |
|
247
Altria Group
MO
$115B
| $1.65M | 0.08% |
+28,071
| New | +$1.65M |
|
248
iShares Morningstar Growth ETF
ILCG
$3.09B
| $1.64M | 0.08% |
+16,873
| New | +$1.47M |
|
|
249
CALL
Meta Platforms (Facebook)
META
$1.4T
| $1.62M | 0.08% |
+2,200
| New | +$1.36M |
|
|
250
PUT
Apple
AAPL
$4.44T
| $1.62M | 0.08% |
+7,890
| New | +$1.59M |
|
Similar funds
LPU
P3I
EPW
BCIM
PCP
EAM
ACM
WRBC
B. Riley Wealth Advisors's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for B. Riley Wealth Advisors, which disclosed 1,037 positions worth $2.13B. Its ten largest holdings account for 25% of the portfolio.
Its largest position is NVIDIA: 699,757 shares worth $111M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Financials and Consumer Discretionary.
- B. Riley Wealth Advisors's largest Q2 2025 buy was NVIDIA: 699,757 shares worth $111M.
- B. Riley Wealth Advisors's ten largest holdings make up 25% of its $2.13B portfolio in Q2 2025.
- B. Riley Wealth Advisors disclosed 1,037 positions in Q2 2025, its first 13F filing on record.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.