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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 %
92.3%
Top 10 Hldgs %
24.69%
Holding
1,037
New
1,037
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$88.1M
2
AAPL icon
Apple
AAPL
+$76.5M
3
AMZN icon
Amazon
AMZN
+$53.3M
4
MSFT icon
Microsoft
MSFT
+$52.8M
5
META icon
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
HIG icon
251
Hartford Financial Services
HIG
$39.1B
$1.61M 0.08%
+12,711
New +$1.58M
APMU icon
252
ActivePassive Intermediate Municipal Bond ETF
APMU
$244M
$1.57M 0.07%
+63,209
New +$1.55M
SCHW
253
Charles Schwab
SCHW
$183B
$1.54M 0.07%
+16,893
New +$1.41M
SO icon
254
Southern Company
SO
$109B
$1.54M 0.07%
+16,764
New +$1.51M
FBT icon
255
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.79B
$1.54M 0.07%
+9,526
New +$1.52M
FVD icon
256
First Trust Value Line Dividend Fund
FVD
$8.33B
$1.52M 0.07%
+34,094
New +$1.5M
PFF icon
257
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.52M 0.07%
+49,603
New +$1.49M
IWD icon
258
iShares Russell 1000 Value ETF
IWD
$82.2B
$1.5M 0.07%
+7,714
New +$1.43M
GEV icon
259
GE Vernova
GEV
$264B
$1.5M 0.07%
+2,830
New +$1.18M
IBIT icon
260
iShares Bitcoin Trust
IBIT
$46.7B
$1.5M 0.07%
+24,447
New +$1.37M
SFM icon
261
Sprouts Farmers Market
SFM
$8.17B
$1.49M 0.07%
+9,068
New +$1.48M
NEE icon
262
NextEra Energy
NEE
$183B
$1.48M 0.07%
+21,312
New +$1.48M
KLAC icon
263
KLA
KLAC
$243B
$1.47M 0.07%
+16,360
New +$1.23M
COP icon
264
ConocoPhillips
COP
$147B
$1.46M 0.07%
+16,239
New +$1.46M
EQIX icon
265
Equinix
EQIX
$101B
$1.44M 0.07%
+1,816
New +$1.54M
SNOV icon
266
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$115M
$1.44M 0.07%
+62,485
New +$1.39M
COOP
267
DELISTED
Mr. Cooper
COOP
$1.44M 0.07%
+9,635
New +$1.24M
MINT icon
268
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$1.44M 0.07%
+14,297
New +$1.43M
FTSL icon
269
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$1.44M 0.07%
+31,284
New +$1.43M
VYM icon
270
Vanguard High Dividend Yield ETF
VYM
$81B
$1.43M 0.07%
+10,735
New +$1.36M
XLV icon
271
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$1.42M 0.07%
+10,566
New +$1.43M
PWR icon
272
Quanta Services
PWR
$100B
$1.42M 0.07%
+3,763
New +$1.21M
FLTB icon
273
Fidelity Limited Term Bond ETF
FLTB
$414M
$1.41M 0.07%
+27,887
New +$1.4M
KYN icon
274
Kayne Anderson Energy Infrastructure Fund
KYN
$2.47B
$1.39M 0.07%
+109,365
New +$1.32M
AVUV icon
275
Avantis US Small Cap Value ETF
AVUV
$30.3B
$1.38M 0.07%
+15,199
New +$1.31M
9 10
11
12 13

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EPW
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BCIM
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PCP
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EAM
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ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

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.