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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
UNP icon
276
Union Pacific
UNP
$174B
$1.38M 0.06%
+6,002
New +$1.33M
ADSK icon
277
Autodesk
ADSK
$49.3B
$1.38M 0.06%
+4,444
New +$1.26M
CPER icon
278
United States Copper Index Fund
CPER
$758M
$1.38M 0.06%
+43,477
New +$1.29M
IDLV icon
279
Invesco S&P International Developed Low Volatility ETF
IDLV
$344M
$1.37M 0.06%
+41,508
New +$1.33M
PGR icon
280
Progressive
PGR
$124B
$1.37M 0.06%
+5,138
New +$1.41M
USFR icon
281
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$1.37M 0.06%
+27,251
New +$1.37M
SILJ icon
282
Amplify Junior Silver Miners ETF
SILJ
$3.2B
$1.35M 0.06%
+91,170
New +$1.19M
PYPL icon
283
PayPal
PYPL
$48.9B
$1.35M 0.06%
+18,123
New +$1.24M
NOBL icon
284
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$1.34M 0.06%
+26,688
New +$1.32M
DUK icon
285
Duke Energy
DUK
$98.2B
$1.33M 0.06%
+11,265
New +$1.33M
FYX icon
286
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$1.33M 0.06%
+13,647
New +$1.23M
JMBS icon
287
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.68B
$1.33M 0.06%
+29,467
New +$1.31M
FLOT icon
288
iShares Floating Rate Bond ETF
FLOT
$10.2B
$1.33M 0.06%
+25,995
New +$1.32M
TRV icon
289
Travelers Companies
TRV
$79B
$1.32M 0.06%
+4,940
New +$1.3M
IWS icon
290
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$1.31M 0.06%
+9,932
New +$1.25M
ARM icon
291
Arm
ARM
$260B
$1.29M 0.06%
+7,994
New +$992K
THRO
292
iShares U.S. Thematic Rotation Active ETF
THRO
$6.41B
$1.29M 0.06%
+36,297
New +$1.2M
CVS icon
293
CVS Health
CVS
$135B
$1.28M 0.06%
+18,619
New +$1.22M
BSX icon
294
Boston Scientific
BSX
$67.7B
$1.28M 0.06%
+11,932
New +$1.21M
SPSM icon
295
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$1.26M 0.06%
+29,676
New +$1.2M
VXF icon
296
Vanguard Extended Market ETF
VXF
$30.3B
$1.26M 0.06%
+6,550
New +$1.16M
APP icon
297
Applovin
APP
$131B
$1.26M 0.06%
+3,601
New +$1.17M
ARKK icon
298
ARK Innovation ETF
ARKK
$5.62B
$1.26M 0.06%
+17,898
New +$987K
DVY icon
299
iShares Select Dividend ETF
DVY
$23.5B
$1.25M 0.06%
+9,434
New +$1.22M
TEL icon
300
TE Connectivity
TEL
$60.2B
$1.25M 0.06%
+7,411
New +$1.13M
10 11
12
13 14

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BCIM
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PCP
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EAM
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ACM
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WRBC
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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.