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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
% 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 | |
|---|---|---|---|---|---|---|
326
Trade Desk
TTD
$8.45B
| $1.15M | 0.05% |
+15,913
| New | +$1.02M |
|
327
L3Harris
LHX
$51.7B
| $1.13M | 0.05% |
+4,490
| New | +$1.03M |
|
328
Teucrium Soybean Fund
SOYB
$61M
| $1.12M | 0.05% |
+51,540
| New | +$1.12M |
|
329
CSX Corp
CSX
$93.5B
| $1.12M | 0.05% |
+34,343
| New | +$1.03M |
|
|
BUFS
330
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$180M
| $1.12M | 0.05% |
+53,149
| New | +$1.08M |
|
331
WisdomTree International Equity Fund
DWM
$678M
| $1.12M | 0.05% |
+17,593
| New | +$1.07M |
|
332
Novartis
NVS
$297B
| $1.12M | 0.05% |
+9,220
| New | +$1.04M |
|
333
American Tower
AMT
$80.7B
| $1.12M | 0.05% |
+5,046
| New | +$1.09M |
|
334
Fortinet
FTNT
$118B
| $1.11M | 0.05% |
+10,545
| New | +$1.06M |
|
335
FedEx
FDX
$72.9B
| $1.11M | 0.05% |
+4,865
| New | +$1.07M |
|
336
Constellation Energy
CEG
$94.5B
| $1.1M | 0.05% |
+3,409
| New | +$902K |
|
337
Automatic Data Processing
ADP
$106B
| $1.1M | 0.05% |
+3,564
| New | +$1.09M |
|
|
BNY
338
Bank of New York Mellon
BNY
$106B
| $1.09M | 0.05% |
+11,982
| New | +$1.02M |
|
339
Vanguard Total Bond Market
BND
$157B
| $1.09M | 0.05% |
+14,758
| New | +$1.07M |
|
340
Fidelity Quality Factor ETF
FQAL
$1.41B
| $1.08M | 0.05% |
+15,500
| New | +$1.01M |
|
341
Howmet Aerospace
HWM
$114B
| $1.07M | 0.05% |
+5,770
| New | +$888K |
|
342
CME Group
CME
$96.5B
| $1.06M | 0.05% |
+3,835
| New | +$1.04M |
|
343
General Dynamics
GD
$104B
| $1.06M | 0.05% |
+3,620
| New | +$996K |
|
344
Accenture
ACN
$101B
| $1.06M | 0.05% |
+3,530
| New | +$1.08M |
|
345
Colgate-Palmolive
CL
$72.9B
| $1.05M | 0.05% |
+11,527
| New | +$1.05M |
|
346
WisdomTree Dynamic International Equity Fund
DDWM
$1.48B
| $1.05M | 0.05% |
+26,356
| New | +$1.01M |
|
347
Coinbase
COIN
$39.5B
| $1.04M | 0.05% |
+2,959
| New | +$692K |
|
348
NRG Energy
NRG
$28.2B
| $1.04M | 0.05% |
+6,450
| New | +$850K |
|
349
Medtronic
MDT
$110B
| $1.03M | 0.05% |
+11,820
| New | +$1M |
|
350
Cigna
CI
$74.7B
| $1.03M | 0.05% |
+3,117
| New | +$1M |
|
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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.