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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 | |
|---|---|---|---|---|---|---|
426
Robinhood
HOOD
$77.8B
| $704K | 0.03% |
+7,523
| New | +$445K |
|
427
Brinker International
EAT
$9.17B
| $698K | 0.03% |
+3,869
| New | +$607K |
|
428
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
| $698K | 0.03% |
+7,904
| New | +$689K |
|
429
Devon Energy
DVN
$52.1B
| $693K | 0.03% |
+21,774
| New | +$693K |
|
430
MetLife
MET
$61.9B
| $689K | 0.03% |
+8,569
| New | +$661K |
|
431
iShares MSCI India ETF
INDA
$6.89B
| $688K | 0.03% |
+12,351
| New | +$660K |
|
432
Cencora
COR
$60.6B
| $686K | 0.03% |
+2,289
| New | +$659K |
|
433
Target
TGT
$65.6B
| $682K | 0.03% |
+6,914
| New | +$664K |
|
|
SF
434
Stifel
SF
$12.6B
| $680K | 0.03% |
+9,827
| New | +$603K |
|
435
CRH
CRH
$63.2B
| $678K | 0.03% |
+7,384
| New | +$674K |
|
436
iShares Semiconductor ETF
SOXX
$41.7B
| $676K | 0.03% |
+2,834
| New | +$568K |
|
437
Gilead Sciences
GILD
$162B
| $672K | 0.03% |
+6,063
| New | +$645K |
|
438
Intuit
INTU
$86.5B
| $671K | 0.03% |
+852
| New | +$577K |
|
439
Kimberly-Clark
KMB
$36.3B
| $668K | 0.03% |
+5,184
| New | +$703K |
|
440
Sunrun
RUN
$2.34B
| $667K | 0.03% |
+81,578
| New | +$642K |
|
441
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
| $666K | 0.03% |
+9,909
| New | +$627K |
|
|
NBIS
442
Nebius Group N.V.
NBIS
$48.3B
| $660K | 0.03% |
+11,922
| New | +$410K |
|
443
SAP
SAP
$212B
| $658K | 0.03% |
+2,164
| New | +$620K |
|
444
Lyft
LYFT
$6.02B
| $657K | 0.03% |
+41,704
| New | +$584K |
|
445
Pacer Trendpilot US Mid Cap ETF
PTMC
$392M
| $653K | 0.03% |
+18,723
| New | +$651K |
|
|
NVO
446
Novo Nordisk
NVO
$208B
| $652K | 0.03% |
+9,451
| New | +$643K |
|
447
First Trust Preferred Securities and Income ETF
FPE
$6.32B
| $652K | 0.03% |
+36,625
| New | +$639K |
|
448
Cardinal Health
CAH
$53.9B
| $651K | 0.03% |
+3,878
| New | +$576K |
|
449
Invesco NASDAQ 100 ETF
QQQM
$96.7B
| $647K | 0.03% |
+2,848
| New | +$583K |
|
450
Mondelez International
MDLZ
$79.5B
| $646K | 0.03% |
+9,575
| New | +$639K |
|
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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.