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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
RKLB icon
476
Rocket Lab Corp
RKLB
$43.6B
$589K 0.03%
+16,455
New +$403K
FXR icon
477
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$752M
$588K 0.03%
+7,916
New +$552K
IUSV icon
478
iShares Core S&P US Value ETF
IUSV
$27.3B
$586K 0.03%
+6,194
New +$559K
EVRG icon
479
Evergy
EVRG
$19.1B
$584K 0.03%
+8,478
New +$570K
PARA
480
DELISTED
Paramount Global Class B
PARA
$584K 0.03%
+45,256
New +$530K
NET icon
481
Cloudflare
NET
$101B
$581K 0.03%
+2,966
New +$431K
CP icon
482
Canadian Pacific Kansas City
CP
$78.4B
$579K 0.03%
+7,307
New +$562K
ECL icon
483
Ecolab
ECL
$78.1B
$577K 0.03%
+2,141
New +$544K
HDV
484
iShares Core High Dividend ETF
HDV
$14.8B
$577K 0.03%
+24,605
New +$567K
HYG icon
485
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$574K 0.03%
+7,119
New +$561K
DHR icon
486
Danaher
DHR
$139B
$574K 0.03%
+2,905
New +$563K
MTB icon
487
M&T Bank
MTB
$36B
$572K 0.03%
+2,948
New +$520K
USIG icon
488
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$571K 0.03%
+11,091
New +$561K
CTVA icon
489
Corteva
CTVA
$51.1B
$570K 0.03%
+7,645
New +$509K
RDVY icon
490
First Trust Rising Dividend Achievers ETF
RDVY
$25.1B
$564K 0.03%
+8,997
New +$529K
WBD icon
491
Warner Bros
WBD
$65.8B
$563K 0.03%
+49,123
New +$458K
DFAC icon
492
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
$562K 0.03%
+15,687
New +$523K
ACV
493
Virtus Diversified Income & Convertible Fund
ACV
$280M
$560K 0.03%
+24,484
New +$513K
ENB icon
494
Enbridge
ENB
$118B
$559K 0.03%
+12,336
New +$559K
VTEB icon
495
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45B
$558K 0.03%
+11,390
New +$556K
IRT icon
496
Independence Realty Trust
IRT
$3.92B
$557K 0.03%
+31,501
New +$591K
ARCC icon
497
Ares Capital
ARCC
$13.8B
$553K 0.03%
+25,191
New +$536K
SEIX icon
498
Virtus SEIX Senior Loan ETF
SEIX
$252M
$552K 0.03%
+23,410
New +$548K
BAI
499
iShares A.I. Innovation and Tech Active ETF
BAI
$13.2B
$551K 0.03%
+19,113
New +$468K
SYF icon
500
Synchrony
SYF
$25.4B
$551K 0.03%
+8,254
New +$461K
18 19
20
21 22

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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.