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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
SYY icon
576
Sysco
SYY
$40.8B
$435K 0.02%
+5,746
New +$417K
DBEF icon
577
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$435K 0.02%
+9,939
New +$431K
MPC icon
578
Marathon Petroleum
MPC
$92.4B
$433K 0.02%
+2,608
New +$391K
SSRM icon
579
SSR Mining
SSRM
$5.32B
$433K 0.02%
+34,000
New +$383K
EWT icon
580
iShares MSCI Taiwan ETF
EWT
$9.86B
$432K 0.02%
+7,532
New +$385K
GSUS icon
581
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.16B
$432K 0.02%
+5,050
New +$398K
BXMX
582
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$432K 0.02%
+31,119
New +$409K
WELL icon
583
Welltower
WELL
$169B
$432K 0.02%
+2,808
New +$420K
VONE icon
584
Vanguard Russell 1000 ETF
VONE
$8.27B
$431K 0.02%
+1,534
New +$398K
BITQ icon
585
Bitwise Crypto Industry Innovators ETF
BITQ
$379M
$431K 0.02%
+21,835
New +$340K
BKCH icon
586
Global X Blockchain ETF
BKCH
$212M
$430K 0.02%
+8,160
New +$337K
EQT icon
587
EQT Corp
EQT
$33.3B
$429K 0.02%
+7,357
New +$397K
CBRE icon
588
CBRE Group
CBRE
$42.5B
$429K 0.02%
+3,061
New +$387K
EMB icon
589
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$426K 0.02%
+4,599
New +$414K
BR icon
590
Broadridge
BR
$17.8B
$425K 0.02%
+1,751
New +$416K
IBB icon
591
iShares Biotechnology ETF
IBB
$9.34B
$425K 0.02%
+3,357
New +$412K
EMXC icon
592
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$424K 0.02%
+6,717
New +$391K
MSI icon
593
Motorola Solutions
MSI
$72.3B
$423K 0.02%
+1,007
New +$421K
ETR icon
594
Entergy
ETR
$50.2B
$422K 0.02%
+5,072
New +$419K
GEHC icon
595
GE HealthCare
GEHC
$30.7B
$420K 0.02%
+5,669
New +$395K
DLR icon
596
Digital Realty Trust
DLR
$69.7B
$419K 0.02%
+2,405
New +$393K
SRLN icon
597
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$418K 0.02%
+10,049
New +$411K
IRM icon
598
Iron Mountain
IRM
$36.4B
$416K 0.02%
+4,060
New +$383K
IGV icon
599
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$416K 0.02%
+3,802
New +$376K
DAPP icon
600
VanEck Digital Transformation ETF
DAPP
$234M
$414K 0.02%
+24,997
New +$308K
22 23
24
25 26

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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
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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.