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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
SONY icon
626
Sony
SONY
$137B
$379K 0.02%
+14,560
New +$364K
VTWO icon
627
Vanguard Russell 2000 ETF
VTWO
$17.3B
$379K 0.02%
+4,343
New +$353K
DG icon
628
Dollar General
DG
$28B
$378K 0.02%
+3,305
New +$328K
JPM icon
629
CALL
JPMorgan Chase
JPM
$935B
$377K 0.02%
+1,300
New +$332K
BST icon
630
BlackRock Science and Technology Trust
BST
$1.61B
$375K 0.02%
+9,834
New +$344K
FAST icon
631
Fastenal
FAST
$54.7B
$374K 0.02%
+8,905
New +$361K
XEL icon
632
Xcel Energy
XEL
$48.8B
$374K 0.02%
+5,485
New +$380K
ORLY icon
633
O'Reilly Automotive
ORLY
$72.9B
$373K 0.02%
+4,139
New +$377K
WMB icon
634
Williams Companies
WMB
$87.5B
$373K 0.02%
+5,936
New +$350K
ETV
635
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$372K 0.02%
+26,825
New +$352K
IDU icon
636
iShares US Utilities ETF
IDU
$1.35B
$372K 0.02%
+3,557
New +$364K
ITT icon
637
ITT
ITT
$17.5B
$372K 0.02%
+2,371
New +$338K
AKAM icon
638
Akamai
AKAM
$16.7B
$370K 0.02%
+4,639
New +$360K
DNL icon
639
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$481M
$370K 0.02%
+9,182
New +$345K
OTIS icon
640
Otis Worldwide
OTIS
$27.4B
$369K 0.02%
+3,730
New +$360K
HELO icon
641
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.6B
$369K 0.02%
+5,893
New +$356K
TTE icon
642
TotalEnergies
TTE
$195B
$368K 0.02%
+5,995
New +$356K
TBBK icon
643
The Bancorp
TBBK
$2.79B
$364K 0.02%
+6,381
New +$323K
DEM icon
644
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
$363K 0.02%
+8,016
New +$345K
AFL icon
645
Aflac
AFL
$64.9B
$363K 0.02%
+3,438
New +$361K
PTY icon
646
PIMCO Corporate & Income Opportunity Fund
PTY
$2.48B
$362K 0.02%
+26,005
New +$354K
FJAN icon
647
FT Vest US Equity Buffer ETF January
FJAN
$1.43B
$360K 0.02%
+7,575
New +$341K
PAYC icon
648
Paycom
PAYC
$7.64B
$360K 0.02%
+1,556
New +$369K
TXT icon
649
Textron
TXT
$14.7B
$356K 0.02%
+4,431
New +$321K
FXE icon
650
Invesco CurrencyShares Euro Currency Trust
FXE
$346M
$349K 0.02%
+3,210
New +$336K
24 25
26
27 28

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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.