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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 | |
|---|---|---|---|---|---|---|
726
Xylem
XYL
$27.3B
| $294K | 0.01% |
+2,274
| New | +$275K |
|
727
UFP Industries
UFPI
$4.9B
| $294K | 0.01% |
+2,955
| New | +$298K |
|
728
PGIM Ultra Short Bond ETF
PULS
$17.7B
| $292K | 0.01% |
+5,878
| New | +$291K |
|
729
Raymond James Financial
RJF
$33.8B
| $292K | 0.01% |
+1,901
| New | +$272K |
|
730
Insmed
INSM
$21.4B
| $291K | 0.01% |
+2,894
| New | +$221K |
|
731
Ares Management
ARES
$28.9B
| $291K | 0.01% |
+1,680
| New | +$266K |
|
732
iShares Residential and Multisector Real Estate ETF
REZ
$879M
| $290K | 0.01% |
+3,524
| New | +$290K |
|
733
VictoryShares Free Cash Flow ETF
VFLO
$8.9B
| $290K | 0.01% |
+8,203
| New | +$276K |
|
734
Enovix
ENVX
$892M
| $290K | 0.01% |
+32,000
| New | +$209K |
|
735
Tyson Foods
TSN
$20.4B
| $288K | 0.01% |
+5,157
| New | +$296K |
|
736
Sprott Physical Gold
PHYS
$14.6B
| $287K | 0.01% |
+11,314
| New | +$284K |
|
737
Jacobs Solutions
J
$15.9B
| $287K | 0.01% |
+2,181
| New | +$269K |
|
738
Zebra Technologies
ZBRA
$14B
| $285K | 0.01% |
+923
| New | +$251K |
|
739
Old Dominion Freight Line
ODFL
$44.1B
| $283K | 0.01% |
+1,746
| New | +$279K |
|
740
Diamondback Energy
FANG
$57.1B
| $282K | 0.01% |
+2,051
| New | +$284K |
|
741
Centene
CNC
$30.7B
| $281K | 0.01% |
+5,181
| New | +$304K |
|
742
CALL
Coinbase
COIN
$38.5B
| $280K | 0.01% |
+800
| New | +$187K |
|
743
First Trust US Equity Opportunities ETF
FPX
$1.47B
| $280K | 0.01% |
+1,930
| New | +$245K |
|
744
Expeditors International
EXPD
$22B
| $279K | 0.01% |
+2,441
| New | +$273K |
|
|
EMBJ
745
Embraer S.A. ADS
EMBJ
$12.2B
| $277K | 0.01% |
+4,863
| New | +$230K |
|
746
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.44B
| $276K | 0.01% |
+23,409
| New | +$271K |
|
747
Pentair
PNR
$10.4B
| $276K | 0.01% |
+2,691
| New | +$251K |
|
748
Tractor Supply
TSCO
$16.1B
| $275K | 0.01% |
+5,216
| New | +$267K |
|
749
Casella Waste Systems
CWST
$5.7B
| $274K | 0.01% |
+2,373
| New | +$274K |
|
750
Viatris
VTRS
$20.5B
| $273K | 0.01% |
+30,600
| New | +$259K |
|
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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.