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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
HQY icon
751
HealthEquity
HQY
$8.42B
$273K 0.01%
+2,608
New +$247K
CRDO icon
752
Credo Technology Group
CRDO
$38.7B
$272K 0.01%
+2,943
New +$172K
THO icon
753
Thor Industries
THO
$3.91B
$271K 0.01%
+3,055
New +$241K
ZS icon
754
Zscaler
ZS
$24.2B
$271K 0.01%
+864
New +$215K
APLE icon
755
Apple Hospitality REIT
APLE
$3.88B
$271K 0.01%
+23,199
New +$272K
FHEQ icon
756
Fidelity Hedged Equity ETF
FHEQ
$916M
$268K 0.01%
+9,300
New +$252K
DFIC icon
757
Dimensional International Core Equity 2 ETF
DFIC
$14.7B
$267K 0.01%
+8,587
New +$252K
WPM icon
758
Wheaton Precious Metals
WPM
$49.9B
$267K 0.01%
+2,972
New +$250K
EVV
759
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$266K 0.01%
+25,963
New +$257K
HPE icon
760
Hewlett Packard
HPE
$62.8B
$266K 0.01%
+13,014
New +$218K
FIS icon
761
Fidelity National Information Services
FIS
$23.2B
$266K 0.01%
+3,263
New +$254K
VNO icon
762
Vornado Realty Trust
VNO
$7.43B
$265K 0.01%
+6,942
New +$260K
TPR icon
763
Tapestry
TPR
$30.8B
$265K 0.01%
+3,014
New +$228K
CLX icon
764
Clorox
CLX
$11.6B
$265K 0.01%
+2,203
New +$294K
IYH icon
765
iShares US Healthcare ETF
IYH
$3.36B
$264K 0.01%
+4,674
New +$264K
MKL icon
766
Markel Group
MKL
$23.4B
$264K 0.01%
+132
New +$248K
IEDI icon
767
iShares US Consumer Focused ETF
IEDI
$28M
$262K 0.01%
+4,778
New +$250K
WAB icon
768
Wabtec
WAB
$49.4B
$262K 0.01%
+1,249
New +$240K
ARGT icon
769
Global X MSCI Argentina ETF
ARGT
$859M
$261K 0.01%
+3,085
New +$266K
LECO icon
770
Lincoln Electric
LECO
$14.4B
$261K 0.01%
+1,259
New +$241K
PCAR icon
771
PACCAR
PCAR
$70B
$261K 0.01%
+2,741
New +$253K
CCLD icon
772
CareCloud
CCLD
$105M
$260K 0.01%
+110,380
New +$210K
SPYV icon
773
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$260K 0.01%
+4,975
New +$249K
BSTZ icon
774
BlackRock Science and Technology Term Trust
BSTZ
$1.94B
$259K 0.01%
+12,475
New +$232K
CCL icon
775
Carnival Corporation Ltd
CCL
$38B
$258K 0.01%
+9,184
New +$197K
29 30
31
32 33

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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.