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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
AXSM icon
776
Axsome Therapeutics
AXSM
$11.2B
$258K 0.01%
+2,471
New +$262K
BHK icon
777
BlackRock Core Bond Trust
BHK
$643M
$256K 0.01%
+26,345
New +$267K
GDV icon
778
Gabelli Dividend & Income Trust
GDV
$2.6B
$256K 0.01%
+9,836
New +$237K
WHR icon
779
Whirlpool
WHR
$2.43B
$255K 0.01%
+2,517
New +$209K
CPRT icon
780
Copart
CPRT
$27B
$255K 0.01%
+5,191
New +$291K
SNPS icon
781
Synopsys
SNPS
$74.4B
$255K 0.01%
+497
New +$232K
YUM icon
782
Yum! Brands
YUM
$42.2B
$254K 0.01%
+1,717
New +$251K
HLT icon
783
Hilton Worldwide
HLT
$72.1B
$253K 0.01%
+950
New +$226K
CRS icon
784
Carpenter Technology
CRS
$25.8B
$252K 0.01%
+913
New +$199K
LNTH icon
785
Lantheus
LNTH
$6.49B
$251K 0.01%
+3,070
New +$270K
HSY icon
786
Hershey
HSY
$35.5B
$250K 0.01%
+1,507
New +$248K
BIIB icon
787
Biogen
BIIB
$30B
$250K 0.01%
+1,991
New +$248K
IWV icon
788
iShares Russell 3000 ETF
IWV
$19.6B
$249K 0.01%
+710
New +$231K
WCN
789
Waste Connections
WCN
$42.2B
$248K 0.01%
+1,330
New +$256K
FNF icon
790
Fidelity National Financial
FNF
$13.9B
$248K 0.01%
+4,420
New +$258K
ACGL icon
791
Arch Capital
ACGL
$34.3B
$247K 0.01%
+2,717
New +$251K
DELL icon
792
CALL
Dell
DELL
$262B
$245K 0.01%
+2,000
New +$204K
SLVR
793
Sprott Silver Miners & Physical Silver ETF
SLVR
$609M
$245K 0.01%
+8,200
New +$211K
NJR icon
794
New Jersey Resources
NJR
$5.84B
$244K 0.01%
+5,442
New +$255K
FTXL icon
795
First Trust Nasdaq Semiconductor ETF
FTXL
$2.09B
$243K 0.01%
+2,531
New +$204K
BNDS
796
Infrastructure Capital Bond Income ETF
BNDS
$88.7M
$243K 0.01%
+4,900
New +$238K
IQV icon
797
IQVIA
IQV
$38.7B
$242K 0.01%
+1,538
New +$232K
IGHG icon
798
ProShares Investment Grade-Interest Rate Hedged
IGHG
$330M
$242K 0.01%
+3,087
New +$238K
EBS icon
799
Emergent Biosolutions
EBS
$373M
$241K 0.01%
+37,800
New +$216K
TEI
800
Templeton Emerging Markets Income Fund
TEI
$314M
$241K 0.01%
+40,184
New +$221K
30 31
32
33 34

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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.