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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
MFIC icon
801
MidCap Financial Investment
MFIC
$784M
$241K 0.01%
+19,102
New +$234K
NVT icon
802
nVent Electric
NVT
$25.2B
$241K 0.01%
+3,284
New +$202K
WAT icon
803
Waters Corp
WAT
$36.8B
$240K 0.01%
+689
New +$237K
MGA icon
804
Magna International
MGA
$18.1B
$238K 0.01%
+6,173
New +$218K
LB
805
LandBridge Co
LB
$2.16B
$238K 0.01%
+3,520
New +$254K
PHM icon
806
Pultegroup
PHM
$24.2B
$237K 0.01%
+2,247
New +$226K
PEY icon
807
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$236K 0.01%
+11,585
New +$233K
RYLD icon
808
Global X Russell 2000 Covered Call ETF
RYLD
$1.36B
$236K 0.01%
+15,833
New +$230K
PPLT
809
abrdn Physical Platinum Shares ETF
PPLT
$1.86B
$236K 0.01%
+19,200
New +$188K
LAMR icon
810
Lamar Advertising Co
LAMR
$16.2B
$235K 0.01%
+1,939
New +$225K
PMX
811
DELISTED
PIMCO Municipal Income Fund III
PMX
$235K 0.01%
+34,285
New +$234K
MDYG icon
812
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.79B
$235K 0.01%
+2,705
New +$221K
RELX icon
813
RELX
RELX
$61.6B
$234K 0.01%
+4,312
New +$228K
SHYD icon
814
VanEck Short High Yield Muni ETF
SHYD
$451M
$234K 0.01%
+10,369
New +$232K
APO icon
815
CALL
Apollo Global Management
APO
$69.8B
$234K 0.01%
+1,650
New +$219K
SOLV icon
816
Solventum
SOLV
$14.8B
$233K 0.01%
+3,070
New +$217K
TECK icon
817
Teck Resources
TECK
$29.9B
$232K 0.01%
+5,755
New +$208K
HEFA icon
818
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$232K 0.01%
+6,106
New +$223K
TFSL icon
819
TFS Financial
TFSL
$5.28B
$231K 0.01%
+17,867
New +$230K
WGO icon
820
Winnebago Industries
WGO
$849M
$231K 0.01%
+7,949
New +$261K
PKG icon
821
Packaging Corp of America
PKG
$21.9B
$230K 0.01%
+1,219
New +$230K
EFX icon
822
Equifax
EFX
$20.4B
$229K 0.01%
+883
New +$225K
MMM icon
823
CALL
3M
MMM
$90.5B
$228K 0.01%
+1,500
New +$214K
PPL
824
PPL Corp
PPL
$26.7B
$228K 0.01%
+6,733
New +$234K
CVNA icon
825
Carvana
CVNA
$65.9B
$228K 0.01%
+3,380
New +$185K
31 32
33
34 35

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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.