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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
TYG
826
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$228K 0.01%
+5,187
New +$210K
FIW icon
827
First Trust Water ETF
FIW
$1.86B
$228K 0.01%
+2,107
New +$217K
DMB
828
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$194M
$227K 0.01%
+22,260
New +$225K
IEF icon
829
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$227K 0.01%
+2,375
New +$225K
XOP icon
830
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.63B
$227K 0.01%
+1,807
New +$217K
PAA icon
831
Plains All American Pipeline
PAA
$17.3B
$227K 0.01%
+12,407
New +$217K
ARKW icon
832
ARK Web x.0 ETF
ARKW
$1.63B
$227K 0.01%
+1,539
New +$176K
MFC icon
833
Manulife Financial
MFC
$74.5B
$227K 0.01%
+7,091
New +$218K
IEI icon
834
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$226K 0.01%
+1,901
New +$224K
IYE icon
835
iShares US Energy ETF
IYE
$1.74B
$226K 0.01%
+5,006
New +$221K
QUS icon
836
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$226K 0.01%
+1,386
New +$216K
SLB icon
837
SLB Ltd
SLB
$73.4B
$225K 0.01%
+6,669
New +$231K
PRI icon
838
Primerica
PRI
$10B
$225K 0.01%
+823
New +$218K
ROP icon
839
Roper Technologies
ROP
$38.9B
$225K 0.01%
+397
New +$224K
IJT icon
840
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$224K 0.01%
+1,683
New +$211K
SPTI icon
841
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$223K 0.01%
+7,755
New +$221K
VICI icon
842
VICI Properties
VICI
$28.9B
$223K 0.01%
+6,839
New +$218K
EWX icon
843
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$653M
$223K 0.01%
+3,590
New +$209K
IAK icon
844
iShares US Insurance ETF
IAK
$509M
$222K 0.01%
+1,652
New +$219K
EUSA icon
845
iShares MSCI USA Equal Weighted ETF
EUSA
$1.82B
$221K 0.01%
+2,233
New +$209K
CINF icon
846
Cincinnati Financial
CINF
$27.2B
$221K 0.01%
+1,482
New +$212K
SCHB icon
847
Schwab US Broad Market ETF
SCHB
$43.2B
$221K 0.01%
+9,256
New +$204K
EOS
848
Eaton Vance Enhance Equity Income Fund II
EOS
$1.13B
$220K 0.01%
+9,092
New +$201K
VVOS icon
849
Vivos Therapeutics
VVOS
$5.59M
$220K 0.01%
+69,531
New +$176K
AMZN icon
850
CALL
Amazon
AMZN
$2.92T
$219K 0.01%
+1,000
New +$198K
32 33
34
35 36

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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.