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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
QAI icon
851
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.01B
$219K 0.01%
+6,775
New +$213K
CIBR icon
852
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.1B
$219K 0.01%
+2,894
New +$198K
OMC icon
853
Omnicom Group
OMC
$21.8B
$218K 0.01%
+3,036
New +$224K
FCNCA icon
854
First Citizens BancShares
FCNCA
$24.6B
$218K 0.01%
+111
New +$201K
DOC icon
855
Healthpeak Properties
DOC
$15.2B
$218K 0.01%
+12,444
New +$221K
SSB icon
856
SouthState Bank Corp
SSB
$10.2B
$218K 0.01%
+2,365
New +$208K
RMM
857
RiverNorth Managed Duration Municipal Income Fund
RMM
$282M
$217K 0.01%
+16,206
New +$221K
AGNC icon
858
AGNC Investment
AGNC
$12.7B
$217K 0.01%
+23,647
New +$212K
EIPI
859
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
$217K 0.01%
+11,017
New +$213K
IDV icon
860
iShares International Select Dividend ETF
IDV
$8.46B
$217K 0.01%
+6,290
New +$205K
TRI icon
861
Thomson Reuters
TRI
$43.1B
$217K 0.01%
+1,062
New +$202K
TTC icon
862
Toro Company
TTC
$8.72B
$216K 0.01%
+3,061
New +$217K
PINS icon
863
Pinterest
PINS
$13.7B
$216K 0.01%
+6,022
New +$183K
RCL icon
864
Royal Caribbean
RCL
$86.1B
$215K 0.01%
+687
New +$164K
UYG icon
865
ProShares Ultra Financials
UYG
$829M
$215K 0.01%
+2,248
New +$193K
CVX icon
866
CALL
Chevron
CVX
$383B
$215K 0.01%
+1,500
New +$211K
DWX icon
867
State Street SPDR S&P International Dividend ETF
DWX
$536M
$215K 0.01%
+5,090
New +$208K
UTHR icon
868
United Therapeutics
UTHR
$26.2B
$214K 0.01%
+746
New +$223K
ALL icon
869
Allstate
ALL
$68.3B
$214K 0.01%
+1,063
New +$212K
EBAY icon
870
eBay
EBAY
$50.4B
$214K 0.01%
+2,871
New +$203K
AMD icon
871
CALL
Advanced Micro Devices
AMD
$791B
$213K 0.01%
+1,500
New +$163K
AMPX icon
872
Amprius Technologies
AMPX
$1.34B
$213K 0.01%
+50,500
New +$142K
FNDF icon
873
Schwab Fundamental International Large Company Index ETF
FNDF
$25.1B
$212K 0.01%
+5,309
New +$200K
BAM icon
874
Brookfield Asset Management
BAM
$76.6B
$212K 0.01%
+3,836
New +$206K
TLN
875
Talen Energy Corp
TLN
$15.9B
$212K 0.01%
+728
New +$173K
33 34
35
36 37

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P3I
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EPW
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BCIM
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PCP
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EAM
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ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

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.