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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
VRSK icon
876
Verisk Analytics
VRSK
$25.6B
$211K 0.01%
+677
New +$205K
DOCU
877
DocuSign
DOCU
$10.4B
$210K 0.01%
+2,701
New +$219K
ILCV icon
878
iShares Morningstar Value ETF
ILCV
$1.31B
$210K 0.01%
+2,522
New +$201K
EWJ icon
879
iShares MSCI Japan ETF
EWJ
$21.6B
$210K 0.01%
+2,802
New +$199K
IEUR icon
880
iShares Core MSCI Europe ETF
IEUR
$8.89B
$210K 0.01%
+3,169
New +$200K
LH icon
881
Labcorp
LH
$25.3B
$210K 0.01%
+798
New +$194K
WPC icon
882
W.P. Carey
WPC
$16.7B
$209K 0.01%
+3,355
New +$207K
EOG icon
883
EOG Resources
EOG
$77.5B
$209K 0.01%
+1,747
New +$200K
UMBF icon
884
UMB Financial
UMBF
$11B
$209K 0.01%
+1,983
New +$198K
ONB icon
885
Old National Bancorp
ONB
$10.1B
$208K 0.01%
+9,769
New +$202K
PDO
886
PIMCO Dynamic Income Opportunities Fund
PDO
$1.86B
$207K 0.01%
+15,365
New +$205K
DLB icon
887
Dolby
DLB
$5.42B
$206K 0.01%
+2,780
New +$208K
OAKM
888
Oakmark U.S. Large Cap ETF
OAKM
$1.12B
$205K 0.01%
+8,000
New +$193K
AER icon
889
AerCap
AER
$23.8B
$204K 0.01%
+1,747
New +$189K
HPI
890
John Hancock Preferred Income Fund
HPI
$431M
$204K 0.01%
+12,730
New +$202K
NTAP icon
891
NetApp
NTAP
$34.2B
$203K 0.01%
+1,905
New +$181K
XHLF icon
892
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
$203K 0.01%
+4,030
New +$203K
QBTS icon
893
D-Wave Quantum Inc. Common Stock
QBTS
$6.63B
$203K 0.01%
+13,834
New +$163K
KNG icon
894
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.39B
$202K 0.01%
+4,120
New +$200K
SHYG icon
895
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$202K 0.01%
+4,682
New +$198K
COLM icon
896
Columbia Sportswear
COLM
$3.06B
$202K 0.01%
+3,303
New +$212K
FNDX icon
897
Schwab Fundamental US Large Company Index ETF
FNDX
$26.5B
$202K 0.01%
+8,220
New +$191K
DXCM icon
898
DexCom
DXCM
$31.8B
$202K 0.01%
+2,308
New +$181K
HUM icon
899
Humana
HUM
$43.7B
$201K 0.01%
+821
New +$205K
SCCO icon
900
Southern Copper
SCCO
$141B
$200K 0.01%
+2,054
New +$181K
34 35
36
37 38

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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
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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.