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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
GOOGL icon
901
CALL
Alphabet (Google) Class A
GOOGL
$4.08T
$194K 0.01%
+1,100
New +$180K
JQC icon
902
Nuveen Credit Strategies Income Fund
JQC
$705M
$193K 0.01%
+35,771
New +$187K
DBO icon
903
Invesco DB Oil Fund
DBO
$396M
$184K 0.01%
+13,950
New +$181K
RITM icon
904
Rithm Capital
RITM
$5.51B
$184K 0.01%
+16,255
New +$179K
BMEZ icon
905
BlackRock Health Sciences Trust II
BMEZ
$975M
$183K 0.01%
+12,858
New +$184K
JBLU icon
906
JetBlue
JBLU
$2.29B
$175K 0.01%
+41,385
New +$185K
TAK icon
907
Takeda Pharmaceutical
TAK
$55.1B
$174K 0.01%
+11,260
New +$166K
TU icon
908
Telus
TU
$16.8B
$172K 0.01%
+10,728
New +$166K
ECC
909
Eagle Point Credit Company
ECC
$508M
$170K 0.01%
+22,175
New +$170K
HEQ
910
John Hancock Hedged Equity & Income Fund
HEQ
$138M
$168K 0.01%
+15,869
New +$164K
KMB icon
911
CALL
Kimberly-Clark
KMB
$36.6B
$168K 0.01%
+1,300
New +$176K
HLN icon
912
Haleon
HLN
$44.5B
$167K 0.01%
+16,088
New +$170K
GGN
913
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$770M
$166K 0.01%
+37,906
New +$163K
AG icon
914
First Majestic Silver
AG
$7.75B
$162K 0.01%
+19,543
New +$131K
GLO
915
Clough Global Opportunities Fund
GLO
$249M
$161K 0.01%
+29,659
New +$150K
ETY icon
916
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.26B
$160K 0.01%
+10,337
New +$148K
HOOD icon
917
CALL
Robinhood
HOOD
$77.7B
$159K 0.01%
+1,700
New +$101K
TSLA icon
918
CALL
Tesla
TSLA
$1.22T
$159K 0.01%
+500
New +$151K
JCI icon
919
CALL
Johnson Controls International
JCI
$87.8B
$158K 0.01%
+1,500
New +$138K
SOUN icon
920
SoundHound AI
SOUN
$2.68B
$157K 0.01%
+14,653
New +$138K
PSLV icon
921
Sprott Physical Silver Trust
PSLV
$12.2B
$156K 0.01%
+12,750
New +$144K
SAN icon
922
Banco Santander
SAN
$202B
$155K 0.01%
+18,720
New +$139K
RILY icon
923
BRC Group Holdings
RILY
$282M
$154K 0.01%
+51,765
New +$159K
EMD
924
Western Asset Emerging Markets Debt Fund
EMD
$611M
$153K 0.01%
+15,198
New +$145K
EXG icon
925
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.97B
$151K 0.01%
+17,256
New +$143K
35 36
37
38 39

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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.