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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
% of AUM
92.3%
Top 10 Holdings %
Top 10 Hldgs %
24.69%
Holding
1,037
New
1,037
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$88.1M |
| 2 |
Apple
AAPL
|
+$76.5M |
| 3 |
Amazon
AMZN
|
+$53.3M |
| 4 |
Microsoft
MSFT
|
+$52.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
PHK
976
PIMCO High Income Fund
PHK
$867M
| $71.7K | ﹤0.01% |
+14,935
| New | +$70.6K |
|
977
Crocs
CROX
$6.14B
| $71.4K | ﹤0.01% |
+705
| New | +$71.9K |
|
978
Altimmune
ALT
$580M
| $70.8K | ﹤0.01% |
+18,288
| New | +$99K |
|
979
CALL
Goldman Sachs
GS
$302B
| $70.8K | ﹤0.01% |
+100
| New | +$57.9K |
|
|
MCR
980
DELISTED
MFS Charter Income Trust
MCR
| $70K | ﹤0.01% |
+11,013
| New | +$68.4K |
|
981
Eve Holding
EVEX
$812M
| $69.3K | ﹤0.01% |
+10,098
| New | +$45K |
|
982
New Fortress Energy
NFE
$94.6M
| $63.1K | ﹤0.01% |
+19,000
| New | +$82.6K |
|
983
CALL
Clorox
CLX
$11.7B
| $60K | ﹤0.01% |
+500
| New | +$66.7K |
|
984
CALL
Coca-Cola
KO
$381B
| $58.7K | ﹤0.01% |
+830
| New | +$59.1K |
|
985
CALL
Pfizer
PFE
$142B
| $53.3K | ﹤0.01% |
+2,200
| New | +$51.3K |
|
986
CALL
Alphabet (Google) Class C
GOOG
$4.08T
| $53.2K | ﹤0.01% |
+300
| New | +$49.6K |
|
987
CALL
Verizon
VZ
$193B
| $51.9K | ﹤0.01% |
+1,200
| New | +$52K |
|
988
CALL
iShares Silver Trust
SLV
$28.6B
| $49.2K | ﹤0.01% |
+1,500
| New | +$45.9K |
|
989
CALL
General Motors
GM
$80B
| $49.2K | ﹤0.01% |
+1,000
| New | +$47.4K |
|
|
USAS
990
Americas Gold and Silver
USAS
$1.33B
| $46.3K | ﹤0.01% |
+22,912
| New | +$37K |
|
991
CALL
Johnson & Johnson
JNJ
$617B
| $45.8K | ﹤0.01% |
+300
| New | +$46.1K |
|
992
CALL
C3.ai
AI
$1.41B
| $45.8K | ﹤0.01% |
+1,863
| New | +$42.6K |
|
993
CALL
GE HealthCare
GEHC
$31.6B
| $44.4K | ﹤0.01% |
+600
| New | +$41.8K |
|
994
CALL
Oracle
ORCL
$367B
| $43.7K | ﹤0.01% |
+200
| New | +$32.3K |
|
995
CALL
Nike
NKE
$62.7B
| $42.6K | ﹤0.01% |
+600
| New | +$36K |
|
996
CALL
Bristol-Myers Squibb
BMY
$132B
| $41.7K | ﹤0.01% |
+900
| New | +$44.2K |
|
997
Denison Mines
DNN
$2.64B
| $38.2K | ﹤0.01% |
+21,000
| New | +$31.8K |
|
998
CALL
SLB Ltd
SLB
$72.6B
| $37.2K | ﹤0.01% |
+1,100
| New | +$38.2K |
|
999
CALL
AbbVie
ABBV
$455B
| $37.1K | ﹤0.01% |
+200
| New | +$37.2K |
|
1000
Critical Metals Corp
CRML
$817M
| $36.6K | ﹤0.01% |
+10,210
| New | +$18.6K |
|
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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.