We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1001
CALL
Colgate-Palmolive
CL
$73.3B
| $36.4K | ﹤0.01% |
+400
| New | +$36.5K |
|
1002
CALL
Pinterest
PINS
$13.7B
| $35.9K | ﹤0.01% |
+1,000
| New | +$30.3K |
|
1003
CALL
Mondelez International
MDLZ
$80.5B
| $33.7K | ﹤0.01% |
+500
| New | +$33.4K |
|
1004
Omeros
OMER
$863M
| $32.3K | ﹤0.01% |
+10,760
| New | +$53.6K |
|
1005
CALL
Procter & Gamble
PG
$335B
| $31.9K | ﹤0.01% |
+200
| New | +$32.6K |
|
|
RZLV
1006
Rezolve AI
RZLV
$949M
| $30.8K | ﹤0.01% |
+10,000
| New | +$19.7K |
|
1007
CALL
McDonald's
MCD
$191B
| $29.2K | ﹤0.01% |
+100
| New | +$30.8K |
|
1008
CALL
Intel
INTC
$460B
| $29.1K | ﹤0.01% |
+1,300
| New | +$26.9K |
|
|
GPMT
1009
Granite Point Mortgage Trust
GPMT
$64.7M
| $28.5K | ﹤0.01% |
+11,535
| New | +$25.9K |
|
1010
CALL
Tyson Foods
TSN
$21.4B
| $28K | ﹤0.01% |
+500
| New | +$28.7K |
|
1011
Heron Therapeutics
HRTX
$94.1M
| $25.9K | ﹤0.01% |
+12,490
| New | +$25.5K |
|
1012
CALL
Honeywell
HON
$76.7B
| $23.3K | ﹤0.01% |
+106
| New | +$21.5K |
|
|
XYZ
1013
CALL
Block Inc
XYZ
$49.2B
| $20.4K | ﹤0.01% |
+300
| New | +$17.5K |
|
1014
PUT
Crocs
CROX
$6.14B
| $20.3K | ﹤0.01% |
+200
| New | +$20.4K |
|
1015
Plug Power
PLUG
$2.92B
| $20.2K | ﹤0.01% |
+13,584
| New | +$13.6K |
|
1016
PUT
C3.ai
AI
$1.41B
| $19.7K | ﹤0.01% |
+800
| New | +$18.3K |
|
1017
CALL
Chipotle Mexican Grill
CMG
$49.4B
| $19.7K | ﹤0.01% |
+350
| New | +$17.8K |
|
1018
CALL
BP
BP
$114B
| $18K | ﹤0.01% |
+600
| New | +$17.6K |
|
1019
PUT
Archer Aviation
ACHR
$3.62B
| $16.3K | ﹤0.01% |
+1,500
| New | +$14K |
|
1020
C4 Therapeutics
CCCC
$405M
| $15.7K | ﹤0.01% |
+11,000
| New | +$16K |
|
|
WRN
1021
Western Copper and Gold
WRN
$476M
| $15K | ﹤0.01% |
+12,000
| New | +$14K |
|
1022
CALL
AT&T
T
$159B
| $14.5K | ﹤0.01% |
+500
| New | +$13.8K |
|
1023
CBAK Energy Technology Ltd
CBAT
$43.9M
| $14.4K | ﹤0.01% |
+12,200
| New | +$11K |
|
1024
Virgin Galactic
SPCE
$329M
| $14.2K | ﹤0.01% |
+5,207
| New | +$15.9K |
|
|
1025
CALL
Virgin Galactic
SPCE
$329M
| $14.1K | ﹤0.01% |
+5,150
| New | +$15.8K |
|
Similar funds
LPU
P3I
EPW
BCIM
PCP
EAM
ACM
WRBC
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.