B. Riley Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$7.33M |
| 2 |
Vanguard Morningstar Mid-Cap Value ETF
VOE
|
+$3.18M |
| 3 |
Capital One
COF
|
+$2.81M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$2.79M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$2.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$67.8M |
| 2 |
Apple
AAPL
|
+$56.3M |
| 3 |
Microsoft
MSFT
|
+$43.9M |
| 4 |
NVIDIA
NVDA
|
+$38.7M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$22.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 45.99% |
| 2 | Technology | 21.01% |
| 3 | Financials | 6.9% |
| 4 | Consumer Discretionary | 5.84% |
| 5 | Communication Services | 5.65% |
Similar funds
B. Riley Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, B. Riley Wealth Advisors held 1,425 positions worth $2.13B, down 37% from $3.39B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
B. Riley Wealth Advisors withdrew a net $1.44B in Q2 2025, closing 388 positions and reducing 739 holdings. Its most notable exit was Schwab Short-Term US Treasury ETF, an estimated $7.98M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 46% of assets, down from 47% a quarter earlier, followed by Technology and Financials.
Against the trend, B. Riley Wealth Advisors opened a new position in Brookfield Real Assets Income Fund worth $1.97M.
- B. Riley Wealth Advisors's largest Q2 2025 buy was Brookfield Real Assets Income Fund: 147,116 shares worth $1.97M.
- B. Riley Wealth Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025, an estimated $7.33M increase.
- B. Riley Wealth Advisors's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $67.8M.
- B. Riley Wealth Advisors fully exited Schwab Short-Term US Treasury ETF in Q2 2025, selling an estimated $7.98M.
- B. Riley Wealth Advisors's ten largest holdings make up 25% of its $2.13B portfolio in Q2 2025.
- B. Riley Wealth Advisors opened 104 new positions and closed 388 in Q2 2025.
- B. Riley Wealth Advisors's portfolio value fell 37% quarter-over-quarter to $2.13B.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.