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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 | |
|---|---|---|---|---|---|---|
126
Deere & Co
DE
$165B
| $3.63M | 0.17% |
+7,146
| New | +$3.5M |
|
127
Pfizer
PFE
$143B
| $3.57M | 0.17% |
+147,231
| New | +$3.43M |
|
128
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
| $3.55M | 0.17% |
+37,891
| New | +$3.32M |
|
129
Citigroup
C
$213B
| $3.52M | 0.17% |
+41,381
| New | +$2.99M |
|
130
Salesforce
CRM
$154B
| $3.51M | 0.16% |
+12,861
| New | +$3.44M |
|
131
Caterpillar
CAT
$361B
| $3.49M | 0.16% |
+8,999
| New | +$3M |
|
132
Intuitive Surgical
ISRG
$127B
| $3.45M | 0.16% |
+6,346
| New | +$3.32M |
|
133
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
| $3.44M | 0.16% |
+99,757
| New | +$3.19M |
|
134
Merck
MRK
$322B
| $3.42M | 0.16% |
+43,266
| New | +$3.44M |
|
135
Qualcomm
QCOM
$164B
| $3.38M | 0.16% |
+21,240
| New | +$3.13M |
|
136
iShares Core S&P Small-Cap ETF
IJR
$109B
| $3.31M | 0.16% |
+30,246
| New | +$3.13M |
|
137
Axos Financial
AX
$5.58B
| $3.3M | 0.16% |
+43,428
| New | +$2.94M |
|
138
BlackRock US Equity Factor Rotation ETF
DYNF
$37.4B
| $3.3M | 0.15% |
+60,534
| New | +$3.04M |
|
139
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $3.29M | 0.15% |
+47,088
| New | +$3.09M |
|
140
First Trust Cloud Computing ETF
SKYY
$2.83B
| $3.24M | 0.15% |
+26,622
| New | +$2.91M |
|
141
iShares S&P 100 ETF
OEF
$19.5B
| $3.22M | 0.15% |
+10,569
| New | +$2.94M |
|
142
Texas Instruments
TXN
$248B
| $3.2M | 0.15% |
+15,398
| New | +$2.73M |
|
143
Agnico Eagle Mines
AEM
$72.2B
| $3.2M | 0.15% |
+26,871
| New | +$3.12M |
|
144
iShares Russell 2000 ETF
IWM
$79.1B
| $3.19M | 0.15% |
+14,780
| New | +$2.97M |
|
145
Coca-Cola
KO
$383B
| $3.17M | 0.15% |
+44,769
| New | +$3.19M |
|
146
3M
MMM
$91.8B
| $3.16M | 0.15% |
+20,763
| New | +$2.97M |
|
147
PIMCO Dynamic Income Fund
PDI
$7.35B
| $3.15M | 0.15% |
+166,195
| New | +$3.09M |
|
148
Invesco Dorsey Wright Momentum ETF
PDP
$1.38B
| $3.14M | 0.15% |
+28,877
| New | +$2.95M |
|
149
AllianceBernstein
AB
$3.47B
| $3.13M | 0.15% |
+76,786
| New | +$3.01M |
|
150
Alamos Gold
AGI
$12B
| $3.1M | 0.15% |
+116,602
| New | +$3.12M |
|
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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.