B. Riley Wealth Advisors, Inc.
805 holdingsFiling period: 2026-03-31Current AUM: $1.77Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 11.46M | $100.6M | $115.8M | 6.55% | +10.70M | 2026-03-31 |
| 2 | AAPL | APPLE INC | 704.7K | $56.2M | $68.5M | 3.87% | +347.6K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 53.7K | $34.1M | $39.1M | 2.22% | -6,754 | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 269.4K | $33.0M | $32.1M | 1.82% | +199.6K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 358.7K | $30.3M | $39.5M | 2.24% | +138.6K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 133.2K | $30.1M | $37.7M | 2.14% | +22.8K | 2026-03-31 |
| 7 | VUG | VANGUARD INDEX FDS | 57.7K | $24.2M | $28.4M | 1.61% | -28,748 | 2026-03-31 |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 1.04M | $23.5M | $19.7M | 1.12% | +859.7K | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 342.1K | $22.4M | $28.0M | 1.59% | +313.6K | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 33.7K | $21.3M | $24.5M | 1.38% | -7,130 | 2026-03-31 |
| 11 | QQQ | INVESCO QQQ TR | 34.2K | $19.1M | $22.8M | 1.29% | -11,771 | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 94.2K | $18.2M | $20.4M | 1.15% | -22,790 | 2026-03-31 |
| 13 | AVGO | BROADCOM INC | 108.7K | $17.4M | $21.8M | 1.24% | +38.7K | 2026-03-31 |
| 14 | APUE | TRUST FOR PROFESSIONAL MANAG | 430.2K | $16.7M | $19.3M | 1.09% | -18,836 | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 58.1K | $15.9M | $19.7M | 1.11% | -15,396 | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 63.0K | $14.5M | $18.0M | 1.02% | -13,262 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 78.3K | $13.8M | $16.5M | 0.93% | +14.5K | 2026-03-31 |
| 18 | CSM | PROSHARES TR | 164.5K | $12.0M | $13.9M | 0.79% | -10,586 | 2026-03-31 |
| 19 | VOO | VANGUARD INDEX FDS | 20.2K | $11.7M | $13.5M | 0.76% | -387 | 2026-03-31 |
| 20 | CGBL | CAPITAL GROUP CORE BALANCED | 344.3K | $11.6M | $12.6M | 0.71% | -38,985 | 2026-03-31 |
| 21 | XLK | SELECT SECTOR SPDR TR | 90.6K | $11.5M | $15.2M | 0.86% | +14.7K | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 23.8K | $11.3M | $11.3M | 0.64% | -9,184 | 2026-03-31 |
| 23 | GLD | SPDR GOLD TR | 259.5K | $11.2M | $9.7M | 0.55% | +218.3K | 2026-03-31 |
| 24 | SMH | VANECK ETF TRUST | 30.6K | $11.1M | $15.6M | 0.89% | +11.5K | 2026-03-31 |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | 78.2K | $10.9M | $21.3M | 1.21% | +49.5K | 2026-03-31 |
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