B. Riley Wealth Advisors, Inc.
834 holdingsFiling period: 2026-06-30Current AUM: $1.87Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 607.9K | $118.5M | $121.2M | 6.47% | -10,853,413 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 227.7K | $64.2M | $76.4M | 4.08% | -476,985 | 2026-06-30 |
| 3 | IVV | iShares TR | 59.6K | $44.4M | $45.0M | 2.40% | +6.0K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 152.9K | $36.7M | $37.0M | 1.97% | -205,874 | 2026-06-30 |
| 5 | META | Meta Platforms Inc | 61.4K | $34.5M | $37.7M | 2.01% | -207,985 | 2026-06-30 |
| 6 | LLY | Eli Lilly & Co | 25.4K | $31.3M | $37.0M | 1.97% | -316,672 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 83.9K | $30.9M | $43.3M | 2.31% | -49,346 | 2026-06-30 |
| 8 | VUG | Vanguard Index Fds | 345.6K | $29.3M | $29.0M | 1.54% | +287.9K | 2026-06-30 |
| 9 | SPY | State Str Spdr S&P 500 ETF T | 33.7K | $25.0M | $25.3M | 1.35% | +9 | 2026-06-30 |
| 10 | APUE | Trust for Professional Manag | 511.0K | $23.4M | $23.7M | 1.26% | +80.7K | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 63.8K | $22.6M | $17.7M | 0.94% | +5.7K | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 58.3K | $21.7M | $18.7M | 1.00% | -50,385 | 2026-06-30 |
| 13 | QQQ | Invesco Qqq TR | 29.3K | $21.2M | $19.9M | 1.06% | -4,937 | 2026-06-30 |
| 14 | SMH | VanEck ETF Trust | 33.1K | $20.9M | $16.7M | 0.89% | +2.5K | 2026-06-30 |
| 15 | PANW | Palo Alto Networks Inc | 61.2K | $20.3M | $21.8M | 1.16% | -254 | 2026-06-30 |
| 16 | VTV | Vanguard Index Fds | 92.8K | $20.3M | $21.2M | 1.13% | -1,459 | 2026-06-30 |
| 17 | PLTR | Palantir Technologies Inc | 168.7K | $19.5M | $30.8M | 1.64% | -867,782 | 2026-06-30 |
| 18 | GOOG | Alphabet Inc | 54.3K | $19.1M | $15.0M | 0.80% | -8,629 | 2026-06-30 |
| 19 | AMD | Advanced Micro Devices Inc | 35.1K | $18.9M | $16.5M | 0.88% | -110,454 | 2026-06-30 |
| 20 | XLK | Select Sector Spdr TR | 101.7K | $18.9M | $17.8M | 0.95% | +11.2K | 2026-06-30 |
| 21 | CRWD | Crowdstrike Hldgs Inc | 24.9K | $18.5M | $24.3M | 1.30% | -53,230 | 2026-06-30 |
| 22 | JPM | JPMorgan Chase & Co | 50.2K | $16.5M | $17.0M | 0.91% | -28,115 | 2026-06-30 |
| 23 | MU | Micron Technology Inc | 12.7K | $14.5M | $11.1M | 0.59% | +245 | 2026-06-30 |
| 24 | CSM | ProShares TR | 162.8K | $13.8M | $14.0M | 0.74% | -1,692 | 2026-06-30 |
| 25 | CGBL | Capital Group Core Balanced | 354.4K | $13.4M | $13.0M | 0.69% | +10.1K | 2026-06-30 |
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