B. Riley Wealth Advisors, Inc. Q2 2025 Filing

Filed August 19, 2025

Portfolio Value

$2.1T

Holdings

955

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (955 positions)

#StockSharesValue% PortfolioType
201
CSWCCAPITAL SOUTHWEST CORP
92,163$2.0B0.10%
202
DTCRGLOBAL X FDS
108,425$2.0B0.09%
203
MDYSPDR S&P MIDCAP 400 ETF TR
3,561$2.0B0.09%
204
DELLDELL TECHNOLOGIES INC
16,326$2.0B0.09%Call
205
MIGAMICROSTRATEGY INC
4,915$2.0B0.09%
206
NLYANNALY CAPITAL MANAGEMENT IN
105,346$2.0B0.09%
207
ADBEADOBE INC
5,122$2.0B0.09%
208
RABROOKFIELD REAL ASSETS INCOM
147,116$2.0B0.09%
209
LOWLOWES COS INC
8,818$2.0B0.09%
210
JCIJOHNSON CTLS INTL PLC
18,503$2.0B0.09%Call
211
APOAPOLLO GLOBAL MGMT INC
13,758$2.0B0.09%Call
212
VMBSVANGUARD SCOTTSDALE FDS
41,921$1.9B0.09%
213
DFEBFIRST TR EXCHNG TRADED FD VI
43,285$1.9B0.09%
214
STXSEAGATE TECHNOLOGY HLDNGS PL
13,316$1.9B0.09%
215
CMCSACOMCAST CORP NEW
53,478$1.9B0.09%
216
4I1PHILIP MORRIS INTL INC
10,479$1.9B0.09%
217
BLVVANGUARD BD INDEX FDS
27,365$1.9B0.09%
218
SCHASCHWAB STRATEGIC TR
74,438$1.9B0.09%
219
FTLSFIRST TR EXCH TRADED FD III
28,218$1.9B0.09%
220
JAAAJANUS DETROIT STR TR
36,375$1.8B0.09%
221
IYKISHARES TR
26,166$1.8B0.09%
222
VRTXVERTEX PHARMACEUTICALS INC
4,141$1.8B0.09%
223
SHWSHERWIN WILLIAMS CO
5,363$1.8B0.09%
224
LMTLOCKHEED MARTIN CORP
3,927$1.8B0.09%
225
XARSPDR SERIES TRUST
8,594$1.8B0.09%
226
CDECOEUR MNG INC
199,547$1.8B0.08%Call
227
CLSCELESTICA INC
11,319$1.8B0.08%
228
ETENERGY TRANSFER L P
97,312$1.8B0.08%
229
MBBISHARES TR
18,532$1.7B0.08%
230
MCKMCKESSON CORP
2,373$1.7B0.08%
231
LINLINDE PLC
3,702$1.7B0.08%
232
SHYISHARES TR
20,923$1.7B0.08%
233
TPLTEXAS PACIFIC LAND CORPORATI
1,633$1.7B0.08%
234
VVVANGUARD INDEX FDS
6,035$1.7B0.08%
235
MAINMAIN STR CAP CORP
28,518$1.7B0.08%
236
FDNFIRST TR EXCHANGE-TRADED FD
6,233$1.7B0.08%
237
SPGIS&P GLOBAL INC
3,128$1.6B0.08%
238
AMGNAMGEN INC
5,898$1.6B0.08%
239
MOALTRIA GROUP INC
28,071$1.6B0.08%
240
ILCGISHARES TR
16,873$1.6B0.08%
241
HIGHARTFORD INSURANCE GROUP INC
12,711$1.6B0.08%
242
APMUTRUST FOR PROFESSIONAL MANAG
63,209$1.6B0.07%
243
SCHWSCHWAB CHARLES CORP
16,893$1.5B0.07%
244
SOSOUTHERN CO
16,764$1.5B0.07%
245
FBTFIRST TR EXCHANGE-TRADED FD
9,526$1.5B0.07%
246
FVDFIRST TR EXCHANGE-TRADED FD
34,094$1.5B0.07%
247
PFFISHARES TR
49,603$1.5B0.07%
248
IWDISHARES TR
7,714$1.5B0.07%
249
GEVGE VERNOVA INC
2,830$1.5B0.07%
250
IBITISHARES BITCOIN TRUST ETF
24,447$1.5B0.07%
251
SFMSPROUTS FMRS MKT INC
9,068$1.5B0.07%
252
NEENEXTERA ENERGY INC
21,312$1.5B0.07%
253
KLACKLA CORP
1,636$1.5B0.07%
254
COPCONOCOPHILLIPS
16,239$1.5B0.07%
255
EQIXEQUINIX INC
1,816$1.4B0.07%
256
SNOVFIRST TR EXCHNG TRADED FD VI
62,485$1.4B0.07%
257
07WAMR COOPER GROUP INC
9,635$1.4B0.07%
258
MINTPIMCO ETF TR
14,297$1.4B0.07%
259
FTSLFIRST TR EXCHANGE-TRADED FD
31,284$1.4B0.07%
260
VYMVANGUARD WHITEHALL FDS
10,735$1.4B0.07%
261
XLVSELECT SECTOR SPDR TR
10,566$1.4B0.07%
262
PWRQUANTA SVCS INC
3,763$1.4B0.07%
263
FLTBFIDELITY MERRIMACK STR TR
27,887$1.4B0.07%
264
KYNKAYNE ANDERSON ENERGY INFRST
109,365$1.4B0.07%
265
AVUVAMERICAN CENTY ETF TR
15,199$1.4B0.06%
266
UNPUNION PAC CORP
6,002$1.4B0.06%
267
ADSKAUTODESK INC
4,444$1.4B0.06%
268
CPERUNITED STS COMMODITY INDEX F
43,477$1.4B0.06%
269
IDLVINVESCO EXCH TRADED FD TR II
41,508$1.4B0.06%
270
PGRPROGRESSIVE CORP
5,138$1.4B0.06%
271
USFRWISDOMTREE TR
27,251$1.4B0.06%
272
CVSCVS HEALTH CORP
19,819$1.4B0.06%Call
273
SILJAMPLIFY ETF TR
91,170$1.3B0.06%
274
PYPLPAYPAL HLDGS INC
18,123$1.3B0.06%
275
NOBLPROSHARES TR
13,344$1.3B0.06%
276
DUKDUKE ENERGY CORP NEW
11,265$1.3B0.06%
277
FYXFIRST TR EXCHANGE-TRADED ALP
13,647$1.3B0.06%
278
JMBSJANUS DETROIT STR TR
29,467$1.3B0.06%
279
FLOTISHARES TR
25,995$1.3B0.06%
280
TRVTRAVELERS COMPANIES INC
4,940$1.3B0.06%
281
COINCOINBASE GLOBAL INC
3,759$1.3B0.06%Call
282
IWSISHARES TR
9,932$1.3B0.06%
283
ARMARM HOLDINGS PLC
7,994$1.3B0.06%
284
THROBLACKROCK ETF TRUST
36,297$1.3B0.06%
285
BSXBOSTON SCIENTIFIC CORP
11,932$1.3B0.06%
286
INTCINTEL CORP
56,937$1.3B0.06%Call
287
SPSMSPDR SERIES TRUST
29,676$1.3B0.06%
288
VXFVANGUARD INDEX FDS
6,550$1.3B0.06%
289
APPAPPLOVIN CORP
3,601$1.3B0.06%
290
ARKKARK ETF TR
17,898$1.3B0.06%
291
AQLTISHARES TR
9,434$1.3B0.06%
292
TELTE CONNECTIVITY PLC
7,411$1.2B0.06%
293
PSXPHILLIPS 66
10,474$1.2B0.06%
294
NSCNORFOLK SOUTHN CORP
4,865$1.2B0.06%
295
EWWISHARES INC
20,555$1.2B0.06%
296
FDLFIRST TR EXCHANGE-TRADED FD
29,712$1.2B0.06%
297
USBUS BANCORP DEL
27,332$1.2B0.06%
298
SDYSPDR SERIES TRUST
9,021$1.2B0.06%
299
NOCNORTHROP GRUMMAN CORP
2,436$1.2B0.06%
300
FTQIFIRST TR EXCHANGE TRADED FD
62,028$1.2B0.06%
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