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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | JGROJ P MORGAN EXCHANGE TRADED F | 14,059 | $1.2B | 0.06% | |
| 302 | FELCFIDELITY COVINGTON TRUST | 35,019 | $1.2B | 0.06% | |
| 303 | CMICUMMINS INC | 3,636 | $1.2B | 0.06% | |
| 304 | UPSUNITED PARCEL SERVICE INC | 11,766 | $1.2B | 0.06% | |
| 305 | ZTSZOETIS INC | 7,586 | $1.2B | 0.06% | |
| 306 | SCHVSCHWAB STRATEGIC TR | 42,565 | $1.2B | 0.06% | |
| 307 | WMWASTE MGMT INC DEL | 5,133 | $1.2B | 0.06% | |
| 308 | FISVFISERV INC | 6,806 | $1.2B | 0.06% | |
| 309 | SMCISUPER MICRO COMPUTER INC | 23,860 | $1.2B | 0.05% | |
| 310 | BCIMUSDABRDN ETFS | 53,856 | $1.2B | 0.05% | |
| 311 | RECSCOLUMBIA ETF TR I | 31,536 | $1.2B | 0.05% | |
| 312 | AJGGALLAGHER ARTHUR J & CO | 3,622 | $1.2B | 0.05% | |
| 313 | DBAINVESCO DB MULTI-SECTOR COMM | 44,250 | $1.2B | 0.05% | |
| 314 | SPOTSPOTIFY TECHNOLOGY S A | 1,506 | $1.2B | 0.05% | |
| 315 | CAFXPROFESIONALLY MANAGED PORTFO | 46,030 | $1.1B | 0.05% | |
| 316 | FVALFIDELITY COVINGTON TRUST | 17,973 | $1.1B | 0.05% | |
| 317 | TTDTHE TRADE DESK INC | 15,913 | $1.1B | 0.05% | |
| 318 | LHXL3HARRIS TECHNOLOGIES INC | 4,490 | $1.1B | 0.05% | |
| 319 | SOYBTEUCRIUM COMMODITY TR | 51,540 | $1.1B | 0.05% | |
| 320 | CSXCSX CORP | 34,343 | $1.1B | 0.05% | |
| 321 | BUFSFIRST TR EXCHNG TRADED FD VI | 53,149 | $1.1B | 0.05% | |
| 322 | DWMWISDOMTREE TR | 17,593 | $1.1B | 0.05% | |
| 323 | NVSNNOVARTIS AG | 9,220 | $1.1B | 0.05% | |
| 324 | AMTAMERICAN TOWER CORP NEW | 5,046 | $1.1B | 0.05% | |
| 325 | FTNTFORTINET INC | 10,545 | $1.1B | 0.05% | |
| 326 | FDXFEDEX CORP | 4,865 | $1.1B | 0.05% | |
| 327 | CEGCONSTELLATION ENERGY CORP | 3,409 | $1.1B | 0.05% | |
| 328 | ADPAUTOMATIC DATA PROCESSING IN | 3,564 | $1.1B | 0.05% | |
| 329 | BKBANK NEW YORK MELLON CORP | 11,982 | $1.1B | 0.05% | |
| 330 | BNDVANGUARD BD INDEX FDS | 14,758 | $1.1B | 0.05% | |
| 331 | CLCOLGATE PALMOLIVE CO | 11,927 | $1.1B | 0.05% | Call |
| 332 | FQALFIDELITY COVINGTON TRUST | 15,500 | $1.1B | 0.05% | |
| 333 | HWMHOWMET AEROSPACE INC | 5,770 | $1.1B | 0.05% | |
| 334 | CMECME GROUP INC | 3,835 | $1.1B | 0.05% | |
| 335 | GDGENERAL DYNAMICS CORP | 3,620 | $1.1B | 0.05% | |
| 336 | ACNACCENTURE PLC IRELAND | 3,530 | $1.1B | 0.05% | |
| 337 | DDWMWISDOMTREE TR | 26,356 | $1.0B | 0.05% | |
| 338 | NRANRG ENERGY INC | 6,450 | $1.0B | 0.05% | |
| 339 | MDTMEDTRONIC PLC | 11,820 | $1.0B | 0.05% | |
| 340 | CITHE CIGNA GROUP | 3,117 | $1.0B | 0.05% | |
| 341 | BTTBLACKROCK MUN TARGET TERM TR | 46,461 | $1.0B | 0.05% | |
| 342 | LNGCHENIERE ENERGY INC | 4,166 | $1.0B | 0.05% | |
| 343 | SHELSHELL PLC | 14,328 | $1.0B | 0.05% | |
| 344 | QEFASPDR INDEX SHS FDS | 11,728 | $1.0B | 0.05% | |
| 345 | VRTVERTIV HOLDINGS CO | 7,777 | $998.6M | 0.05% | |
| 346 | EMEEMCOR GROUP INC | 1,861 | $995.5M | 0.05% | |
| 347 | IYRISHARES TR | 10,486 | $993.8M | 0.05% | |
| 348 | BITOPROSHARES TR | 46,060 | $990.8M | 0.05% | |
| 349 | MISLFIRST TR EXCHANGE-TRADED FD | 26,459 | $988.5M | 0.05% | |
| 350 | MLIMUELLER INDS INC | 12,378 | $983.7M | 0.05% | |
| 351 | BDXBECTON DICKINSON & CO | 5,707 | $982.9M | 0.05% | |
| 352 | BUFQFIRST TR EXCHNG TRADED FD VI | 29,547 | $981.0M | 0.05% | |
| 353 | LYFTLYFT INC | 61,704 | $972.4M | 0.05% | Call |
| 354 | SHOPSHOPIFY INC | 8,382 | $966.9M | 0.05% | |
| 355 | BINCBLACKROCK ETF TRUST II | 18,264 | $965.1M | 0.05% | |
| 356 | PNCPNC FINL SVCS GROUP INC | 5,165 | $962.9M | 0.05% | |
| 357 | MARMARRIOTT INTL INC NEW | 3,507 | $958.1M | 0.04% | |
| 358 | IQLTISHARES TR | 21,868 | $945.1M | 0.04% | |
| 359 | ITA*ISHARES TR | 4,975 | $938.5M | 0.04% | |
| 360 | VCITVANGUARD SCOTTSDALE FDS | 11,278 | $935.2M | 0.04% | |
| 361 | MUNIPIMCO ETF TR | 18,000 | $924.5M | 0.04% | |
| 362 | IAGGISHARES TR | 17,956 | $917.4M | 0.04% | |
| 363 | PHPARKER-HANNIFIN CORP | 1,304 | $911.1M | 0.04% | |
| 364 | OKEONEOK INC NEW | 11,104 | $906.4M | 0.04% | |
| 365 | KMIKINDER MORGAN INC DEL | 30,806 | $905.7M | 0.04% | |
| 366 | UBSUBS GROUP AG | 26,560 | $898.3M | 0.04% | |
| 367 | EDCONSOLIDATED EDISON INC | 8,914 | $894.5M | 0.04% | |
| 368 | NKENIKE INC | 12,585 | $894.0M | 0.04% | Call |
| 369 | ADIANALOG DEVICES INC | 3,735 | $889.0M | 0.04% | |
| 370 | GDXVANECK ETF TRUST | 17,055 | $887.9M | 0.04% | |
| 371 | PAYXPAYCHEX INC | 6,099 | $887.1M | 0.04% | |
| 372 | A4SAMERIPRISE FINL INC | 1,656 | $883.8M | 0.04% | |
| 373 | PFFAETFIS SER TR I | 42,306 | $881.2M | 0.04% | |
| 374 | APHAMPHENOL CORP NEW | 8,892 | $878.1M | 0.04% | |
| 375 | JEPQJ P MORGAN EXCHANGE TRADED F | 16,094 | $875.5M | 0.04% | |
| 376 | PLDPROLOGIS INC. | 8,320 | $874.6M | 0.04% | |
| 377 | IBKRINTERACTIVE BROKERS GROUP IN | 15,780 | $874.4M | 0.04% | |
| 378 | BNBROOKFIELD CORP | 14,049 | $868.9M | 0.04% | |
| 379 | SNOWSNOWFLAKE INC | 3,865 | $864.9M | 0.04% | |
| 380 | HOODROBINHOOD MKTS INC | 9,223 | $863.6M | 0.04% | Call |
| 381 | TMUST-MOBILE US INC | 3,605 | $859.0M | 0.04% | |
| 382 | RSGREPUBLIC SVCS INC | 3,478 | $857.6M | 0.04% | |
| 383 | JVALJ P MORGAN EXCHANGE TRADED F | 19,147 | $846.9M | 0.04% | |
| 384 | QTECFIRST TR EXCHANGE-TRADED FD | 3,929 | $836.2M | 0.04% | |
| 385 | KMBKIMBERLY-CLARK CORP | 6,484 | $835.9M | 0.04% | Call |
| 386 | MUBISHARES TR | 7,985 | $834.3M | 0.04% | |
| 387 | T7DTRANSDIGM GROUP INC | 547 | $831.4M | 0.04% | |
| 388 | FLRTPACER FDS TR | 17,427 | $829.5M | 0.04% | |
| 389 | KKRKKR & CO INC | 6,146 | $817.6M | 0.04% | |
| 390 | GSKGSK PLC | 21,074 | $809.2M | 0.04% | |
| 391 | UCONFIRST TR EXCHNG TRADED FD VI | 32,261 | $803.0M | 0.04% | |
| 392 | TIPISHARES TR | 7,285 | $801.7M | 0.04% | |
| 393 | SPLVINVESCO EXCH TRADED FD TR II | 10,890 | $793.0M | 0.04% | |
| 394 | RFGINVESCO EXCHANGE TRADED FD T | 16,204 | $790.0M | 0.04% | |
| 395 | SPGSIMON PPTY GROUP INC NEW | 4,886 | $785.5M | 0.04% | |
| 396 | FCXFREEPORT-MCMORAN INC | 17,963 | $778.7M | 0.04% | |
| 397 | AZNASTRAZENECA PLC | 11,110 | $776.4M | 0.04% | |
| 398 | GSYINVESCO ACTIVELY MANAGED EXC | 15,335 | $768.9M | 0.04% | |
| 399 | DBEMDBX ETF TR | 28,080 | $767.6M | 0.04% | |
| 400 | IWOISHARES TR | 2,685 | $767.4M | 0.04% |