B. Riley Wealth Advisors, Inc. Q4 2024 Filing
Filed February 25, 2025
Portfolio Value
$3.1T
Holdings
1,136
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,136 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TJXTJX COS INC NEW | 55,665 | $6.7B | 0.22% | |
| 102 | IHIISHARES TR | 113,666 | $6.6B | 0.22% | |
| 103 | PFEPFIZER INC | 249,606 | $6.6B | 0.22% | |
| 104 | IWBISHARES TR | 20,454 | $6.6B | 0.22% | |
| 105 | BACVERIZON COMMUNICATIONS INC | 164,545 | $6.6B | 0.22% | |
| 106 | AQLTISHARES TR | 91,730 | $6.4B | 0.21% | |
| 107 | STEWSRH TOTAL RETURN FUND INC | 401,936 | $6.4B | 0.21% | |
| 108 | JPSTJ P MORGAN EXCHANGE TRADED F | 126,576 | $6.4B | 0.21% | |
| 109 | BLVVANGUARD BD INDEX FDS | 93,422 | $6.4B | 0.21% | |
| 110 | LRCXLAM RESEARCH CORP | 86,896 | $6.3B | 0.21% | |
| 111 | AMDADVANCED MICRO DEVICES INC | 51,463 | $6.2B | 0.20% | |
| 112 | GSGOLDMAN SACHS GROUP INC | 10,761 | $6.2B | 0.20% | |
| 113 | XLYSELECT SECTOR SPDR TR | 27,464 | $6.2B | 0.20% | |
| 114 | PEPPEPSICO INC | 39,983 | $6.1B | 0.20% | |
| 115 | SOSOUTHERN CO | 74,315 | $6.1B | 0.20% | |
| 116 | QCOMQUALCOMM INC | 38,791 | $6.0B | 0.20% | |
| 117 | XLESELECT SECTOR SPDR TR | 69,228 | $5.9B | 0.19% | |
| 118 | VWOVANGUARD INTL EQUITY INDEX F | 131,762 | $5.8B | 0.19% | |
| 119 | SCHXSCHWAB STRATEGIC TR | 244,284 | $5.7B | 0.19% | |
| 120 | DEDEERE & CO | 13,192 | $5.6B | 0.18% | |
| 121 | ACWVISHARES INC | 51,330 | $5.6B | 0.18% | |
| 122 | COWZPACER FDS TR | 98,801 | $5.6B | 0.18% | |
| 123 | ADPAUTOMATIC DATA PROCESSING IN | 18,906 | $5.6B | 0.18% | |
| 124 | XLCSELECT SECTOR SPDR TR | 57,372 | $5.6B | 0.18% | |
| 125 | IJHISHARES TR | 88,914 | $5.5B | 0.18% | |
| 126 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,491 | $5.4B | 0.18% | |
| 127 | ETENERGY TRANSFER L P | 275,926 | $5.4B | 0.18% | |
| 128 | KOCOCA COLA CO | 86,178 | $5.4B | 0.18% | |
| 129 | STIPISHARES TR | 53,174 | $5.3B | 0.18% | |
| 130 | RSPINVESCO EXCHANGE TRADED FD T | 30,487 | $5.3B | 0.18% | |
| 131 | IJRISHARES TR | 46,165 | $5.3B | 0.17% | |
| 132 | APIETRUST FOR PROFESSIONAL MANAG | 189,483 | $5.3B | 0.17% | |
| 133 | MOATVANECK ETF TRUST | 57,193 | $5.3B | 0.17% | |
| 134 | KLMNINVESCO EXCH TRADED FD TR II | 55,797 | $5.3B | 0.17% | |
| 135 | TAT&T INC | 224,560 | $5.1B | 0.17% | |
| 136 | LMTLOCKHEED MARTIN CORP | 10,495 | $5.1B | 0.17% | |
| 137 | WMBWILLIAMS COS INC | 93,548 | $5.1B | 0.17% | |
| 138 | NEENEXTERA ENERGY INC | 70,344 | $5.0B | 0.17% | |
| 139 | XLFISELECT SECTOR SPDR TR | 63,640 | $5.0B | 0.16% | |
| 140 | ACNACCENTURE PLC IRELAND | 13,981 | $4.9B | 0.16% | |
| 141 | OKEONEOK INC NEW | 48,914 | $4.9B | 0.16% | |
| 142 | TMUST-MOBILE US INC | 21,684 | $4.8B | 0.16% | |
| 143 | VNQVANGUARD INDEX FDS | 53,271 | $4.7B | 0.16% | |
| 144 | IWRISHARES TR | 53,586 | $4.7B | 0.16% | |
| 145 | VBRVANGUARD INDEX FDS | 23,796 | $4.7B | 0.15% | |
| 146 | PFFISHARES TR | 149,286 | $4.7B | 0.15% | |
| 147 | WMWASTE MGMT INC DEL | 23,201 | $4.7B | 0.15% | |
| 148 | IWMISHARES TR | 20,612 | $4.6B | 0.15% | |
| 149 | DONSPDR DOW JONES INDL AVERAGE | 10,557 | $4.5B | 0.15% | |
| 150 | HLHECLA MNG CO | 914,897 | $4.5B | 0.15% | |
| 151 | ABTABBOTT LABS | 39,572 | $4.5B | 0.15% | |
| 152 | EMREMERSON ELEC CO | 36,112 | $4.5B | 0.15% | |
| 153 | BUFRFIRST TR EXCHNG TRADED FD VI | 144,838 | $4.4B | 0.14% | |
| 154 | SGOVISHARES TR | 43,678 | $4.4B | 0.14% | |
| 155 | BIVVANGUARD BD INDEX FDS | 58,633 | $4.4B | 0.14% | |
| 156 | ADBEADOBE INC | 9,778 | $4.3B | 0.14% | |
| 157 | SCHISCHWAB STRATEGIC TR | 196,829 | $4.3B | 0.14% | |
| 158 | FNXFIRST TR MID CAP CORE ALPHAD | 37,068 | $4.3B | 0.14% | |
| 159 | AXPAMERICAN EXPRESS CO | 14,302 | $4.2B | 0.14% | |
| 160 | MBBISHARES TR | 46,071 | $4.2B | 0.14% | |
| 161 | FVDFIRST TR VALUE LINE DIVID IN | 94,264 | $4.1B | 0.13% | |
| 162 | VCLTVANGUARD SCOTTSDALE FDS | 54,925 | $4.1B | 0.13% | |
| 163 | SBUXSTARBUCKS CORP | 45,004 | $4.1B | 0.13% | |
| 164 | DISDISNEY WALT CO | 35,864 | $4.0B | 0.13% | |
| 165 | ASMLASML HOLDING N V | 5,784 | $4.0B | 0.13% | |
| 166 | MMM3M CO | 31,012 | $4.0B | 0.13% | |
| 167 | GLWCORNING INC | 84,071 | $4.0B | 0.13% | |
| 168 | TBILRBB FD INC | 80,099 | $4.0B | 0.13% | |
| 169 | UNPUNION PAC CORP | 17,377 | $4.0B | 0.13% | |
| 170 | AMTAMERICAN TOWER CORP NEW | 21,410 | $4.0B | 0.13% | |
| 171 | TXNTEXAS INSTRS INC | 21,037 | $3.9B | 0.13% | |
| 172 | AZOAUTOZONE INC | 1,219 | $3.9B | 0.13% | |
| 173 | PDBCINVESCO ACTVELY MNGD ETC FD | 298,467 | $3.9B | 0.13% | |
| 174 | EFAISHARES TR | 50,995 | $3.9B | 0.13% | |
| 175 | SMHVANECK ETF TRUST | 15,778 | $3.8B | 0.13% | |
| 176 | APOAPOLLO GLOBAL MGMT INC | 23,033 | $3.8B | 0.12% | |
| 177 | JHSCJOHN HANCOCK EXCHANGE TRADED | 94,146 | $3.7B | 0.12% | |
| 178 | LOWLOWES COS INC | 14,855 | $3.7B | 0.12% | |
| 179 | AGGISHARES TR | 37,798 | $3.7B | 0.12% | |
| 180 | TRVCCITIGROUP INC | 51,924 | $3.7B | 0.12% | |
| 181 | SCHDSCHWAB STRATEGIC TR | 130,374 | $3.6B | 0.12% | |
| 182 | IGMISHARES TR | 34,742 | $3.5B | 0.12% | |
| 183 | COPCONOCOPHILLIPS | 35,540 | $3.5B | 0.12% | |
| 184 | EMXCISHARES INC | 63,491 | $3.5B | 0.12% | |
| 185 | SHWSHERWIN WILLIAMS CO | 10,258 | $3.5B | 0.11% | |
| 186 | LDOSLEIDOS HOLDINGS INC | 23,941 | $3.4B | 0.11% | |
| 187 | VYMVANGUARD WHITEHALL FDS | 26,875 | $3.4B | 0.11% | |
| 188 | AGIALAMOS GOLD INC NEW | 185,652 | $3.4B | 0.11% | |
| 189 | DWDMORGAN STANLEY | 26,607 | $3.3B | 0.11% | |
| 190 | MDYSPDR S&P MIDCAP 400 ETF TR | 5,837 | $3.3B | 0.11% | |
| 191 | ENBENBRIDGE INC | 77,905 | $3.3B | 0.11% | |
| 192 | VMBSVANGUARD SCOTTSDALE FDS | 72,165 | $3.3B | 0.11% | |
| 193 | MOALTRIA GROUP INC | 61,229 | $3.3B | 0.11% | |
| 194 | SCHJSCHWAB STRATEGIC TR | 133,515 | $3.3B | 0.11% | |
| 195 | SHPROSHARES TR | 75,771 | $3.2B | 0.11% | |
| 196 | TTDTHE TRADE DESK INC | 27,019 | $3.2B | 0.10% | |
| 197 | SKYYFIRST TR EXCHANGE TRADED FD | 26,580 | $3.2B | 0.10% | |
| 198 | NVONOVO-NORDISK A S | 36,734 | $3.2B | 0.10% | |
| 199 | SCHWSCHWAB CHARLES CORP | 42,154 | $3.1B | 0.10% | |
| 200 | APCBTRUST FOR PROFESSIONAL MANAG | 107,157 | $3.1B | 0.10% |