B. Riley Wealth Advisors, Inc.

Q2 2025 13F-HR Holdings

Location
Memphis, TN
Holdings as of
6/30/2025
Date filed
8/19/2025
Form type
13F-HR
Num holdings
1,037
Total value ($000)
$2,130,561
Net value change ($000)
-1,256,780 (-37.1%)
New positions
78
Sold out positions
310
Turnover %
11.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/28/2026 Next filing: 10/31/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
META 9,368 23.6%
BIL 7,346 24.2%
PLTR 7,144 41.5%
COF 3,474 239.4%
NFLX 3,396 27.4%
VOE 3,325 379.6%
VXUS 3,066 360.7%
CGBL 2,799 27.9%
UBER 2,693 21.0%
CRWD 2,524 20.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -68,376 -46.8%
IVV -62,901 -63.1%
MSFT -23,083 -27.6%
IUSB -22,878 -78.1%
XOM -18,624 -73.7%
MINT -18,015 -92.6%
JEPI -15,849 -86.7%
PG -15,041 -54.8%
BRK-B -14,608 -45.8%
QUAL -14,573 -73.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 68,064 (3.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type