B. Riley Wealth Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Memphis, TN
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
1,073
Total value ($000)
$2,162,008
Net value change ($000)
+31,447 (1.5%)
New positions
115
Sold out positions
105
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/19/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 11,898 15.3%
NVDA 6,648 6.0%
PLTR 6,533 26.8%
IVV 4,753 12.9%
GOOGL 3,710 25.5%
TSLA 3,651 22.4%
XLC 3,384 141.1%
AVGO 3,272 17.5%
GOOGL 3,222 21.2%
APUE 3,191 23.9%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -9,123 -15.4%
XMMO -5,357 -100.0%
CMG -4,673 -77.5%
SPMO -4,074 -57.7%
VOE -3,951 -94.0%
HYZD -3,918 -38.8%
BOND -3,078 -35.2%
VXUS -3,045 -77.8%
VTV -3,045 -12.1%
VCSH -2,908 -42.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 80,925 (3.7% 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