B. Riley Wealth Advisors, Inc.

Q1 2025 13F-HR Holdings

Location
Memphis, TN
Holdings as of
3/31/2025
Date filed
8/28/2026
Form type
13F-HR
Num holdings
1,321
Total value ($000)
$3,387,341
Net value change ($000)
—
New positions
1185
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/2/2014 Next filing: 8/19/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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 146,055 —
NVDA 109,166 —
IVV 99,692 —
MSFT 83,578 —
AMZN 72,696 —
VUG 51,545 —
QQQ 39,662 —
META 39,630 —
SPY 39,290 —
VTV 35,314 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 97,269 (2.9% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type