B. Riley Wealth Advisors, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $114.75M | 5.4% |
| Apple Inc. | $90.79M | 4.3% |
| MICROSOFT CORP | $50.82M | 2.4% |
| Amazon.com Inc | $50.68M | 2.4% |
| Meta Platforms Inc | $45.20M | 2.1% |
| VANGUARD INDEX FDS | $42.18M | 2.0% |
| ISHARES TR | $41.38M | 2.0% |
| SPDR SERIES TRUST | $37.47M | 1.8% |
| Palantir Technologies Inc | $30.80M | 1.5% |
| INVESCO QQQ TR | $28.24M | 1.3% |
| SPDR S&P 500 ETF TR | $27.84M | 1.3% |
| ELI LILLY & Co | $27.07M | 1.3% |
| Alphabet Inc. | $23.89M | 1.1% |
| Alphabet Inc. | $22.97M | 1.1% |
| VANGUARD INDEX FDS | $22.35M | 1.1% |
| Broadcom Inc. | $22.11M | 1.0% |
| JPMORGAN CHASE & CO | $20.23M | 1.0% |
| Tesla Inc | $19.67M | 0.9% |
| TRUST FOR PROFESSIONAL MANAG | $18.71M | 0.9% |
| Warren E. Buffett | $16.59M | 0.8% |
| SPDR GOLD TR | $16.22M | 0.8% |
| PROSHARES TR | $13.95M | 0.7% |
| Uber Technologies, Inc | $13.73M | 0.6% |
| CAPITAL GROUP CORE BALANCED | $13.54M | 0.6% |
| CrowdStrike Holdings, Inc. | $13.43M | 0.6% |
| VANGUARD INDEX FDS | $12.92M | 0.6% |
| Palo Alto Networks Inc | $12.79M | 0.6% |
| LAM RESEARCH CORP | $12.72M | 0.6% |
| SELECT SECTOR SPDR TR | $10.92M | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $10.87M | 0.5% |
| Netflix Inc | $10.72M | 0.5% |
| VANGUARD TAX-MANAGED FDS | $10.51M | 0.5% |
| Walmart Inc. | $10.40M | 0.5% |
| PROCTER & GAMBLE Co | $9.95M | 0.5% |
| VANGUARD WORLD FD | $9.77M | 0.5% |
| Eaton Corp plc | $9.74M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $9.54M | 0.5% |
| VANGUARD INDEX FDS | $9.53M | 0.5% |
| VANGUARD SPECIALIZED FUNDS | $9.24M | 0.4% |
| ISHARES TR | $9.11M | 0.4% |
| ISHARES TR | $8.82M | 0.4% |
| FIRST TR EXCHANGE-TRADED ALP | $8.68M | 0.4% |
| AbbVie Inc. | $8.57M | 0.4% |
| GOLDMAN SACHS ETF TR | $8.53M | 0.4% |
| ADVANCED MICRO DEVICES INC | $8.30M | 0.4% |
| JOHNSON & JOHNSON | $8.15M | 0.4% |
| TJX Cos Inc/The | $8.13M | 0.4% |
| Visa Inc | $8.06M | 0.4% |
| TRUST FOR PROFESSIONAL MANAG | $7.91M | 0.4% |
| ISHARES TR | $7.91M | 0.4% |