Institutions / B. Riley Wealth Advisors, Inc. / Holdings

B. Riley Wealth Advisors, Inc.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
VANGUARD INTL EQUITY INDEX F	—	$4.57M	84,936	0.2%
ISHARES TR	—	$4.56M	18,538	0.2%
Leidos Holdings Inc	—	$4.53M	25,138	0.2%
Dutch Bros Inc.	—	$4.50M	73,498	0.2%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$4.48M	73,713	0.2%
ISHARES TR	—	$4.47M	37,166	0.2%
CITIGROUP INC	—	$4.38M	37,519	0.2%
WISDOMTREE TR	—	$4.35M	111,542	0.2%
FIRST TR EXCHNG TRADED FD VI	—	$4.28M	124,945	0.2%
SELECT SECTOR SPDR TR	—	$4.23M	35,465	0.2%
iShares MSCI UAE ETF	—	$4.21M	28,315	0.2%
INVESCO EXCHANGE TRADED FD T	—	$4.21M	21,972	0.2%
SCHWAB STRATEGIC TR	—	$4.18M	128,260	0.2%
Coeur Mining, Inc.	—	$4.08M	228,685	0.2%
ISHARES TR	—	$4.06M	29,670	0.2%
SPDR SERIES TRUST	—	$4.05M	45,429	0.2%
RTX Corp	—	$4.01M	21,868	0.2%
SELECT SECTOR SPDR TR	—	$4.00M	93,676	0.2%
Intuitive Surgical Inc	—	$3.95M	6,981	0.2%
Merck & Co., Inc.	—	$3.84M	36,515	0.2%
JOHN HANCOCK EXCHANGE TRADED	—	$3.84M	91,429	0.2%
VANGUARD INDEX FDS	—	$3.81M	14,781	0.2%
ISHARES TR	—	$3.81M	33,421	0.2%
VANGUARD BD INDEX FDS	—	$3.79M	48,073	0.2%
NEW YORK LIFE INVESTMENTS ET	—	$3.78M	105,719	0.2%
FIRST TR EXCHANGE TRADED FD	—	$3.78M	29,068	0.2%
MCDONALD'S CORP	—	$3.76M	12,316	0.2%
Seagate Technology Holdings PLC	—	$3.76M	13,662	0.2%
J P MORGAN EXCHANGE TRADED F	—	$3.75M	65,557	0.2%
Axos Financial Inc	—	$3.74M	43,428	0.2%
MICRON TECHNOLOGY INC	—	$3.73M	13,053	0.2%
VANECK ETF TRUST	—	$3.67M	35,440	0.2%
ISHARES TR	—	$3.64M	51,017	0.2%
iShares MSCI UAE ETF	—	$3.59M	18,084	0.2%
QUALCOMM INC/DE	—	$3.48M	20,319	0.2%
SELECT SECTOR SPDR TR	—	$3.44M	76,936	0.2%
Salesforce Inc	—	$3.38M	12,750	0.2%
DEERE & CO	—	$3.26M	6,998	0.2%
AT&T INC.	—	$3.25M	130,935	0.2%
ISHARES TR	—	$3.23M	32,191	0.2%
APPLIED MATERIALS INC /DE	—	$3.18M	12,390	0.2%
INVESCO EXCHANGE TRADED FD T	—	$3.17M	27,245	0.1%
BRISTOL MYERS SQUIBB CO	—	$3.14M	58,299	0.1%
ISHARES TR	—	$3.14M	24,319	0.1%
SELECT SECTOR SPDR TR	—	$3.14M	57,324	0.1%
PROFESIONALLY MANAGED PORTFO	—	$3.13M	47,848	0.1%
VERIZON COMMUNICATIONS INC	—	$3.11M	76,359	0.1%
BP PLC	—	$3.11M	89,510	0.1%
VANGUARD WORLD FD	—	$3.08M	10,320	0.1%
FIDELITY COVINGTON TRUST	—	$3.01M	54,832	0.1%