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
PROFESIONALLY MANAGED PORTFO	—	$2.96M	118,360	0.1%
UNITED STS COMMODITY INDEX F	—	$2.93M	83,804	0.1%
SPDR SERIES TRUST	—	$2.93M	27,414	0.1%
Annaly Capital Management Inc	—	$2.92M	130,806	0.1%
GENERAL ELECTRIC CO	—	$2.89M	9,393	0.1%
CELESTICA INCCLS	Common Stock	$2.87M	9,723	0.1%
SELECT SECTOR SPDR TR	—	$2.87M	18,487	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$2.85M	30,826	0.1%
AMERICAN EXPRESS CO	—	$2.79M	7,546	0.1%
ALLIANCEBERNSTEIN HOLDING L.P.AB	MLP	$2.75M	71,345	0.1%
WELLS FARGO & COMPANY/MN	—	$2.74M	29,387	0.1%
FIRST TR EXCHANGE TRADED FD	—	$2.69M	44,605	0.1%
THERMO FISHER SCIENTIFIC INC.	—	$2.69M	4,644	0.1%
3M CO	—	$2.65M	16,528	0.1%
FIRST TRUST EXCHANGE-TRADED FUND	—	$2.63M	12,756	0.1%
COCA COLA CO	—	$2.61M	37,386	0.1%
BARCLAYS BANK PLC	—	$2.61M	69,373	0.1%
SELECT SECTOR SPDR TR	—	$2.57M	16,607	0.1%
INNOVATOR ETFS TRUST	—	$2.56M	120,800	0.1%
PFIZER INC	—	$2.55M	102,416	0.1%
SPDR DOW JONES INDL AVERAGE	—	$2.51M	5,214	0.1%
ISHARES TR	—	$2.48M	25,808	0.1%
iShares MSCI UAE ETF	—	$2.47M	9,868	0.1%
SCHWAB STRATEGIC TR	—	$2.46M	91,302	0.1%
HONEYWELL INTERNATIONAL INC	—	$2.41M	12,348	0.1%
RBB FD INC	—	$2.40M	48,197	0.1%
TEXAS INSTRUMENTS INC	—	$2.37M	13,669	0.1%
TRUST FOR PROFESSIONAL MANAG	—	$2.36M	94,238	0.1%
GLOBAL X FDS	—	$2.32M	110,038	0.1%
SCHWAB STRATEGIC TR	—	$2.28M	83,023	0.1%
VANGUARD INDEX FDS	—	$2.28M	25,723	0.1%
NUSHARES ETF TR	—	$2.27M	23,226	0.1%
GRAYSCALE BITCOIN TRUST ETF	—	$2.26M	33,038	0.1%
Walt Disney Co	—	$2.25M	19,744	0.1%
ISHARES TR	—	$2.24M	11,211	0.1%
VANECK ETF TRUST	—	$2.22M	25,879	0.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$2.21M	68,914	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$2.21M	36,824	0.1%
ISHARES TR	—	$2.15M	21,117	0.1%
MCKESSON CORP	—	$2.13M	2,591	0.1%
Johnson Controls International plc	—	$2.12M	17,663	0.1%
FedEx Corp	—	$2.10M	7,261	0.1%
ServiceNow Inc	—	$2.09M	13,635	0.1%
Chubb Ltd	—	$2.09M	6,690	0.1%
SPDR SERIES TRUST	—	$2.08M	8,631	0.1%
ISHARES TR	—	$2.07M	9,647	0.1%
AMPHENOL CORP /DE	—	$2.03M	15,050	0.1%
KLA CORP	—	$1.99M	1,640	0.1%
AMPLIFY ETF TR	—	$1.98M	71,548	0.1%
INVESCO ACTVELY MNGD ETC FD	—	$1.97M	148,506	0.1%