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
AppLovin Corp	—	$1.96M	2,916	0.1%
AUTOZONE INC	—	$1.96M	577	0.1%
DBX ETF TR	—	$1.95M	40,502	0.1%
Applied Digital Corp	—	$1.94M	79,203	0.1%
JANUS DETROIT STR TR	—	$1.94M	38,275	0.1%
VANGUARD INDEX FDS	—	$1.92M	6,095	0.1%
LOWES COMPANIES INC	—	$1.90M	7,860	0.1%
BROOKFIELD REAL ASSETS INCOM	—	$1.89M	146,219	0.1%
GRAYSCALE BITCOIN MINI TR ET	—	$1.89M	48,845	0.1%
ISHARES TR	—	$1.88M	20,482	0.1%
Rocket Companies, Inc.	—	$1.88M	96,963	0.1%
ENDEAVOUR SILVER CORP	—	$1.86M	197,750	0.1%
VANGUARD INDEX FDS	—	$1.86M	6,392	0.1%
VANGUARD BD INDEX FDS	—	$1.83M	23,511	0.1%
BlackRock, Inc.	—	$1.83M	1,706	0.1%
PACER FDS TR	—	$1.81M	30,091	0.1%
VANGUARD INDEX FDS	—	$1.79M	8,462	0.1%
ISHARES TR	—	$1.79M	18,807	0.1%
SCHWAB CHARLES CORP	—	$1.78M	17,855	0.1%
ISHARES TR	—	$1.78M	18,487	0.1%
ISHARES TR	—	$1.76M	21,245	0.1%
BLACKROCK ETF TRUST	—	$1.75M	52,569	0.1%
FIDELITY MERRIMACK STR TR	—	$1.75M	34,530	0.1%
J P MORGAN EXCHANGE TRADED F	—	$1.74M	18,760	0.1%
VANGUARD SCOTTSDALE FDS	—	$1.73M	36,740	0.1%
Marvell Technology, Inc.	—	$1.70M	20,037	0.1%
PROSHARES TR	—	$1.70M	47,175	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$1.69M	36,756	0.1%
AMERICAN CENTY ETF TR	—	$1.69M	16,600	0.1%
FIRST TR EXCHANGE-TRADED ALP	—	$1.69M	14,957	0.1%
Main Street Capital CORPMAIN	Common Stock	$1.68M	27,859	0.1%
STARBUCKS CORP	—	$1.67M	19,882	0.1%
PEPSICO INC	—	$1.66M	11,543	0.1%
VANGUARD BD INDEX FDS	—	$1.65M	23,732	0.1%
ABBOTT LABORATORIES	—	$1.64M	13,089	0.1%
Energy Transfer LPET	MLP	$1.64M	99,316	0.1%
PIMCO ETF TR	—	$1.64M	16,310	0.1%
ISHARES TR	—	$1.63M	35,807	0.1%
TE Connectivity PLC	—	$1.63M	7,150	0.1%
FIRST TR EXCHANGE-TRADED FD	—	$1.61M	35,110	0.1%
Philip Morris International Inc.	—	$1.61M	10,020	0.1%
ISHARES TR	—	$1.59M	15,290	0.1%
ConocoPhillips	—	$1.59M	16,947	0.1%
COLUMBIA ETF TR I	—	$1.58M	38,805	0.1%
SPDR SERIES TRUST	—	$1.57M	33,480	0.1%
VERTEX PHARMACEUTICALS INC / MA	—	$1.57M	3,455	0.1%
Texas Pacific Land Corp	—	$1.55M	5,398	0.1%
CAPITAL SOUTHWEST CORPCSWC	Common Stock	$1.54M	69,675	0.1%
VANGUARD WHITEHALL FDS	—	$1.53M	10,671	0.1%
NEXTERA ENERGY INC	—	$1.53M	19,068	0.1%