B. Riley Wealth Advisors, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NOVARTIS AG | $935.6K | 0.0% |
| J P MORGAN EXCHANGE TRADED F | $934.5K | 0.0% |
| Apollo Global Management, Inc. | $928.0K | 0.0% |
| VANGUARD STAR FDS | $922.5K | 0.0% |
| ISHARES TR | $921.4K | 0.0% |
| ASTRAZENECA PLC | $913.7K | 0.0% |
| SCHWAB STRATEGIC TR | $910.3K | 0.0% |
| Interactive Brokers Group Inc | $909.5K | 0.0% |
| Consolidated Edison Inc | $908.6K | 0.0% |
| ISHARES TR | $904.3K | 0.0% |
| DIMENSIONAL ETF TRUST | $900.2K | 0.0% |
| WISDOMTREE TR | $897.6K | 0.0% |
| ARK ETF TR | $895.9K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $892.3K | 0.0% |
| Vistra Corp. | $885.4K | 0.0% |
| OR ROYALTIES INC. | $882.7K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $873.4K | 0.0% |
| PROSHARES TR | $873.3K | 0.0% |
| DELTA AIR LINES, INC. | $869.2K | 0.0% |
| ISHARES TR | $855.1K | 0.0% |
| General Motors Co | $848.8K | 0.0% |
| SHERWIN WILLIAMS CO | $845.8K | 0.0% |
| TRAVELERS COMPANIES, INC. | $841.6K | 0.0% |
| SPDR SERIES TRUST | $839.3K | 0.0% |
| FIRST TR EXCHANGE-TRADED FD | $837.6K | 0.0% |
| SHELL PLC | $831.2K | 0.0% |
| NATIONAL GRID PLC | $825.1K | 0.0% |
| ISHARES TR | $821.8K | 0.0% |
| CRH PUBLIC LTD CO | $819.1K | 0.0% |
| Cigna Group | $816.1K | 0.0% |
| Comfort Systems USA Inc | $816.0K | 0.0% |
| Marriott International Inc/MD | $815.6K | 0.0% |
| FREEPORT-MCMORAN INC | $811.3K | 0.0% |
| Arista Networks, Inc.ANET | $808.1K | 0.0% |
| BlackRock Enhanced Large Cap Core Fund, Inc.CII | $802.4K | 0.0% |
| iShares MSCI UAE ETF | $796.6K | 0.0% |
| SSR MINING INC.SSRM | $789.1K | 0.0% |
| SELECT SECTOR SPDR TR | $789.1K | 0.0% |
| VANGUARD BD INDEX FDS | $786.7K | 0.0% |
| STIFEL FINANCIAL CORP | $781.6K | 0.0% |
| PROGRESSIVE CORP/OH | $779.2K | 0.0% |
| ISHARES TR | $776.8K | 0.0% |
| CARDINAL HEALTH INC | $773.9K | 0.0% |
| PayPal Holdings, Inc. | $755.4K | 0.0% |
| Medtronic plc | $754.6K | 0.0% |
| SCHWAB STRATEGIC TR | $742.7K | 0.0% |
| GILEAD SCIENCES, INC. | $740.1K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $738.0K | 0.0% |
| INTUIT INC. | $737.7K | 0.0% |
| TransDigm Group Inc. | $730.8K | 0.0% |