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B. Riley Wealth Advisors, Inc.

All holdings · as of Dec 31, 2025

934 positions

CompanyClassValueShares% of portfolio
REPUBLIC SERVICES, INC.$603.7K2,8490.0%
MetLife Inc$603.5K7,6450.0%
Bluerock Private Real Estate FundBPREClosed-End Fund$599.7K39,9800.0%
PUBLIC SERVICE ENTERPRISE GROUP INC$598.1K7,4480.0%
ISHARES INC$597.9K13,5360.0%
DIMENSIONAL ETF TRUST$593.4K14,9880.0%
HARTFORD INSURANCE GROUP, INC.$592.8K4,3020.0%
FORD MOTOR CO$587.9K44,8100.0%
Invesco Bloomberg Enhanced Fallen Angels ETF$582.0K26,8720.0%
Rockwell Automation Inc$579.4K1,4890.0%
Cloudflare, Inc.$574.5K2,9140.0%
D-Wave Quantum Inc.$573.3K21,9220.0%
SERIES PORTFOLIOS TR$572.1K22,4260.0%
AUTOMATIC DATA PROCESSING INC$567.8K2,2070.0%
FIDELITY COVINGTON TRUST$567.8K5,5580.0%
INVESCO EXCH TRADED FD TR II$565.8K26,9420.0%
Ulta Beauty, Inc.$563.3K9310.0%
Ralph Lauren Corp$557.1K1,5750.0%
SUNRUN INC.$556.7K30,2530.0%
SERIES PORTFOLIOS TR$556.0K20,9970.0%
Rigetti Computing, Inc.$554.5K25,0360.0%
INVESCO CURRENCYSHARES EURO$553.0K5,0990.0%
Zoetis Inc.$549.3K4,3660.0%
M&T BANK CORP$543.6K2,6980.0%
SAP SE$543.4K2,2370.0%
Devon Energy Corp$540.2K14,7470.0%
iShares MSCI UAE ETF$538.8K6,1820.0%
Expedia Group Inc$535.5K1,8900.0%
Reddit, Inc.$531.9K2,3140.0%
United Rentals Inc$530.5K6560.0%
REV GROUP INC$529.4K8,7060.0%
NXP Semiconductors N.V.$527.0K2,4280.0%
FOX CORP$525.9K8,0990.0%
TechnipFMC plc$525.8K11,7990.0%
ISHARES TR$525.4K4,0750.0%
Fastenal Co$523.1K13,0340.0%
Antero Midstream Corp$521.8K29,3320.0%
KINDER MORGAN, INC.$519.0K18,8760.0%
BlackRock Utilities, Infrastructure & Power Opportunities TrustBUIClosed-End Fund$518.6K20,1880.0%
ETF SER SOLUTIONS$517.9K18,4490.0%
GLOBAL X FDS$516.7K8,0880.0%
abrdn Healthcare Opportunities FundTHQClosed-End Fund$515.9K26,9670.0%
Evergy, Inc.$514.7K7,1000.0%
Baker Hughes Co$513.5K11,2770.0%
SPROTT FDS TR$513.4K9,2000.0%
ISHARES TR$512.7K9,6950.0%
VANGUARD WORLD FD$511.0K2,4190.0%
SPDR SERIES TRUST$510.5K4,9580.0%
Evercore Inc$507.2K1,4910.0%
SPROTT INC$505.0K5,1570.0%
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