Notify me when B. Riley Wealth Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 965 | $2,081,086,714 | +$93,357,729 | -$247,011,850 | -$153,654,121 | NVDA, AAPL, MSFT, AMZN, META | 13F-HR | 31 Oct 2025, 14:27 |
| Q2 2025 | 955 | $2,062,495,610 | +$238,144,093 | -$1,387,906,760 | -$1,149,762,667 | NVDA, AAPL, MSFT, AMZN, META | 13F-HR | 19 Aug 2025, 14:58 |
| Q4 2024 | 1,136 | $3,050,781,908 | +$151,740,871 | -$702,890,149 | -$551,149,278 | AAPL, NVDA, MSFT, AMZN, IVV | 13F-HR | 25 Feb 2025, 13:42 |
| Q3 2024 | 1,263 | $3,595,672,200 | +$182,029,323 | -$679,097,717 | -$497,068,394 | AAPL, NVDA, IVV, MSFT, VUG | 13F-HR | 13 Dec 2024, 16:57 |
| Q2 2024 | 1,379 | $3,928,329,233 | +$376,777,558 | -$688,972,173 | -$312,194,615 | AAPL, NVDA, MSFT, IVV, AMZN | 13F-HR | 19 Aug 2024, 08:08 |
| Q1 2024 | 1,018 | $2,638,686,355 | +$403,471,007 | -$164,615,079 | +$238,855,928 | AAPL, IVV, VTV, QQQ, SPY | 13F-HR | 16 May 2024, 17:25 |
| Q4 2023 | 1,382 | $3,713,020,299 | +$211,716,499 | -$544,739,325 | -$333,022,826 | AAPL, IVV, MSFT, VUG, AMZN | 13F-HR | 15 Mar 2024, 10:08 |
| Q3 2023 | 1,442 | $3,694,513,100 | +$321,055,009 | -$925,670,742 | -$604,615,733 | AAPL, IVV, VUG, MSFT, VTV | 13F-HR | 01 Dec 2023, 16:02 |
| Q2 2023 | 1,535 | $4,456,398,801 | +$801,677,538 | -$251,755,801 | +$549,921,737 | AAPL, AMZN, IVV, MSFT, VUG | 13F-HR | 27 Jul 2023, 16:59 |
| Q1 2023 | 1,510 | $3,752,436,316 | +$339,163,264 | -$304,729,218 | +$34,434,046 | AAPL, MSFT, IVV, VUG, VTV | 13F-HR | 17 May 2023, 15:30 |
| Q4 2022 | 1,488 | $3,566,621,373 | +$294,859,451 | -$168,643,274 | +$126,216,177 | AAPL, IVV, VUG, MSFT, VTV | Restatement | 15 Mar 2023, 12:36 |
| Q3 2022 | 1,416 | $3,124,103,666 | +$1,189,148,770 | -$84,115,347 | +$1,105,033,423 | AAPL, MSFT, IVV, VUG, VTV | Restatement | 22 Nov 2022, 13:46 |
| Q2 2022 | 1,168 | $2,205,205,413 | +$171,840,160 | -$237,377,997 | -$65,537,837 | AAPL, MSFT, IVV, AMZN, VUG | 13F-HR | 12 Aug 2022, 11:22 |
| Q1 2022 | 1,345 | $2,977,465,785 | +$241,381,323 | -$333,326,531 | -$91,945,208 | AAPL, IVV, MSFT, AMZN, QQQ | 13F-HR | 02 May 2022, 17:21 |
| Q4 2021 | 1,393 | $3,397,151,194 | +$254,916,565 | -$108,739,356 | +$146,177,209 | AAPL, MSFT, IVV, AMZN, VUG | 13F-HR | 28 Jan 2022, 12:56 |
| Q3 2021 | 1,399 | $3,135,356,000 | +$311,721,205 | -$180,544,248 | +$131,176,957 | AAPL, MSFT, IVV, AMZN, VUG | 13F-HR | 16 Nov 2021, 16:37 |
| Q2 2021 | 1,365 | $3,076,465,000 | +$340,466,329 | -$256,404,009 | +$84,062,320 | AAPL, MSFT, AMZN, IVV, VUG | 13F-HR | 10 Aug 2021, 14:29 |
| Q1 2021 | 1,313 | $2,624,932,000 | +$937,314,608 | -$147,810,682 | +$789,503,926 | MSFT, AMZN, IVV, VUG, IGSB | 13F-HR | 13 May 2021, 11:58 |
| Q4 2020 | 983 | $1,784,322,071 | +$215,743,721 | -$373,772,356 | -$158,028,635 | AAPL, MSFT, AMZN, VUG, IGSB | 13F-HR | 04 Feb 2021, 08:56 |
| Q3 2020 | 870 | $1,661,302,831 | +$340,434,131 | -$36,249,363 | +$304,184,768 | AAPL, MSFT, VUG, IGSB, IVV | 13F-HR | 09 Nov 2020, 10:05 |
| Q2 2020 | 806 | $1,369,351,000 | +$216,325,093 | -$81,844,017 | +$134,481,076 | AAPL, MSFT, VUG, AMZN, IGSB | 13F-HR | 31 Jul 2020, 17:08 |
| Q1 2020 | 750 | $1,104,489,822 | +$316,431,808 | -$65,308,648 | +$251,123,160 | AAPL, MSFT, IGSB, IVV, VUG | 13F-HR | 06 May 2020, 11:08 |
| Q4 2019 | 797 | $1,096,897,320 | +$158,162,722 | -$32,713,581 | +$125,449,141 | AAPL, VEA, MSFT, IVV, USMV | 13F-HR | 10 Feb 2020, 16:18 |
| Q3 2019 | 761 | $915,843,769 | +$143,679,679 | -$32,908,711 | +$110,770,968 | AAPL, USMV, VEA, MSFT, AMZN | 13F-HR | 12 Nov 2019, 15:57 |
| Q2 2019 | 724 | $813,931,000 | +$128,970,099 | -$29,539,480 | +$99,430,619 | VEA, AMZN, USMV, MSFT, BNDX | 13F-HR | 05 Aug 2019, 16:31 |
| Q1 2019 | 689 | $711,206,000 | +$89,442,038 | -$50,983,769 | +$38,458,269 | AMZN, VEA, USMV, BNDX, VTV | 13F-HR | 08 May 2019, 16:30 |
| Q4 2018 | 637 | $685,927,000 | +$61,390,357 | -$49,039,548 | +$12,350,809 | AAPL, AMZN, VEA, USMV, BNDX | 13F-HR | 08 Feb 2019, 15:31 |
| Q3 2018 | 690 | $820,183,000 | +$82,672,230 | -$25,172,008 | +$57,500,222 | AAPL, AMZN, VEA, VTV, BNDX | 13F-HR | 08 Nov 2018, 12:44 |
| Q2 2018 | 644 | $731,162,000 | +$108,896,273 | -$36,240,899 | +$72,655,374 | AAPL, AMZN, VEA, META, BNDX | 13F-HR | 04 Oct 2018, 17:50 |
| Q1 2018 | 633 | $678,586,000 | +$90,075,763 | -$67,754,408 | +$22,321,355 | AAPL, VEA, AMZN, VZ, BNDX | 13F-HR | 15 May 2018, 12:25 |
| Q4 2017 | 614 | $701,110,000 | +$160,177,720 | -$44,136,943 | +$116,040,777 | AAPL, VEA, META, BNDX, BSV | 13F-HR | 15 Feb 2018, 10:33 |
| Q3 2017 | 518 | $580,361,097 | +$110,832,883 | -$14,222,997 | +$96,609,886 | AAPL, VEA, BSV, BNDX, STRP | 13F-HR | 13 Nov 2017, 16:21 |
| Q2 2017 | 498 | $526,872,638 | +$59,688,952 | -$14,194,659 | +$45,494,293 | AAPL, META, STRP, BNDX, BSV | 13F-HR | 15 Aug 2017, 16:08 |
| Q1 2017 | 492 | $473,500,061 | +$42,638,734 | -$28,974,187 | +$13,664,547 | AAPL, META, BNDX, BSV, ITOT | 13F-HR | 15 May 2017, 17:25 |
| Q4 2016 | 494 | $423,532,836 | +$32,522,920 | -$45,940,501 | -$13,417,581 | AAPL, META, ITOT, BIV, T | 13F-HR | 14 Feb 2017, 15:18 |
| Q3 2016 | 482 | $341,777,038 | +$35,324,944 | -$22,468,295 | +$12,856,649 | AAPL, META, ITOT, EXP, DVY | 13F-HR | 14 Nov 2016, 16:30 |
| Q2 2016 | 487 | $334,696,668 | +$68,635,663 | -$9,333,451 | +$59,302,212 | META, EXP, ITOT, DVY, PG | 13F-HR | 15 Aug 2016, 17:29 |
| Q1 2016 | 467 | $349,530,000 | +$45,196,139 | -$21,630,198 | +$23,565,941 | AAPL, EXP, ITOT, BNDX, BSV | 13F-HR | 16 May 2016, 17:10 |
| Q4 2015 | 519 | $426,865,000 | +$103,430,186 | -$21,868,172 | +$81,562,014 | META, ITOT, EXP, BNDX, BSV | 13F-HR | 16 Feb 2016, 15:54 |
| Q3 2015 | 493 | $326,327,000 | $0 | META, ITOT, PG, JNJ, EXP | 13F-HR | 16 Nov 2015, 16:23 | ||
| Q2 2015 | 382 | $227,433,235 | $0 | MDM, ITOT, EXP, CVX, IEFA | Restatement | 17 Aug 2015, 13:53 | ||
| Q1 2015 | 586 | $409,404,262 | +$33,865,369 | -$126,678,709 | -$92,813,340 | AAPL, META, ITOT, PG, CVX | 13F-HR | 14 May 2015, 10:21 |
| Q4 2014 | 3,050 | $1,560,663,739 | +$1,334,859,371 | -$718,864,093 | +$615,995,278 | ITOT, DVY, MNKDXXXX, BSJIXXXX, IEFA | 13F-HR | 18 Feb 2015, 15:16 |
| Q3 2014 | 657 | $376,663,730 | $0 | AAPL, PG, T, CVX, GEXXXX | New Holdings | 20 Nov 2014, 13:20 | ||
| Q3 2014 | 657 | $376,663,730 | +$90,081,329 | -$295,497,395 | -$205,416,066 | AAPL, PG, T, CVX, GEXXXX | 13F-HR | 14 Nov 2014, 16:10 |
| Q2 2014 | 2,029 | $102,386,254 | +$68,270,195 | -$11,513,706 | +$56,756,489 | NSC, RVTY, OXY, NVS, BAX | 13F-HR | 14 Aug 2014, 17:21 |
| Q1 2014 | 750 | $327,438,000 | +$61,917,353 | -$28,717,863 | +$33,199,490 | AAPL, IVV, IWM, CVX, GEXXXX | 13F-HR | 02 May 2014, 14:59 |
| Q4 2013 | 675 | $312,882,228 | $0 | AAPL, IJH, IVV, T, CVX | 13F-HR | 21 Jan 2014, 12:26 |