• 13F History

B. Riley Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 25, 2025
Value $
$3.05B
Signature - Title
Kristen Frisby - Compliance Officer
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by B. Riley Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. B. Riley Wealth Advisors, Inc. reported 1136 stock holdings with total value $3.05B as of Q4 2024. Top holdings included AAPL, NVDA, MSFT, AMZN, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,136 $3.05B +$152M -$703M -$551M AAPL, NVDA, MSFT, AMZN, IVV 13F-HR 2/25/2025, 01:42 PM
Q3 2024 1,263 $3.6B +$182M -$679M -$497M AAPL, NVDA, IVV, MSFT, VUG 13F-HR 12/13/2024, 04:57 PM
Q2 2024 1,379 $3.93B +$377M -$689M -$312M AAPL, NVDA, MSFT, IVV, AMZN 13F-HR 8/19/2024, 08:08 AM
Q1 2024 1,018 $2.64B +$403M -$165M +$239M AAPL, IVV, VTV, QQQ, SPY 13F-HR 5/16/2024, 05:25 PM
Q4 2023 1,382 $3.71B +$212M -$545M -$333M AAPL, IVV, MSFT, VUG, AMZN 13F-HR 3/15/2024, 10:08 AM
Q3 2023 1,442 $3.69B +$321M -$926M -$605M AAPL, IVV, VUG, MSFT, VTV 13F-HR 12/1/2023, 04:02 PM
Q2 2023 1,535 $4.46B +$802M -$252M +$550M AAPL, AMZN, IVV, MSFT, VUG 13F-HR 7/27/2023, 04:59 PM
Q1 2023 1,510 $3.75B +$339M -$305M +$34.4M AAPL, MSFT, IVV, VUG, VTV 13F-HR 5/17/2023, 03:30 PM
Q4 2022 1,488 $3.57B +$295M -$169M +$126M AAPL, IVV, VUG, MSFT, VTV Restatement 3/15/2023, 12:36 PM
Q3 2022 1,416 $3.12B +$1.19B -$84.1M +$1.11B AAPL, MSFT, IVV, VUG, VTV Restatement 11/22/2022, 01:46 PM
Q2 2022 1,168 $2.21B +$172M -$237M -$65.5M AAPL, MSFT, IVV, AMZN, VUG 13F-HR 8/12/2022, 11:22 AM
Q1 2022 1,345 $2.98B +$241M -$333M -$91.9M AAPL, IVV, MSFT, AMZN, QQQ 13F-HR 5/2/2022, 05:21 PM
Q4 2021 1,393 $3.4B +$255M -$109M +$146M AAPL, MSFT, IVV, AMZN, VUG 13F-HR 1/28/2022, 12:56 PM
Q3 2021 1,399 $3.14B +$312M -$181M +$131M AAPL, MSFT, IVV, AMZN, VUG 13F-HR 11/16/2021, 04:37 PM
Q2 2021 1,365 $3.08B +$340M -$256M +$84.1M AAPL, MSFT, AMZN, IVV, VUG 13F-HR 8/10/2021, 02:29 PM
Q1 2021 1,313 $2.62B +$937M -$148M +$790M MSFT, AMZN, IVV, VUG, IGSB 13F-HR 5/13/2021, 11:58 AM
Q4 2020 983 $1.78B +$216M -$374M -$158M AAPL, MSFT, AMZN, VUG, IGSB 13F-HR 2/4/2021, 08:56 AM
Q3 2020 870 $1.66B +$340M -$36.2M +$304M AAPL, MSFT, VUG, IGSB, IVV 13F-HR 11/9/2020, 10:05 AM
Q2 2020 806 $1.37B +$216M -$81.8M +$134M AAPL, MSFT, VUG, AMZN, IGSB 13F-HR 7/31/2020, 05:08 PM
Q1 2020 750 $1.1B +$316M -$65.3M +$251M AAPL, MSFT, IGSB, IVV, VUG 13F-HR 5/6/2020, 11:08 AM
Q4 2019 797 $1.1B +$158M -$32.7M +$125M AAPL, VEA, MSFT, IVV, USMV 13F-HR 2/10/2020, 04:18 PM
Q3 2019 761 $916M +$144M -$32.9M +$111M AAPL, USMV, VEA, MSFT, AMZN 13F-HR 11/12/2019, 03:57 PM
Q2 2019 724 $814M +$129M -$29.5M +$99.4M VEA, AMZN, USMV, MSFT, BNDX 13F-HR 8/5/2019, 04:31 PM
Q1 2019 689 $711M +$89.4M -$51M +$38.5M AMZN, VEA, USMV, BNDX, VTV 13F-HR 5/8/2019, 04:30 PM
Q4 2018 637 $686M +$61.4M -$49M +$12.4M AAPL, AMZN, VEA, USMV, BNDX 13F-HR 2/8/2019, 03:31 PM
Q3 2018 690 $820M +$82.7M -$25.2M +$57.5M AAPL, AMZN, VEA, VTV, BNDX 13F-HR 11/8/2018, 12:44 PM
Q2 2018 644 $731M +$109M -$36.2M +$72.7M AAPL, AMZN, VEA, META, BNDX 13F-HR 10/4/2018, 05:50 PM
Q1 2018 633 $679M +$90.1M -$67.8M +$22.3M AAPL, VEA, AMZN, VZ, BNDX 13F-HR 5/15/2018, 12:25 PM
Q4 2017 614 $701M +$160M -$44.1M +$116M AAPL, VEA, META, BNDX, BSV 13F-HR 2/15/2018, 10:33 AM
Q3 2017 518 $580M +$111M -$14.2M +$96.6M AAPL, VEA, BSV, BNDX, STRP 13F-HR 11/13/2017, 04:21 PM
Q2 2017 498 $527M +$59.7M -$14.2M +$45.5M AAPL, META, STRP, BNDX, BSV 13F-HR 8/15/2017, 04:08 PM
Q1 2017 492 $474M +$42.6M -$29M +$13.7M AAPL, META, BNDX, BSV, ITOT 13F-HR 5/15/2017, 05:25 PM
Q4 2016 494 $424M +$32.5M -$45.9M -$13.4M AAPL, META, ITOT, BIV, T 13F-HR 2/14/2017, 03:18 PM
Q3 2016 482 $342M +$35.3M -$22.5M +$12.9M AAPL, META, ITOT, EXP, DVY 13F-HR 11/14/2016, 04:30 PM
Q2 2016 487 $335M +$68.6M -$9.33M +$59.3M META, EXP, ITOT, DVY, PG 13F-HR 8/15/2016, 05:29 PM
Q1 2016 467 $350M +$45.2M -$21.6M +$23.6M AAPL, EXP, ITOT, BNDX, BSV 13F-HR 5/16/2016, 05:10 PM
Q4 2015 519 $427M +$103M -$21.9M +$81.6M META, ITOT, EXP, BNDX, BSV 13F-HR 2/16/2016, 03:54 PM
Q3 2015 493 $326M META, ITOT, PG, JNJ, EXP 13F-HR 11/16/2015, 04:23 PM
Q2 2015 382 $227M MDM, ITOT, EXP, CVX, IEFA Restatement 8/17/2015, 01:53 PM
Q1 2015 586 $409M +$33.9M -$127M -$92.8M AAPL, META, ITOT, PG, CVX 13F-HR 5/14/2015, 10:21 AM
Q4 2014 3,050 $1.56B +$1.33B -$719M +$616M ITOT, DVY, MNKDXXXX, BSJIXXXX, IEFA 13F-HR 2/18/2015, 03:16 PM
Q3 2014 657 $377M AAPL, PG, T, CVX, GEXXXX New Holdings 11/20/2014, 01:20 PM
Q3 2014 657 $377M +$90.1M -$295M -$205M AAPL, PG, T, CVX, GEXXXX 13F-HR 11/14/2014, 04:10 PM
Q2 2014 2,029 $102M +$68.3M -$11.5M +$56.8M NSC, RVTY, OXY, NVS, BAX 13F-HR 8/14/2014, 05:21 PM
Q1 2014 750 $327M +$61.9M -$28.7M +$33.2M AAPL, IVV, IWM, CVX, GEXXXX 13F-HR 5/2/2014, 02:59 PM
Q4 2013 675 $313M AAPL, IJH, IVV, T, CVX 13F-HR 1/21/2014, 12:26 PM