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 | +$93,357,721 | -$247,011,850 | -$153,654,129 | NVDA, AAPL, MSFT, AMZN, META | 13F-HR | 31 Oct 2025, 14:27 |
| Q2 2025 | 955 | $2,062,495,610 | +$238,144,110 | -$1,387,906,679 | -$1,149,762,569 | NVDA, AAPL, MSFT, AMZN, META | 13F-HR | 19 Aug 2025, 14:58 |
| Q4 2024 | 1,136 | $3,050,781,908 | +$151,740,866 | -$702,890,131 | -$551,149,265 | AAPL, NVDA, MSFT, AMZN, IVV | 13F-HR | 25 Feb 2025, 13:42 |
| Q3 2024 | 1,263 | $3,595,672,200 | +$182,029,306 | -$679,097,708 | -$497,068,402 | AAPL, NVDA, IVV, MSFT, VUG | 13F-HR | 13 Dec 2024, 16:57 |
| Q2 2024 | 1,379 | $3,928,329,233 | +$409,086,903 | -$869,246,608 | -$460,159,705 | AAPL, NVDA, MSFT, IVV, AMZN | 13F-HR | 19 Aug 2024, 08:08 |
| Q1 2024 | 1,445 | $2,640,623,375 | +$404,121,215 | -$164,835,651 | +$239,285,564 | AAPL, IVV, VTV, QQQ, SPY | 13F-HR | 16 May 2024, 17:25 |
| Q4 2023 | 1,386 | $3,713,133,554 | +$211,827,036 | -$544,790,743 | -$332,963,707 | AAPL, IVV, MSFT, VUG, AMZN | 13F-HR | 15 Mar 2024, 10:08 |
| Q3 2023 | 1,445 | $3,697,476,209 | +$321,071,243 | -$925,553,203 | -$604,481,960 | AAPL, IVV, VUG, MSFT, VTV | 13F-HR | 01 Dec 2023, 16:02 |
| Q2 2023 | 1,537 | $4,456,431,134 | +$801,205,597 | -$308,625,809 | +$492,579,788 | AAPL, AMZN, IVV, MSFT, VUG | 13F-HR | 27 Jul 2023, 16:59 |
| Q1 2023 | 1,514 | $3,752,450,426 | +$339,136,589 | -$349,000,656 | -$9,864,067 | AAPL, MSFT, IVV, VUG, VTV | 13F-HR | 17 May 2023, 15:30 |
| Q4 2022 | 1,493 | $3,566,625,145 | +$294,887,279 | -$227,065,722 | +$67,821,557 | AAPL, IVV, VUG, MSFT, VTV | Restatement | 15 Mar 2023, 12:36 |
| Q3 2022 | 1,474 | $3,310,370,000 | +$1,247,650,977 | -$123,984,153 | +$1,123,666,824 | AAPL, MSFT, IVV, VUG, AMZN | Restatement | 22 Nov 2022, 14:46 |
| Q2 2022 | 1,285 | $2,375,637,000 | +$177,204,201 | -$333,926,536 | -$156,722,335 | AAPL, MSFT, IVV, AMZN, VUG | 13F-HR | 12 Aug 2022, 11:22 |
| Q1 2022 | 1,407 | $3,052,428,000 | +$242,416,160 | -$445,513,437 | -$203,097,277 | AAPL, IVV, MSFT, AMZN, QQQ | 13F-HR | 02 May 2022, 17:21 |
| Q4 2021 | 1,413 | $3,468,884,000 | +$266,914,886 | -$154,970,134 | +$111,944,752 | AAPL, MSFT, IVV, AMZN, VUG | 13F-HR | 28 Jan 2022, 13:56 |
| Q3 2021 | 1,411 | $3,140,367,000 | +$306,632,686 | -$180,560,923 | +$126,071,763 | AAPL, MSFT, IVV, AMZN, VUG | 13F-HR | 16 Nov 2021, 16:37 |
| Q2 2021 | 1,371 | $3,064,271,000 | +$350,744,348 | -$289,706,581 | +$61,037,767 | AAPL, MSFT, AMZN, IVV, VUG | 13F-HR | 10 Aug 2021, 14:29 |
| Q1 2021 | 1,383 | $2,826,840,000 | +$1,051,060,162 | -$153,681,609 | +$897,378,553 | AAPL, MSFT, AMZN, IVV, VUG | 13F-HR | 13 May 2021, 11:58 |
| Q4 2020 | 1,064 | $1,868,769,000 | +$220,664,951 | -$447,152,500 | -$226,487,549 | AAPL, MSFT, AMZN, VUG, IGSB | 13F-HR | 04 Feb 2021, 09:56 |
| Q3 2020 | 1,011 | $1,872,765,000 | +$385,800,349 | -$58,261,211 | +$327,539,138 | AAPL, MSFT, VUG, AMZN, IGSB | 13F-HR | 09 Nov 2020, 11:05 |
| Q2 2020 | 916 | $1,496,215,000 | +$230,108,015 | -$114,938,262 | +$115,169,753 | AAPL, MSFT, VUG, AMZN, IGSB | 13F-HR | 31 Jul 2020, 17:08 |
| Q1 2020 | 832 | $1,170,501,000 | +$335,866,867 | -$141,540,811 | +$194,326,056 | AAPL, MSFT, IGSB, IVV, VUG | 13F-HR | 06 May 2020, 11:08 |
| Q4 2019 | 873 | $1,174,609,000 | +$168,751,390 | -$71,011,595 | +$97,739,795 | AAPL, VEA, MSFT, IVV, USMV | 13F-HR | 10 Feb 2020, 17:18 |
| Q3 2019 | 854 | $1,015,034,000 | +$166,256,666 | -$68,204,879 | +$98,051,787 | AAPL, USMV, VEA, MSFT, AMZN | 13F-HR | 12 Nov 2019, 16:57 |
| Q2 2019 | 855 | $911,825,000 | +$141,956,044 | -$56,611,492 | +$85,344,552 | VEA, AAPL, AMZN, USMV, MSFT | 13F-HR | 05 Aug 2019, 16:31 |
| Q1 2019 | 788 | $800,125,000 | +$96,326,540 | -$80,421,194 | +$15,905,346 | AAPL, AMZN, VEA, USMV, BNDX | 13F-HR | 08 May 2019, 16:30 |
| Q4 2018 | 691 | $702,591,000 | +$63,385,976 | -$90,531,679 | -$27,145,703 | AAPL, AMZN, VEA, USMV, BNDX | 13F-HR | 08 Feb 2019, 16:31 |
| Q3 2018 | 742 | $840,076,000 | +$85,268,277 | -$41,465,064 | +$43,803,213 | AAPL, AMZN, VEA, VTV, BNDX | 13F-HR | 08 Nov 2018, 13:44 |
| Q2 2018 | 702 | $756,761,000 | +$112,257,408 | -$85,217,871 | +$27,039,537 | AAPL, AMZN, VEA, META, BNDX | 13F-HR | 04 Oct 2018, 17:50 |
| Q1 2018 | 701 | $714,241,000 | +$92,352,275 | -$106,775,996 | -$14,423,721 | AAPL, VEA, AMZN, VZ, BNDX | 13F-HR | 15 May 2018, 12:25 |
| Q4 2017 | 666 | $739,990,000 | +$170,676,795 | -$57,707,235 | +$112,969,560 | AAPL, VEA, META, BNDX, BSV | 13F-HR | 15 Feb 2018, 11:33 |
| Q3 2017 | 562 | $601,767,000 | +$112,413,502 | -$79,510,556 | +$32,902,946 | AAPL, VEA, BSV, BNDX, STRP | 13F-HR | 13 Nov 2017, 17:21 |
| Q2 2017 | 548 | $551,297,000 | +$62,185,421 | -$26,161,234 | +$36,024,187 | AAPL, META, STRP, BNDX, BSV | 13F-HR | 15 Aug 2017, 16:08 |
| Q1 2017 | 540 | $501,353,000 | +$47,663,617 | -$60,360,971 | -$12,697,354 | AAPL, META, BNDX, BSV, ITOT | 13F-HR | 15 May 2017, 17:25 |
| Q4 2016 | 577 | $491,879,000 | +$112,720,768 | -$103,798,602 | +$8,922,166 | AAPL, META, BNDX, ITOT, BSV | 13F-HR | 14 Feb 2017, 16:18 |
| Q3 2016 | 707 | $428,164,000 | +$41,466,394 | -$47,144,349 | -$5,677,955 | AAPL, META, ITOT, BNDX, BSV | 13F-HR | 14 Nov 2016, 17:30 |
| Q2 2016 | 695 | $420,999,000 | +$79,573,459 | -$32,346,957 | +$47,226,502 | AAPL, META, EXP, ITOT, BNDX | 13F-HR | 15 Aug 2016, 17:29 |
| Q1 2016 | 591 | $355,854,000 | +$45,223,428 | -$121,708,605 | -$76,485,177 | AAPL, EXP, ITOT, BNDX, BSV | 13F-HR | 16 May 2016, 17:10 |
| Q4 2015 | 610 | $493,724,000 | +$119,903,898 | -$51,674,679 | +$68,229,219 | AAPL, META, ITOT, EXP, BNDX | 13F-HR | 16 Feb 2016, 16:54 |
| Q3 2015 | 630 | $416,113,000 | +$82,782,839 | -$33,067,144 | +$49,715,695 | AAPL, META, ITOT, PG, JNJ | 13F-HR | 16 Nov 2015, 17:23 |
| Q2 2015 | 680 | $401,928,000 | +$66,678,215 | -$70,555,830 | -$3,877,615 | AAPL, MDM, META, ITOT, PG | Restatement | 17 Aug 2015, 13:53 |
| Q1 2015 | 588 | $409,666,000 | +$111,630,332 | -$1,831,635,739 | -$1,720,005,407 | AAPL, META, ITOT, PG, CVX | 13F-HR | 14 May 2015, 10:21 |
| Q4 2014 | 4,016 | $2,168,739,703 | +$1,691,196,544 | -$805,121,331 | +$886,075,213 | AAPL, ITOT, DVY, CVX, T | 13F-HR | 18 Feb 2015, 16:16 |
| Q3 2014 | 668 | $378,392,000 | $0 | $0 | $0 | AAPL, PG, T, CVX, GE | New Holdings | 20 Nov 2014, 14:20 |
| Q3 2014 | 668 | $378,392,000 | +$108,745,328 | -$145,232,347 | -$36,487,019 | AAPL, PG, T, CVX, GE | 13F-HR | 14 Nov 2014, 17:10 |
| Q2 2014 | 2,864 | $425,536,976 | +$144,468,461 | -$43,187,890 | +$101,280,571 | AAPL, CVX, MNKD, GE, T | 13F-HR | 14 Aug 2014, 17:21 |
| Q1 2014 | 756 | $330,786,000 | +$61,917,366 | -$47,935,526 | +$13,981,840 | AAPL, IVV, IWM, CVX, GE | 13F-HR | 02 May 2014, 14:59 |
| Q4 2013 | 676 | $313,115,000 | $0 | $0 | $0 | AAPL, IJH, IVV, T, CVX | 13F-HR | 21 Jan 2014, 13:26 |