B. Riley Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Dec 13, 2024
Value $
$3.6B
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 1263 stock holdings with total value $3.6B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, MSFT, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 +$409M -$869M -$460M AAPL, NVDA, MSFT, IVV, AMZN 13F-HR 8/19/2024, 08:08 AM
Q1 2024 1,445 $2.64B +$404M -$165M +$239M AAPL, IVV, VTV, QQQ, SPY 13F-HR 5/16/2024, 05:25 PM
Q4 2023 1,386 $3.71B +$212M -$545M -$333M AAPL, IVV, MSFT, VUG, AMZN 13F-HR 3/15/2024, 10:08 AM
Q3 2023 1,445 $3.7B +$321M -$926M -$604M AAPL, IVV, VUG, MSFT, VTV 13F-HR 12/1/2023, 04:02 PM
Q2 2023 1,537 $4.46B +$801M -$309M +$493M AAPL, AMZN, IVV, MSFT, VUG 13F-HR 7/27/2023, 04:59 PM
Q1 2023 1,514 $3.75B +$339M -$349M -$9.86M AAPL, MSFT, IVV, VUG, VTV 13F-HR 5/17/2023, 03:30 PM
Q4 2022 1,493 $3.57B +$295M -$227M +$67.8M AAPL, IVV, VUG, MSFT, VTV Restatement 3/15/2023, 12:36 PM
Q3 2022 1,474 $3.31B +$1.25B -$124M +$1.12B AAPL, MSFT, IVV, VUG, AMZN Restatement 11/22/2022, 02:46 PM
Q2 2022 1,285 $2.38B +$177M -$334M -$157M AAPL, MSFT, IVV, AMZN, VUG 13F-HR 8/12/2022, 11:22 AM
Q1 2022 1,407 $3.05B +$242M -$446M -$203M AAPL, IVV, MSFT, AMZN, QQQ 13F-HR 5/2/2022, 05:21 PM
Q4 2021 1,413 $3.47B +$267M -$155M +$112M AAPL, MSFT, IVV, AMZN, VUG 13F-HR 1/28/2022, 01:56 PM
Q3 2021 1,411 $3.14B +$307M -$181M +$126M AAPL, MSFT, IVV, AMZN, VUG 13F-HR 11/16/2021, 04:37 PM
Q2 2021 1,371 $3.06B +$351M -$290M +$61M AAPL, MSFT, AMZN, IVV, VUG 13F-HR 8/10/2021, 02:29 PM
Q1 2021 1,383 $2.83B +$1.05B -$154M +$897M AAPL, MSFT, AMZN, IVV, VUG 13F-HR 5/13/2021, 11:58 AM
Q4 2020 1,064 $1.87B +$221M -$447M -$226M AAPL, MSFT, AMZN, VUG, IGSB 13F-HR 2/4/2021, 09:56 AM
Q3 2020 1,011 $1.87B +$386M -$58.3M +$328M AAPL, MSFT, VUG, AMZN, IGSB 13F-HR 11/9/2020, 11:05 AM
Q2 2020 916 $1.5B +$230M -$115M +$115M AAPL, MSFT, VUG, AMZN, IGSB 13F-HR 7/31/2020, 05:08 PM
Q1 2020 832 $1.17B +$336M -$142M +$194M AAPL, MSFT, IGSB, IVV, VUG 13F-HR 5/6/2020, 11:08 AM
Q4 2019 873 $1.17B +$169M -$71M +$97.7M AAPL, VEA, MSFT, IVV, USMV 13F-HR 2/10/2020, 05:18 PM
Q3 2019 854 $1.02B +$166M -$68.2M +$98.1M AAPL, USMV, VEA, MSFT, AMZN 13F-HR 11/12/2019, 04:57 PM
Q2 2019 855 $912M +$142M -$56.6M +$85.3M VEA, AAPL, AMZN, USMV, MSFT 13F-HR 8/5/2019, 04:31 PM
Q1 2019 788 $800M +$96.3M -$80.4M +$15.9M AAPL, AMZN, VEA, USMV, BNDX 13F-HR 5/8/2019, 04:30 PM
Q4 2018 691 $703M +$63.4M -$90.5M -$27.1M AAPL, AMZN, VEA, USMV, BNDX 13F-HR 2/8/2019, 04:31 PM
Q3 2018 742 $840M +$85.3M -$41.5M +$43.8M AAPL, AMZN, VEA, VTV, BNDX 13F-HR 11/8/2018, 01:44 PM
Q2 2018 702 $757M +$112M -$85.2M +$27M AAPL, AMZN, VEA, META, BNDX 13F-HR 10/4/2018, 05:50 PM
Q1 2018 701 $714M +$92.4M -$107M -$14.4M AAPL, VEA, AMZN, VZ, BNDX 13F-HR 5/15/2018, 12:25 PM
Q4 2017 666 $740M +$171M -$57.7M +$113M AAPL, VEA, META, BNDX, BSV 13F-HR 2/15/2018, 11:33 AM
Q3 2017 562 $602M +$112M -$79.5M +$32.9M AAPL, VEA, BSV, BNDX, STRP 13F-HR 11/13/2017, 05:21 PM
Q2 2017 548 $551M +$62.2M -$26.2M +$36M AAPL, META, STRP, BNDX, BSV 13F-HR 8/15/2017, 04:08 PM
Q1 2017 540 $501M +$47.7M -$60.4M -$12.7M AAPL, META, BNDX, BSV, ITOT 13F-HR 5/15/2017, 05:25 PM
Q4 2016 577 $492M +$113M -$104M +$8.92M AAPL, META, BNDX, ITOT, BSV 13F-HR 2/14/2017, 04:18 PM
Q3 2016 707 $428M +$41.5M -$47.1M -$5.68M AAPL, META, ITOT, BNDX, BSV 13F-HR 11/14/2016, 05:30 PM
Q2 2016 695 $421M +$79.6M -$32.3M +$47.2M AAPL, META, EXP, ITOT, BNDX 13F-HR 8/15/2016, 05:29 PM
Q1 2016 591 $356M +$45.2M -$122M -$76.5M AAPL, EXP, ITOT, BNDX, BSV 13F-HR 5/16/2016, 05:10 PM
Q4 2015 610 $494M +$120M -$51.7M +$68.2M AAPL, META, ITOT, EXP, BNDX 13F-HR 2/16/2016, 04:54 PM
Q3 2015 630 $416M +$82.8M -$33.1M +$49.7M AAPL, META, ITOT, PG, JNJ 13F-HR 11/16/2015, 05:23 PM
Q2 2015 680 $402M +$66.7M -$70.6M -$3.88M AAPL, MDM, META, ITOT, PG Restatement 8/17/2015, 01:53 PM
Q1 2015 588 $410M +$112M -$1.83B -$1.72B AAPL, META, ITOT, PG, CVX 13F-HR 5/14/2015, 10:21 AM
Q4 2014 4,016 $2.17B +$1.69B -$805M +$886M AAPL, ITOT, DVY, CVX, T 13F-HR 2/18/2015, 04:16 PM
Q3 2014 668 $378M $0 $0 AAPL, PG, T, CVX, GE New Holdings 11/20/2014, 02:20 PM
Q3 2014 668 $378M +$109M -$145M -$36.5M AAPL, PG, T, CVX, GE 13F-HR 11/14/2014, 05:10 PM
Q2 2014 2,864 $426M +$144M -$43.2M +$101M AAPL, CVX, MNKD, GE, T 13F-HR 8/14/2014, 05:21 PM
Q1 2014 756 $331M +$61.9M -$47.9M +$14M AAPL, IVV, IWM, CVX, GE 13F-HR 5/2/2014, 02:59 PM
Q4 2013 676 $313M $0 $0 AAPL, IJH, IVV, T, CVX 13F-HR 1/21/2014, 01:26 PM