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Kristen Frisby

@B. Riley Wealth Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$3.596BTotal holdings1263
Assets growth rate-8.47%Assets growth rate (2-Q avg)-1.11%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in B. Riley Wealth Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1263 positions.

Assets under management

The assets under management (AUM) of B. Riley Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.596B in assets, with a quarterly growth rate of -8.47% and a 2-quarter average growth rate of -1.11%. The portfolio is managed by Kristen Frisby, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACWVIshares Inc
Recent Activity
New Position
0.28%
$9.964M
87,274 shares@ $114.18 avg price
IWXIshares Tr
Recent Activity
New Position
0.16%
$5.561M
68,762 shares@ $80.88 avg price
IYRIshares Tr
Recent Activity
New Position
0.11%
$3.671M
36,364 shares@ $100.95 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.06%
$1.859M
12,458 shares@ $149.22 avg price
POWLPowell Inds Inc
Recent Activity
New Position
0.04%
$1.361M
6,112 shares@ $222.75 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
0.04%
$1.341M
14,099 shares@ $95.1 avg price
MMYTMakemytrip Limited Mauritius
Recent Activity
New Position
0.04%
$1.134M
12,288 shares@ $92.29 avg price
ELLauder Estee Cos Inc
Recent Activity
New Position
0.03%
$1.002M
10,292 shares@ $97.33 avg price
CGBLCapital Group Core Balanced
Recent Activity
New Position
0.03%
$910,163
29,333 shares@ $31.03 avg price
CNMCore & Main Inc
Recent Activity
New Position
0.03%
$774,463
17,526 shares@ $44.19 avg price