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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
LRCXLam Research Corp
Recent Activity
Exited
0%
$10.864M
10,183 shares@ $1066.92 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$6.437M
7,856 shares@ $819.36 avg price
QQQEDirexion Shs Etf Tr
Recent Activity
Exited
0%
$3.634M
40,874 shares@ $88.92 avg price
MGCVanguard World Fd
Recent Activity
Exited
0%
$3.623M
18,306 shares@ $197.91 avg price
MGKVanguard World Fd
Recent Activity
Exited
0%
$3.332M
10,594 shares@ $314.52 avg price
MCHIIshares Tr
Recent Activity
Exited
0%
$2.947M
69,893 shares@ $42.17 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$2.931M
3,723 shares@ $787.31 avg price
XJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$2.61M
80,300 shares@ $32.51 avg price
PMTPennymac Mtg Invt Tr
Recent Activity
Exited
0%
$2.419M
175,943 shares@ $13.76 avg price
SPBOSpdr Ser Tr
Recent Activity
Exited
0%
$1.974M
68,795 shares@ $28.7 avg price