test

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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.55%
1.37%
$49.202M
85,936 shares@ $572.55 avg price
IUSBIshares Tr
Recent Activity
Increased 11.77%
1.05%
$37.499M
797,695 shares@ $47.01 avg price
AVGOBroadcom Inc
Recent Activity
Increased 624.82%
0.67%
$23.889M
138,687 shares@ $172.26 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 16.2%
0.54%
$19.137M
125,417 shares@ $152.59 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 4.86%
0.54%
$19.093M
85,174 shares@ $224.17 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 0.5%
0.53%
$18.748M
76,708 shares@ $244.41 avg price
IAUIshares Gold Tr
Recent Activity
Increased 49.67%
0.48%
$17.248M
345,514 shares@ $49.93 avg price
EFVIshares Tr
Recent Activity
Increased 83.96%
0.39%
$13.788M
243,300 shares@ $56.68 avg price
ETNEaton Corp Plc
Recent Activity
Increased 48.89%
0.38%
$13.533M
41,106 shares@ $329.22 avg price
VBVanguard Index Fds
Recent Activity
Increased 4.41%
0.38%
$13.525M
57,260 shares@ $236.21 avg price