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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
XOMExxon Mobil Corp
Recent Activity
Decreased -7.67%
0.91%
$32.394M
274,650 shares@ $117.95 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -14.12%
0.79%
$28.261M
170,397 shares@ $165.86 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -14.77%
0.77%
$27.545M
60,145 shares@ $457.99 avg price
HDHome Depot Inc
Recent Activity
Decreased -13.62%
0.76%
$27.239M
66,812 shares@ $407.7 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -35.97%
0.7%
$25.113M
146,370 shares@ $171.58 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -15.15%
0.7%
$25.051M
119,979 shares@ $208.8 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -9.71%
0.63%
$22.459M
38,225 shares@ $587.56 avg price
QUALIshares Tr
Recent Activity
Decreased -4.1%
0.61%
$21.725M
121,647 shares@ $178.6 avg price
EFGIshares Tr
Recent Activity
Decreased -16.54%
0.61%
$21.711M
204,133 shares@ $106.36 avg price
IVWIshares Tr
Recent Activity
Decreased -16.14%
0.61%
$21.659M
228,146 shares@ $94.94 avg price