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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
XLUSelect Sector Spdr Tr
Recent Activity
Increased 40.05%
0.38%
$13.487M
166,168 shares@ $81.17 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 39.77%
0.36%
$12.671M
169,352 shares@ $74.83 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 8.27%
0.36%
$12.598M
231,806 shares@ $54.35 avg price
APUETrust For Professional Manag
Recent Activity
Increased 0.98%
0.32%
$11.176M
319,376 shares@ $35.0 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 2.16%
0.28%
$9.937M
60,761 shares@ $163.55 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 49.96%
0.28%
$9.787M
119,261 shares@ $82.07 avg price
AGGIshares Tr
Recent Activity
Increased 10.97%
0.26%
$9.114M
90,199 shares@ $101.05 avg price
IWFIshares Tr
Recent Activity
Increased 13.96%
0.26%
$9.006M
24,157 shares@ $372.82 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 22.81%
0.25%
$8.921M
156,250 shares@ $57.1 avg price
IEFAIshares Tr
Recent Activity
Increased 3.38%
0.25%
$8.665M
112,301 shares@ $77.16 avg price