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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -4.89%
0.6%
$21.56M
363,901 shares@ $59.25 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -12.81%
0.59%
$20.939M
23,734 shares@ $882.25 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -28.2%
0.57%
$20.472M
122,442 shares@ $167.2 avg price
WMTWalmart Inc
Recent Activity
Decreased -11.47%
0.52%
$18.439M
228,618 shares@ $80.66 avg price
IBMInternational Business Machs
Recent Activity
Decreased -13.78%
0.51%
$18.305M
82,645 shares@ $221.5 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -8.78%
0.51%
$18.237M
350,227 shares@ $52.08 avg price
FCFranklin Covey Co
Recent Activity
Decreased -0.01%
0.51%
$18.213M
447,893 shares@ $40.67 avg price
TSLATesla Inc
Recent Activity
Decreased -7.47%
0.5%
$17.924M
69,896 shares@ $256.45 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -22.48%
0.48%
$16.935M
86,100 shares@ $196.7 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -6.75%
0.47%
$16.553M
54,408 shares@ $304.25 avg price