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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
SPYINeos Etf Trust
Recent Activity
Exited
0%
$996,670
19,874 shares@ $50.15 avg price
FTFFranklin Ltd Duration Income
Recent Activity
Exited
0%
$856,956
135,167 shares@ $6.34 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$832,032
8,575 shares@ $97.03 avg price
NHCNational Healthcare Corp
Recent Activity
Exited
0%
$818,774
7,511 shares@ $109.01 avg price
FXNFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$794,203
43,638 shares@ $18.2 avg price
FMCFmc Corp
Recent Activity
Exited
0%
$761,559
13,102 shares@ $58.13 avg price
ROMProshares Tr
Recent Activity
Exited
0%
$760,767
10,889 shares@ $69.87 avg price
NFJVirtus Dividend Interest & P
Recent Activity
Exited
0%
$759,191
61,823 shares@ $12.29 avg price
RYLDGlobal X Fds
Recent Activity
Exited
0%
$751,727
46,430 shares@ $16.2 avg price
USALiberty All Star Equity Fd
Recent Activity
Exited
0%
$735,237
108,123 shares@ $6.81 avg price