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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
MBBIshares Tr
Recent Activity
Increased 2.02%
0.23%
$8.189M
85,698 shares@ $95.56 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 26.43%
0.23%
$8.116M
214,157 shares@ $37.9 avg price
BLVVanguard Bd Index Fds
Recent Activity
Increased 10.31%
0.23%
$7.981M
106,892 shares@ $74.67 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Increased 41.4%
0.23%
$7.924M
78,993 shares@ $100.32 avg price
TLTIshares Tr
Recent Activity
Increased 32.87%
0.22%
$7.64M
78,414 shares@ $97.44 avg price
DGROIshares Tr
Recent Activity
Increased 0.01%
0.22%
$7.591M
121,145 shares@ $62.67 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 4.76%
0.21%
$7.469M
110,984 shares@ $67.3 avg price
SOSouthern Co
Recent Activity
Increased 5.87%
0.2%
$7.054M
78,043 shares@ $90.39 avg price
IJRIshares Tr
Recent Activity
Increased 11.48%
0.2%
$6.86M
59,403 shares@ $115.49 avg price
EMXCIshares Inc
Recent Activity
Increased 28.74%
0.19%
$6.791M
112,470 shares@ $60.38 avg price