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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
PANWPalo Alto Networks Inc
Recent Activity
Decreased -14.7%
0.46%
$16.246M
47,848 shares@ $339.54 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -16.26%
0.45%
$15.865M
98,183 shares@ $161.59 avg price
CSMProshares Tr
Recent Activity
Decreased -8.4%
0.44%
$15.76M
241,972 shares@ $65.14 avg price
VVisa Inc
Recent Activity
Decreased -16.83%
0.41%
$14.658M
53,175 shares@ $275.66 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -13.88%
0.41%
$14.405M
127,497 shares@ $112.99 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -5.25%
0.4%
$14.341M
291,153 shares@ $49.26 avg price
CATCaterpillar Inc
Recent Activity
Decreased -14.09%
0.39%
$13.999M
35,793 shares@ $391.11 avg price
MAMastercard Incorporated
Recent Activity
Decreased -7.95%
0.39%
$13.815M
27,950 shares@ $494.29 avg price
HYZDWisdomtree Tr
Recent Activity
Decreased -17.22%
0.39%
$13.815M
624,359 shares@ $22.13 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -4.6%
0.38%
$13.621M
183,850 shares@ $74.09 avg price