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