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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
PECOPhillips Edison & Co Inc
Recent Activity
Exited
0%
$718,501
21,900 shares@ $32.81 avg price
WFRDWeatherford Intl Plc
Recent Activity
Exited
0%
$648,128
5,293 shares@ $122.46 avg price
ETGEaton Vance Tx Adv Glbl Div
Recent Activity
Exited
0%
$624,533
33,559 shares@ $18.62 avg price
XIGDXVoya Glbl Eqty Div & Prem Op
Recent Activity
Exited
0%
$610,066
118,690 shares@ $5.14 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Exited
0%
$591,975
16,875 shares@ $35.08 avg price
GDXUBank Montreal Medium
Recent Activity
Exited
0%
$575,882
17,170 shares@ $33.55 avg price
AAONAaon Inc
Recent Activity
Exited
0%
$566,593
6,495 shares@ $87.24 avg price
CELHCelsius Hldgs Inc
Recent Activity
Exited
0%
$566,162
9,917 shares@ $57.1 avg price
RPVInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$560,582
6,720 shares@ $83.42 avg price
PBAPembina Pipeline Corp
Recent Activity
Exited
0%
$538,070
14,484 shares@ $37.15 avg price