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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
SPYVSpdr Ser Tr
Recent Activity
Increased 690.76%
0.19%
$6.58M
125,248 shares@ $52.54 avg price
FNXFirst Tr Mid Cap Core Alphad
Recent Activity
Increased 6.06%
0.19%
$6.558M
56,319 shares@ $116.45 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 50.88%
0.19%
$6.54M
122,314 shares@ $53.48 avg price
JHSCJohn Hancock Exchange Traded
Recent Activity
Increased 2.53%
0.19%
$6.523M
163,593 shares@ $39.88 avg price
SCHISchwab Strategic Tr
Recent Activity
Increased 66.19%
0.19%
$6.511M
141,304 shares@ $46.09 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
Increased 910.03%
0.18%
$6.437M
53,784 shares@ $119.69 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 14.25%
0.18%
$6.336M
70,098 shares@ $90.39 avg price
IWBIshares Tr
Recent Activity
Increased 2.33%
0.17%
$5.853M
18,719 shares@ $312.7 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 3.83%
0.16%
$5.485M
27,739 shares@ $197.75 avg price
APIETrust For Professional Manag
Recent Activity
Increased 10.89%
0.16%
$5.448M
178,693 shares@ $30.49 avg price