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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
COWZPacer Fds Tr
Recent Activity
Decreased -13.75%
0.38%
$13.475M
232,439 shares@ $57.98 avg price
CVXChevron Corp New
Recent Activity
Decreased -22.89%
0.37%
$12.95M
86,966 shares@ $148.92 avg price
IVEIshares Tr
Recent Activity
Decreased -2.07%
0.36%
$12.829M
65,496 shares@ $195.87 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -12.25%
0.36%
$12.737M
134,938 shares@ $94.39 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -11.59%
0.36%
$12.593M
164,784 shares@ $76.43 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
Decreased -8.86%
0.35%
$12.333M
153,296 shares@ $80.46 avg price
VGTVanguard World Fd
Recent Activity
Decreased -18.29%
0.35%
$12.239M
20,980 shares@ $583.39 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -10.92%
0.34%
$11.95M
42,385 shares@ $281.94 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -12.13%
0.33%
$11.674M
19,165 shares@ $609.13 avg price
PEPPepsico Inc
Recent Activity
Decreased -7.77%
0.33%
$11.653M
68,812 shares@ $169.35 avg price