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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
ASOAcademy Sports & Outdoors In
Recent Activity
Exited
0%
$529,503
9,923 shares@ $53.37 avg price
RWKInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$526,421
4,795 shares@ $109.79 avg price
NTRNutrien Ltd
Recent Activity
Exited
0%
$524,435
10,193 shares@ $51.46 avg price
MEDPMedpace Hldgs Inc
Recent Activity
Exited
0%
$512,258
1,244 shares@ $411.79 avg price
XBOEXBlackrock Enhanced Global Di
Recent Activity
Exited
0%
$509,356
48,007 shares@ $10.62 avg price
HEQJohn Hancock Hedged Equity &
Recent Activity
Exited
0%
$508,217
48,914 shares@ $10.4 avg price
RABrookfield Real Assets Incom
Recent Activity
Exited
0%
$497,500
38,989 shares@ $12.77 avg price
KSAIshares Tr
Recent Activity
Exited
0%
$494,345
12,170 shares@ $40.62 avg price
CKPTCheckpoint Therapeutics Inc
Recent Activity
Exited
0%
$492,780
229,200 shares@ $2.15 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Exited
0%
$483,906
6,575 shares@ $73.6 avg price