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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
PFFIshares Tr
Recent Activity
Increased 12.57%
0.15%
$5.287M
158,722 shares@ $33.32 avg price
ASMLAsml Holding N V
Recent Activity
Increased 2.83%
0.14%
$4.98M
5,977 shares@ $833.22 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 10.37%
0.14%
$4.976M
55,213 shares@ $90.12 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Increased 22.21%
0.14%
$4.83M
59,766 shares@ $80.82 avg price
TLHIshares Tr
Recent Activity
Increased 221.11%
0.13%
$4.519M
41,509 shares@ $108.86 avg price
ADMArcher Daniels Midland Co
Recent Activity
Increased 7.25%
0.13%
$4.4M
73,983 shares@ $59.48 avg price
GLWCorning Inc
Recent Activity
Increased 39.71%
0.12%
$4.13M
91,821 shares@ $44.99 avg price
GEGe Aerospace
Recent Activity
Increased 6.13%
0.11%
$3.862M
20,655 shares@ $186.97 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 48.65%
0.11%
$3.623M
54,050 shares@ $67.04 avg price
IEFIshares Tr
Recent Activity
Increased 578.99%
0.1%
$3.576M
36,536 shares@ $97.89 avg price