test

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
AAPLApple Inc
Recent Activity
Decreased -21.29%
4.76%
$171.027M
740,508 shares@ $230.96 avg price
NVDANvidia Corporation
Recent Activity
Decreased -18.14%
3.81%
$136.974M
1.123M shares@ $121.94 avg price
IVVIshares Tr
Recent Activity
Decreased -3.59%
3.27%
$117.571M
205,338 shares@ $572.58 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -13.34%
2.85%
$102.282M
240,100 shares@ $426.0 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -8.86%
2.13%
$76.484M
200,293 shares@ $381.86 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -15.79%
2.08%
$74.76M
405,060 shares@ $184.57 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -22.97%
1.45%
$51.957M
298,727 shares@ $173.93 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.55%
1.37%
$49.202M
85,936 shares@ $572.55 avg price
IUSBIshares Tr
Recent Activity
Increased 11.77%
1.05%
$37.499M
797,695 shares@ $47.01 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -15.95%
1.04%
$37.385M
64,861 shares@ $576.39 avg price