B. Riley Wealth Advisors, Inc.
CIK Number: 0001464811
3.05B
Market Value
1,050
# of Holdings
19 months
Avg. Holding Period
38.76%
Win Rate
20.03%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.98 | +0.10% | 667.48K | -9.86% | 167.15M | 148.37 | 5.48% |
| 2 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 1.02M | -9.43% | 136.62M | 13.04 | 4.48% |
| 3 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 210.85K | -12.18% | 88.88M | 202.56 | 2.91% |
| 4 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 328.81K | -18.83% | 72.14M | 116.03 | 2.36% |
| 5 | IVV | iShares Core S&... | 606.23 | +0.32% | 119.68K | -41.71% | 70.46M | 402.73 | 2.31% |
| 6 | VUG | Vanguard Growth... | 423.76 | +0.11% | 144.25K | -27.98% | 59.21M | 235.88 | 1.94% |
| 7 | VTV | Vanguard Value ... | 174.72 | +0.57% | 221.62K | -25.81% | 37.52M | 130.92 | 1.23% |
| 8 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 62.89K | -26.81% | 36.98M | 345.84 | 1.21% |
| 9 | META | Meta Platforms,... | 693.11 | -0.15% | 61.02K | -5.92% | 35.73M | 264.91 | 1.17% |
| 10 | PG | The Procter & G... | 163.05 | +0.58% | 175.17K | +19.67% | 29.37M | 145.29 | 0.96% |
| 11 | GOOGL | Alphabet Inc. | 175.57 | -1% | 151.4K | -11.15% | 28.66M | 88.83 | 0.94% |
| 12 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 116.12K | -16.27% | 26.92M | 43.09 | 0.88% |
| 13 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 33.82K | -9.36% | 26.11M | 292.99 | 0.86% |
| 14 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 241.98K | -11.89% | 26.03M | 71.65 | 0.85% |
| 15 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 107.39K | -10.49% | 25.74M | 123 | 0.84% |
| 16 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 62.59K | -10.45% | 25.28M | 167.33 | 0.83% |
| 17 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 53.75K | -10.63% | 24.36M | 311.35 | 0.80% |
| 18 | HD | The Home Depot,... | 362.78 | +0.64% | 58.1K | -13.04% | 22.6M | 253.38 | 0.74% |
| 19 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 107.89K | -11.89% | 20.55M | 87.69 | 0.67% |
| 20 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 340.39K | -6.46% | 19.72M | 53.64 | 0.65% |
| 21 | XLK | Technology Sele... | 242.47 | +0.89% | 84.73K | -0.52% | 19.7M | 157.05 | 0.65% |
| 22 | COST | Costco Wholesal... | 1002.64 | +0.59% | 21.09K | -11.14% | 19.33M | 421.3 | 0.63% |
| 23 | WMT | Walmart Inc. | 94.83 | -1.01% | 206.97K | -9.47% | 18.74M | 57.07 | 0.61% |
| 24 | IBM | International B... | 280.79 | -0.26% | 80.27K | -2.87% | 17.65M | 131.78 | 0.58% |
| 25 | FC | Franklin Covey ... | 22.74 | +0.57% | 447.89K | 0.00% | 16.83M | 36.88 | 0.55% |
| 26 | CSM | ProShares Large... | 68.72 | +0.46% | 251.33K | +3.87% | 16.62M | 50.57 | 0.54% |
| 27 | PLTR | Palantir Techno... | 135.06 | -0.98% | 215.93K | +0.83% | 16.33M | 22.82 | 0.54% |
| 28 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 31.41K | -17.84% | 15.89M | 372.22 | 0.52% |
| 29 | ETN | Eaton Corporati... | 329.93 | +1.30% | 46.81K | +13.87% | 15.53M | 238.86 | 0.51% |
| 30 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 63.95K | -16.63% | 15.48M | 169.78 | 0.51% |
| 31 | MCD | McDonald's Corp... | 302.86 | +0.38% | 52.62K | -3.28% | 15.25M | 227.97 | 0.50% |
| 32 | IUSB | iShares Core To... | 45.79 | +0.34% | 330.22K | -58.6% | 14.93M | 47.85 | 0.49% |
| 33 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 83.97K | -2.48% | 14.92M | 118.01 | 0.49% |
| 34 | IVW | iShares S&P 500... | 106.36 | +0.36% | 144.43K | -36.69% | 14.66M | 80 | 0.48% |
| 35 | PANW | Palo Alto Netwo... | 197.72 | +1.72% | 79.61K | +66.38% | 14.49M | 72.81 | 0.47% |
| 36 | VEA | Vanguard Develo... | 56.86 | +0.78% | 299.73K | -14.42% | 14.33M | 48.98 | 0.47% |
| 37 | EFG | iShares MSCI EA... | 111.98 | +0.72% | 144.67K | -29.13% | 14.01M | 90.4 | 0.46% |
| 38 | V | Visa Inc. | 371.03 | -0.61% | 43.81K | -17.62% | 13.84M | 184.52 | 0.45% |
| 39 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 25.24K | -61.66% | 13.6M | 328.17 | 0.45% |
| 40 | MA | Mastercard Inco... | 588.62 | -0.36% | 25.09K | -10.24% | 13.21M | 291.33 | 0.43% |
| 41 | HYZD | WisdomTree Inte... | 22.36 | -0.27% | 591.23K | -5.31% | 13.15M | 21.07 | 0.43% |
| 42 | BIL | SPDR Bloomberg ... | 91.54 | +0.01% | 139.57K | +52.94% | 12.76M | 91.5 | 0.42% |
| 43 | VB | Vanguard Small ... | 233.32 | -0.21% | 51.64K | -9.81% | 12.41M | 183.99 | 0.41% |
| 44 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 84.68K | -13.75% | 12.25M | 147.71 | 0.40% |
| 45 | VGT | Vanguard Inform... | 633.52 | +0.68% | 19.6K | -6.57% | 12.19M | 312.06 | 0.40% |
| 46 | XMMO | Invesco S&P Mid... | 125.18 | +0.34% | 96.02K | +78.52% | 11.86M | 121.31 | 0.39% |
| 47 | VTI | Vanguard Total ... | 296.95 | +0.28% | 40.81K | -3.71% | 11.83M | 188.18 | 0.39% |
| 48 | CVX | Chevron Corpora... | 144.84 | +0.04% | 81.57K | -6.2% | 11.81M | 148.14 | 0.39% |
| 49 | APUE | Trust for Profe... | 36.57 | +0.22% | 326.6K | +2.26% | 11.68M | 32.74 | 0.38% |
| 50 | MRK | Merck & Co., In... | 81.73 | +1.75% | 114.93K | -9.85% | 11.53M | 82.84 | 0.38% |
| 51 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 130.3K | +261.69% | 11.45M | 82.23 | 0.38% |
| 52 | BOND | PIMCO Active Bo... | 91.30 | +0.38% | 125.81K | -6.76% | 11.43M | 90.05 | 0.37% |
| 53 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 63.36K | -47.92% | 11.28M | 130.97 | 0.37% |
| 54 | UBER | Uber Technologi... | 85.66 | -1.06% | 184.16K | +0.17% | 11.11M | 38.53 | 0.36% |
| 55 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 474.32K | +177.31% | 10.77M | 16.31 | 0.35% |
| 56 | XLU | Utilities Selec... | 81.87 | +1.19% | 141.38K | -14.92% | 10.7M | 70.65 | 0.35% |
| 57 | XLI | Industrial Sele... | 143.82 | -0.29% | 80.63K | -6.09% | 10.62M | 99.04 | 0.35% |
| 58 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 29.1K | -18.71% | 10.55M | 238.39 | 0.35% |
| 59 | CWB | SPDR Bloomberg ... | 80.81 | -0.49% | 135.49K | -17.78% | 10.55M | 68.55 | 0.35% |
| 60 | IWF | iShares Russell... | 410.56 | +0.34% | 26.11K | +8.11% | 10.49M | 266.14 | 0.34% |
| 61 | JEPQ | JPMorgan Nasdaq... | 53.02 | +0.18% | 181.89K | -21.53% | 10.34M | 55.02 | 0.34% |
| 62 | BX | Blackstone Inc. | 140.69 | -0.49% | 59.31K | -18.65% | 10.23M | 80.89 | 0.34% |
| 63 | XLV | Health Care Sel... | 136.74 | +0.73% | 74.1K | -40.92% | 10.19M | 125.24 | 0.33% |
| 64 | AEM | Agnico Eagle Mi... | 122.06 | +2.65% | 122.93K | -19.81% | 9.61M | 57.7 | 0.32% |
| 65 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 17.62K | -8.07% | 9.17M | 466.51 | 0.30% |
| 66 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 34.11K | -17.07% | 9.01M | 202.57 | 0.30% |
| 67 | GBIL | Goldman Sachs A... | 99.95 | +0.02% | 88.9K | +12.54% | 8.92M | 100.05 | 0.29% |
| 68 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 9.96K | -18.31% | 8.88M | 373.53 | 0.29% |
| 69 | CMG | Chipotle Mexica... | 50.90 | -1.72% | 145.09K | -7.14% | 8.75M | 54.73 | 0.29% |
| 70 | IVE | iShares S&P 500... | 192.83 | +0.30% | 45.78K | -30.1% | 8.74M | 157.83 | 0.29% |
| 71 | EPD | Enterprise Prod... | 31.96 | -0.47% | 274.33K | -7.79% | 8.6M | 23.87 | 0.28% |
| 72 | BNDX | Vanguard Total ... | 49.48 | +0.23% | 175.08K | -16.77% | 8.59M | 53.02 | 0.28% |
| 73 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 147.37K | -3.75% | 8.34M | 63.1 | 0.27% |
| 74 | IWY | iShares Russell... | 238.68 | +0.40% | 35.06K | +256.95% | 8.25M | 226.44 | 0.27% |
| 75 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 105.42K | -15.31% | 8.22M | 75.65 | 0.27% |
| 76 | VIG | Vanguard Divide... | 202.54 | +0.63% | 41.87K | -18.73% | 8.2M | 169.32 | 0.27% |
| 77 | DYNF | BlackRock U.S. ... | 52.91 | +0.18% | 159.69K | -45.15% | 8.18M | 47.1 | 0.27% |
| 78 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 24.44K | -11.46% | 8.18M | 200.55 | 0.27% |
| 79 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 163.81K | -52.59% | 8.11M | 43.69 | 0.27% |
| 80 | SYK | Stryker Corpora... | 380.13 | -0.25% | 22.37K | -4.75% | 8.07M | 188.85 | 0.26% |
| 81 | RDVI | FT Cboe Vest Ri... | 24.30 | -0.02% | 330.36K | +531.17% | 8.01M | 23.97 | 0.26% |
| 82 | HON | Honeywell Inter... | 225.98 | +0.07% | 35.31K | -10.63% | 7.98M | 172.49 | 0.26% |
| 83 | IWP | iShares Russell... | 135.01 | -0.23% | 62.89K | -23.93% | 7.97M | 91.99 | 0.26% |
| 84 | BAC | Bank of America... | 44.56 | -0.37% | 180.37K | -10.5% | 7.93M | 29.31 | 0.26% |
| 85 | CRWD | CrowdStrike Hol... | 481.50 | +0.95% | 23.09K | +118.45% | 7.9M | 273.87 | 0.26% |
| 86 | VBK | Vanguard Small ... | 271.60 | -0.18% | 27.84K | -12.74% | 7.8M | 213.11 | 0.26% |
| 87 | BND | Vanguard Total ... | 72.97 | +0.38% | 107.58K | -36.47% | 7.74M | 73.12 | 0.25% |
| 88 | AMGN | Amgen Inc. | 297.25 | +1.86% | 29.62K | -12.4% | 7.72M | 227.88 | 0.25% |
| 89 | EFV | iShares MSCI EA... | 64.66 | +0.84% | 143.05K | -41.2% | 7.51M | 53.86 | 0.25% |
| 90 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 68.37K | -4.6% | 7.37M | 94.59 | 0.24% |
| 91 | SCHO | Schwab Short-Te... | 24.26 | +0.04% | 304.93K | +82.14% | 7.34M | 24.74 | 0.24% |
| 92 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 43.87K | -4.6% | 7.31M | 66.04 | 0.24% |
| 93 | OIH | VanEck Oil Serv... | 243.57 | -0.37% | 26.94K | -17.7% | 7.31M | 224.88 | 0.24% |
| 94 | DGRO | iShares Core Di... | 63.42 | +0.59% | 118.6K | -2.1% | 7.27M | 45.93 | 0.24% |
| 95 | SHV | iShares Short T... | 110.19 | +0.01% | 65.47K | -2.14% | 7.21M | 110.06 | 0.24% |
| 96 | BSV | Vanguard Short-... | 78.19 | +0.13% | 91.83K | -13.19% | 7.1M | 79.17 | 0.23% |
| 97 | XLF | Financial Selec... | 50.99 | -0.01% | 141.98K | -7.51% | 6.86M | 32.46 | 0.22% |
| 98 | IEMG | iShares Core MS... | 59.64 | +0.05% | 130.99K | -24.52% | 6.84M | 49.03 | 0.22% |
| 99 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 114.39K | -18.04% | 6.77M | 44.75 | 0.22% |
| 100 | IYW | iShares U.S. Te... | 165.58 | +0.66% | 42.4K | -33.25% | 6.76M | 84.73 | 0.22% |
| 101 | TJX | The TJX Compani... | 124.31 | -0.18% | 55.66K | +32.91% | 6.72M | 75.29 | 0.22% |
| 102 | IHI | iShares U.S. Me... | 61.17 | -0.23% | 113.67K | -1.3% | 6.63M | 51.73 | 0.22% |
| 103 | PFE | Pfizer Inc. | 24.83 | +1.44% | 249.61K | -16.98% | 6.62M | 36.67 | 0.22% |
| 104 | IWB | iShares Russell... | 331.42 | +0.24% | 20.45K | +9.27% | 6.59M | 241.09 | 0.22% |
| 105 | VZ | Verizon Communi... | 43.13 | -1.38% | 164.54K | -17.2% | 6.58M | 46.41 | 0.22% |
| 106 | IEFA | iShares Core MS... | 84.11 | +0.76% | 91.73K | -18.32% | 6.45M | 66.95 | 0.21% |
| 107 | STEW | SRH Total Retur... | 17.30 | -0.26% | 401.94K | +6.35% | 6.44M | 13.62 | 0.21% |
| 108 | JPST | JPMorgan Ultra-... | 50.51 | +0.05% | 126.58K | +0.89% | 6.4M | 50.23 | 0.21% |
| 109 | BLV | Vanguard Long-T... | 68.71 | +1.04% | 93.42K | -12.6% | 6.39M | 86.9 | 0.21% |
| 110 | LRCX | Lam Research Co... | 91.62 | +0.74% | 86.9K | +100.00% | 6.3M | 72.23 | 0.21% |
| 111 | AMD | Advanced Micro ... | 118.61 | -2.09% | 51.46K | -15.3% | 6.22M | 98.17 | 0.20% |
| 112 | GS | The Goldman Sac... | 625.32 | +0.18% | 10.76K | -18.67% | 6.16M | 320.94 | 0.20% |
| 113 | XLY | Consumer Discre... | 213.73 | -0.46% | 27.46K | -0.99% | 6.16M | 148.99 | 0.20% |
| 114 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 39.98K | -41.9% | 6.13M | 146.03 | 0.20% |
| 115 | SO | The Southern Co... | 90.22 | +0.75% | 74.31K | -4.78% | 6.12M | 66.4 | 0.20% |
| 116 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 38.79K | -13.76% | 5.96M | 123.77 | 0.20% |
| 117 | XLE | Energy Select S... | 86.58 | +0.34% | 69.23K | -10.53% | 5.93M | 65.93 | 0.19% |
| 118 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 131.76K | -12.64% | 5.8M | 41.26 | 0.19% |
| 119 | SCHX | Schwab U.S. Lar... | 23.88 | +0.27% | 244.28K | +120.11% | 5.66M | 18.77 | 0.19% |
| 120 | DE | Deere & Company | 516.87 | -0.76% | 13.19K | -3.86% | 5.61M | 355.25 | 0.18% |
| 121 | ACWV | iShares MSCI Gl... | 119.02 | +0.69% | 51.33K | -41.19% | 5.61M | 114.53 | 0.18% |
| 122 | COWZ | Pacer US Cash C... | 55.27 | +0.24% | 98.8K | -57.49% | 5.6M | 49.17 | 0.18% |
| 123 | ADP | Automatic Data ... | 309.72 | -0.85% | 18.91K | -24.83% | 5.56M | 199.39 | 0.18% |
| 124 | XLC | Communication S... | 103.61 | -0.83% | 57.37K | +3.91% | 5.55M | 74.56 | 0.18% |
| 125 | IJH | iShares Core S&... | 61.17 | +0.07% | 88.91K | -6.43% | 5.54M | 54.85 | 0.18% |
| 126 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 27.49K | -12.54% | 5.45M | 101.73 | 0.18% |
| 127 | ET | Energy Transfer... | 18.43 | +0.96% | 275.93K | -0.11% | 5.41M | 11.73 | 0.18% |
| 128 | KO | The Coca-Cola C... | 72.20 | +0.18% | 86.18K | -21.25% | 5.37M | 57.77 | 0.18% |
| 129 | STIP | iShares 0-5 Yea... | 102.16 | +0.05% | 53.17K | -2.84% | 5.35M | 101.12 | 0.18% |
| 130 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 30.49K | -16.29% | 5.34M | 137.34 | 0.18% |
| 131 | IJR | iShares Core S&... | 108.32 | -0.46% | 46.16K | -22.29% | 5.32M | 95.78 | 0.17% |
| 132 | APIE | Trust for Profe... | 32.94 | +0.61% | 189.48K | +6.04% | 5.31M | 28.45 | 0.17% |
| 133 | MOAT | VanEck Mornings... | 92.60 | +0.05% | 57.19K | -5.58% | 5.3M | 70.28 | 0.17% |
| 134 | SPMO | Invesco S&P 500... | 107.13 | +0.01% | 55.8K | -20.4% | 5.3M | 88.33 | 0.17% |
| 135 | T | AT&T Inc. | 28.23 | -0.39% | 224.56K | -24.4% | 5.11M | 21.15 | 0.17% |
| 136 | LMT | Lockheed Martin... | 468.85 | +2.68% | 10.49K | -16.06% | 5.1M | 370.87 | 0.17% |
| 137 | WMB | The Williams Co... | 60.02 | +1.01% | 93.55K | -19.34% | 5.06M | 25.88 | 0.17% |
| 138 | NEE | NextEra Energy,... | 73.84 | +1.15% | 70.34K | -14.23% | 5.04M | 59.63 | 0.17% |
| 139 | XLP | Consumer Staple... | 81.95 | +0.58% | 63.64K | -46.64% | 5M | 74.93 | 0.16% |
| 140 | ACN | Accenture plc | 317.94 | -0.4% | 13.98K | -5.48% | 4.92M | 271.41 | 0.16% |
| 141 | OKE | ONEOK, Inc. | 82.62 | -0.34% | 48.91K | -8.71% | 4.91M | 60.58 | 0.16% |
| 142 | TMUS | T-Mobile US, In... | 228.62 | -1% | 21.68K | -7.97% | 4.79M | 140.6 | 0.16% |
| 143 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 53.27K | -6.9% | 4.75M | 82.67 | 0.16% |
| 144 | IWR | iShares Russell... | 90.40 | +0.03% | 53.59K | -15.84% | 4.74M | 70.46 | 0.16% |
| 145 | VBR | Vanguard Small ... | 192.40 | -0.08% | 23.8K | -5.15% | 4.72M | 145.77 | 0.15% |
| 146 | PFF | iShares Preferr... | 30.34 | -0.21% | 149.29K | -5.95% | 4.69M | 34.31 | 0.15% |
| 147 | WM | Waste Managemen... | 236.91 | +1.12% | 23.2K | -10.92% | 4.68M | 146.97 | 0.15% |
| 148 | IWM | iShares Russell... | 212.65 | -0.46% | 20.61K | +13.10% | 4.55M | 170.6 | 0.15% |
| 149 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 10.56K | -11.61% | 4.51M | 296.51 | 0.15% |
| 150 | HL | Hecla Mining Co... | 5.99 | -1.24% | 914.9K | -21.39% | 4.49M | 4.51 | 0.15% |