B. Riley Wealth Advisors, Inc.

CIK Number: 0001464811

3.05B
Market Value
1,046
# of Holdings
19 months
Avg. Holding Period
38.94%
Win Rate
20.17%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
223.15
+0.46% 667.48K -9.86% 167.15M 148.37 5.48%
2 NVDA NVIDIA Corporat...
110.08
+1.56% 1.02M -9.43% 136.62M 13.04 4.48%
3 MSFT Microsoft Corpo...
382.02
+1.77% 210.85K -12.18% 88.88M 202.56 2.91%
4 AMZN Amazon.com, Inc...
192.07
+0.95% 328.81K -18.83% 72.14M 116.03 2.36%
5 IVV iShares Core S&...
563.48
+0.28% 119.68K -41.71% 70.46M 402.73 2.31%

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