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B. RILEY WEALTH ADVISORS, INC.

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BOCA RATON FL Investment Advisor Hedge Fund
13F Summary
B. Riley Wealth Advisors is based out of Boca Raton. B. Riley Wealth Advisors is a hedge fund with 20320 clients and discretionary assets under management (AUM) of $5,528,722,195 (Form ADV from 2023-09-15). Their last reported 13F filing for Q4 2023 included $3,714,157,530 in managed 13F securities and a top 10 holdings concentration of 20.87%. B. Riley Wealth Advisors's largest holding is Apple Inc with shares held of 754,386. Whalewisdom has at least 67 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 3.91%
IVV iShares Core S&P 500 3.16%
MSFT Microsoft Corp. 2.75%
VUG VANGUARD GROWTH INDE 2.27%
AMZN Amazon.com Inc. 2.03%

2023-12-31

13F Activity

Market Value $3.71b, Prior: $3.70b
New Purchases 90 stocks
Added To 375 stocks
Sold out of 149 stocks
Reduced holdings in 875 stocks
Top 10 Holdings % 20.87%
Turnover %[1] 17.26%
Turnover Alt %[2] 5.6%
Time Held Top 20 11.3 quarters
Time Held Top 10 15.7 quarters
Time Held All 15.96 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance