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)
Name | % Change |
---|---|
AVGO Broadcom Ltd. (Avago | 0.21% |
TLT iShares 20+ Year Tre | 0.19% |
IJS iShares S&P Small-Ca | 0.19% |
UTEN US Treasury 10 Year | 0.18% |
SPYV SPDR(R) Portfolio S& | 0.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VTV VANGUARD VALUE INDEX | 0.34% |
VUG VANGUARD GROWTH INDE | 0.3% |
HYZD WisdomTree Interest | 0.25% |
VCSH VANGUARD SHORT-TERM | 0.24% |
EFG iShares MSCI EAFE Gr | 0.23% |
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