HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
754,386 | -23,587 | $145,242 |
| AAPL | 754,386 | -23,587 | $145,242 |
| ISHARES TR (IVV) |
245,368 | -19,295 | $117,195 |
| IVV | 245,368 | -19,295 | $117,195 |
| MICROSOFT CORP |
271,828 | -19,619 | $102,218 |
| MSFT | 271,828 | -19,619 | $102,218 |
| VANGUARD INDEX FDS (VUG) |
270,854 | -77,820 | $84,203 |
| VUG | 270,854 | -77,820 | $84,203 |
| AMAZON COM INC |
496,350 | -22,179 | $75,415 |
| AMZN | 496,350 | -22,179 | $75,415 |
| NVIDIA CORPORATION |
142,317 | -2,100 | $70,478 |
| NVDA | 142,317 | -2,100 | $70,478 |
| VANGUARD INDEX FDS (VTV) |
419,150 | -125,235 | $62,663 |
| VTV | 419,150 | -125,235 | $62,663 |
| INVESCO QQQ TR |
116,453 | -4,359 | $47,715 |
| QQQ | 116,453 | -4,359 | $47,715 |
| SPDR S&P 500 ETF TR (SPY) |
79,387 | -3,282 | $37,883 |
| SPY | 79,387 | -3,282 | $37,883 |
| HOME DEPOT INC |
92,749 | -5,392 | $32,142 |
| HD | 92,749 | -5,392 | $32,142 |
| META PLATFORMS INC |
89,582 | -6,300 | $31,708 |
| META | 89,582 | -6,300 | $31,708 |
| VANGUARD INDEX FDS (VOO) |
71,776 | -3,351 | $31,352 |
| VOO | 71,776 | -3,351 | $31,352 |
| BROADCOM INC |
27,165 | +18 | $30,323 |
| AVGO | 27,165 | +18 | $30,323 |
| TESLA INC |
114,042 | +18,739 | $28,337 |
| TSLA | 114,042 | +18,739 | $28,337 |
| ALPHABET INC |
200,525 | -4,161 | $28,260 |
| GOOG | 200,525 | -4,161 | $28,260 |
| ALPHABET INC |
196,851 | -14,892 | $27,498 |
| GOOGL | 196,851 | -14,892 | $27,498 |
| PROCTER AND GAMBLE CO |
183,908 | +20,519 | $26,950 |
| PG | 183,908 | +20,519 | $26,950 |
 BERKSHIRE HATHAWAY INC DEL |
$25,943 | ||
| BRK.B | 72,738 | -5,171 | $25,943 |
| EXXON MOBIL CORP |
256,659 | -8,053 | $25,661 |
| XOM | 256,659 | -8,053 | $25,661 |
| UNITEDHEALTH GROUP INC |
48,497 | -7,198 | $25,533 |
| UNH | 48,497 | -7,198 | $25,533 |
| JPMORGAN CHASE & CO |
148,444 | -14,523 | $25,250 |
| JPM | 148,444 | -14,523 | $25,250 |
| VISA INC |
91,134 | -7,358 | $23,727 |
| V | 91,134 | -7,358 | $23,727 |
| ELI LILLY & CO |
40,105 | -2,973 | $23,378 |
| LLY | 40,105 | -2,973 | $23,378 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
407,515 | -47,114 | $22,580 |
| JEPI | 407,515 | -47,114 | $22,580 |
| JOHNSON & JOHNSON |
141,684 | -6,802 | $22,207 |
| JNJ | 141,684 | -6,802 | $22,207 |
| ENTERPRISE PRODS PARTNERS L |
827,198 | -21,251 | $21,797 |
| EPD | 827,198 | -21,251 | $21,797 |
| ISHARES TR (IUSB) |
469,741 | -163,319 | $21,641 |
| IUSB | 469,741 | -163,319 | $21,641 |
| ABBVIE INC |
130,219 | -15,193 | $20,180 |
| ABBV | 130,219 | -15,193 | $20,180 |
| VANGUARD TAX MANAGED FDS (VEA) |
416,800 | -185,545 | $19,965 |
| VEA | 416,800 | -185,545 | $19,965 |
| LAM RESEARCH CORP |
24,163 | +1,477 | $18,974 |
| LRCX | 24,163 | +1,477 | $18,974 |
| CHEVRON CORP NEW |
126,678 | +4,853 | $18,895 |
| CVX | 126,678 | +4,853 | $18,895 |
| SPDR GOLD TR (GLD) |
92,990 | -16,214 | $17,777 |
| GLD | 92,990 | -16,214 | $17,777 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
229,550 | -124,858 | $17,760 |
| VCSH | 229,550 | -124,858 | $17,760 |
| COSTCO WHSL CORP NEW |
26,246 | -2,609 | $17,716 |
| COST | 26,246 | -2,609 | $17,716 |
| ISHARES TR (EFG) |
178,518 | -117,533 | $17,289 |
| EFG | 178,518 | -117,533 | $17,289 |
| PALO ALTO NETWORKS INC |
56,310 | +441 | $16,605 |
| PANW | 56,310 | +441 | $16,605 |
| MERCK & CO INC |
146,629 | -15,946 | $16,097 |
| MRK | 146,629 | -15,946 | $16,097 |
| WALMART INC |
100,334 | -3,273 | $15,870 |
| WMT | 100,334 | -3,273 | $15,870 |
| MCDONALDS CORP |
53,365 | -834 | $15,823 |
| MCD | 53,365 | -834 | $15,823 |
| WISDOMTREE TR |
722,062 | -448,492 | $15,607 |
| HYZD | 722,062 | -448,492 | $15,607 |
| ISHARES TR (QUAL) |
101,929 | -31,788 | $15,008 |
| QUAL | 101,929 | -31,788 | $15,008 |
| PROSHARES TR (CSM) |
273,319 | -125,522 | $14,970 |
| CSM | 273,319 | -125,522 | $14,970 |
| MASTERCARD INCORPORATED |
35,044 | -1,622 | $14,947 |
| MA | 35,044 | -1,622 | $14,947 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
87,611 | +10,305 | $14,929 |
| VIG | 87,611 | +10,305 | $14,929 |
| THERMO FISHER SCIENTIFIC INC |
27,370 | -2,586 | $14,537 |
| TMO | 27,370 | -2,586 | $14,537 |
| INTERNATIONAL BUSINESS MACHS |
83,390 | -11,497 | $13,638 |
| IBM | 83,390 | -11,497 | $13,638 |
| UBER TECHNOLOGIES INC |
219,084 | +24,078 | $13,489 |
| UBER | 219,084 | +24,078 | $13,489 |
| HONEYWELL INTL INC |
63,556 | -6,009 | $13,328 |
| HON | 63,556 | -6,009 | $13,328 |
| ISHARES TR (EFV) |
255,206 | -114,937 | $13,296 |
| EFV | 255,206 | -114,937 | $13,296 |
| VANGUARD WORLD FDS (VGT) |
27,010 | +3,396 | $13,073 |
| VGT | 27,010 | +3,396 | $13,073 |
See Full List: All Stocks Held By B. Riley Wealth Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By B. Riley Wealth Advisors Inc.
|
Size ($ in 1000's)
At 12/31/2023: $3,714,718 At 09/30/2023: $3,702,020 B. Riley Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from B. Riley Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
