B. RILEY WEALTH ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKLB | 16K | $753.39K |
 | UPS | 16K | $1.30M |
 | MWA | 15K | $381.79K |
 | SO | 15K | $1.41M |
 | UBS | 15K | $603.70K |
 | UNH | 14K | $4.95M |
 | IBKR | 14K | $986.27K |
 | CTRA | 14K | $336.55K |
 | TTD | 14K | $692.61K |
 | LBTYK | 14K | $164.81K |
 | SNY | 14K | $654.85K |
 | BKR | 14K | $674.15K |
 | BABA | 14K | $2.47M |
 | DELL | 14K | $1.96M |
 | STX | 14K | $3.22M |
 | PLUG | 14K | $31.65K |
 | AMAT | 14K | $2.78M |
 | METC | 14K | $448.06K |
 | RUM | 13K | $97.27K |
 | RMAX | 13K | $126.54K |
Rocket Lab USA, Inc.
RKLB
Shares Held
16K
Value
$753.39K
United Parcel Service, Inc.
UPS
Shares Held
16K
Value
$1.30M
Mueller Water Products, Inc.
MWA
Shares Held
15K
Value
$381.79K
The Southern Company
SO
Shares Held
15K
Value
$1.41M
UBS Group AG
UBS
Shares Held
15K
Value
$603.70K
UnitedHealth Group Incorporated
UNH
Shares Held
14K
Value
$4.95M
Interactive Brokers Group, Inc.
IBKR
Shares Held
14K
Value
$986.27K
Coterra Energy Inc.
CTRA
Shares Held
14K
Value
$336.55K
The Trade Desk, Inc.
TTD
Shares Held
14K
Value
$692.61K
Liberty Global plc
LBTYK
Shares Held
14K
Value
$164.81K
Sanofi
SNY
Shares Held
14K
Value
$654.85K
Baker Hughes Company
BKR
Shares Held
14K
Value
$674.15K
Alibaba Group Holding Limited
BABA
Shares Held
14K
Value
$2.47M
Dell Technologies Inc.
DELL
Shares Held
14K
Value
$1.96M
Seagate Technology Holdings plc
STX
Shares Held
14K
Value
$3.22M
Plug Power Inc.
PLUG
Shares Held
14K
Value
$31.65K
Applied Materials, Inc.
AMAT
Shares Held
14K
Value
$2.78M
Ramaco Resources, Inc.
METC
Shares Held
14K
Value
$448.06K
Rumble Inc.
RUM
Shares Held
13K
Value
$97.27K
RE/MAX Holdings, Inc.
RMAX
Shares Held
13K
Value
$126.54K