Stock Taper

B. RILEY WEALTH ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertiv Holdings CoVRT5.63K$1.73M
Becton, Dickinson and CompanyBDX5.68K$881.59K
MaxLinear, Inc.MXL5.74K$622.51K
New Jersey Resources CorporationNJR5.88K$334.66K
PPL CorporationPPL5.94K$218.37K
Strategy IncMSTR6.05K$560.35K
Tyson Foods, Inc.TSN6.08K$356.69K
Intuitive Surgical, Inc.ISRG6.12K$2.49M
Chubb LimitedCB6.22K$2.14M
Lowe's Companies, Inc.LOW6.23K$1.37M
TE Connectivity plcTEL6.28K$1.25M
OneMain Holdings, Inc.OMF6.31K$393.38K
FedEx CorporationFDX6.35K$2.07M
Costco Wholesale CorporationCOST6.45K$6.11M
EQT CorporationEQT6.47K$336.25K
American Express CompanyAXP6.51K$2.22M
The Kroger Co.KR6.53K$365.29K
The Williams Companies, Inc.WMB6.59K$495.04K
Evergy, Inc.EVRG6.6K$574.38K
Deere & CompanyDE6.61K$4.14M