Stock Taper 
B. RILEY WEALTH ADVISORS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bristol-Myers Squibb Company | BMY | 56.35K | $3.3M |
 Broadcom Inc. | AVGO | 57.47K | $21.4M |
 Meta Platforms, Inc. | META | 59.41K | $33.43M |
 Palo Alto Networks, Inc. | PANW | 61.18K | $20.31M |
 Enterprise Products Partners L.P. | EPD | 61.27K | $2.25M |
 The Procter & Gamble Company | PG | 62.71K | $9.31M |
 Alphabet Inc. | GOOGL | 63.54K | $22.47M |
 Verizon Communications Inc. | VZ | 66.78K | $2.95M |
 Capital Southwest Corporation | CSWC | 69.78K | $1.64M |
 Walmart Inc. | WMT | 73.08K | $8.38M |
 BRC Group Holdings, Inc. | RILY | 73.82K | $603.85K |
 Applied Digital Corp. | APLD | 74.93K | $2.83M |
 AllianceBernstein Holding L.P. | AB | 75.58K | $2.65M |
 Microsoft Corporation | MSFT | 81.78K | $30.14M |
 Uber Technologies, Inc. | UBER | 83.57K | $6.31M |
 Kayne Anderson Energy Infrastructure Fund Inc. | KYN | 85.21K | $1.18M |
 Bank of America Corporation | BAC | 89.92K | $5.2M |
 Pfizer Inc. | PFE | 90.5K | $2.21M |
 Energy Transfer LP | ET | 98.4K | $1.88M |
 Netflix, Inc. | NFLX | 98.47K | $7.26M |