Fund HoldingsB. Riley Wealth Advisors, Inc.

Total Portfolio Value
$3.05B
Total Bought
$157.36M
Total Sold
$719.59M
Net Transaction
-$562.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR P500GRW
0130,302+130,302011,4540.38%+11,454
PALANTIR TECHNOLOGIES INC(PLTR)214,157215,928+1,7718,11616,3310.54%+8,214
BLACKROCK ETF TRUST
ISHARES US EQUIT
0159,685+159,68508,1840.27%+8,184
TESLA INC(TSLA)69,89662,589-7,30717,92425,2760.83%+7,352
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0330,363+330,36308,0080.26%+8,008
LAM RESEARCH CORP(LRCX)086,896+86,89606,2960.21%+6,296
ISHARES TR035,060+35,06008,2490.27%+8,249
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
53,78496,015+42,2316,43711,8610.39%+5,423
CROWDSTRIKE HLDGS INC(CRWD)023,092+23,09207,9010.26%+7,901
SPDR SER TR
ST STR BLO 1 ETF
0139,572+139,572012,7610.42%+12,761
PROCTER AND GAMBLE CO(PG)0175,168+175,168029,3670.96%+29,367
LEIDOS HOLDINGS INC(LDOS)023,941+23,94103,4490.11%+3,449
PROSHARES TR
SHOR S&P 500 NEW
075,771+75,77103,2110.11%+3,211
BLACKROCK INC(BLK)03,029+3,02903,1050.10%+3,105
BROADCOM INC(AVGO)0116,117+116,117026,9200.88%+26,920
BLACKROCK ETF TRUST II053,251+53,25102,7700.09%+2,770
REDDIT INC(RDDT)016,620+16,62002,7160.09%+2,716
EATON CORP PLC(ETN)41,10646,809+5,70313,53315,5350.51%+2,002
TJX COS INC NEW(TJX)055,665+55,66506,7250.22%+6,725
VANGUARD WORLD FD
INDUSTRIAL ETF
08,505+8,50502,1640.07%+2,164
ISHARES TR
MSCI USA MMENTM
014,941+14,94103,0920.10%+3,092
ISHARES TR24,15726,115+1,9589,00610,4870.34%+1,481
ARISTA NETWORKS INC(ANET)013,205+13,20501,4600.05%+1,460
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0144,838+144,83804,4130.14%+4,413
ENERGY SVCS ACQUISITION CORP096,500+96,50001,2200.04%+1,220
TIDAL TR II
YIEL MAGN 7 ETFS
061,270+61,27001,1790.04%+1,179
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
026,002+26,00201,4070.05%+1,407
WISDOMTREE TR(WT)031,078+31,07801,0680.04%+1,068
CAPITAL GROUP CORE BALANCED
SHS
29,33362,511+33,1789101,9550.06%+1,045
DARLING INGREDIENTS INC(DAR)030,316+30,31601,0210.03%+1,021
INTREPID POTASH INC045,950+45,95001,0070.03%+1,007
ALLIANCEBERNSTEIN HLDG L P(AB)066,783+66,78302,4770.08%+2,477
GOLDMAN SACHS ETF TR78,99388,902+9,9097,9248,9190.29%+995
ISHARES TR043,678+43,67804,3820.14%+4,382
ENERGY TRANSFER L P(ET)0275,926+275,92605,4050.18%+5,405
ALAMOS GOLD INC NEW0185,652+185,65203,4230.11%+3,423
PROSHARES TR
LARGE CAP CRE
0251,332+251,332016,6220.54%+16,622
ISHARES TR011,349+11,34908570.03%+857
INNOVATOR ETFS TRUST
US EQTY PWR BUF
037,913+37,91301,4570.05%+1,457
INNOVATOR ETFS TRUST
US EQTY PWR BUF
031,026+31,02601,1750.04%+1,175
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
015,743+15,74301,6680.05%+1,668
EOS ENERGY ENTERPRISES INC(EOSE)0187,750+187,75009120.03%+912
ISHARES TR020,454+20,45406,5890.22%+6,589
SUPER MICRO COMPUTER INC(SMCI)024,037+24,03707330.02%+733
CITIGROUP INC(C)051,924+51,92403,6550.12%+3,655
APOLLO GLOBAL MGMT INC(APO)023,033+23,03303,8040.12%+3,804
JPMORGAN CHASE & CO.(JPM)0107,394+107,394025,7430.84%+25,743
SOUTH BOW CORP(SOBO)028,630+28,63006890.02%+689
ISHARES TR034,742+34,74203,5470.12%+3,547
SELECT SECTOR SPDR TR
ST STR DISCR ETF
27,73927,464-2755,4856,1620.20%+677
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
017,118+17,11806740.02%+674
INNOVATOR ETFS TRUST
GROWTH 100 PWR B
025,665+25,66506620.02%+662
PROSHARES TR
PSHS ULTRUSS2000
015,754+15,75406590.02%+659
SELECT SECTOR SPDR TR
ST STR TECHN ETF
85,17484,734-44019,09319,7020.65%+609
MICROSTRATEGY INC(MSTR)02,945+2,94508530.03%+853
GRAYSCALE BITCOIN TRUST ETF(GBTC)030,903+30,90302,2870.07%+2,287
SELECT SECTOR SPDR TR
ST STR SVC ETF
55,21357,372+2,1594,9765,5540.18%+579
ISHARES TR020,612+20,61204,5540.15%+4,554
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQ MA
018,834+18,83405760.02%+576
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
010,507+10,50708090.03%+809
SOUNDHOUND AI INC(SOUN)027,422+27,42205440.02%+544
SALESFORCE INC(CRM)024,437+24,43708,1800.27%+8,180
VIRTUS ETF TR II
SEIX SR LN ETF
022,375+22,37505350.02%+535
SHOPIFY INC(SHOP)026,852+26,85202,8550.09%+2,855
SRH TOTAL RETURN FUND INC(STEW)0401,936+401,93606,4390.21%+6,439
TRUST FOR PROFESSIONAL MANAG
ACTIVEPASSIVE US
319,376326,602+7,22611,17611,6790.38%+503
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
07,404+7,40404980.02%+498
SONY GROUP CORP(SONY)055,186+55,18601,1680.04%+1,168
APPLOVIN CORP(APP)04,059+4,05901,3140.04%+1,314
EMERSON ELEC CO(EMR)036,112+36,11204,4750.15%+4,475
HOULIHAN LOKEY INC(HLI)02,645+2,64504590.02%+459
LINCOLN EDL SVCS CORP(LINC)028,600+28,60004520.01%+452
ISHARES TR08,837+8,83704440.01%+444
VISTRA CORP(VST)07,702+7,70201,0620.03%+1,062
FIDELITY COVINGTON TRUST056,370+56,37002,6080.09%+2,608
DR REDDYS LABS LTD(RDY)057,350+57,35009060.03%+906
ALPHABET INC(GOOG)0151,400+151,400028,6600.94%+28,660
CELESTICA INC(CLS)016,350+16,35001,5090.05%+1,509
CRESUD S A C I F Y A0141,900+141,90001,7920.06%+1,792
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
050,722+50,72202,3450.08%+2,345
HEWLETT PACKARD ENTERPRISE C(HPE)057,274+57,27401,2290.04%+1,229
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
034,876+34,87608900.03%+890
SPDR SER TR
ST STR SP600 SML
51,49858,601+7,1032,3012,6320.09%+331
MARVELL TECHNOLOGY INC(MRVL)015,163+15,16301,6750.05%+1,675
DOXIMITY INC(DOCS)06,106+6,10603260.01%+326
TEXAS PACIFIC LAND CORPORATI(TPL)02,249+2,24902,4870.08%+2,487
JABIL INC(JBL)011,136+11,13601,6020.05%+1,602
FIRST TR EXCHNG TRADED FD VI
FT VEST INTL ETF
016,925+16,92503180.01%+318
TREX CO INC(TREX)04,608+4,60803180.01%+318
SCHWAB CHARLES CORP(SCHW)43,78442,154-1,6302,8043,1200.10%+316
GOLDMAN SACHS ETF TR04,090+4,09003160.01%+316
STANLEY BLACK & DECKER INC(SWK)06,886+6,88605530.02%+553
VERTIV HOLDINGS CO(VRT)08,555+8,55509720.03%+972
GRAYSCALE BITCOIN MINI TR ET(BTC)07,428+7,42803110.01%+311
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
010,313+10,31306530.02%+653
DOUBLELINE INCOME SOLUTIONS(DSL)046,954+46,95405900.02%+590
FIRST TR EXCHNG TRADED FD VI
VEST LAD CAP ETF
014,398+14,39803070.01%+307
HOWMET AEROSPACE INC(HWM)05,076+5,07605550.02%+555
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
07,391+7,39105990.02%+599
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD 100
015,100+15,10003050.01%+305
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