Long-term investor
B. Riley Wealth Advisors, Inc. @brileywealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001464811).
Record
- Tracked since 2025-09-30 (457 days), 307 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months +5.7% · 1 year +26.2% · all +26.2%
- Max drawdown -6.1% · Sharpe 0.78 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.4% · long · since 2025-09-30
- NVDA · 4.3% · long · since 2025-09-30
- 464287200 · 2.9% · long · since 2025-09-30
- MSFT · 2.5% · long · since 2025-09-30
- AMZN · 2.2% · long · since 2025-09-30
- 922908736 · 1.5% · long · since 2025-09-30
- META · 1.2% · long · since 2025-09-30
- QQQ · 1.2% · long · since 2025-09-30
- SPY · 1.2% · long · since 2025-09-30
- 922908744 · 1.0% · long · since 2025-09-30
- LLY · 1.0% · long · since 2025-09-30
- BRK-B · 0.9% · long · since 2025-09-30
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