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 (563 days), 368 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months +16.5% · 1 year +11.8% · all +33.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.2% · long · since 2025-09-30
- AAPL · 4.4% · long · since 2025-09-30
- MSFT · 2.3% · long · since 2025-09-30
- AMZN · 2.1% · long · since 2025-09-30
- 922908736 · 1.9% · long · since 2025-09-30
- 464287200 · 1.9% · long · since 2025-09-30
- META · 1.9% · long · since 2025-09-30
- 78468R663 · 1.8% · long · since 2025-09-30
- 78462F103 · 1.3% · long · since 2025-09-30
- GOOGL · 1.2% · long · since 2025-09-30
- PLTR · 1.1% · long · since 2025-09-30
- LLY · 1.1% · long · since 2025-09-30