StockDriftsStockDriftsTop 50 B. Riley Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.33% | 499.4K | $82.5M | -18.84%(-115.92K) | $12.09(+1768.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.56% | 223.2K | $55.1M | -33.16%(-110.73K) | $135.31(+120.88%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.2% | 53.7K | $34.1M | -11.18%(-6.75K) | $398.31(+87.23%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.06% | 59.4K | $31.9M | -13.26%(-9.08K) | $292.45(+110.85%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.93% | 148.7K | $29.9M | -32.25%(-70.81K) | $109.96(+145.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.93% | 83.2K | $29.9M | -20.80%(-21.85K) | $201.31(+101.29%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.57% | 57.7K | $24.2M | -33.25%(-28.75K) | $38.91(+124.89%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.44% | 161.9K | $22.3M | -6.57%(-11.39K) | $25.13(+417.41%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.38% | 33.7K | $21.3M | -17.47%(-7.13K) | $365.94(+102.85%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.27% | 22.1K | $19.6M | -12.28%(-3.09K) | $296.08(+243.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.30% | +82.92% |
| Top 20 Holdings Unweighted | +20.35% | +74.34% |
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