Investments: B. Riley Wealth Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.926.330.814 $+2.367.134 $1.930.116.441 $+1.930.116.441 $
BANK OF AMERICA CORP /DE/BAC1.002.698.383 $-2.412.883 $1.005.111.266 $+1.005.111.266 $
NVIDIA CORPNVDA141.527.344 $-23.701.512 $165.228.856 $+165.228.856 $
APPFOLIO INCAPPF97.085.513 $-2.561.652 $99.647.165 $+99.647.165 $
MICROSOFT CORPMSFT53.379.392 $-4.456.261 $57.835.653 $+57.835.653 $
AMAZON COM INCAMZN50.816.185 $+235.267 $50.580.918 $+50.580.918 $
ALPHA PRO TECH LTDAPT46.911.389 $+10.140.109 $36.771.280 $+36.771.280 $
BlackRock, Inc.BLK39.000.950 $+2.383.653 $36.617.297 $+36.617.297 $
MORGAN STANLEYMS34.846.497 $+2.509.985 $32.336.512 $+32.336.512 $
PALATIN TECHNOLOGIES INCPTNT31.430.434 $-253.654 $31.684.088 $+31.684.088 $
ELI LILLY & CoLLY30.630.421 $+4.357.233 $26.273.188 $+26.273.188 $
JPMORGAN CHASE & COJPM20.548.609 $-407.667 $20.956.276 $+20.956.276 $
BERKSHIRE HATHAWAY INCBRK-B16.586.529 $-41.647 $16.628.176 $+16.628.176 $
SPS COMMERCE INCSPSC16.336.307 $+1.541.645 $14.794.662 $+14.794.662 $
NETFLIX INCNFLX10.724.976 $-3.381.832 $14.106.808 $+14.106.808 $
Palo Alto Networks IncPANW12.789.625 $-1.223.801 $14.013.426 $+14.013.426 $
LAM RESEARCH CORPLRCX12.721.755 $+1.947.627 $10.774.128 $+10.774.128 $
Eaton Corp plcETN9.741.821 $-1.620.867 $11.362.688 $+11.362.688 $
PROCTER & GAMBLE CoPG10.090.755 $-1.085.289 $11.176.044 $+11.176.044 $
Walmart Inc.WMT10.447.811 $+795.320 $9.652.491 $+9.652.491 $
ORACLE CORPORCL6.441.722 $-2.652.687 $9.094.409 $+9.094.409 $
AbbVie Inc.ABBV8.614.937 $-463.477 $9.078.414 $+9.078.414 $
ADVANCED MICRO DEVICES INCAMD8.452.901 $+1.934.839 $6.518.062 $+6.518.062 $
JOHNSON & JOHNSONJNJ8.190.754 $+808.406 $7.382.348 $+7.382.348 $
BOEING COBA7.851.805 $+997.778 $6.854.027 $+6.854.027 $
ISHARES GOLD TRUSTIAU7.573.408 $+813.622 $6.759.786 $+6.759.786 $
GOLDMAN SACHS GROUP INCGS7.326.935 $+887.431 $6.439.504 $+6.439.504 $
EXXON MOBIL CORPXOM7.024.776 $+669.344 $6.355.432 $+6.355.432 $
Mastercard IncMA6.717.882 $-208.542 $6.926.424 $+6.926.424 $
CATERPILLAR INCCAT6.398.289 $+1.046.316 $5.351.973 $+5.351.973 $
COMMONWEALTH EQUITY SERVICES, LLC5.929.381 $+5.929.381 $
STRYKER CORPSYK5.767.598 $-79.882 $5.847.480 $+5.847.480 $
CITIGROUP INCC5.661.632 $+576.969 $5.084.663 $+5.084.663 $
ASML HOLDING NVASML5.564.240 $+462.852 $5.101.388 $+5.101.388 $
RAYMOND JAMES FINANCIAL INCRJF5.559.220 $+5.559.220 $
CHEVRON CORPCVX4.730.167 $-451.732 $5.181.899 $+5.181.899 $
UNITEDHEALTH GROUP INCUNH4.939.760 $-11.172 $4.950.932 $+4.950.932 $
AGNICO EAGLE MINES LTDAEM4.678.680 $-180.890 $4.859.570 $+4.859.570 $
ALAMOS GOLD INCAGI4.663.962 $+329.976 $4.333.986 $+4.333.986 $
RTX CorpRTX4.010.673 $+415.233 $3.595.440 $+3.595.440 $
INTUITIVE SURGICAL INCISRG3.953.935 $+1.048.589 $2.905.346 $+2.905.346 $
AT&T INC.T3.264.844 $-586.569 $3.851.413 $+3.851.413 $
MCDONALDS CORPMCD3.764.151 $+5.883 $3.758.268 $+3.758.268 $
MICRON TECHNOLOGY INCMU3.725.453 $+457.346 $3.268.107 $+3.268.107 $
VERIZON COMMUNICATIONS INCVZ3.163.071 $-471.233 $3.634.304 $+3.634.304 $
AMERICAN EXPRESS COAXP3.369.233 $+388.963 $2.980.270 $+2.980.270 $
DEERE & CODE3.304.681 $+105.569 $3.199.112 $+3.199.112 $
Grayscale Bitcoin Mini Trust ETFBTC1.891.765 $-1.244.915 $3.136.680 $+3.136.680 $
BP PLCBP3.129.536 $+1.459.827 $1.669.709 $+1.669.709 $
PFIZER INCPFE2.585.046 $-452.683 $3.037.729 $+3.037.729 $
GENERAL ELECTRIC COGE2.893.401 $+6.569 $2.886.832 $+2.886.832 $
CELESTICA INCCLS2.874.218 $+441.211 $2.433.007 $+2.433.007 $
3M COMMM2.646.134 $-106.667 $2.752.801 $+2.752.801 $
AUTOZONE INCAZO1.956.063 $-673.847 $2.629.910 $+2.629.910 $
COCA COLA COKO2.613.680 $+31.010 $2.582.670 $+2.582.670 $
BARCLAYS PLCBCS2.559.752 $+280.653 $2.279.099 $+2.279.099 $
Walt Disney CoDIS2.246.248 $-146.209 $2.392.457 $+2.392.457 $
AppLovin CorpAPP1.964.864 $-413.503 $2.378.367 $+2.378.367 $
MCKESSON CORPMCK2.125.661 $+329.555 $1.796.106 $+1.796.106 $
FEDEX CORPFDX2.097.547 $+207.151 $1.890.396 $+1.890.396 $
PEPSICO INCPEP1.914.953 $-88.411 $2.003.364 $+2.003.364 $
KLA CORPKLAC1.992.549 $+302.787 $1.689.762 $+1.689.762 $
CAPITAL SOUTHWEST CORPCSWC1.543.309 $-435.289 $1.978.598 $+1.978.598 $
ENDEAVOUR SILVER CORPEXK1.858.850 $+633.850 $1.225.000 $+1.225.000 $
CUMMINS INCCMI1.845.878 $+480.105 $1.365.773 $+1.365.773 $
SCHWAB CHARLES CORPSCHW1.783.931 $-10.873 $1.794.804 $+1.794.804 $
INTEL CORPINTC1.329.237 $-457.600 $1.786.837 $+1.786.837 $
STARBUCKS CORPSBUX1.674.299 $-73.189 $1.747.488 $+1.747.488 $
LINDE PLCLIN1.391.290 $-325.996 $1.717.286 $+1.717.286 $
CONOCOPHILLIPSCOP1.586.402 $-65.837 $1.652.239 $+1.652.239 $
TE Connectivity plcTEL1.626.804 $+10.850 $1.615.954 $+1.615.954 $
Strategy IncMSTR714.023 $-904.118 $1.618.141 $+1.618.141 $
NEXTERA ENERGY INCNEE1.530.760 $+100.706 $1.430.054 $+1.430.054 $
COMCAST CORPCMCSA1.413.059 $-103.776 $1.516.835 $+1.516.835 $
FIRST MAJESTIC SILVER CORPAG1.513.540 $+814.901 $698.639 $+698.639 $
AMGEN INCAMGN1.473.094 $+248.070 $1.225.024 $+1.225.024 $
CVS HEALTH CorpCVS1.357.292 $-89.317 $1.446.609 $+1.446.609 $
EQUINIX INCEQIX1.265.818 $-154.753 $1.420.571 $+1.420.571 $
SOUTHERN COSO1.296.143 $-111.843 $1.407.986 $+1.407.986 $
Duke Energy CORPDUK1.301.456 $-70.911 $1.372.367 $+1.372.367 $
Constellation Energy CorpCEG1.369.871 $+254.972 $1.114.899 $+1.114.899 $
UNITED PARCEL SERVICE INCUPS1.368.509 $+63.958 $1.304.551 $+1.304.551 $
CHIPOTLE MEXICAN GRILL INCCMG1.106.337 $-246.720 $1.353.057 $+1.353.057 $
LOCKHEED MARTIN CORPLMT1.297.805 $-45.711 $1.343.516 $+1.343.516 $
EMERSON ELECTRIC COEMR1.261.629 $-53.453 $1.315.082 $+1.315.082 $
BOSTON SCIENTIFIC CORPBSX1.273.995 $+94.797 $1.179.198 $+1.179.198 $
Phillips 66PSX1.095.623 $-106.468 $1.202.091 $+1.202.091 $
BECTON DICKINSON & COBDX1.149.222 $-41.621 $1.190.843 $+1.190.843 $
Bank of New York Mellon CorpBK1.188.602 $+44.883 $1.143.719 $+1.143.719 $
GENERAL DYNAMICS CORPGD1.015.931 $-134.342 $1.150.273 $+1.150.273 $
CSX CORPCSX1.124.173 $+24.218 $1.099.955 $+1.099.955 $
Zoetis Inc.ZTS549.308 $-521.199 $1.070.507 $+1.070.507 $
HALLIBURTON COHAL1.035.153 $+79.828 $955.325 $+955.325 $
NOVARTIS AGNVS935.638 $-86.685 $1.022.323 $+1.022.323 $
Rocket Lab CorpRKLB1.009.569 $+256.183 $753.386 $+753.386 $
Parker-Hannifin CorpPH1.000.314 $+184.541 $815.773 $+815.773 $
Vertiv Holdings CoVRT994.683 $+52.777 $941.906 $+941.906 $
OR Royalties Inc.OR882.671 $-96.636 $979.307 $+979.307 $
FISERV INCFISV259.413 $-672.755 $932.168 $+932.168 $
SHERWIN WILLIAMS COSHW845.841 $-69.323 $915.164 $+915.164 $
ASTRAZENECA PLCAZN913.655 $+130.880 $782.775 $+782.775 $
CONSOLIDATED EDISON INCED908.635 $+41.722 $866.913 $+866.913 $
CARDINAL HEALTH INCCAH882.829 $+167.968 $714.861 $+714.861 $
DELTA AIR LINES, INC.DAL869.173 $+163.126 $706.047 $+706.047 $
COLGATE PALMOLIVE COCL725.968 $-106.551 $832.519 $+832.519 $
Shell plcSHEL831.180 $+27.853 $803.327 $+803.327 $
NATIONAL GRID PLCNGG825.149 $+825.149 $
FREEPORT-MCMORAN INCFCX811.252 $+183.711 $627.541 $+627.541 $
STIFEL FINANCIAL CORPSF781.608 $+25.097 $756.511 $+756.511 $
INNODATA INCINOD774.399 $+774.399 $
TENET HEALTHCARE CORPTHC703.866 $-64.842 $768.708 $+768.708 $
Medtronic plcMDT754.618 $-10.987 $765.605 $+765.605 $
Nebius Group N.V.NBIS287.780 $-468.696 $756.476 $+756.476 $
TransDigm Group INCTDG730.752 $+87.946 $642.806 $+642.806 $
NICOLET BANKSHARES INCNIC693.361 $-37.127 $730.488 $+730.488 $
CAMECO CORPCCJ723.828 $+69.047 $654.781 $+654.781 $
Synchrony FinancialSYF711.189 $+104.486 $606.703 $+606.703 $
GSK plcGSK671.190 $-38.611 $709.801 $+709.801 $
ANALOG DEVICES INCADI708.163 $+42.210 $665.953 $+665.953 $
WELLTOWER INC.WELL681.067 $+135.291 $545.776 $+545.776 $
SanofiSNY673.402 $+18.551 $654.851 $+654.851 $
COMMVAULT SYSTEMS INCCVLT667.529 $+667.529 $
PAN AMERICAN SILVER CORPPAAS661.230 $+661.230 $
Accenture plcACN660.809 $+12.832 $647.977 $+647.977 $
METLIFE INCMET603.524 $-52.283 $655.807 $+655.807 $
FASTENAL COFAST523.067 $-118.086 $641.153 $+641.153 $
UBS Group AGUBS632.795 $+29.100 $603.695 $+603.695 $
FORD MOTOR COF601.022 $+94.572 $506.450 $+506.450 $
AeroVironment IncAVAV336.227 $-255.766 $591.993 $+591.993 $
Antero Midstream CorpAM521.818 $-59.128 $580.946 $+580.946 $
TARGET CORPTGT578.390 $+50.128 $528.262 $+528.262 $
SAP SESAP543.437 $-16.736 $560.173 $+560.173 $
RALPH LAUREN CORPRL557.056 $+557.056 $
PAYCHEX INCPAYX487.143 $-63.881 $551.024 $+551.024 $
Fox CorpFOXA525.872 $+54.600 $471.272 $+471.272 $
TechnipFMC plcFTI525.764 $+525.764 $
ARES CAPITAL CORPARCC489.507 $-24.449 $513.956 $+513.956 $
UNILEVER PLCUL481.611 $-29.971 $511.582 $+511.582 $
Sunoco LPSUN504.132 $+39.189 $464.943 $+464.943 $
Amcor plcAMCR502.941 $+11.245 $491.696 $+491.696 $
REGIONS FINANCIAL CORPRF501.995 $+35.041 $466.954 $+466.954 $
Bloom Energy CorpBE501.182 $+200.113 $301.069 $+301.069 $
INSMED IncINSM494.615 $+93.560 $401.055 $+401.055 $
WESTERN DIGITAL CORPWDC493.208 $+137.389 $355.819 $+355.819 $
HERSHEY COHSY480.528 $+49.664 $430.864 $+430.864 $
ENBRIDGE INCENB434.717 $-26.495 $461.212 $+461.212 $
FabrinetFN449.364 $+82.560 $366.804 $+366.804 $
TotalEnergies SETTE443.548 $+65.680 $377.868 $+377.868 $
CINTAS CORPCTAS340.475 $-100.847 $441.322 $+441.322 $
MGM Resorts InternationalMGM422.295 $-12.343 $434.638 $+434.638 $
XCEL ENERGY INCXEL393.012 $-36.934 $429.946 $+429.946 $
Monster Beverage CorpMNST417.010 $-12.630 $429.640 $+429.640 $
TEXTRON INCTXT398.422 $-16.717 $415.139 $+415.139 $
NUCOR CORPNUE413.848 $+51.686 $362.162 $+362.162 $
CARNIVAL CORPCCL382.816 $-20.767 $403.583 $+403.583 $
PRINCIPAL SECURITIES, INC.402.297 $+95.946 $306.351 $+306.351 $
KROGER COKR400.718 $+79.370 $321.348 $+321.348 $
CENTRUS ENERGY CORPLEU396.270 $+396.270 $
Trane Technologies plcTT361.815 $-29.817 $391.632 $+391.632 $
EQT CorpEQT385.171 $+29.806 $355.365 $+355.365 $
Booking Holdings Inc.BKNG354.972 $-29.807 $384.779 $+384.779 $
Sony Group CorpSONY351.496 $-32.713 $384.209 $+384.209 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC323.984 $-49.883 $373.867 $+373.867 $
Hewlett Packard Enterprise CoHPE370.900 $+52.857 $318.043 $+318.043 $
Roblox CorpRBLX365.005 $+365.005 $
Star Bulk Carriers Corp.SBLK292.524 $-70.876 $363.400 $+363.400 $
Sea LtdSE229.626 $-128.011 $357.637 $+357.637 $
SYNOPSYS INCSNPS317.863 $-31.803 $349.666 $+349.666 $
PHIBRO ANIMAL HEALTH CORPPAHC348.046 $+348.046 $
HUBBELL INCHUBB321.101 $-21.864 $342.965 $+342.965 $
PENTAIR plcPNR300.909 $-40.709 $341.618 $+341.618 $
Solventum CorpSOLV341.525 $+30.545 $310.980 $+310.980 $
Viatris IncVTRS338.506 $+16.081 $322.425 $+322.425 $
DOLLAR GENERAL CORPDG305.242 $-31.570 $336.812 $+336.812 $
Talen Energy CorpTLN296.872 $-37.901 $334.773 $+334.773 $
Edwards Lifesciences CorpEW229.248 $-99.637 $328.885 $+328.885 $
Otis Worldwide CorpOTIS282.068 $-42.259 $324.327 $+324.327 $
MERCADOLIBRE INCMELI294.084 $-28.416 $322.500 $+322.500 $
UNITED THERAPEUTICS CorpUTHR318.176 $+31.437 $286.739 $+286.739 $
CARPENTER TECHNOLOGY CORPCRS303.827 $+64.423 $239.404 $+239.404 $
MAGNA INTERNATIONAL INCMGA302.120 $+32.796 $269.324 $+269.324 $
NASDAQ, INC.NDAQ285.970 $-16.010 $301.980 $+301.980 $
nVent Electric plcNVT286.821 $-9.294 $296.115 $+296.115 $
COPART INCCPRT293.525 $+293.525 $
AKAMAI TECHNOLOGIES INCAKAM291.334 $+6.096 $285.238 $+285.238 $
TECK RESOURCES LTDTECK288.440 $+77.170 $211.270 $+211.270 $
PACCAR INCPCAR270.554 $-10.659 $281.213 $+281.213 $
UFP INDUSTRIES INCUFPI278.589 $+278.589 $
TORO COTTC272.372 $+21.310 $251.062 $+251.062 $
MICROCHIP TECHNOLOGY INCMCHP255.256 $-4.801 $260.057 $+260.057 $
SYSCO CORPSYY228.844 $-30.691 $259.535 $+259.535 $
PIMCO Dynamic Income Opportunities FundPDO138.705 $-119.228 $257.933 $+257.933 $
MANULIFE FINANCIAL CORPMFC257.338 $+36.417 $220.921 $+220.921 $
DIAGEO PLCDEO251.747 $+251.747 $
PPL CorpPPL238.444 $-12.941 $251.385 $+251.385 $
IREN LtdIREN250.907 $+250.907 $
DAVENPORT & Co LLC246.447 $-2.490 $248.937 $+248.937 $
REALTY INCOME CORPO248.208 $+3.858 $244.350 $+244.350 $
GARMIN LTDGRMN244.241 $+244.241 $
ZEBRA TECHNOLOGIES CORPZBRA243.671 $+243.671 $
EMBRAER S.A.EMBJ238.431 $+238.431 $
Enovix CorpENVX125.243 $-112.124 $237.367 $+237.367 $
IONIS PHARMACEUTICALS INCIONS235.312 $+235.312 $
Owens CorningOC225.245 $+225.245 $
Public StoragePSA223.971 $+223.971 $
BERKLEY W R CORPWRB221.366 $+221.366 $
GLOBAL PAYMENTS INCGPN215.019 $+215.019 $
VIASAT INCVSAT213.652 $+213.652 $
NEW YORK TIMES CONYT212.771 $+212.771 $
YUM BRANDS INCYUM209.272 $-1.864 $211.136 $+211.136 $
RELX PLCRELX210.727 $+210.727 $
TAKEDA PHARMACEUTICAL CO LTDTAK208.454 $+15.697 $192.757 $+192.757 $
QUEST DIAGNOSTICS INCDGX203.226 $+203.226 $
CENTENE CORPCNC200.949 $+200.949 $
BROWN & BROWN, INC.BRO200.891 $+200.891 $
OMEROS CORPOMER195.263 $+151.147 $44.116 $+44.116 $
Invesco DB Oil FundDBO170.190 $-17.438 $187.628 $+187.628 $
TELUS CORPTU156.351 $-24.731 $181.082 $+181.082 $
Webull CorpBULL163.170 $+163.170 $
Chemours CoCC118.197 $-40.509 $158.706 $+158.706 $
CEMEX SAB DE CVCX145.430 $-8.433 $153.863 $+153.863 $
Haleon plcHLN105.873 $-41.165 $147.038 $+147.038 $
Vuzix CorpVUZI113.400 $+113.400 $
Archer-Daniels-Midland CoADM94.586 $+94.586 $
Ready Capital CorpRC47.234 $-44.969 $92.203 $+92.203 $
BioNTech SEBNTX89.054 $+89.054 $
Lloyds Banking Group plcLYG80.103 $+8.077 $72.026 $+72.026 $
Jumia Technologies AGJMIA47.601 $+47.601 $
PLUG POWER INCPLUG23.708 $-7.943 $31.651 $+31.651 $
ETHAN ALLEN INTERIORS INCETD29.460 $+29.460 $
1.926.330.814 $+2.367.134 $1.930.116.441 $+1.930.116.441 $
Erweiterte Einstellungen ×