B. Riley's Q4 2022 13F Holdings: Mixed Results in Shares and Value

B. Riley Wealth Advisors, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison

The third quarter of 2022 saw some significant changes in holdings for B. Riley Wealth Advisors, Inc. The company had a total of 47 holdings in Q3, and this increased to 49 holdings in Q4. The total value of the company’s holdings increased from $998,925,000 in Q3 to $1,191,466,000 in Q4, a slight increase of 19.3%.

Apple Inc, which holds the sym AAPL, was the most significant holding for B. Riley Wealth Advisors, Inc. in both Q3 and Q4. However, there was a notable decrease of 12% in the number of shares held by the company in Q4 as compared to Q3.

Microsoft Corporation (MSFT) was one of the holdings that experienced a decline in shares held by B. Riley Wealth Advisors, Inc. The number of shares held in MSFT decreased by 5.4% in Q4 as compared to Q3.

On the other hand, there were some holdings that saw a significant increase in shares held by B. Riley Wealth Advisors, Inc. The number of shares held in Vanguard Index Fds (VTV) increased by 14.2% in Q4 as compared to Q3. Similarly, the number of shares held in Exxon Mobil Corp (XOM) increased by 24.7% in Q4 as compared to Q3.

The value of B. Riley Wealth Advisors, Inc.’s holdings in Amazon.com Inc (AMZN) decreased significantly by 25.6% in Q4 as compared to Q3. This could be due to the volatile market conditions and the decrease in the price of Amazon’s shares.

Some of the other holdings that experienced a significant change in value include Nvidia Corporation (NVDA), which saw an increase of 20.2% in the number of shares held and a corresponding increase of 20.8% in the value of the shares held. Berkshire Hathaway Inc Del (BRK-B) saw an increase of 32% in the number of shares held and a corresponding increase of 31.9% in the value of the shares held.

Overall, B. Riley Wealth Advisors, Inc.’s holdings showed mixed results for Q4 2022. While some holdings experienced an increase in value and the number of shares held, others experienced a decrease. It will be interesting to see how the market conditions and company performance impact the company’s holdings in the coming quarters.