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BRIAN RALEIGH

@Raleigh Capital Management Inc.

Latest period2024 - Q4ReportedManaged Assets$259.471MTotal holdings1021
Assets growth rate0.05%Assets growth rate (2-Q avg)5.24%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Raleigh Capital Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1021 positions.

Assets under management

The assets under management (AUM) of Raleigh Capital Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 259.471M in assets, with a quarterly growth rate of 0.05% and a 2-quarter average growth rate of 5.24%. The portfolio is managed by BRIAN RALEIGH, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.02%
3.59%
$9.297M
15,863 shares@ $586.1 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -5.15%
1.97%
$5.108M
133,119 shares@ $38.38 avg price
IVVIshares Tr
Recent Activity
Decreased -33.06%
1.88%
$4.859M
8,253 shares@ $588.71 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -9.07%
1.08%
$2.788M
30,183 shares@ $92.37 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -1.78%
1%
$2.589M
64,737 shares@ $40.0 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -11.67%
0.95%
$2.446M
20,320 shares@ $120.36 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -27.25%
0.93%
$2.405M
10,375 shares@ $231.85 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.52%
0.87%
$2.257M
9,414 shares@ $239.72 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -45.09%
0.87%
$2.253M
90,140 shares@ $25.0 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -7.15%
0.86%
$2.231M
39,439 shares@ $56.57 avg price