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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
CERYSpdr Ser Tr
Recent Activity
New Position
0.45%
$1.143M
44,164 shares@ $25.89 avg price
BMOBank Montreal Que
Recent Activity
New Position
0.41%
$1.055M
10,872 shares@ $97.06 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.35%
$890,431
869 shares@ $1024.67 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.29%
$752,433
2,598 shares@ $289.63 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.13%
$321,253
2,906 shares@ $110.55 avg price
LONZPimco Etf Tr
Recent Activity
New Position
0.08%
$206,240
4,036 shares@ $51.11 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
New Position
0.07%
$174,120
6,656 shares@ $26.16 avg price
XONEBondbloxx Etf Trust
Recent Activity
New Position
0.06%
$135,164
2,728 shares@ $49.55 avg price
TMSLT Rowe Price Etf Inc
Recent Activity
New Position
0.04%
$100,523
3,117 shares@ $32.25 avg price
FTCBFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.04%
$93,276
4,517 shares@ $20.65 avg price