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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$866,898
913 shares@ $949.51 avg price
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$387,460
7,979 shares@ $48.56 avg price
FLRNSpdr Ser Tr
Recent Activity
Exited
0%
$365,760
11,856 shares@ $30.86 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$207,405
540 shares@ $384.09 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$150,244
839 shares@ $179.08 avg price
XSVNBondbloxx Etf Trust
Recent Activity
Exited
0%
$138,519
2,823 shares@ $49.07 avg price
CLOIVaneck Etf Trust
Recent Activity
Exited
0%
$115,945
2,186 shares@ $53.04 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$71,870
88 shares@ $816.71 avg price
DDOGDatadog Inc
Recent Activity
Exited
0%
$49,016
426 shares@ $115.07 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$46,830
1,759 shares@ $26.63 avg price