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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
AMZNAmazon Com Inc
Recent Activity
Increased 5.5%
1.4%
$3.632M
16,555 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.96%
1.27%
$3.288M
17,368 shares@ $189.31 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -9.07%
1.08%
$2.788M
30,183 shares@ $92.37 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 66.92%
1.05%
$2.72M
11,235 shares@ $242.14 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 34.37%
1.04%
$2.695M
25,052 shares@ $107.57 avg price
ABBVAbbvie Inc
Recent Activity
Increased 21.64%
1.01%
$2.605M
14,660 shares@ $177.7 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -1.78%
1%
$2.589M
64,737 shares@ $40.0 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 9.95%
0.99%
$2.546M
74,602 shares@ $34.13 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