test

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
USBUs Bancorp Del
Recent Activity
Decreased -2.26%
0.84%
$2.171M
45,385 shares@ $47.83 avg price
IVWIshares Tr
Recent Activity
Decreased -3.72%
0.81%
$2.081M
20,492 shares@ $101.53 avg price
ENBEnbridge Inc
Recent Activity
Decreased -3.33%
0.8%
$2.056M
48,468 shares@ $42.43 avg price
IBMInternational Business Machs
Recent Activity
Decreased -3.86%
0.79%
$2.044M
9,296 shares@ $219.84 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -2.32%
0.74%
$1.909M
17,715 shares@ $107.74 avg price
SOSouthern Co
Recent Activity
Decreased -1.72%
0.73%
$1.883M
22,873 shares@ $82.33 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -13.01%
0.72%
$1.864M
9,666 shares@ $192.86 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -2.62%
0.67%
$1.715M
33,467 shares@ $51.26 avg price
XELXcel Energy Inc
Recent Activity
Decreased -0.57%
0.65%
$1.686M
24,965 shares@ $67.53 avg price
TAt&t Inc
Recent Activity
Decreased -14.88%
0.61%
$1.569M
68,904 shares@ $22.77 avg price