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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
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
SPDWSpdr Index Shs Fds
Recent Activity
Increased 9.95%
0.99%
$2.546M
74,602 shares@ $34.13 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.19%
0.89%
$2.287M
3,905 shares@ $585.56 avg price
JNJJohnson & Johnson
Recent Activity
Increased 48.28%
0.83%
$2.136M
14,773 shares@ $144.62 avg price
CVXChevron Corp New
Recent Activity
Increased 43.21%
0.8%
$2.053M
14,177 shares@ $144.84 avg price
TSLATesla Inc
Recent Activity
Increased 41.4%
0.79%
$2.033M
5,035 shares@ $403.83 avg price
KOCoca Cola Co
Recent Activity
Increased 11.63%
0.77%
$1.983M
31,855 shares@ $62.27 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 0.91%
0.75%
$1.944M
43,281 shares@ $44.93 avg price
QUALIshares Tr
Recent Activity
Increased 1.52%
0.72%
$1.859M
10,441 shares@ $178.09 avg price