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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
SNYSanofi
Recent Activity
Decreased -1.23%
0.61%
$1.564M
32,435 shares@ $48.24 avg price
NGGNational Grid Plc
Recent Activity
Decreased -2.37%
0.6%
$1.548M
26,053 shares@ $59.43 avg price
PFEPfizer Inc
Recent Activity
Decreased -3.65%
0.6%
$1.542M
58,127 shares@ $26.53 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -2.61%
0.59%
$1.521M
35,062 shares@ $43.39 avg price
TRPTc Energy Corp
Recent Activity
Decreased -2.27%
0.56%
$1.449M
31,137 shares@ $46.54 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -10.88%
0.55%
$1.406M
18,579 shares@ $75.69 avg price
HBANHuntington Bancshares Inc
Recent Activity
Decreased -16.25%
0.54%
$1.4M
86,036 shares@ $16.27 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -5.08%
0.54%
$1.39M
2,185 shares@ $635.96 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -3.26%
0.54%
$1.382M
14,983 shares@ $92.23 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.84%
0.51%
$1.304M
3,352 shares@ $389.04 avg price