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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
TIPXSpdr Ser Tr
Recent Activity
Increased 16.17%
0.72%
$1.849M
99,979 shares@ $18.49 avg price
SGOVIshares Tr
Recent Activity
Increased 1681400%
0.66%
$1.687M
16,815 shares@ $100.32 avg price
TTETotalenergies Se
Recent Activity
Increased 28.21%
0.65%
$1.683M
30,889 shares@ $54.51 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 362.18%
0.63%
$1.628M
49,693 shares@ $32.76 avg price
EBNDSpdr Ser Tr
Recent Activity
Increased 18.82%
0.63%
$1.61M
82,457 shares@ $19.53 avg price
PLDPrologis Inc.
Recent Activity
Increased 16.32%
0.62%
$1.598M
15,116 shares@ $105.7 avg price
PEPPepsico Inc
Recent Activity
Increased 42.69%
0.62%
$1.592M
10,466 shares@ $152.07 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.03%
0.61%
$1.578M
9,414 shares@ $167.65 avg price
EFVIshares Tr
Recent Activity
Increased 4.7%
0.58%
$1.483M
28,265 shares@ $52.48 avg price
EFGIshares Tr
Recent Activity
Increased 15.73%
0.57%
$1.466M
15,142 shares@ $96.84 avg price