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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
MRKMerck & Co Inc
Recent Activity
Decreased -4.13%
0.5%
$1.285M
12,914 shares@ $99.49 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -0.96%
0.47%
$1.218M
22,271 shares@ $54.69 avg price
CATCaterpillar Inc
Recent Activity
Decreased -8.56%
0.45%
$1.158M
3,191 shares@ $362.75 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.46%
0.43%
$1.107M
6,643 shares@ $166.63 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.46%
0.42%
$1.073M
2,614 shares@ $410.5 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.44%
0.38%
$967,085
1,912 shares@ $505.8 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -4.25%
0.36%
$913,184
3,217 shares@ $283.87 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -17.15%
0.36%
$913,178
11,886 shares@ $76.83 avg price
KVUEKenvue Inc
Recent Activity
Decreased -0.21%
0.36%
$911,404
42,689 shares@ $21.35 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -0.79%
0.35%
$902,518
7,157 shares@ $126.11 avg price