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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
LYBLyondellbasell Industries N
Recent Activity
Increased 1.7%
0.5%
$1.297M
17,463 shares@ $74.27 avg price
WMTWalmart Inc
Recent Activity
Increased 5.66%
0.49%
$1.252M
13,855 shares@ $90.35 avg price
AMGNAmgen Inc
Recent Activity
Increased 29.1%
0.49%
$1.246M
4,779 shares@ $260.66 avg price
ORealty Income Corp
Recent Activity
Increased 0.34%
0.48%
$1.23M
23,032 shares@ $53.41 avg price
WFCWells Fargo Co New
Recent Activity
Increased 54.43%
0.45%
$1.143M
16,269 shares@ $70.24 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 14.92%
0.44%
$1.133M
27,151 shares@ $41.73 avg price
IVEIshares Tr
Recent Activity
Increased 2.05%
0.44%
$1.124M
5,889 shares@ $190.9 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 3159.46%
0.43%
$1.092M
22,588 shares@ $48.33 avg price
EMHCSpdr Ser Tr
Recent Activity
Increased 14.48%
0.41%
$1.057M
44,458 shares@ $23.79 avg price
MCDMcdonalds Corp
Recent Activity
Increased 5.23%
0.41%
$1.056M
3,643 shares@ $289.86 avg price