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