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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
AREAlexandria Real Estate Eq In
Recent Activity
Increased 61.24%
0.4%
$1.015M
10,403 shares@ $97.56 avg price
LLYEli Lilly & Co
Recent Activity
Increased 14%
0.39%
$999,554
1,295 shares@ $771.86 avg price
DEODiageo Plc
Recent Activity
Increased 2.47%
0.38%
$977,432
7,688 shares@ $127.14 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.32%
0.38%
$974,552
2,150 shares@ $453.28 avg price
ETREntergy Corp New
Recent Activity
Increased 27.25%
0.38%
$963,741
12,711 shares@ $75.82 avg price
GWXSpdr Index Shs Fds
Recent Activity
Increased 15.89%
0.37%
$945,154
30,504 shares@ $30.99 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.18%
0.34%
$866,069
14,630 shares@ $59.2 avg price
EMXCIshares Inc
Recent Activity
Increased 7.61%
0.31%
$792,515
14,292 shares@ $55.46 avg price
CRMSalesforce Inc
Recent Activity
Increased 27.4%
0.31%
$791,499
2,367 shares@ $334.39 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.44%
0.3%
$774,527
5,042 shares@ $153.62 avg price