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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
AXPAmerican Express Co
Recent Activity
Decreased -4.63%
0.27%
$689,553
2,323 shares@ $296.84 avg price
IYWIshares Tr
Recent Activity
Decreased -4.82%
0.27%
$688,942
4,319 shares@ $159.52 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -46.92%
0.26%
$664,484
12,278 shares@ $54.12 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -4.26%
0.25%
$630,853
5,322 shares@ $118.54 avg price
BACBank America Corp
Recent Activity
Decreased -2.42%
0.23%
$575,601
13,097 shares@ $43.95 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -2.73%
0.22%
$545,069
7,906 shares@ $68.95 avg price
CMCanadian Imperial Bk Comm
Recent Activity
Decreased -54.9%
0.21%
$543,592
8,597 shares@ $63.24 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -3.17%
0.21%
$528,979
19,306 shares@ $27.4 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -5.95%
0.2%
$494,556
2,241 shares@ $220.69 avg price
KRKroger Co
Recent Activity
Decreased -4.77%
0.2%
$493,536
8,071 shares@ $61.15 avg price