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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
COPConocophillips
Recent Activity
Increased 3.21%
0.3%
$759,846
7,662 shares@ $99.18 avg price
NOWServicenow Inc
Recent Activity
Increased 4.23%
0.29%
$730,960
690 shares@ $1059.37 avg price
NFLXNetflix Inc
Recent Activity
Increased 10.89%
0.29%
$726,721
815 shares@ $891.69 avg price
WECWec Energy Group Inc
Recent Activity
Increased 4.08%
0.25%
$625,115
6,647 shares@ $94.05 avg price
AMCRAmcor Plc
Recent Activity
Increased 0.24%
0.23%
$584,059
62,068 shares@ $9.41 avg price
LHLabcorp Holdings Inc
Recent Activity
Increased 0.26%
0.21%
$541,910
2,363 shares@ $229.34 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 8.17%
0.21%
$527,842
1,086 shares@ $486.05 avg price
BSXBoston Scientific Corp
Recent Activity
Increased 8.38%
0.2%
$518,860
5,809 shares@ $89.33 avg price
MTUMIshares Tr
Recent Activity
Increased 8866.67%
0.2%
$500,875
2,421 shares@ $206.89 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 33.1%
0.19%
$480,311
6,724 shares@ $71.44 avg price