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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
ADBEAdobe Inc
Recent Activity
Increased 26.8%
0.19%
$471,437
1,060 shares@ $444.76 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 88.72%
0.18%
$448,387
3,712 shares@ $120.8 avg price
DALDelta Air Lines Inc Del
Recent Activity
Increased 206.21%
0.17%
$423,863
7,006 shares@ $60.5 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 3.22%
0.17%
$416,624
8,216 shares@ $50.71 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 11.58%
0.16%
$414,750
453 shares@ $915.57 avg price
UBERUber Technologies Inc
Recent Activity
Increased 116.76%
0.16%
$409,608
6,791 shares@ $60.32 avg price
MOAltria Group Inc
Recent Activity
Increased 4.79%
0.16%
$400,850
7,666 shares@ $52.29 avg price
ABTAbbott Labs
Recent Activity
Increased 0.43%
0.15%
$370,311
3,274 shares@ $113.11 avg price
DISDisney Walt Co
Recent Activity
Increased 72.94%
0.15%
$363,607
3,265 shares@ $111.37 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 0.21%
0.14%
$360,458
7,349 shares@ $49.05 avg price