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