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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
FISRSsga Active Tr
Recent Activity
Increased 8.12%
3.79%
$9.828M
387,514 shares@ $25.37 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.02%
3.59%
$9.297M
15,863 shares@ $586.1 avg price
AAPLApple Inc
Recent Activity
Increased 8.69%
2.94%
$7.603M
30,362 shares@ $250.43 avg price
XLSRSsga Active Tr
Recent Activity
Increased 0.99%
2.39%
$6.177M
115,584 shares@ $53.45 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.7%
2.12%
$5.497M
13,042 shares@ $421.5 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -5.15%
1.97%
$5.108M
133,119 shares@ $38.38 avg price
NVDANvidia Corporation
Recent Activity
Increased 11.49%
1.91%
$4.931M
36,720 shares@ $134.3 avg price
IVVIshares Tr
Recent Activity
Decreased -33.06%
1.88%
$4.859M
8,253 shares@ $588.71 avg price
BILSpdr Ser Tr
Recent Activity
Increased 102.16%
1.71%
$4.42M
48,339 shares@ $91.44 avg price
JNKSpdr Ser Tr
Recent Activity
Increased 154.41%
1.66%
$4.299M
45,032 shares@ $95.48 avg price