Raleigh Capital Management
Latest statistics and disclosures from Raleigh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, FISR, XLSR, MSFT, and represent 13.80% of Raleigh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: ITA, JNK, DYNF, XLF, XLK, MSFT, AAPL, BMY, NVDA, IVE.
- Started 132 new stock positions in INGR, BEAM, FIIG, IYM, SCHP, LTC, CRSP, USHY, IIPR, FRT.
- Reduced shares in these 10 stocks: IVV, XLC, MDT, SPAB, ESGU, TTE, HDV, ABBV, CCI, SPTI.
- Sold out of its positions in AAON, ADT, AMLP, RFFC, RFDA, RFCI, RIGS, ARKQ, ASTS, ANF.
- Raleigh Capital Management was a net buyer of stock by $5.0M.
- Raleigh Capital Management has $232M in assets under management (AUM), dropping by 7.59%.
- Central Index Key (CIK): 0001911726
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Portfolio Holdings for Raleigh Capital Management
Raleigh Capital Management holds 963 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Raleigh Capital Management has 963 total positions. Only the first 250 positions are shown.
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- Download the Raleigh Capital Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.7 | $8.5M | +2% | 16k | 523.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $7.9M | -21% | 15k | 525.74 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 2.8 | $6.4M | +10% | 251k | 25.63 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 2.0 | $4.7M | +5% | 94k | 49.86 |
|
| Microsoft Corporation (MSFT) | 1.9 | $4.5M | +40% | 11k | 420.73 |
|
| Apple (AAPL) | 1.7 | $3.9M | +46% | 23k | 171.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $3.7M | -4% | 8.3k | 444.00 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $3.4M | +5% | 94k | 36.19 |
|
| Verizon Communications (VZ) | 1.3 | $3.1M | -14% | 74k | 41.96 |
|
| Philip Morris International (PM) | 1.3 | $3.0M | -8% | 33k | 91.62 |
|
| Duke Energy Corp Com New (DUK) | 1.2 | $2.7M | -9% | 28k | 96.71 |
|
| Southern Company (SO) | 1.1 | $2.6M | -9% | 36k | 71.74 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.1 | $2.5M | -4% | 71k | 35.84 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $2.5M | +9% | 15k | 164.35 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 1.1 | $2.5M | +287% | 26k | 95.20 |
|
| Abbvie (ABBV) | 1.0 | $2.4M | -24% | 13k | 182.09 |
|
| Chevron Corporation (CVX) | 1.0 | $2.4M | +6% | 15k | 157.74 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.3M | +83% | 2.6k | 903.73 |
|
| Amazon (AMZN) | 1.0 | $2.3M | +66% | 13k | 180.39 |
|
| Totalenergies Se Sponsored Ads (TTE) | 1.0 | $2.3M | -29% | 33k | 68.83 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.9 | $2.2M | -3% | 51k | 43.04 |
|
| Williams Companies (WMB) | 0.9 | $2.2M | -14% | 56k | 38.97 |
|
| Us Bancorp Del Com New (USB) | 0.9 | $2.1M | -13% | 48k | 44.70 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $2.1M | +7% | 11k | 200.30 |
|
| International Business Machines (IBM) | 0.9 | $2.1M | +2% | 11k | 190.96 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.9 | $2.1M | -13% | 30k | 68.22 |
|
| PNC Financial Services (PNC) | 0.9 | $2.0M | -12% | 13k | 161.61 |
|
| Enbridge (ENB) | 0.9 | $2.0M | -14% | 56k | 36.18 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.9 | $2.0M | -12% | 20k | 102.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.0M | +77% | 13k | 150.94 |
|
| Pfizer (PFE) | 0.8 | $2.0M | +9% | 71k | 27.75 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $1.9M | +2% | 17k | 116.24 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.9M | +89900% | 14k | 131.93 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.8 | $1.9M | +74% | 21k | 91.80 |
|
| At&t (T) | 0.8 | $1.9M | -10% | 107k | 17.60 |
|
| Coca-Cola Company (KO) | 0.8 | $1.9M | -4% | 31k | 61.18 |
|
| Kimberly-Clark Corporation (KMB) | 0.8 | $1.8M | -11% | 14k | 129.35 |
|
| Gilead Sciences (GILD) | 0.8 | $1.8M | +23% | 24k | 73.25 |
|
| American Electric Power Company (AEP) | 0.8 | $1.8M | 20k | 86.10 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.7 | $1.7M | -13% | 122k | 13.95 |
|
| Merck & Co (MRK) | 0.7 | $1.7M | +4% | 13k | 131.95 |
|
| Broadcom (AVGO) | 0.7 | $1.7M | +15% | 1.3k | 1324.63 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.7 | $1.6M | NEW | 36k | 44.40 |
|
| Dominion Resources (D) | 0.7 | $1.6M | -13% | 32k | 49.19 |
|
| Caterpillar (CAT) | 0.7 | $1.6M | +5% | 4.2k | 366.40 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.7 | $1.5M | -43% | 60k | 25.28 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.5M | +124% | 3.1k | 485.67 |
|
| Truist Financial Corp equities (TFC) | 0.6 | $1.5M | -7% | 38k | 38.98 |
|
| Bce Com New (BCE) | 0.6 | $1.5M | -14% | 44k | 33.98 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.5M | 9.0k | 162.25 |
|
|
| Tc Energy Corp (TRP) | 0.6 | $1.5M | -14% | 36k | 40.20 |
|
| Bristol Myers Squibb (BMY) | 0.6 | $1.4M | +564% | 26k | 54.23 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.6 | $1.4M | +55152% | 34k | 42.12 |
|
| Amgen (AMGN) | 0.6 | $1.4M | -20% | 4.9k | 284.30 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $1.4M | +6822% | 6.5k | 208.26 |
|
| Sanofi Sponsored Adr (SNY) | 0.6 | $1.3M | +30% | 27k | 48.60 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.3M | +214% | 15k | 84.44 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.2M | +2% | 5.9k | 205.72 |
|
| Entergy Corporation (ETR) | 0.5 | $1.2M | -13% | 11k | 105.68 |
|
| Home Depot (HD) | 0.5 | $1.2M | -6% | 3.1k | 383.56 |
|
| United Parcel Service CL B (UPS) | 0.5 | $1.2M | -10% | 7.9k | 148.62 |
|
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.5 | $1.2M | -29% | 63k | 18.64 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $1.1M | +14% | 8.3k | 135.08 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $1.1M | +672% | 5.9k | 186.81 |
|
| Cibc Cad (CM) | 0.5 | $1.1M | -12% | 22k | 50.72 |
|
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.5 | $1.1M | +2% | 53k | 20.50 |
|
| McDonald's Corporation (MCD) | 0.5 | $1.0M | 3.7k | 281.91 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $1.0M | 6.5k | 158.19 |
|
|
| Kenvue (KVUE) | 0.4 | $1.0M | +10% | 48k | 21.46 |
|
| ConocoPhillips (COP) | 0.4 | $1.0M | -19% | 7.9k | 127.28 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $991k | -14% | 19k | 53.34 |
|
| ConAgra Foods (CAG) | 0.4 | $967k | +11% | 33k | 29.64 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $967k | -21% | 18k | 54.40 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $953k | -3% | 2.8k | 344.14 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $944k | +24% | 9.1k | 103.79 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $941k | -2% | 3.8k | 250.06 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.4 | $922k | +32% | 22k | 42.11 |
|
| Realty Income (O) | 0.4 | $907k | +22% | 17k | 54.10 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $906k | -8% | 7.9k | 115.31 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $890k | -2% | 18k | 50.17 |
|
| MetLife (MET) | 0.4 | $887k | -6% | 12k | 74.11 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $882k | +5% | 1.6k | 556.15 |
|
| Cisco Systems (CSCO) | 0.4 | $860k | +2% | 17k | 49.91 |
|
| Amcor Ord (AMCR) | 0.4 | $859k | -15% | 90k | 9.51 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $831k | +58% | 18k | 45.59 |
|
| PPL Corporation (PPL) | 0.4 | $820k | -12% | 30k | 27.53 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $813k | +2% | 19k | 43.35 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.3 | $809k | -32% | 27k | 30.50 |
|
| BlackRock (BLK) | 0.3 | $808k | +5% | 968.00 | 834.50 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $804k | +2% | 4.9k | 162.84 |
|
| Prudential Financial (PRU) | 0.3 | $788k | -7% | 6.7k | 117.39 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $786k | +3% | 14k | 57.62 |
|
| Crown Castle Intl (CCI) | 0.3 | $774k | -46% | 7.3k | 105.84 |
|
| Dell Technologies CL C (DELL) | 0.3 | $757k | 6.6k | 114.10 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $750k | +19% | 6.0k | 125.60 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.3 | $739k | -6% | 23k | 32.48 |
|
| Qualcomm (QCOM) | 0.3 | $724k | +9% | 4.3k | 169.26 |
|
| Spdr Ser Tr Bloomberg Emg Mk (EMHC) | 0.3 | $723k | +13564% | 30k | 24.17 |
|
| Xcel Energy (XEL) | 0.3 | $721k | -13% | 13k | 53.75 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $717k | +82% | 922.00 | 778.02 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $715k | +13% | 1.7k | 420.52 |
|
| Applied Materials (AMAT) | 0.3 | $682k | +11% | 3.3k | 206.19 |
|
| Visa Com Cl A (V) | 0.3 | $673k | +34% | 2.4k | 278.94 |
|
| UnitedHealth (UNH) | 0.3 | $646k | +34% | 1.3k | 494.38 |
|
| Pepsi (PEP) | 0.3 | $629k | -3% | 3.6k | 175.04 |
|
| CSX Corporation (CSX) | 0.2 | $577k | +12% | 16k | 37.07 |
|
| Paychex (PAYX) | 0.2 | $568k | -10% | 4.6k | 122.77 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $546k | +123% | 9.5k | 57.57 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $541k | -21% | 8.8k | 61.53 |
|
| Prologis (PLD) | 0.2 | $526k | 4.0k | 130.24 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $523k | -7% | 14k | 37.92 |
|
| Dow (DOW) | 0.2 | $513k | -7% | 8.9k | 57.93 |
|
| McKesson Corporation (MCK) | 0.2 | $506k | +6% | 942.00 | 537.35 |
|
| salesforce (CRM) | 0.2 | $504k | +30% | 1.7k | 301.17 |
|
| American Express Company (AXP) | 0.2 | $492k | +15% | 2.2k | 227.77 |
|
| Fifth Third Ban (FITB) | 0.2 | $489k | 13k | 37.21 |
|
|
| Pulte (PHM) | 0.2 | $487k | +2% | 4.0k | 120.60 |
|
| General Dynamics Corporation (GD) | 0.2 | $481k | -10% | 1.7k | 282.50 |
|
| Wells Fargo & Company (WFC) | 0.2 | $477k | +30% | 8.2k | 57.96 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $477k | NEW | 14k | 34.88 |
|
| Tesla Motors (TSLA) | 0.2 | $475k | +68% | 2.7k | 175.78 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $475k | +23% | 1.9k | 252.37 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $456k | +11% | 2.7k | 169.33 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $443k | +139% | 4.0k | 111.71 |
|
| Unilever Spon Adr New (UL) | 0.2 | $433k | -48% | 8.6k | 50.19 |
|
| Eaton Corp SHS (ETN) | 0.2 | $433k | +7% | 1.4k | 312.88 |
|
| Altria (MO) | 0.2 | $424k | +18% | 9.7k | 43.62 |
|
| Kinder Morgan (KMI) | 0.2 | $421k | -8% | 23k | 18.34 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $418k | -13% | 8.2k | 50.73 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $417k | +18% | 1.3k | 320.59 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $415k | +11540% | 13k | 32.69 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $414k | -11% | 1.2k | 346.59 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $408k | +30% | 809.00 | 504.71 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $408k | 3.4k | 119.39 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $406k | +22% | 6.7k | 60.18 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $404k | 889.00 | 454.54 |
|
|
| Lincoln Electric Holdings (LECO) | 0.2 | $403k | +9% | 1.6k | 255.39 |
|
| Medtronic SHS (MDT) | 0.2 | $400k | -75% | 4.6k | 87.15 |
|
| Fiserv (FI) | 0.2 | $395k | -7% | 2.5k | 159.81 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.2 | $393k | NEW | 8.8k | 44.45 |
|
| Gaming & Leisure Pptys (GLPI) | 0.2 | $392k | +28% | 8.5k | 46.07 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.2 | $376k | -14% | 12k | 30.83 |
|
| Servicenow (NOW) | 0.2 | $375k | +38% | 492.00 | 761.64 |
|
| Abbott Laboratories (ABT) | 0.2 | $367k | -5% | 3.2k | 113.66 |
|
| Kroger (KR) | 0.2 | $364k | +16% | 6.4k | 57.13 |
|
| Danaher Corporation (DHR) | 0.2 | $361k | +6% | 1.4k | 249.88 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $360k | -62% | 13k | 28.18 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $355k | -3% | 7.2k | 49.19 |
|
| Emerson Electric (EMR) | 0.2 | $355k | -5% | 3.1k | 113.45 |
|
| Metropcs Communications (TMUS) | 0.2 | $350k | +98% | 2.1k | 163.19 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $349k | +19% | 4.4k | 79.44 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $349k | +15% | 1.7k | 201.63 |
|
| Barings Bdc (BBDC) | 0.1 | $341k | -10% | 37k | 9.30 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $339k | -19% | 9.5k | 35.87 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $339k | +991% | 11k | 29.77 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $339k | -3% | 4.4k | 76.67 |
|
| Public Service Enterprise (PEG) | 0.1 | $338k | -11% | 5.1k | 66.79 |
|
| Iron Mountain (IRM) | 0.1 | $335k | +6% | 4.2k | 80.22 |
|
| Iqvia Holdings (IQV) | 0.1 | $329k | +12% | 1.3k | 252.89 |
|
| 3M Company (MMM) | 0.1 | $323k | +83% | 3.0k | 106.04 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $320k | +5% | 4.9k | 65.33 |
|
| Norfolk Southern (NSC) | 0.1 | $318k | +30% | 1.2k | 254.94 |
|
| Netflix (NFLX) | 0.1 | $317k | +111% | 522.00 | 607.72 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $317k | +3% | 1.2k | 262.50 |
|
| SYSCO Corporation (SYY) | 0.1 | $313k | +10% | 3.9k | 81.18 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $312k | +228% | 2.9k | 108.93 |
|
| Workday Cl A (WDAY) | 0.1 | $311k | +31% | 1.1k | 272.65 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $310k | -2% | 7.4k | 41.77 |
|
| Nextera Energy (NEE) | 0.1 | $307k | +25% | 4.8k | 63.91 |
|
| Eastman Chemical Company (EMN) | 0.1 | $307k | -5% | 3.1k | 100.20 |
|
| Graphic Packaging Holding Company (GPK) | 0.1 | $304k | +23% | 10k | 29.18 |
|
| Linde SHS (LIN) | 0.1 | $304k | +34% | 654.00 | 464.28 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $304k | +27% | 4.4k | 68.49 |
|
| Lululemon Athletica (LULU) | 0.1 | $299k | +11% | 766.00 | 390.65 |
|
| Diamondback Energy (FANG) | 0.1 | $288k | +2036% | 1.5k | 198.08 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $284k | -55% | 5.5k | 51.60 |
|
| Citigroup Com New (C) | 0.1 | $282k | +4% | 4.5k | 63.24 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $279k | -46% | 4.0k | 70.01 |
|
| Jacobs Engineering Group (J) | 0.1 | $279k | 1.8k | 153.77 |
|
|
| Nike CL B (NKE) | 0.1 | $266k | +554% | 2.8k | 93.99 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $250k | 1.1k | 228.40 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $249k | NEW | 4.0k | 62.06 |
|
| Walt Disney Company (DIS) | 0.1 | $244k | +21% | 2.0k | 122.39 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 0.1 | $242k | NEW | 6.7k | 35.96 |
|
| Ford Motor Company (F) | 0.1 | $234k | -50% | 18k | 13.28 |
|
| Wp Carey (WPC) | 0.1 | $232k | -13% | 4.1k | 56.45 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $229k | +12% | 786.00 | 291.44 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $223k | -11% | 4.2k | 53.11 |
|
| Nucor Corporation (NUE) | 0.1 | $220k | +4352% | 1.1k | 197.90 |
|
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.1 | $218k | NEW | 9.7k | 22.52 |
|
| Synopsys (SNPS) | 0.1 | $217k | +89% | 379.00 | 571.50 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $215k | +160% | 294.00 | 732.42 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $214k | -34% | 4.9k | 43.60 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $208k | +133% | 432.00 | 481.60 |
|
| Peak (DOC) | 0.1 | $200k | -4% | 11k | 18.75 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $200k | 3.5k | 56.97 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $197k | +8% | 735.00 | 268.33 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $196k | -18% | 2.1k | 92.41 |
|
| CenterPoint Energy (CNP) | 0.1 | $196k | +11% | 6.9k | 28.49 |
|
| Citizens Financial (CFG) | 0.1 | $194k | +6% | 5.3k | 36.29 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $193k | +8% | 1.0k | 192.91 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $192k | +10371% | 6.0k | 32.23 |
|
| Intuit (INTU) | 0.1 | $190k | +127% | 293.00 | 649.83 |
|
| Rbc Cad (RY) | 0.1 | $189k | NEW | 1.9k | 100.88 |
|
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.1 | $188k | +3633% | 8.1k | 23.24 |
|
| Advanced Micro Devices (AMD) | 0.1 | $187k | +87% | 1.0k | 180.49 |
|
| Global X Fds Adaptive Us (AUSF) | 0.1 | $184k | 4.5k | 40.87 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $183k | -60% | 2.8k | 64.16 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $181k | +114450% | 4.6k | 39.53 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $178k | -7% | 4.1k | 43.36 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $175k | +41% | 4.1k | 42.95 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.1 | $172k | -13% | 7.0k | 24.40 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $171k | -3% | 3.8k | 45.61 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $168k | 2.3k | 73.15 |
|
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.1 | $166k | 12k | 13.36 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $159k | +11% | 510.00 | 311.55 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $158k | NEW | 4.5k | 34.82 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $158k | -3% | 2.2k | 72.33 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $157k | -3% | 2.1k | 75.41 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $152k | +3871% | 834.00 | 182.74 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $143k | NEW | 5.5k | 25.76 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.1 | $143k | NEW | 3.0k | 47.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $135k | -13% | 884.00 | 152.26 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $133k | +27% | 645.00 | 206.17 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $133k | +223% | 7.3k | 18.22 |
|
| Uber Technologies (UBER) | 0.1 | $132k | +94% | 1.7k | 76.97 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $132k | 675.00 | 195.10 |
|
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $131k | NEW | 3.6k | 36.03 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $129k | -28% | 1.4k | 94.60 |
|
| TowneBank (TOWN) | 0.1 | $122k | 4.3k | 28.06 |
|
|
| Anthem (ELV) | 0.1 | $121k | +24% | 233.00 | 517.72 |
|
| Stryker Corporation (SYK) | 0.0 | $111k | +54% | 309.00 | 357.84 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $109k | 1.4k | 75.98 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $109k | -90% | 948.00 | 114.93 |
|
| Hca Holdings (HCA) | 0.0 | $108k | +687% | 323.00 | 333.89 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $108k | -75% | 1.1k | 100.76 |
|
| Ameriprise Financial (AMP) | 0.0 | $104k | +41% | 238.00 | 438.38 |
|
| Honeywell International (HON) | 0.0 | $104k | +41% | 506.00 | 205.34 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $104k | +71% | 178.00 | 581.71 |
|
| Trane Technologies SHS (TT) | 0.0 | $99k | +341% | 331.00 | 300.14 |
|
| Intel Corporation (INTC) | 0.0 | $95k | +20% | 2.1k | 44.16 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $93k | -37% | 2.3k | 41.22 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $93k | -22% | 1.9k | 48.23 |
|
| Cintas Corporation (CTAS) | 0.0 | $93k | +18% | 135.00 | 685.61 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $90k | +141% | 1.6k | 54.84 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $89k | +324% | 212.00 | 418.00 |
|
| Manhattan Associates (MANH) | 0.0 | $88k | +23% | 350.00 | 250.23 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $87k | -66% | 1.3k | 67.86 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $87k | NEW | 3.5k | 24.52 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $86k | +426% | 216.00 | 399.09 |
|
Past Filings by Raleigh Capital Management
SEC 13F filings are viewable for Raleigh Capital Management going back to 2021
- Raleigh Capital Management 2024 Q1 filed May 13, 2024
- Raleigh Capital Management 2023 Q4 filed Feb. 21, 2024
- Raleigh Capital Management 2023 Q3 restated filed Dec. 8, 2023
- Raleigh Capital Management 2023 Q3 filed Dec. 6, 2023
- Raleigh Capital Management 2023 Q2 filed July 25, 2023
- Raleigh Capital Management 2023 Q1 filed May 22, 2023
- Raleigh Capital Management 2022 Q4 filed Feb. 7, 2023
- Raleigh Capital Management 2022 Q3 filed Nov. 9, 2022
- Raleigh Capital Management 2022 Q2 filed Aug. 30, 2022
- Raleigh Capital Management 2022 Q1 filed May 12, 2022
- Raleigh Capital Management 2021 Q4 filed Feb. 16, 2022