Raleigh Capital Management
Latest statistics and disclosures from Raleigh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, FISR, XLSR, NVDA, SPDW, and represent 17.24% of Raleigh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SPTL, TTE, FISR, SPDW, CME, PAYX, SPAB, IBB, UL, NOW.
- Started 74 new stock positions in GEV, FBOT, WDIV, FG, PSX, URI, IWD, CEG, LVHD, HUT.
- Reduced shares in these 10 stocks: BIL, LH, , JNK, CERY, ITA, QUAL, JNJ, SPIB, SPSM.
- Sold out of its positions in PPLT, AZO, BBY, CLX, DPZ, DUOL, RDVI, FTNT, GNL, INTA.
- Raleigh Capital Management was a net buyer of stock by $11M.
- Raleigh Capital Management has $276M in assets under management (AUM), dropping by 4.71%.
- Central Index Key (CIK): 0001911726
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Portfolio Holdings for Raleigh Capital Management
Raleigh Capital Management holds 583 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Raleigh Capital Management has 583 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Raleigh Capital Management Dec. 31, 2025 positions
- Download the Raleigh Capital Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.4 | $15M | 22k | 681.91 |
|
|
| Ssga Active Tr State Street Fix (FISR) | 4.2 | $12M | +27% | 443k | 25.91 |
|
| Ssga Active Tr State Street Us (XLSR) | 2.9 | $8.1M | 130k | 62.31 |
|
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| NVIDIA Corporation (NVDA) | 2.4 | $6.7M | +6% | 36k | 186.50 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.3 | $6.3M | +58% | 143k | 44.41 |
|
| Microsoft Corporation (MSFT) | 2.2 | $6.1M | +10% | 13k | 483.61 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.0 | $5.5M | +3% | 117k | 46.81 |
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| Apple (AAPL) | 2.0 | $5.4M | +6% | 20k | 271.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $5.3M | +7% | 17k | 313.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $4.1M | +6% | 6.0k | 684.89 |
|
| Amazon (AMZN) | 1.4 | $3.9M | +15% | 17k | 230.82 |
|
| Abbvie (ABBV) | 1.3 | $3.5M | -9% | 15k | 228.50 |
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| Meta Platforms Cl A (META) | 1.2 | $3.4M | +12% | 5.1k | 660.09 |
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| Spdr Series Trust State Street Spd (SPTL) | 1.2 | $3.2M | +23286% | 120k | 26.47 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $3.1M | +3% | 26k | 120.34 |
|
| Spdr Series Trust State Street Spd (SPSM) | 1.1 | $3.0M | -21% | 64k | 46.86 |
|
| Us Bancorp Del Com New (USB) | 1.1 | $2.9M | 55k | 53.36 |
|
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| Broadcom (AVGO) | 1.0 | $2.9M | +5% | 8.3k | 346.09 |
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| PNC Financial Services (PNC) | 1.0 | $2.8M | +2% | 13k | 208.73 |
|
| Totalenergies Se Act (TTE) | 1.0 | $2.7M | NEW | 42k | 65.42 |
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| Prologis (PLD) | 1.0 | $2.7M | +5% | 21k | 127.66 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $2.7M | +36% | 13k | 212.07 |
|
| National Grid Sponsored Adr Ne (NGG) | 1.0 | $2.6M | +4% | 34k | 77.35 |
|
| Philip Morris International (PM) | 1.0 | $2.6M | +33% | 16k | 160.40 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.9 | $2.5M | +4% | 42k | 60.81 |
|
| Pfizer (PFE) | 0.9 | $2.5M | +7% | 101k | 24.90 |
|
| Enbridge (ENB) | 0.9 | $2.5M | +5% | 53k | 47.83 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $2.4M | +24% | 36k | 67.22 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.4M | -26% | 12k | 206.96 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.8 | $2.3M | +4% | 41k | 56.62 |
|
| Spdr Series Trust State Street Spd (EMHC) | 0.8 | $2.3M | +3% | 89k | 25.46 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $2.2M | +4% | 18k | 123.26 |
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| Truist Financial Corp equities (TFC) | 0.8 | $2.2M | 45k | 49.21 |
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| Chevron Corporation (CVX) | 0.8 | $2.2M | +5% | 15k | 152.41 |
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| Spdr Series Trust State Stret Spdr (TIPX) | 0.8 | $2.2M | +4% | 116k | 19.08 |
|
| Pepsi (PEP) | 0.8 | $2.2M | +4% | 15k | 143.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.1M | -13% | 5.4k | 396.31 |
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| Spdr Series Trust Bloomberg Enhncd (CERY) | 0.8 | $2.1M | -35% | 75k | 28.55 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.8 | $2.1M | +5% | 52k | 41.27 |
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| Amgen (AMGN) | 0.8 | $2.1M | -7% | 6.3k | 327.33 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.7 | $2.1M | +4% | 43k | 48.46 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.0M | -8% | 6.4k | 322.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.0M | -5% | 3.3k | 614.33 |
|
| Verizon Communications (VZ) | 0.7 | $1.9M | -26% | 47k | 40.73 |
|
| Xcel Energy (XEL) | 0.7 | $1.9M | -6% | 25k | 73.86 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $1.8M | +6% | 1.7k | 1074.73 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $1.8M | +4% | 5.3k | 342.95 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.7 | $1.8M | +141% | 70k | 25.75 |
|
| FirstEnergy (FE) | 0.6 | $1.7M | +6% | 38k | 44.77 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $1.7M | -6% | 24k | 71.41 |
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| Realty Income (O) | 0.6 | $1.6M | +4% | 29k | 56.37 |
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| Tc Energy Corp (TRP) | 0.6 | $1.6M | +4% | 29k | 55.01 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.6 | $1.6M | +5% | 28k | 57.91 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $1.5M | +4% | 13k | 117.21 |
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| Amcor Ord | 0.6 | $1.5M | +5% | 185k | 8.34 |
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| Tesla Motors (TSLA) | 0.5 | $1.5M | +2% | 3.3k | 449.77 |
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| GSK Sponsored Adr (GSK) | 0.5 | $1.5M | -14% | 30k | 49.04 |
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| Cme (CME) | 0.5 | $1.4M | NEW | 5.3k | 273.07 |
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| Visa Com Cl A (V) | 0.5 | $1.4M | +22% | 4.0k | 350.71 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.5 | $1.4M | +12% | 34k | 40.86 |
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| American Electric Power Company (AEP) | 0.5 | $1.4M | -22% | 12k | 115.31 |
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| Kimberly-Clark Corporation (KMB) | 0.5 | $1.3M | +4% | 13k | 100.89 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $1.3M | 1.5k | 879.02 |
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| Paychex (PAYX) | 0.5 | $1.3M | +71212% | 11k | 112.18 |
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| Coca-Cola Company (KO) | 0.5 | $1.3M | +4% | 18k | 69.91 |
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| PPL Corporation (PPL) | 0.5 | $1.3M | +3% | 36k | 35.02 |
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| Merck & Co (MRK) | 0.4 | $1.2M | +112% | 12k | 105.26 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.2M | -4% | 13k | 93.20 |
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| Bank Of Montreal Cadcom (BMO) | 0.4 | $1.2M | -24% | 9.2k | 129.79 |
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| Spdr Series Trust Bloomberg Emergi (EBND) | 0.4 | $1.2M | +6% | 55k | 21.37 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.1M | -45% | 5.6k | 198.63 |
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| Bank of New York Mellon Corporation (BK) | 0.4 | $1.1M | 9.3k | 116.09 |
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| Gilead Sciences (GILD) | 0.4 | $1.1M | -14% | 8.6k | 122.74 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.0M | +21% | 9.3k | 111.41 |
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| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.0M | NEW | 6.0k | 168.77 |
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| Southern Company (SO) | 0.4 | $1.0M | 12k | 87.20 |
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| Unilever Spon Adr New (UL) | 0.4 | $1.0M | NEW | 15k | 65.40 |
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| Altria (MO) | 0.4 | $1.0M | +261% | 17k | 57.66 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.4 | $999k | +10% | 30k | 33.30 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $995k | +4% | 26k | 38.56 |
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| Servicenow (NOW) | 0.4 | $970k | +853% | 6.3k | 153.18 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $969k | +62% | 3.9k | 250.33 |
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| Caterpillar (CAT) | 0.3 | $943k | -2% | 1.6k | 572.93 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $924k | +37% | 2.6k | 350.00 |
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| Spdr Series Trust State Street Spd (JNK) | 0.3 | $902k | -72% | 9.3k | 97.21 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $890k | -6% | 1.8k | 487.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $844k | -12% | 14k | 62.47 |
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| Huntington Bancshares Incorporated (HBAN) | 0.3 | $839k | -41% | 48k | 17.35 |
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| Home Depot (HD) | 0.3 | $833k | 2.4k | 344.04 |
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| Cisco Systems (CSCO) | 0.3 | $828k | 11k | 77.03 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $782k | -24% | 4.6k | 171.19 |
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| Wec Energy Group (WEC) | 0.3 | $780k | +4% | 7.4k | 105.46 |
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| Diageo Spon Adr New (DEO) | 0.3 | $756k | +2% | 8.8k | 86.27 |
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| Procter & Gamble Company (PG) | 0.3 | $754k | 5.3k | 143.30 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $746k | NEW | 6.2k | 119.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $733k | NEW | 3.0k | 246.13 |
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| Ge Aerospace Com New (GE) | 0.3 | $721k | +19% | 2.3k | 308.02 |
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| Amphenol Corp Cl A (APH) | 0.3 | $714k | +8% | 5.3k | 135.15 |
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| American Express Company (AXP) | 0.3 | $689k | -2% | 1.9k | 369.87 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $682k | +1609% | 3.9k | 173.51 |
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| Blackrock (BLK) | 0.2 | $676k | 632.00 | 1070.11 |
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| Uber Technologies (UBER) | 0.2 | $668k | -8% | 8.2k | 81.71 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $661k | -2% | 14k | 46.54 |
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| Iqvia Holdings (IQV) | 0.2 | $659k | -8% | 2.9k | 225.39 |
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| L3harris Technologies (LHX) | 0.2 | $657k | -3% | 2.2k | 293.61 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $656k | 7.3k | 89.46 |
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| Spdr Series Trust State Street Spd (SPLB) | 0.2 | $655k | +3014% | 29k | 22.58 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $617k | +3% | 7.7k | 80.22 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $615k | 2.3k | 268.26 |
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| TJX Companies (TJX) | 0.2 | $603k | 3.9k | 153.60 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $586k | -15% | 3.1k | 190.99 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $559k | -12% | 8.7k | 64.31 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $556k | -65% | 2.6k | 214.71 |
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| MetLife (MET) | 0.2 | $550k | 7.0k | 78.93 |
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| ConocoPhillips (COP) | 0.2 | $537k | 5.7k | 93.61 |
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| Snowflake Com Shs (SNOW) | 0.2 | $533k | +29% | 2.4k | 219.36 |
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| Analog Devices (ADI) | 0.2 | $529k | +4% | 2.0k | 271.26 |
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| Doordash Cl A (DASH) | 0.2 | $521k | +346% | 2.3k | 226.48 |
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| Goldman Sachs (GS) | 0.2 | $518k | +8% | 589.00 | 878.62 |
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| Qualcomm (QCOM) | 0.2 | $505k | -5% | 3.0k | 171.04 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $503k | +40% | 881.00 | 571.05 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $479k | -7% | 3.2k | 148.68 |
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| Prudential Financial (PRU) | 0.2 | $479k | 4.2k | 112.89 |
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| International Business Machines (IBM) | 0.2 | $478k | 1.6k | 296.18 |
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| McDonald's Corporation (MCD) | 0.2 | $474k | 1.6k | 305.56 |
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| General Dynamics Corporation (GD) | 0.2 | $473k | -3% | 1.4k | 336.61 |
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| Bank of America Corporation (BAC) | 0.2 | $463k | 8.4k | 55.00 |
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| Netflix (NFLX) | 0.2 | $461k | +478% | 4.9k | 93.76 |
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| Costco Wholesale Corporation (COST) | 0.2 | $452k | +9% | 524.00 | 861.91 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $450k | 5.5k | 82.50 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $443k | -15% | 2.5k | 177.78 |
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| Steris Shs Usd (STE) | 0.2 | $440k | +3595% | 1.7k | 253.53 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $438k | -5% | 6.4k | 68.23 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $432k | 6.2k | 69.40 |
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| McKesson Corporation (MCK) | 0.2 | $432k | 526.00 | 820.29 |
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| Kinder Morgan (KMI) | 0.2 | $427k | 16k | 27.49 |
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| Pulte (PHM) | 0.2 | $425k | -2% | 3.6k | 117.26 |
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| Casey's General Stores (CASY) | 0.2 | $422k | +8% | 764.00 | 552.92 |
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| SLB Com Stk (SLB) | 0.1 | $411k | -5% | 11k | 38.38 |
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| American Tower Reit (AMT) | 0.1 | $408k | NEW | 2.3k | 175.57 |
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| Boston Scientific Corporation (BSX) | 0.1 | $408k | +92% | 4.3k | 95.35 |
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| Diamondback Energy (FANG) | 0.1 | $408k | -4% | 2.7k | 150.32 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $405k | 1.6k | 258.75 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $395k | -34% | 2.4k | 162.01 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $383k | -39% | 1.7k | 222.59 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $376k | +4% | 7.4k | 50.58 |
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| CSX Corporation (CSX) | 0.1 | $376k | +11% | 10k | 36.25 |
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| Linde SHS (LIN) | 0.1 | $375k | +43850% | 879.00 | 426.30 |
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| Cummins (CMI) | 0.1 | $373k | -5% | 732.00 | 510.17 |
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| Emcor (EME) | 0.1 | $369k | +2% | 603.00 | 611.35 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $368k | -29% | 12k | 30.54 |
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| Fifth Third Ban (FITB) | 0.1 | $367k | 7.8k | 46.81 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $356k | 7.4k | 48.32 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $356k | +4% | 3.7k | 95.95 |
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| Metropcs Communications (TMUS) | 0.1 | $354k | 1.7k | 203.05 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $349k | +26% | 3.4k | 101.66 |
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| Kroger (KR) | 0.1 | $348k | -11% | 5.6k | 62.48 |
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| Workday Cl A (WDAY) | 0.1 | $346k | 1.6k | 214.78 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $344k | 4.4k | 78.81 |
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| At&t (T) | 0.1 | $339k | 14k | 24.84 |
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| Arista Networks Com Shs (ANET) | 0.1 | $339k | +3% | 2.6k | 131.05 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $335k | 8.5k | 39.38 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $328k | 9.2k | 35.57 |
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| Mongodb Cl A (MDB) | 0.1 | $325k | NEW | 775.00 | 419.69 |
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| Medtronic SHS (MDT) | 0.1 | $320k | 3.3k | 96.06 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $320k | +3% | 12k | 26.68 |
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| Citigroup Com New (C) | 0.1 | $318k | 2.7k | 116.68 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $310k | -13% | 5.8k | 53.76 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $296k | 612.00 | 483.86 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $293k | 2.3k | 126.58 |
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| Keurig Dr Pepper (KDP) | 0.1 | $291k | -6% | 10k | 28.01 |
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| Becton, Dickinson and (BDX) | 0.1 | $289k | +5% | 1.5k | 194.02 |
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| Cardinal Health (CAH) | 0.1 | $289k | +14% | 1.4k | 205.48 |
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| Smartstop Self Storag Reit I Common Stock (SMA) | 0.1 | $287k | NEW | 9.3k | 30.94 |
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| Abbott Laboratories (ABT) | 0.1 | $287k | +3% | 2.3k | 125.32 |
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| Pentair SHS (PNR) | 0.1 | $277k | +58% | 2.7k | 104.15 |
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| SYSCO Corporation (SYY) | 0.1 | $277k | 3.8k | 73.70 |
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| Walt Disney Company (DIS) | 0.1 | $276k | -31% | 2.4k | 113.76 |
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| Norfolk Southern (NSC) | 0.1 | $275k | -26% | 952.00 | 288.70 |
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| Public Service Enterprise (PEG) | 0.1 | $272k | 3.4k | 80.29 |
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| Armstrong World Industries (AWI) | 0.1 | $262k | +6% | 1.4k | 191.12 |
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| Deere & Company (DE) | 0.1 | $261k | 561.00 | 465.68 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $254k | NEW | 8.3k | 30.73 |
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| UnitedHealth (UNH) | 0.1 | $252k | -5% | 762.00 | 330.07 |
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| Cintas Corporation (CTAS) | 0.1 | $244k | +2% | 1.3k | 188.02 |
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| CenterPoint Energy (CNP) | 0.1 | $242k | 6.3k | 38.34 |
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| Ea Series Trust Astoria Us Equal (ROE) | 0.1 | $239k | 6.8k | 35.27 |
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| Crown Castle Intl (CCI) | 0.1 | $235k | +97% | 2.6k | 88.85 |
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| Cigna Corp (CI) | 0.1 | $221k | +4% | 804.00 | 275.06 |
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| Allstate Corporation (ALL) | 0.1 | $220k | 1.1k | 208.15 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $219k | +7% | 2.7k | 81.17 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $213k | +1363% | 2.0k | 107.11 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $210k | +8% | 370.00 | 566.36 |
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| Barings Bdc (BBDC) | 0.1 | $206k | -31% | 22k | 9.18 |
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| Automatic Data Processing (ADP) | 0.1 | $206k | +3% | 800.00 | 257.11 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $202k | -17% | 6.8k | 29.89 |
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| Howmet Aerospace (HWM) | 0.1 | $201k | +6% | 982.00 | 204.98 |
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| AmerisourceBergen (COR) | 0.1 | $199k | +13% | 590.00 | 337.94 |
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| Danaher Corporation (DHR) | 0.1 | $193k | 842.00 | 228.99 |
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| Wp Carey (WPC) | 0.1 | $187k | 2.9k | 64.36 |
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| Oracle Corporation (ORCL) | 0.1 | $184k | -13% | 944.00 | 194.89 |
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| Ross Stores (ROST) | 0.1 | $184k | +666% | 1.0k | 180.14 |
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| Stryker Corporation (SYK) | 0.1 | $181k | +52% | 514.00 | 351.71 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $176k | +19% | 1.8k | 95.23 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $173k | 3.7k | 47.08 |
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| Broadridge Financial Solutions (BR) | 0.1 | $171k | 765.00 | 223.27 |
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| Gaming & Leisure Pptys (GLPI) | 0.1 | $170k | -55% | 3.8k | 44.69 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $168k | 2.2k | 77.87 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $166k | -12% | 642.00 | 258.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $162k | 517.00 | 313.81 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $161k | 2.3k | 69.51 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $159k | +7% | 3.2k | 50.01 |
|
| Citizens Financial (CFG) | 0.1 | $158k | 2.7k | 58.41 |
|
|
| Roku Com Cl A (ROKU) | 0.1 | $155k | +5% | 1.4k | 108.46 |
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $149k | 2.7k | 54.58 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $147k | NEW | 2.5k | 58.72 |
|
| Dollar General (DG) | 0.1 | $146k | +6% | 1.1k | 132.71 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.1 | $145k | +15% | 6.8k | 21.23 |
|
| Reddit Cl A (RDDT) | 0.1 | $145k | +7% | 630.00 | 229.87 |
|
| Morgan Stanley Com New (MS) | 0.1 | $142k | +3% | 799.00 | 177.54 |
|
| Monster Beverage Corp (MNST) | 0.1 | $140k | NEW | 1.8k | 76.67 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $137k | +4% | 6.6k | 20.82 |
|
| Phillips 66 (PSX) | 0.0 | $134k | NEW | 1.0k | 129.00 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $127k | 3.0k | 41.86 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $123k | +4% | 977.00 | 125.86 |
|
| Capital One Financial (COF) | 0.0 | $123k | -15% | 505.00 | 242.53 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $122k | NEW | 1.6k | 74.43 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $114k | 11k | 10.03 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $106k | NEW | 781.00 | 135.99 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $106k | NEW | 2.0k | 52.72 |
|
| Genuine Parts Company (GPC) | 0.0 | $104k | -18% | 846.00 | 123.00 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $100k | +5% | 3.6k | 28.06 |
|
| United Parcel Service CL B (UPS) | 0.0 | $99k | 1.0k | 99.18 |
|
|
| Encana Corporation (OVV) | 0.0 | $98k | 2.5k | 39.19 |
|
|
| Peak (DOC) | 0.0 | $97k | 6.1k | 16.08 |
|
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.0 | $97k | +3% | 2.7k | 35.90 |
|
| Pegasystems (PEGA) | 0.0 | $97k | +2% | 1.6k | 59.70 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $97k | +17% | 1.8k | 52.78 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $97k | -21% | 4.3k | 22.36 |
|
| EOG Resources (EOG) | 0.0 | $97k | +84% | 919.00 | 105.00 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $94k | +204100% | 2.0k | 46.07 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $93k | 3.5k | 26.49 |
|
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.0 | $92k | +708% | 3.0k | 30.27 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $86k | -18% | 1.9k | 45.54 |
|
| Hartford Financial Services (HIG) | 0.0 | $86k | 622.00 | 137.88 |
|
|
| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 0.0 | $85k | NEW | 3.3k | 25.55 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $84k | -10% | 876.00 | 96.32 |
|
| Anthem (ELV) | 0.0 | $82k | -23% | 234.00 | 350.47 |
|
| Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.0 | $80k | NEW | 1.1k | 75.47 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $75k | NEW | 520.00 | 143.53 |
|
Past Filings by Raleigh Capital Management
SEC 13F filings are viewable for Raleigh Capital Management going back to 2021
- Raleigh Capital Management 2025 Q4 filed Jan. 21, 2026
- Raleigh Capital Management 2025 Q3 filed Nov. 4, 2025
- Raleigh Capital Management 2025 Q2 filed July 17, 2025
- Raleigh Capital Management 2025 Q1 filed April 29, 2025
- Raleigh Capital Management 2024 Q4 filed Jan. 17, 2025
- Raleigh Capital Management 2024 Q3 filed Oct. 21, 2024
- Raleigh Capital Management 2024 Q2 filed July 31, 2024
- 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