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, MSFT, and represent 16.45% of Raleigh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$5.7M), LH, BIL, SPSM, SPDW, CERY, IVV, ITA, JNK, SPEM.
- Started 51 new stock positions in DGRO, SHV, FDIS, LQD, R, ALGN, GPN, ORLY, AWI, ACM.
- Reduced shares in these 10 stocks: SPAB (-$5.9M), FISR, SPLB, RWR, GLD, MS, T, KVUE, CM, USDU.
- Sold out of its positions in ANF, ASO, ALIT, AAL, AMSF, AIT, ARW, BATRK, BMI, BKU.
- Raleigh Capital Management was a net buyer of stock by $10M.
- Raleigh Capital Management has $263M in assets under management (AUM), dropping by 10.35%.
- Central Index Key (CIK): 0001911726
Tip: Access up to 7 years of quarterly data
Positions held by Raleigh Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Raleigh Capital Management
Raleigh Capital Management holds 545 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Raleigh Capital Management has 545 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Raleigh Capital Management Sept. 30, 2025 positions
- Download the Raleigh Capital Management September 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) | 5.5 | $14M | +66% | 22k | 666.18 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 3.4 | $9.0M | -23% | 347k | 26.05 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 2.9 | $7.6M | -2% | 128k | 59.61 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $6.3M | +5% | 34k | 186.58 |
|
| Microsoft Corporation (MSFT) | 2.3 | $5.9M | +6% | 12k | 517.93 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.0 | $5.3M | +27% | 113k | 46.81 |
|
| Apple (AAPL) | 1.8 | $4.8M | +3% | 19k | 254.63 |
|
| Abbvie (ABBV) | 1.5 | $3.9M | 17k | 231.54 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.5 | $3.9M | +77% | 90k | 42.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.8M | 16k | 243.11 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.8M | +70% | 5.7k | 669.25 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.4 | $3.8M | +109% | 82k | 46.32 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 1.3 | $3.3M | +66% | 34k | 97.99 |
|
| Spdr Series Trust Bloomberg Enhncd (CERY) | 1.3 | $3.3M | +100% | 116k | 28.65 |
|
| Meta Platforms Cl A (META) | 1.3 | $3.3M | +29% | 4.5k | 734.37 |
|
| Labcorp Holdings Com Shs (LH) | 1.2 | $3.3M | +7065% | 11k | 287.05 |
|
| Amazon (AMZN) | 1.2 | $3.2M | +13% | 15k | 219.57 |
|
| Johnson & Johnson (JNJ) | 1.1 | $3.0M | +8% | 16k | 185.42 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.1 | $3.0M | +806% | 32k | 91.75 |
|
| Verizon Communications (VZ) | 1.1 | $2.8M | +7% | 64k | 43.95 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $2.8M | 25k | 112.75 |
|
|
| Us Bancorp Del Com New (USB) | 1.0 | $2.6M | +18% | 54k | 48.33 |
|
| PNC Financial Services (PNC) | 1.0 | $2.6M | +3% | 13k | 200.93 |
|
| Broadcom (AVGO) | 1.0 | $2.6M | +5% | 7.9k | 329.90 |
|
| Enbridge (ENB) | 1.0 | $2.5M | +3% | 50k | 50.46 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.9 | $2.4M | +15% | 41k | 59.69 |
|
| Pfizer (PFE) | 0.9 | $2.4M | +20% | 94k | 25.48 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.9 | $2.4M | +3% | 32k | 72.67 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.9 | $2.3M | +23% | 40k | 59.20 |
|
| Prologis (PLD) | 0.9 | $2.3M | +32% | 20k | 114.52 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.2M | -39% | 6.3k | 355.47 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.2M | -7% | 6.9k | 315.42 |
|
| Xcel Energy (XEL) | 0.8 | $2.2M | +4% | 27k | 80.65 |
|
| Chevron Corporation (CVX) | 0.8 | $2.2M | +3% | 14k | 155.29 |
|
| Spdr Series Trust Bloomberg Emg Mk (EMHC) | 0.8 | $2.1M | +5% | 85k | 25.19 |
|
| Spdr Series Trust Bloomberg 1 10 Y (TIPX) | 0.8 | $2.1M | +7% | 111k | 19.29 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $2.1M | 17k | 120.72 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.8 | $2.1M | +16% | 39k | 53.08 |
|
| Pepsi (PEP) | 0.8 | $2.1M | +24% | 15k | 140.44 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.1M | -3% | 3.5k | 600.45 |
|
| Truist Financial Corp equities (TFC) | 0.8 | $2.1M | +26% | 45k | 45.72 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.8 | $2.0M | +8% | 49k | 41.58 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $2.0M | -15% | 10k | 194.51 |
|
| Philip Morris International (PM) | 0.8 | $2.0M | -2% | 12k | 162.20 |
|
| Amgen (AMGN) | 0.7 | $1.9M | +5% | 6.8k | 282.19 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.7 | $1.9M | +3% | 41k | 47.20 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.9M | +29% | 29k | 65.92 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $1.9M | +7% | 9.2k | 206.50 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $1.7M | -22% | 25k | 67.83 |
|
| Realty Income (O) | 0.6 | $1.7M | +3% | 28k | 60.79 |
|
| American Electric Power Company (AEP) | 0.6 | $1.7M | 15k | 112.50 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $1.7M | +80% | 5.0k | 332.83 |
|
| FirstEnergy (FE) | 0.6 | $1.7M | +17% | 36k | 45.82 |
|
| Bank Of Montreal Cadcom (BMO) | 0.6 | $1.6M | +4% | 12k | 130.25 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $1.6M | +748500% | 7.5k | 209.27 |
|
| Duke Energy Corp Com New (DUK) | 0.6 | $1.6M | +4% | 13k | 123.75 |
|
| Kimberly-Clark Corporation (KMB) | 0.6 | $1.6M | +48% | 13k | 124.34 |
|
| Tc Energy Corp (TRP) | 0.6 | $1.5M | +3% | 28k | 54.41 |
|
| GSK Sponsored Adr (GSK) | 0.6 | $1.5M | 35k | 43.16 |
|
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.6 | $1.5M | 26k | 57.19 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.5 | $1.4M | -6% | 83k | 17.27 |
|
| Amcor Ord (AMCR) | 0.5 | $1.4M | +175% | 175k | 8.18 |
|
| Tesla Motors (TSLA) | 0.5 | $1.4M | +2% | 3.2k | 444.77 |
|
| PPL Corporation (PPL) | 0.5 | $1.3M | 35k | 37.16 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.2M | +33% | 1.6k | 763.06 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.5 | $1.2M | -4% | 30k | 40.18 |
|
| Coca-Cola Company (KO) | 0.4 | $1.1M | -7% | 17k | 66.32 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $1.1M | -12% | 1.5k | 758.39 |
|
| Wells Fargo & Company (WFC) | 0.4 | $1.1M | -8% | 14k | 83.82 |
|
| Gilead Sciences (GILD) | 0.4 | $1.1M | -20% | 10k | 111.00 |
|
| Visa Com Cl A (V) | 0.4 | $1.1M | +21% | 3.3k | 341.35 |
|
| Spdr Series Trust Bloomberg Emergi (EBND) | 0.4 | $1.1M | +6% | 51k | 21.36 |
|
| Southern Company (SO) | 0.4 | $1.1M | -21% | 11k | 94.77 |
|
| Netflix (NFLX) | 0.4 | $1.0M | +13% | 851.00 | 1199.61 |
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $1.0M | -7% | 9.4k | 108.96 |
|
| Home Depot (HD) | 0.4 | $977k | -6% | 2.4k | 405.12 |
|
| Alexandria Real Estate Equities (ARE) | 0.4 | $945k | +5% | 11k | 83.34 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $933k | -10% | 1.9k | 479.67 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $932k | +3% | 25k | 37.86 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.4 | $931k | +123% | 27k | 34.16 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $924k | -10% | 15k | 59.92 |
|
| Uber Technologies (UBER) | 0.3 | $878k | +17% | 9.0k | 97.97 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.3 | $863k | -5% | 26k | 33.89 |
|
| Diageo Spon Adr New (DEO) | 0.3 | $814k | 8.5k | 95.43 |
|
|
| Wec Energy Group (WEC) | 0.3 | $812k | +4% | 7.1k | 114.59 |
|
| Procter & Gamble Company (PG) | 0.3 | $809k | -8% | 5.3k | 153.64 |
|
| Caterpillar (CAT) | 0.3 | $807k | -7% | 1.7k | 477.15 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $806k | 6.0k | 133.89 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $788k | -8% | 7.6k | 103.06 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $785k | +278500% | 2.8k | 281.89 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.3 | $749k | -88% | 29k | 25.85 |
|
| Blackrock (BLK) | 0.3 | $739k | -10% | 634.00 | 1166.02 |
|
| Cisco Systems (CSCO) | 0.3 | $730k | -8% | 11k | 68.42 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $721k | +467100% | 4.7k | 154.22 |
|
| L3harris Technologies (LHX) | 0.3 | $706k | -5% | 2.3k | 305.42 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $683k | -18% | 9.9k | 68.81 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $679k | -20% | 15k | 46.71 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $677k | -9% | 3.6k | 186.51 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $677k | +68% | 1.9k | 352.77 |
|
| Williams Companies (WMB) | 0.2 | $648k | +5% | 10k | 63.35 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $640k | +135% | 2.8k | 224.54 |
|
| American Express Company (AXP) | 0.2 | $633k | -4% | 1.9k | 332.19 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $630k | +1502% | 7.2k | 87.31 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $612k | +3% | 2.4k | 256.42 |
|
| Servicenow (NOW) | 0.2 | $611k | +60% | 664.00 | 919.60 |
|
| Iqvia Holdings (IQV) | 0.2 | $608k | -4% | 3.2k | 189.92 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $600k | +55% | 4.8k | 123.75 |
|
| Ge Aerospace Com New (GE) | 0.2 | $587k | +32% | 2.0k | 300.82 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $580k | -5% | 7.4k | 78.34 |
|
| MetLife (MET) | 0.2 | $573k | -8% | 7.0k | 82.37 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $571k | +19% | 2.3k | 246.61 |
|
| TJX Companies (TJX) | 0.2 | $565k | +7% | 3.9k | 144.53 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $563k | -12% | 3.7k | 150.87 |
|
| ConocoPhillips (COP) | 0.2 | $548k | -7% | 5.8k | 94.58 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $540k | +3% | 3.0k | 182.45 |
|
| CRH Ord (CRH) | 0.2 | $534k | NEW | 4.5k | 119.89 |
|
| Qualcomm (QCOM) | 0.2 | $518k | -37% | 3.1k | 166.35 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $510k | 3.5k | 145.63 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $498k | -7% | 1.5k | 340.95 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $495k | NEW | 17k | 28.91 |
|
| Pulte (PHM) | 0.2 | $490k | -3% | 3.7k | 132.13 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $485k | -9% | 1.6k | 309.79 |
|
| McDonald's Corporation (MCD) | 0.2 | $472k | -7% | 1.6k | 303.82 |
|
| International Business Machines (IBM) | 0.2 | $460k | -7% | 1.6k | 282.09 |
|
| Analog Devices (ADI) | 0.2 | $459k | +3120% | 1.9k | 245.73 |
|
| Merck & Co (MRK) | 0.2 | $453k | -11% | 5.4k | 83.94 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $444k | +8% | 480.00 | 925.89 |
|
| Bank of America Corporation (BAC) | 0.2 | $440k | -8% | 8.5k | 51.59 |
|
| Kinder Morgan (KMI) | 0.2 | $439k | -15% | 16k | 28.31 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $438k | 6.8k | 64.14 |
|
|
| Prudential Financial (PRU) | 0.2 | $438k | -8% | 4.2k | 103.74 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.2 | $436k | -7% | 5.4k | 80.65 |
|
| Goldman Sachs (GS) | 0.2 | $431k | +12% | 541.00 | 797.07 |
|
| Kroger (KR) | 0.2 | $423k | -8% | 6.3k | 67.41 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $423k | +688% | 1.9k | 225.55 |
|
| Metropcs Communications (TMUS) | 0.2 | $423k | -6% | 1.8k | 239.44 |
|
| McKesson Corporation (MCK) | 0.2 | $410k | -2% | 531.00 | 772.31 |
|
| Diamondback Energy (FANG) | 0.2 | $408k | -3% | 2.8k | 143.12 |
|
| Walt Disney Company (DIS) | 0.2 | $404k | +47% | 3.5k | 114.50 |
|
| Gaming & Leisure Pptys (GLPI) | 0.2 | $399k | -5% | 8.6k | 46.61 |
|
| Casey's General Stores (CASY) | 0.2 | $398k | +6% | 705.00 | 565.03 |
|
| Workday Cl A (WDAY) | 0.1 | $389k | +9% | 1.6k | 240.73 |
|
| Norfolk Southern (NSC) | 0.1 | $389k | -7% | 1.3k | 300.45 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $387k | 11k | 34.37 |
|
|
| Emcor (EME) | 0.1 | $381k | +2% | 586.00 | 650.00 |
|
| At&t (T) | 0.1 | $380k | -66% | 13k | 28.24 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $363k | -4% | 2.5k | 145.74 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $361k | -9% | 6.7k | 54.18 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $361k | -5% | 7.1k | 50.78 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $361k | 7.3k | 49.46 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $357k | -4% | 6.3k | 56.75 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $356k | +17% | 627.00 | 568.38 |
|
| Fifth Third Ban (FITB) | 0.1 | $346k | -8% | 7.8k | 44.55 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $345k | -2% | 4.4k | 78.91 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $342k | -5% | 3.6k | 96.15 |
|
| CSX Corporation (CSX) | 0.1 | $331k | -8% | 9.3k | 35.51 |
|
| Cummins (CMI) | 0.1 | $326k | -2% | 771.00 | 422.15 |
|
| Medtronic SHS (MDT) | 0.1 | $319k | -7% | 3.3k | 95.23 |
|
| Altria (MO) | 0.1 | $318k | -7% | 4.8k | 66.06 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $313k | 9.1k | 34.33 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $313k | -4% | 3.8k | 82.34 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $313k | -6% | 8.3k | 37.50 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $310k | -5% | 12k | 26.84 |
|
| Oracle Corporation (ORCL) | 0.1 | $308k | -4% | 1.1k | 281.12 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $307k | -7% | 614.00 | 499.49 |
|
| Abbott Laboratories (ABT) | 0.1 | $295k | -7% | 2.2k | 133.96 |
|
| Barings Bdc (BBDC) | 0.1 | $288k | 33k | 8.76 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $285k | -9% | 2.3k | 122.40 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $284k | -4% | 11k | 25.51 |
|
| Public Service Enterprise (PEG) | 0.1 | $282k | -8% | 3.4k | 83.46 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $280k | +35% | 2.7k | 102.98 |
|
| UnitedHealth (UNH) | 0.1 | $278k | -35% | 804.00 | 345.50 |
|
| Citigroup Com New (C) | 0.1 | $276k | -6% | 2.7k | 101.50 |
|
| Becton, Dickinson and (BDX) | 0.1 | $265k | -7% | 1.4k | 187.18 |
|
| Iron Mountain (IRM) | 0.1 | $262k | -4% | 2.6k | 101.93 |
|
| Cintas Corporation (CTAS) | 0.1 | $259k | +3% | 1.3k | 205.31 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $257k | -7% | 8.2k | 31.42 |
|
| Deere & Company (DE) | 0.1 | $256k | -8% | 560.00 | 457.08 |
|
| Align Technology (ALGN) | 0.1 | $254k | NEW | 2.0k | 125.22 |
|
| Armstrong World Industries (AWI) | 0.1 | $252k | NEW | 1.3k | 196.01 |
|
| CenterPoint Energy (CNP) | 0.1 | $249k | -4% | 6.4k | 38.80 |
|
| Ea Series Trust Astoria Us Equal (ROE) | 0.1 | $236k | -6% | 6.8k | 34.57 |
|
| Allstate Corporation (ALL) | 0.1 | $229k | NEW | 1.1k | 214.65 |
|
| Automatic Data Processing (ADP) | 0.1 | $228k | -7% | 776.00 | 293.40 |
|
| Cigna Corp (CI) | 0.1 | $223k | -8% | 773.00 | 288.07 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $218k | -48% | 2.2k | 97.63 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $213k | -74% | 1.9k | 113.86 |
|
| Wp Carey (WPC) | 0.1 | $198k | -8% | 2.9k | 67.57 |
|
| Cardinal Health (CAH) | 0.1 | $193k | +10% | 1.2k | 156.92 |
|
| Fastenal Company (FAST) | 0.1 | $193k | +1150% | 3.9k | 49.04 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $186k | -8% | 733.00 | 254.32 |
|
| Pentair SHS (PNR) | 0.1 | $186k | NEW | 1.7k | 110.76 |
|
| Dupont De Nemours (DD) | 0.1 | $185k | -7% | 2.4k | 77.89 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $184k | -9% | 774.00 | 238.20 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $183k | +56% | 2.5k | 72.77 |
|
| Howmet Aerospace (HWM) | 0.1 | $181k | -15% | 920.00 | 196.31 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $174k | -2% | 3.7k | 46.96 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $170k | -2% | 2.2k | 78.10 |
|
| Danaher Corporation (DHR) | 0.1 | $168k | -8% | 847.00 | 198.36 |
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $167k | -7% | 2.8k | 60.48 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $165k | -3% | 2.3k | 70.86 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $164k | NEW | 510.00 | 321.84 |
|
| AmerisourceBergen (COR) | 0.1 | $163k | +10% | 522.00 | 312.25 |
|
| Pimco Etf Tr Commodity Strat (CMDT) | 0.1 | $154k | NEW | 5.6k | 27.40 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $153k | +11% | 342.00 | 447.23 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $151k | +3% | 2.9k | 51.23 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $147k | +3% | 1.5k | 95.14 |
|
| Citizens Financial (CFG) | 0.1 | $146k | -8% | 2.7k | 53.16 |
|
| Genuine Parts Company (GPC) | 0.1 | $144k | -4% | 1.0k | 138.56 |
|
| Doordash Cl A (DASH) | 0.1 | $140k | +201% | 515.00 | 271.99 |
|
| Roku Com Cl A (ROKU) | 0.1 | $136k | +135500% | 1.4k | 100.11 |
|
| Reddit Cl A (RDDT) | 0.1 | $134k | NEW | 584.00 | 229.99 |
|
| Fiserv (FI) | 0.1 | $134k | -22% | 1.0k | 128.95 |
|
| Dell Technologies CL C (DELL) | 0.1 | $133k | +1540% | 935.00 | 141.71 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $131k | -5% | 6.3k | 20.91 |
|
| Crown Castle Intl (CCI) | 0.0 | $129k | -10% | 1.3k | 96.45 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $128k | +95% | 527.00 | 243.52 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $128k | -5% | 3.0k | 42.05 |
|
| Capital One Financial (COF) | 0.0 | $127k | +28% | 597.00 | 212.62 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.0 | $126k | 5.9k | 21.31 |
|
|
| Stryker Corporation (SYK) | 0.0 | $124k | +88% | 336.00 | 369.51 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $123k | NEW | 1.6k | 76.47 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $123k | 11k | 10.86 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $123k | -86% | 773.00 | 158.94 |
|
| Peak (DOC) | 0.0 | $116k | -8% | 6.1k | 19.15 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $111k | -2% | 5.5k | 20.21 |
|
| Dollar General (DG) | 0.0 | $107k | -3% | 1.0k | 103.34 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $105k | +5% | 2.3k | 45.51 |
|
| Encana Corporation (OVV) | 0.0 | $101k | -9% | 2.5k | 40.37 |
|
| Caesars Entertainment (CZR) | 0.0 | $100k | -6% | 3.7k | 27.02 |
|
| Paypal Holdings (PYPL) | 0.0 | $98k | -6% | 1.5k | 67.06 |
|
| Anthem (ELV) | 0.0 | $98k | +9% | 304.00 | 322.90 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $94k | +354% | 978.00 | 96.54 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $94k | -24% | 2.1k | 45.10 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $94k | 1.9k | 49.78 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $93k | +11% | 3.5k | 26.95 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.0 | $93k | -6% | 2.6k | 35.18 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $92k | -6% | 3.4k | 27.31 |
|
| Pegasystems (PEGA) | 0.0 | $92k | +4% | 1.6k | 57.49 |
|
| Douglas Emmett (DEI) | 0.0 | $90k | -6% | 5.8k | 15.57 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.0 | $87k | -6% | 3.1k | 27.97 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $85k | -78% | 122.00 | 698.00 |
|
| United Parcel Service CL B (UPS) | 0.0 | $85k | -85% | 1.0k | 83.53 |
|
| Hartford Financial Services (HIG) | 0.0 | $85k | -4% | 634.00 | 133.40 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $83k | +4% | 1.6k | 53.24 |
|
| Applied Materials (AMAT) | 0.0 | $82k | -4% | 401.00 | 204.78 |
|
| Republic Services (RSG) | 0.0 | $76k | -3% | 330.00 | 229.65 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $75k | 1.7k | 44.42 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $74k | -4% | 369.00 | 201.53 |
|
| Ingredion Incorporated (INGR) | 0.0 | $73k | -6% | 595.00 | 122.08 |
|
Past Filings by Raleigh Capital Management
SEC 13F filings are viewable for Raleigh Capital Management going back to 2021
- 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
- Raleigh Capital Management 2022 Q1 filed May 12, 2022