Raleigh Capital Management
Latest statistics and disclosures from Raleigh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FISR, SPY, XLSR, NVDA, SPDW, and represent 16.25% of Raleigh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AMCR, AMT, FISR, SHY, SPAB, SPLB, PAYX, IVV, KIM, CERY.
- Started 226 new stock positions in IMO, LUV, ITUB, CARG, CAR, XYZ, CTA, ASML, BA, BOOT.
- Reduced shares in these 10 stocks: SPY, JNJ, XOM, QQQ, OEF, SPTL, Amcor, GSK, AEP, GILD.
- Sold out of its positions in ACLS, HIMU, XHLF, CIFR, CORZ, FG, FELG, GIS, DIV, ICLO.
- Raleigh Capital Management was a net buyer of stock by $15M.
- Raleigh Capital Management has $290M in assets under management (AUM), dropping by 5.17%.
- 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 csv
Download as Excel
Portfolio Holdings for Raleigh Capital Management
Raleigh Capital Management holds 775 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Raleigh Capital Management has 775 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Raleigh Capital Management March 31, 2026 positions
- Download the Raleigh Capital Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ssga Active Tr State Street Fix (FISR) | 4.6 | $13M | +17% | 519k | 25.72 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.2 | $12M | -14% | 19k | 650.35 |
|
| Ssga Active Tr State Street Us (XLSR) | 3.0 | $8.7M | +15% | 150k | 57.74 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $6.7M | +6% | 38k | 174.40 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 2.2 | $6.3M | -3% | 138k | 45.65 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 2.2 | $6.3M | +14% | 133k | 46.91 |
|
| Apple (AAPL) | 2.0 | $5.7M | +13% | 23k | 253.78 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $5.3M | +33% | 8.1k | 653.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $5.1M | +3% | 18k | 287.56 |
|
| Microsoft Corporation (MSFT) | 1.7 | $4.8M | 13k | 370.17 |
|
|
| Spdr Series Trust State Stret Spdr (CERY) | 1.3 | $3.9M | +45% | 110k | 35.24 |
|
| Totalenergies Se Act (TTE) | 1.3 | $3.8M | 42k | 90.98 |
|
|
| Amazon (AMZN) | 1.3 | $3.7M | +7% | 18k | 208.27 |
|
| Spdr Series Trust State Street Spd (SPAB) | 1.2 | $3.5M | +93% | 135k | 25.62 |
|
| Chevron Corporation (CVX) | 1.2 | $3.4M | +13% | 17k | 206.91 |
|
| Abbvie (ABBV) | 1.2 | $3.3M | 15k | 217.48 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $3.3M | +43% | 7.7k | 430.29 |
|
| Verizon Communications (VZ) | 1.1 | $3.1M | +33% | 62k | 50.20 |
|
| Meta Platforms Cl A (META) | 1.1 | $3.0M | +4% | 5.3k | 572.12 |
|
| Us Bancorp Com New (USB) | 1.0 | $3.0M | +3% | 57k | 52.01 |
|
| Enbridge (ENB) | 1.0 | $2.9M | 54k | 54.14 |
|
|
| PNC Financial Services (PNC) | 1.0 | $2.9M | +3% | 14k | 208.10 |
|
| Pfizer (PFE) | 1.0 | $2.8M | 101k | 28.08 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.9 | $2.7M | +33% | 57k | 48.18 |
|
| Philip Morris International (PM) | 0.9 | $2.7M | 16k | 165.34 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.9 | $2.6M | +9% | 45k | 58.47 |
|
| Broadcom (AVGO) | 0.9 | $2.6M | 8.5k | 309.51 |
|
|
| Prologis (PLD) | 0.9 | $2.6M | -7% | 20k | 132.18 |
|
| FirstEnergy (FE) | 0.9 | $2.6M | +33% | 51k | 50.66 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.9 | $2.6M | -17% | 53k | 48.32 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $2.4M | -43% | 14k | 169.66 |
|
| Pepsi (PEP) | 0.8 | $2.4M | 16k | 155.29 |
|
|
| Spdr Series Trust State Street Spd (EMHC) | 0.8 | $2.4M | +9% | 97k | 24.80 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $2.4M | -9% | 11k | 211.14 |
|
| Paychex (PAYX) | 0.8 | $2.4M | +126% | 26k | 92.12 |
|
| Cme (CME) | 0.8 | $2.4M | +51% | 8.0k | 295.36 |
|
| American Tower Reit (AMT) | 0.8 | $2.4M | +489% | 14k | 172.59 |
|
| Spdr Series Trust State Stret Spdr (TIPX) | 0.8 | $2.3M | +4% | 121k | 19.19 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.8 | $2.3M | +9% | 57k | 40.14 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $2.3M | -10% | 32k | 69.75 |
|
| Spdr Series Trust State Street Spd (SPLB) | 0.7 | $2.2M | +236% | 98k | 22.22 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $2.1M | +4% | 19k | 113.11 |
|
| Truist Financial Corp equities (TFC) | 0.7 | $2.1M | +2% | 46k | 45.97 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.7 | $2.1M | -14% | 36k | 58.18 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.7 | $2.0M | +129% | 21k | 95.72 |
|
| Amcor Com New (AMCR) | 0.7 | $2.0M | NEW | 50k | 39.75 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.7 | $2.0M | -30% | 24k | 84.60 |
|
| Wec Energy Group (WEC) | 0.6 | $1.9M | +119% | 16k | 115.77 |
|
| Tc Energy Corp (TRP) | 0.6 | $1.9M | +2% | 30k | 62.60 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.9M | +2246800% | 23k | 82.57 |
|
| Merck & Co (MRK) | 0.6 | $1.8M | +29% | 15k | 120.29 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.6 | $1.8M | +8% | 30k | 59.22 |
|
| Duke Energy Corp Com New (DUK) | 0.6 | $1.7M | 13k | 130.94 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $1.7M | -6% | 22k | 74.35 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.6M | -13% | 5.5k | 294.16 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | +2% | 1.7k | 919.62 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.5 | $1.5M | -52% | 58k | 26.30 |
|
| Unilever Spon Adr New (UL) | 0.5 | $1.5M | +69% | 26k | 56.97 |
|
| Spdr Index Shs Fds State Street Spd (GWX) | 0.5 | $1.5M | +3% | 35k | 42.23 |
|
| Amgen (AMGN) | 0.5 | $1.4M | -36% | 4.0k | 351.84 |
|
| Xcel Energy (XEL) | 0.5 | $1.4M | -30% | 18k | 79.44 |
|
| Coca-Cola Company (KO) | 0.5 | $1.4M | 18k | 76.05 |
|
|
| PPL Corporation (PPL) | 0.5 | $1.4M | 36k | 38.20 |
|
|
| Parker-Hannifin Corporation (PH) | 0.5 | $1.3M | 1.5k | 895.27 |
|
|
| Kimco Realty Corporation (KIM) | 0.4 | $1.3M | NEW | 58k | 22.47 |
|
| Tesla Motors (TSLA) | 0.4 | $1.3M | +4% | 3.4k | 371.79 |
|
| Spdr Series Trust Bloomberg Emergi (EBND) | 0.4 | $1.2M | +9% | 60k | 20.64 |
|
| Cisco Systems (CSCO) | 0.4 | $1.2M | +46% | 16k | 77.59 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.2M | +3% | 9.6k | 124.28 |
|
| Medtronic SHS (MDT) | 0.4 | $1.2M | +306% | 14k | 86.65 |
|
| Altria (MO) | 0.4 | $1.2M | 18k | 65.99 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $1.1M | +494900% | 20k | 57.64 |
|
| Caterpillar (CAT) | 0.4 | $1.1M | -2% | 1.6k | 708.51 |
|
| Southern Company (SO) | 0.4 | $1.1M | 12k | 96.52 |
|
|
| Visa Com Cl A (V) | 0.4 | $1.1M | -6% | 3.7k | 302.26 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $1.1M | +1564% | 9.9k | 111.37 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $1.1M | -13% | 11k | 96.47 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.1M | -2% | 5.5k | 191.79 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.0M | 6.0k | 168.84 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $1.0M | +33% | 7.0k | 144.43 |
|
| Wells Fargo & Company (WFC) | 0.3 | $1.0M | 13k | 79.61 |
|
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.3 | $1.0M | 31k | 32.95 |
|
|
| Realty Income (O) | 0.3 | $998k | -44% | 16k | 61.18 |
|
| Servicenow (NOW) | 0.3 | $979k | +47% | 9.4k | 104.54 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.3 | $972k | +4% | 27k | 36.22 |
|
| Bank Of Montreal Cadcom (BMO) | 0.3 | $960k | -22% | 7.1k | 135.34 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $940k | -14% | 7.9k | 118.62 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $928k | 3.9k | 239.97 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $918k | -67% | 3.8k | 244.41 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $890k | -8% | 4.2k | 213.67 |
|
| Home Depot (HD) | 0.3 | $839k | +5% | 2.5k | 328.94 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $825k | +290% | 7.8k | 106.15 |
|
| Delta Air Lines Com New (DAL) | 0.3 | $786k | +89% | 12k | 66.48 |
|
| Sterling Cap Fds Cap Hedged Eqt P (SCEP) | 0.3 | $782k | NEW | 33k | 23.57 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $773k | +2% | 49k | 15.65 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.3 | $764k | +25157% | 8.3k | 91.64 |
|
| L3harris Technologies (LHX) | 0.3 | $762k | 2.2k | 345.09 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $760k | -12% | 12k | 64.08 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.3 | $751k | +865800% | 8.7k | 86.68 |
|
| ConocoPhillips (COP) | 0.3 | $749k | 5.7k | 132.01 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $745k | -6% | 1.7k | 436.89 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $724k | +8% | 5.7k | 126.34 |
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.2 | $714k | NEW | 22k | 32.72 |
|
| American Express Company (AXP) | 0.2 | $713k | +26% | 2.4k | 302.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $713k | +7% | 7.9k | 90.53 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.2 | $707k | NEW | 17k | 41.06 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $707k | +7% | 15k | 46.19 |
|
| Principal Financial (PFG) | 0.2 | $703k | NEW | 7.8k | 90.11 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $647k | +47% | 1.3k | 499.50 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $644k | +9% | 8.4k | 76.54 |
|
| TJX Companies (TJX) | 0.2 | $633k | 4.0k | 159.71 |
|
|
| Blackrock (BLK) | 0.2 | $606k | 630.00 | 961.92 |
|
|
| Goldman Sachs (GS) | 0.2 | $605k | +21% | 715.00 | 846.23 |
|
| Casey's General Stores (CASY) | 0.2 | $600k | +7% | 824.00 | 727.78 |
|
| Sterling Cap Fds Capital Multi (SCMC) | 0.2 | $593k | NEW | 24k | 25.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $578k | -4% | 2.9k | 196.19 |
|
| Analog Devices (ADI) | 0.2 | $577k | -7% | 1.8k | 318.21 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $570k | +9% | 572.00 | 997.21 |
|
| Uber Technologies (UBER) | 0.2 | $561k | -4% | 7.8k | 71.93 |
|
| Oracle Corporation (ORCL) | 0.2 | $551k | +297% | 3.7k | 147.12 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $538k | +46% | 3.6k | 150.82 |
|
| McDonald's Corporation (MCD) | 0.2 | $538k | +11% | 1.7k | 310.83 |
|
| SLB Com Stk (SLB) | 0.2 | $535k | -2% | 10k | 51.39 |
|
| Kinder Morgan (KMI) | 0.2 | $523k | 16k | 33.53 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $522k | -10% | 7.8k | 67.07 |
|
| Diamondback Energy (FANG) | 0.2 | $519k | -3% | 2.6k | 197.79 |
|
| Netflix (NFLX) | 0.2 | $510k | +7% | 5.3k | 96.15 |
|
| MetLife (MET) | 0.2 | $499k | 7.1k | 70.72 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $494k | -19% | 2.0k | 250.61 |
|
| Ge Aerospace Com New (GE) | 0.2 | $494k | -25% | 1.7k | 283.75 |
|
| Iqvia Holdings (IQV) | 0.2 | $481k | -3% | 2.8k | 170.52 |
|
| General Dynamics Corporation (GD) | 0.2 | $478k | 1.4k | 343.31 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $468k | 4.6k | 100.67 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $465k | 6.3k | 73.90 |
|
|
| Emcor (EME) | 0.2 | $464k | +4% | 628.00 | 738.14 |
|
| McKesson Corporation (MCK) | 0.2 | $439k | -3% | 507.00 | 865.74 |
|
| At&t (T) | 0.2 | $439k | +10% | 15k | 28.99 |
|
| Linde SHS (LIN) | 0.1 | $430k | 867.00 | 495.63 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $427k | -6% | 2.2k | 198.29 |
|
| CSX Corporation (CSX) | 0.1 | $426k | 10k | 41.05 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $424k | 5.4k | 79.06 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $424k | +5% | 1.8k | 233.20 |
|
| Prudential Financial (PRU) | 0.1 | $421k | 4.3k | 97.70 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $419k | +2% | 8.6k | 48.75 |
|
| Pulte (PHM) | 0.1 | $416k | -2% | 3.5k | 117.62 |
|
| Doordash Cl A (DASH) | 0.1 | $415k | +20% | 2.8k | 150.15 |
|
| International Business Machines (IBM) | 0.1 | $393k | 1.6k | 242.42 |
|
|
| Cummins (CMI) | 0.1 | $393k | 730.00 | 538.35 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $389k | +10% | 8.1k | 48.05 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $386k | +14% | 9.8k | 39.48 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $380k | NEW | 726.00 | 522.71 |
|
| Qualcomm (QCOM) | 0.1 | $371k | -2% | 2.9k | 128.77 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $369k | +7% | 4.7k | 78.41 |
|
| Fifth Third Ban (FITB) | 0.1 | $368k | 7.9k | 46.46 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $366k | 605.00 | 604.70 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $366k | +36% | 5.8k | 62.75 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $363k | NEW | 668.00 | 543.12 |
|
| Metropcs Communications (TMUS) | 0.1 | $361k | 1.7k | 210.06 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $361k | 2.5k | 146.31 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $360k | 3.8k | 95.82 |
|
|
| American Electric Power Company (AEP) | 0.1 | $352k | -77% | 2.7k | 131.08 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $348k | 9.3k | 37.42 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $338k | -2% | 3.4k | 100.73 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $338k | 1.6k | 216.55 |
|
|
| Applied Materials (AMAT) | 0.1 | $336k | +324% | 984.00 | 341.66 |
|
| Deere & Company (DE) | 0.1 | $324k | +2% | 574.00 | 563.52 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $318k | 12k | 26.20 |
|
|
| Citigroup Com New (C) | 0.1 | $313k | 2.8k | 113.41 |
|
|
| Datadog Cl A Com (DDOG) | 0.1 | $307k | +232% | 2.6k | 118.05 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.1 | $306k | +208% | 8.3k | 36.67 |
|
| SYSCO Corporation (SYY) | 0.1 | $306k | +13% | 4.3k | 71.32 |
|
| Carnival Corp Common Stock (CCL) | 0.1 | $305k | -2% | 12k | 25.88 |
|
| Cardinal Health (CAH) | 0.1 | $302k | 1.4k | 211.24 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $293k | 2.3k | 126.66 |
|
|
| Gilead Sciences (GILD) | 0.1 | $282k | -76% | 2.0k | 139.34 |
|
| Public Service Enterprise (PEG) | 0.1 | $278k | 3.4k | 80.95 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $277k | -11% | 5.1k | 54.05 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $275k | +723% | 12k | 22.91 |
|
| CenterPoint Energy (CNP) | 0.1 | $266k | -2% | 6.2k | 43.16 |
|
| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $257k | 8.3k | 30.78 |
|
|
| Smucker J M Com New (SJM) | 0.1 | $255k | NEW | 2.6k | 96.44 |
|
| Ross Stores (ROST) | 0.1 | $250k | +13% | 1.2k | 216.67 |
|
| Cintas Corporation (CTAS) | 0.1 | $244k | +11% | 1.4k | 169.18 |
|
| Howmet Aerospace (HWM) | 0.1 | $242k | +6% | 1.0k | 230.50 |
|
| Ball Corporation (BALL) | 0.1 | $237k | NEW | 4.0k | 59.11 |
|
| Ea Series Trust Astoria Us Equal (ROE) | 0.1 | $237k | 6.7k | 35.43 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $237k | +34% | 2.5k | 94.97 |
|
| Allstate Corporation (ALL) | 0.1 | $237k | +7% | 1.1k | 207.31 |
|
| Walt Disney Company (DIS) | 0.1 | $234k | 2.4k | 96.36 |
|
|
| Cigna Corp (CI) | 0.1 | $227k | +5% | 851.00 | 266.71 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $225k | +9863% | 1.9k | 118.62 |
|
| Becton, Dickinson and (BDX) | 0.1 | $222k | -5% | 1.4k | 157.23 |
|
| UnitedHealth (UNH) | 0.1 | $218k | +5% | 806.00 | 270.46 |
|
| Crown Castle Intl (CCI) | 0.1 | $216k | 2.7k | 81.30 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $213k | +62% | 1.3k | 164.63 |
|
| Ishares Tr Long Term Muni (LMUB) | 0.1 | $205k | NEW | 4.1k | 49.93 |
|
| Abbott Laboratories (ABT) | 0.1 | $204k | -13% | 2.0k | 102.69 |
|
| Phillips 66 (PSX) | 0.1 | $203k | +7% | 1.1k | 182.10 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $203k | +18% | 440.00 | 460.99 |
|
| AmerisourceBergen (COR) | 0.1 | $202k | +8% | 643.00 | 314.26 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $197k | -88% | 3.6k | 55.19 |
|
| Wp Carey (WPC) | 0.1 | $196k | 2.9k | 67.96 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $194k | 6.7k | 28.71 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $187k | +11% | 715.00 | 261.93 |
|
| Barings Bdc (BBDC) | 0.1 | $186k | 23k | 8.23 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $181k | +4% | 3.8k | 46.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $179k | +20% | 622.00 | 286.92 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $177k | +6% | 2.3k | 77.17 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $177k | +11% | 2.6k | 68.77 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $175k | +10% | 3.5k | 50.04 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $174k | +208% | 358.00 | 484.91 |
|
| Dell Technologies CL C (DELL) | 0.1 | $171k | +6% | 1.0k | 164.13 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $171k | NEW | 2.9k | 59.54 |
|
| Automatic Data Processing (ADP) | 0.1 | $166k | +2% | 816.00 | 203.25 |
|
| Citizens Financial (CFG) | 0.1 | $166k | +2% | 2.8k | 59.96 |
|
| Monster Beverage Corp (MNST) | 0.1 | $165k | +24% | 2.3k | 72.46 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.1 | $164k | +14% | 7.8k | 20.96 |
|
| Gaming & Leisure Pptys (GLPI) | 0.1 | $162k | -3% | 3.6k | 44.36 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $160k | -49% | 1.3k | 122.78 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $157k | -75% | 647.00 | 243.08 |
|
| Danaher Corporation (DHR) | 0.1 | $157k | 828.00 | 189.61 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $151k | +198% | 1.7k | 86.64 |
|
| Encana Corporation (OVV) | 0.1 | $146k | 2.5k | 59.37 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $144k | +6% | 1.5k | 94.60 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $138k | 6.7k | 20.77 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $135k | +6% | 2.2k | 62.39 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $130k | +2% | 2.8k | 46.38 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $128k | NEW | 591.00 | 215.98 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $127k | +2% | 783.00 | 162.42 |
|
| First Tr Exchange-traded Dj Glbl Divid (FGD) | 0.0 | $126k | +30% | 3.9k | 31.93 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $114k | -84% | 461.00 | 247.79 |
|
| Capital One Financial (COF) | 0.0 | $112k | +21% | 613.00 | 182.29 |
|
| Spdr Index Shs Fds State Street Spd (WDIV) | 0.0 | $110k | +35% | 1.4k | 77.14 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $107k | NEW | 755.00 | 142.22 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $107k | 3.5k | 30.15 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $100k | 1.0k | 98.41 |
|
|
| Peak (DOC) | 0.0 | $100k | 6.1k | 16.43 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $98k | -58% | 1.1k | 88.16 |
|
| Nextera Energy (NEE) | 0.0 | $98k | +23% | 1.1k | 92.90 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $96k | 11k | 8.49 |
|
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.0 | $96k | NEW | 3.2k | 30.22 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $95k | 3.6k | 26.61 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $94k | +6% | 2.0k | 46.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $85k | +280% | 297.00 | 287.58 |
|
| Hartford Financial Services (HIG) | 0.0 | $84k | 624.00 | 135.22 |
|
|
| Dollar General (DG) | 0.0 | $84k | -35% | 708.00 | 118.76 |
|
| Corning Incorporated (GLW) | 0.0 | $84k | +11% | 614.00 | 136.03 |
|
| Smartstop Self Storag Reit I Common Stock (SMA) | 0.0 | $81k | -71% | 2.7k | 30.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $81k | -95% | 140.00 | 575.32 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $80k | -12% | 3.8k | 21.15 |
|
Past Filings by Raleigh Capital Management
SEC 13F filings are viewable for Raleigh Capital Management going back to 2021
- Raleigh Capital Management 2026 Q1 filed April 28, 2026
- 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