Raleigh Capital Management
Latest statistics and disclosures from Raleigh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, FISR, GILD, PM, VZ, and represent 11.64% of Raleigh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV, MDT, SPY, SPAB, CCI, LYB, AAPL, DUK, IYW, JPM.
- Started 77 new stock positions in IBKR, JBI, CMC, FLOT, ZECP, CHGG, TECB, TPL, STRL, SCHZ.
- Reduced shares in these 10 stocks: AMGN, CVX, XOM, MRK, BMY, LQDH, ESGU, SHV, GOVT, SRLN.
- Sold out of its positions in BTAL, GOLF, AAP, WMS, ASLE, AMG, AAL, ARCH, APAM, AIZ.
- Raleigh Capital Management was a net buyer of stock by $5.5M.
- Raleigh Capital Management has $192M in assets under management (AUM), dropping by 12.35%.
- Central Index Key (CIK): 0001911726
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Portfolio Holdings for Raleigh Capital Management
Raleigh Capital Management holds 766 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Raleigh Capital Management has 766 total positions. Only the first 250 positions are shown.
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- Download the Raleigh Capital Management December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $6.6M | -2% | 17k | 384.22 | |
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 2.3 | $4.4M | -4% | 173k | 25.60 | |
| Gilead Sciences (GILD) | 2.1 | $4.0M | -7% | 47k | 85.85 | |
| Philip Morris International (PM) | 2.0 | $3.8M | +7% | 37k | 101.21 | |
| Verizon Communications (VZ) | 1.9 | $3.6M | +12% | 91k | 39.40 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.7 | $3.3M | -13% | 39k | 84.75 | |
| British Amern Tob Sponsored Adr (BTI) | 1.7 | $3.2M | +9% | 81k | 39.98 | |
| Totalenergies Se Sponsored Ads (TTE) | 1.6 | $3.1M | +7% | 50k | 62.08 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.6 | $3.1M | +39% | 123k | 25.13 | |
| Abbvie (ABBV) | 1.6 | $3.0M | +4% | 19k | 161.61 | |
| Duke Energy Corp Com New (DUK) | 1.5 | $2.9M | +25% | 28k | 102.99 | |
| Southern Company (SO) | 1.5 | $2.8M | +10% | 40k | 71.41 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.4 | $2.8M | 30k | 91.47 | ||
| Crown Castle Intl (CCI) | 1.4 | $2.7M | +45% | 21k | 129.67 | |
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| At&t (T) | 1.4 | $2.7M | +7% | 144k | 18.41 | |
| Pfizer (PFE) | 1.3 | $2.6M | +20% | 51k | 51.24 | |
| Enbridge (ENB) | 1.3 | $2.6M | +9% | 66k | 39.10 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.6M | +26% | 19k | 134.10 | |
| Merck & Co (MRK) | 1.3 | $2.4M | -23% | 22k | 110.95 | |
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 1.3 | $2.4M | +13% | 62k | 38.91 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.3 | $2.4M | +5% | 81k | 29.69 | |
| Bce Com New (BCE) | 1.2 | $2.4M | +23% | 54k | 43.95 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $2.3M | -11% | 14k | 169.64 | |
| Williams Companies (WMB) | 1.2 | $2.3M | +10% | 69k | 32.90 | |
| Cisco Systems (CSCO) | 1.2 | $2.3M | +3% | 47k | 47.64 | |
| Us Bancorp Del Com New (USB) | 1.1 | $2.1M | +25% | 49k | 43.61 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.1M | +79% | 5.4k | 382.46 | |
| Huntington Bancshares Incorporated (HBAN) | 1.1 | $2.1M | +9% | 146k | 14.10 | |
| PNC Financial Services (PNC) | 1.1 | $2.0M | +8% | 13k | 157.94 | |
| Kimberly-Clark Corporation (KMB) | 1.0 | $2.0M | +26% | 15k | 135.75 | |
| Dominion Resources (D) | 1.0 | $1.9M | +10% | 31k | 61.32 | |
| Truist Financial Corp equities (TFC) | 1.0 | $1.9M | +9% | 43k | 43.03 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $1.8M | +12% | 39k | 45.88 | |
| National Grid Sponsored Adr Ne (NGG) | 0.9 | $1.7M | +7% | 28k | 60.32 | |
| Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd Etf (SHY) | 0.9 | $1.7M | -11% | 20k | 81.17 | |
| Key (KEY) | 0.9 | $1.7M | +28% | 95k | 17.42 | |
| Apple (AAPL) | 0.8 | $1.6M | +63% | 13k | 129.93 | |
| Wisdomtree Trust Blmbg Us Bull Etf Blmbg Us Bull Etf (USDU) | 0.8 | $1.6M | -11% | 61k | 26.05 | |
| Vodafone Group Sponsored Adr (VOD) | 0.8 | $1.5M | +9% | 144k | 10.12 | |
| Clorox Company (CLX) | 0.7 | $1.4M | +9% | 10k | 140.33 | |
| Digital Realty Trust (DLR) | 0.7 | $1.4M | +9% | 14k | 100.27 | |
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.7 | $1.4M | -4% | 75k | 18.45 | |
| Medtronic SHS (MDT) | 0.7 | $1.4M | +255% | 18k | 77.72 | |
| Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury (SGOV) | 0.7 | $1.4M | NEW | 14k | 100.14 | |
| Microsoft Corporation (MSFT) | 0.7 | $1.3M | 5.5k | 239.81 | ||
| Walgreen Boots Alliance (WBA) | 0.7 | $1.3M | +8% | 35k | 37.36 | |
| Chevron Corporation (CVX) | 0.7 | $1.3M | -41% | 7.0k | 179.49 | |
| Tc Energy Corp (TRP) | 0.6 | $1.2M | +39% | 31k | 39.86 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $1.2M | -18% | 15k | 83.76 | |
| Procter & Gamble Company (PG) | 0.6 | $1.2M | +2% | 8.0k | 151.47 | |
| Unilever Spon Adr New (UL) | 0.6 | $1.2M | +9% | 24k | 50.35 | |
| ConAgra Foods (CAG) | 0.6 | $1.2M | +8% | 31k | 38.70 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | -41% | 11k | 110.30 | |
| Home Depot (HD) | 0.6 | $1.2M | 3.7k | 315.79 | ||
| Wal-Mart Stores (WMT) | 0.6 | $1.1M | 7.9k | 141.80 | ||
| ConocoPhillips (COP) | 0.6 | $1.1M | 9.3k | 118.01 | ||
| Ishares Msci Emerg Mrkt (EEMV) | 0.6 | $1.1M | +70% | 21k | 53.05 | |
| PPL Corporation (PPL) | 0.5 | $1.1M | +8% | 36k | 29.22 | |
| Amcor Ord (AMCR) | 0.5 | $1.0M | +9% | 87k | 11.91 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | +2% | 5.7k | 176.65 | |
| American Electric Power Company (AEP) | 0.5 | $991k | +50% | 10k | 94.95 | |
| Amgen (AMGN) | 0.5 | $988k | -50% | 3.8k | 262.61 | |
| Realty Income (O) | 0.5 | $930k | +8% | 15k | 63.43 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.5 | $883k | -35% | 22k | 40.90 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $864k | -5% | 21k | 41.97 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.4 | $839k | +12% | 13k | 64.35 | |
| CVS Caremark Corporation (CVS) | 0.4 | $836k | 9.0k | 93.19 | ||
| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.4 | $825k | +113% | 24k | 34.69 | |
| Coca-Cola Company (KO) | 0.4 | $804k | 13k | 63.61 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $790k | +2% | 5.6k | 140.37 | |
| Pepsi (PEP) | 0.4 | $789k | +3% | 4.4k | 180.65 | |
| MetLife (MET) | 0.4 | $782k | +2% | 11k | 72.37 | |
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $781k | +4% | 4.1k | 188.54 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $768k | -29% | 52k | 14.78 | |
| Spdr Index Shares Funds Portfolio Emg Mk Etf Portfolio Emg Mk Etf (SPEM) | 0.4 | $763k | +3% | 23k | 32.96 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.4 | $758k | +2881% | 9.1k | 83.03 | |
| Prudential Financial (PRU) | 0.4 | $757k | 7.6k | 99.46 | ||
| Bristol Myers Squibb (BMY) | 0.4 | $747k | -47% | 10k | 71.95 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $738k | 3.5k | 213.13 | ||
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.4 | $735k | -34% | 25k | 29.03 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $712k | 11k | 66.65 | ||
| Caterpillar (CAT) | 0.4 | $711k | +2% | 3.0k | 239.59 | |
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $703k | -2% | 16k | 44.93 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.4 | $694k | -13% | 23k | 30.39 | |
| United Parcel Service CL B (UPS) | 0.4 | $693k | +10% | 4.0k | 173.86 | |
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.4 | $686k | -5% | 33k | 20.75 | |
| Cibc Cad (CM) | 0.3 | $657k | +9% | 16k | 40.45 | |
| Bank of America Corporation (BAC) | 0.3 | $634k | 19k | 33.12 | ||
| BlackRock (BLK) | 0.3 | $616k | +3% | 869.00 | 708.70 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $588k | +5092% | 7.9k | 74.49 | |
| International Business Machines (IBM) | 0.3 | $585k | 4.1k | 140.91 | ||
| McDonald's Corporation (MCD) | 0.3 | $578k | 2.2k | 263.50 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $576k | -26% | 13k | 44.98 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $564k | -15% | 19k | 29.38 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $557k | -13% | 11k | 49.26 | |
| Abbott Laboratories (ABT) | 0.3 | $556k | 5.1k | 109.79 | ||
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.3 | $552k | 13k | 42.50 | ||
| Comcast Corp Cl A (CMCSA) | 0.3 | $550k | 16k | 34.97 | ||
| Bank of New York Mellon Corporation (BK) | 0.3 | $540k | 12k | 45.52 | ||
| Raytheon Technologies Corp (RTX) | 0.3 | $535k | -10% | 5.3k | 100.92 | |
| Broadcom (AVGO) | 0.3 | $523k | 936.00 | 559.11 | ||
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.3 | $508k | 4.6k | 110.31 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $498k | -48% | 14k | 36.97 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $477k | -27% | 5.0k | 94.65 | |
| Kinder Morgan (KMI) | 0.2 | $473k | 26k | 18.08 | ||
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $462k | NEW | 9.2k | 50.33 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $460k | NEW | 3.2k | 145.92 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $459k | -7% | 6.4k | 72.10 | |
| General Dynamics Corporation (GD) | 0.2 | $451k | 1.8k | 248.12 | ||
| Alps Etf Tr Riverfrnt Dymc (RFDA) | 0.2 | $427k | -10% | 10k | 41.93 | |
| Amazon (AMZN) | 0.2 | $426k | -5% | 5.1k | 84.00 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $423k | 870.00 | 486.28 | ||
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.2 | $412k | -14% | 20k | 20.49 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $405k | 14k | 29.41 | ||
| Barings Bdc (BBDC) | 0.2 | $401k | 49k | 8.15 | ||
| Wp Carey (WPC) | 0.2 | $395k | 5.1k | 78.16 | ||
| Ford Motor Company (F) | 0.2 | $392k | NEW | 34k | 11.63 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $388k | 8.2k | 47.43 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $383k | +39861% | 5.2k | 73.63 | |
| Phillips Edison & Co Common Stock (PECO) | 0.2 | $377k | 12k | 31.84 | ||
| Altria (MO) | 0.2 | $376k | +5% | 8.2k | 45.94 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $374k | +25% | 8.5k | 43.92 | |
| Public Service Enterprise (PEG) | 0.2 | $365k | +2% | 6.0k | 61.27 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $363k | +2% | 4.8k | 75.27 | |
| Dow (DOW) | 0.2 | $348k | +3% | 6.9k | 50.39 | |
| Lamar Advertising Cl A (LAMR) | 0.2 | $347k | +8% | 3.7k | 94.39 | |
| Alps Etf Tr Riverfront Dym (RFCI) | 0.2 | $344k | 16k | 22.12 | ||
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $335k | -2% | 8.4k | 40.04 | |
| Evergy (EVRG) | 0.2 | $333k | +3% | 5.3k | 62.93 | |
| Eaton Corp SHS (ETN) | 0.2 | $332k | 2.1k | 156.98 | ||
| Wec Energy Group (WEC) | 0.2 | $327k | -45% | 3.5k | 93.76 | |
| Emerson Electric (EMR) | 0.2 | $325k | 3.4k | 96.06 | ||
| Gaming & Leisure Pptys (GLPI) | 0.2 | $321k | 6.2k | 52.09 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $321k | 3.6k | 88.23 | ||
| FirstEnergy (FE) | 0.2 | $314k | 7.5k | 41.94 | ||
| Fifth Third Ban (FITB) | 0.2 | $310k | +3% | 9.4k | 32.81 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $301k | +7% | 4.9k | 61.64 | |
| Ishares Tr Mbs Etf (MBB) | 0.2 | $298k | +367% | 3.2k | 92.74 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $297k | -7% | 7.6k | 38.98 | |
| UnitedHealth (UNH) | 0.1 | $280k | +3% | 527.00 | 530.49 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $277k | NEW | 4.3k | 64.00 | |
| Deere & Company (DE) | 0.1 | $272k | -4% | 634.00 | 428.83 | |
| Eastman Chemical Company (EMN) | 0.1 | $272k | +4% | 3.3k | 81.43 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $268k | 868.00 | 308.90 | ||
| Celanese Corporation (CE) | 0.1 | $264k | +4% | 2.6k | 102.24 | |
| Peak (PEAK) | 0.1 | $261k | +3% | 10k | 25.07 | |
| Interpublic Group of Companies (IPG) | 0.1 | $258k | 7.7k | 33.31 | ||
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $256k | -65% | 11k | 22.72 | |
| Cdw (CDW) | 0.1 | $253k | -6% | 1.4k | 178.62 | |
| McKesson Corporation (MCK) | 0.1 | $250k | +3% | 667.00 | 375.32 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $250k | -64% | 8.9k | 28.24 | |
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.1 | $250k | 3.9k | 64.10 | ||
| Analog Devices (ADI) | 0.1 | $242k | -6% | 1.5k | 164.02 | |
| Victory Portfolios Ii Vctryshs Usaa Cr (USTB) | 0.1 | $241k | -11% | 5.0k | 48.64 | |
| D.R. Horton (DHI) | 0.1 | $237k | -3% | 2.7k | 89.13 | |
| Allstate Corporation (ALL) | 0.1 | $237k | -5% | 1.7k | 135.57 | |
| Visa Com Cl A (V) | 0.1 | $237k | -11% | 1.1k | 207.68 | |
| Morgan Stanley Com New (MS) | 0.1 | $235k | -7% | 2.8k | 85.03 | |
| Pioneer Natural Resources (PXD) | 0.1 | $234k | -10% | 1.0k | 228.39 | |
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.1 | $233k | -71% | 2.6k | 90.50 | |
| Intel Corporation (INTC) | 0.1 | $229k | -3% | 8.7k | 26.43 | |
| Fiserv (FISV) | 0.1 | $228k | +5% | 2.3k | 101.06 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $224k | -8% | 6.2k | 36.26 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $224k | -61% | 4.7k | 47.29 | |
| Nextera Energy (NEE) | 0.1 | $221k | -2% | 2.6k | 83.61 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $216k | 810.00 | 266.78 | ||
| First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) | 0.1 | $215k | -19% | 4.0k | 53.15 | |
| Dover Corporation (DOV) | 0.1 | $207k | -4% | 1.5k | 135.41 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $206k | -5% | 3.6k | 57.88 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $202k | 1.1k | 183.53 | ||
| Parker-Hannifin Corporation (PH) | 0.1 | $197k | -7% | 675.00 | 291.15 | |
| Citigroup Com New (C) | 0.1 | $193k | 4.3k | 45.23 | ||
| Wells Fargo & Company (WFC) | 0.1 | $187k | -7% | 4.5k | 41.29 | |
| Keurig Dr Pepper (KDP) | 0.1 | $186k | -2% | 5.2k | 35.66 | |
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $186k | -21% | 4.8k | 38.94 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $186k | 4.1k | 45.52 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $183k | -5% | 2.5k | 74.32 | |
| American Express Company (AXP) | 0.1 | $183k | +3% | 1.2k | 147.73 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $179k | +4% | 4.8k | 37.62 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $179k | -30% | 3.8k | 47.41 | |
| First Tr Exchange-traded Limited Duration (FSIG) | 0.1 | $178k | NEW | 9.5k | 18.67 | |
| Te Connectivity SHS (TEL) | 0.1 | $178k | 1.5k | 114.82 | ||
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $177k | +5% | 378.00 | 469.35 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $177k | +3604% | 4.3k | 40.89 | |
| Norfolk Southern (NSC) | 0.1 | $174k | 706.00 | 246.31 | ||
| Spdr Bloomberg High Yield Bond Etf Bloomberg High Yield Bond Etf (JNK) | 0.1 | $172k | +2143% | 1.9k | 90.00 | |
| Lam Research Corporation (LRCX) | 0.1 | $172k | -13% | 408.00 | 420.51 | |
| Iron Mountain (IRM) | 0.1 | $167k | -2% | 3.4k | 49.85 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $166k | -3% | 2.3k | 72.44 | |
| Eversource Energy (ES) | 0.1 | $157k | -3% | 1.9k | 83.84 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $156k | +157700% | 3.2k | 49.48 | |
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.1 | $156k | 12k | 12.90 | ||
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.1 | $154k | +17% | 5.5k | 28.19 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $152k | +23% | 1.4k | 108.18 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $146k | 3.5k | 41.61 | ||
| Tapestry (TPR) | 0.1 | $145k | +6% | 3.8k | 38.08 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $143k | -2% | 425.00 | 336.66 | |
| Avery Dennison Corporation (AVY) | 0.1 | $141k | -6% | 781.00 | 181.02 | |
| Global X Fds Adaptive Us Etf Adaptive Us Etf (AUSF) | 0.1 | $140k | 4.5k | 31.08 | ||
| Ishares Trust Short Treas Bd Etf Short Treas Bd Etf (SHV) | 0.1 | $140k | -78% | 1.3k | 109.92 | |
| Spdr Index Shs Fds Cusip No Issuer Name Issuer Description Status Msci Emrg Mkts (QEMM) | 0.1 | $139k | 2.6k | 53.43 | ||
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $135k | -19% | 2.9k | 46.49 | |
| TowneBank (TOWN) | 0.1 | $134k | 4.3k | 30.84 | ||
| Cheniere Energy Com New (LNG) | 0.1 | $132k | +16% | 882.00 | 149.94 | |
| Microchip Technology (MCHP) | 0.1 | $130k | -15% | 1.9k | 70.24 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $125k | 2.7k | 46.70 | ||
| Alps Etf Tr Riverfrnt Flex (RFFC) | 0.1 | $120k | -37% | 3.0k | 40.27 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $117k | 2.3k | 50.67 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $111k | -31% | 762.00 | 145.23 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $106k | 2.9k | 36.56 | ||
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $105k | 2.6k | 39.91 | ||
| Workday Cl A (WDAY) | 0.1 | $104k | -33% | 619.00 | 167.22 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $102k | 1.7k | 59.43 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $99k | NEW | 1.8k | 55.56 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $92k | NEW | 1.4k | 66.02 | |
| Tesla Motors (TSLA) | 0.0 | $89k | 722.00 | 123.18 | ||
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.0 | $87k | 3.1k | 27.54 | ||
| Packaging Corporation of America (PKG) | 0.0 | $86k | -3% | 676.00 | 127.83 | |
| Encana Corporation (OVV) | 0.0 | $86k | 1.7k | 50.70 | ||
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $81k | 675.00 | 120.53 | ||
| American Tower Reit (AMT) | 0.0 | $80k | -13% | 377.00 | 211.69 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $79k | +82% | 3.2k | 24.24 | |
| Walt Disney Company (DIS) | 0.0 | $76k | +238% | 876.00 | 86.87 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $75k | NEW | 1.6k | 45.65 | |
| Anthem (ELV) | 0.0 | $74k | 143.00 | 514.06 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $68k | +13946% | 2.1k | 32.21 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $67k | -7% | 768.00 | 87.53 | |
| Global Net Lease Com New (GNL) | 0.0 | $67k | +100% | 5.3k | 12.57 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $67k | -74% | 630.00 | 106.38 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $65k | 875.00 | 73.93 | ||
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $64k | +9812% | 1.6k | 40.52 | |
| Vail Resorts (MTN) | 0.0 | $64k | +8% | 267.00 | 238.55 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $64k | 2.2k | 28.89 | ||
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $58k | -13% | 835.00 | 69.50 | |
| First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) | 0.0 | $58k | -32% | 1.1k | 50.69 | |
| Albemarle Corporation (ALB) | 0.0 | $55k | +25% | 254.00 | 216.67 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $53k | NEW | 725.00 | 72.35 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $52k | 770.00 | 67.80 | ||
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $51k | -3% | 2.9k | 17.81 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $50k | -3% | 1.0k | 49.09 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $48k | 2.8k | 17.50 | ||
| Jp Morgan Etf Trust Ultra-short Income Etf Ultra-short Income Etf (JPST) | 0.0 | $45k | -79% | 901.00 | 50.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $45k | +9% | 505.00 | 88.73 | |
| Pimco Etf Trust Enhan Shrt Ma Ac Etf Enhan Shrt Ma Ac Etf (MINT) | 0.0 | $45k | -79% | 453.00 | 98.65 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $44k | -3% | 1.7k | 26.69 | |
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $42k | 965.00 | 43.91 | ||
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $42k | +100% | 1.6k | 26.06 | |
| Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.0 | $42k | +50% | 1.9k | 22.62 | |
| First Tr Exchange-traded S&p Intl Divid (FID) | 0.0 | $42k | NEW | 2.7k | 15.32 | |
| Comerica Incorporated (CMA) | 0.0 | $42k | 623.00 | 66.80 | ||
Past Filings by Raleigh Capital Management
SEC 13F filings are viewable for Raleigh Capital Management going back to 2021
- 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