Raleigh Capital Management
Latest statistics and disclosures from Raleigh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPY, FISR, XLSR, QQQ, and represent 14.02% of Raleigh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ, HDV, SPAB, SPTI, KVUE, ITOT, XEL, SPY, IVV, FAPR.
- Started 251 new stock positions in FMAT, PGR, CNM, MOS, NDAQ, BBY, DDD, APD, SWK, EG.
- Reduced shares in these 10 stocks: BIL, SGOV, AMGN, EFG, CCI, UL, GLD, XLC, RTX, JNK.
- Sold out of its positions in ACES, DTEC, POWW, ARKK, AGD, Activision Blizzard, Aeye, ALGM, BFH, AMED.
- Raleigh Capital Management was a net buyer of stock by $2.9M.
- Raleigh Capital Management has $215M in assets under management (AUM), dropping by 9.83%.
- 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 1080 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Raleigh Capital Management has 1080 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Raleigh Capital Management Dec. 31, 2023 positions
- Download the Raleigh Capital Management December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $9.1M | +6% | 19k | 477.61 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $7.5M | +7% | 16k | 475.29 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 2.7 | $5.9M | 227k | 26.01 |
|
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 1.9 | $4.1M | +4% | 90k | 45.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $3.6M | +15129% | 8.7k | 411.34 |
|
| Philip Morris International (PM) | 1.6 | $3.4M | -2% | 36k | 94.08 |
|
| Verizon Communications (VZ) | 1.5 | $3.2M | -3% | 86k | 37.70 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $3.2M | +13% | 89k | 35.41 |
|
| Totalenergies Se Sponsored Ads (TTE) | 1.5 | $3.1M | -3% | 47k | 67.38 |
|
| Duke Energy Corp Com New (DUK) | 1.4 | $3.0M | -2% | 31k | 97.04 |
|
| Apple (AAPL) | 1.4 | $3.0M | +11% | 16k | 192.52 |
|
| Microsoft Corporation (MSFT) | 1.3 | $2.8M | +13% | 7.6k | 376.12 |
|
| Southern Company (SO) | 1.3 | $2.8M | -2% | 40k | 70.12 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.3 | $2.8M | +67% | 108k | 25.64 |
|
| Abbvie (ABBV) | 1.2 | $2.7M | +3% | 17k | 154.97 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.2 | $2.5M | +7% | 74k | 34.01 |
|
| Us Bancorp Del Com New (USB) | 1.1 | $2.4M | -4% | 55k | 43.28 |
|
| National Grid Sponsored Adr Ne (NGG) | 1.1 | $2.4M | +8% | 35k | 67.99 |
|
| Enbridge (ENB) | 1.1 | $2.4M | -2% | 66k | 36.02 |
|
| Williams Companies (WMB) | 1.1 | $2.3M | -3% | 66k | 34.83 |
|
| PNC Financial Services (PNC) | 1.1 | $2.3M | -3% | 14k | 156.83 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.0 | $2.2M | -11% | 53k | 42.18 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 1.0 | $2.1M | -4% | 23k | 95.08 |
|
| Chevron Corporation (CVX) | 1.0 | $2.1M | 14k | 149.15 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $2.0M | 14k | 147.14 |
|
|
| Bce Com New (BCE) | 0.9 | $2.0M | -2% | 51k | 39.38 |
|
| At&t (T) | 0.9 | $2.0M | -2% | 119k | 16.78 |
|
| Kimberly-Clark Corporation (KMB) | 0.9 | $1.9M | 16k | 121.50 |
|
|
| Coca-Cola Company (KO) | 0.9 | $1.9M | +16% | 32k | 58.93 |
|
| Pfizer (PFE) | 0.9 | $1.9M | -3% | 65k | 28.79 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.8 | $1.8M | -3% | 140k | 12.72 |
|
| Amgen (AMGN) | 0.8 | $1.8M | -34% | 6.1k | 288.00 |
|
| International Business Machines (IBM) | 0.8 | $1.8M | 11k | 163.55 |
|
|
| Dominion Resources (D) | 0.8 | $1.7M | -2% | 37k | 47.00 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.7M | +15% | 9.7k | 170.12 |
|
| Tc Energy Corp (TRP) | 0.8 | $1.7M | -3% | 42k | 39.09 |
|
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.8 | $1.7M | 89k | 18.59 |
|
|
| American Electric Power Company (AEP) | 0.8 | $1.6M | 20k | 81.22 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $1.6M | 16k | 99.98 |
|
|
| Gilead Sciences (GILD) | 0.7 | $1.6M | 20k | 81.02 |
|
|
| Crown Castle Intl (CCI) | 0.7 | $1.6M | -27% | 14k | 115.19 |
|
| Truist Financial Corp equities (TFC) | 0.7 | $1.5M | -3% | 41k | 36.92 |
|
| Medtronic SHS (MDT) | 0.7 | $1.5M | -3% | 19k | 82.38 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.6 | $1.4M | -26% | 19k | 73.49 |
|
| United Parcel Service CL B (UPS) | 0.6 | $1.4M | -2% | 8.8k | 157.24 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.3M | 9.1k | 147.45 |
|
|
| Merck & Co (MRK) | 0.6 | $1.3M | 12k | 109.02 |
|
|
| Entergy Corporation (ETR) | 0.6 | $1.3M | -2% | 13k | 101.20 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.6 | $1.3M | NEW | 12k | 101.99 |
|
| Broadcom (AVGO) | 0.6 | $1.2M | +4% | 1.1k | 1115.26 |
|
| Caterpillar (CAT) | 0.6 | $1.2M | 4.0k | 295.72 |
|
|
| Cibc Cad (CM) | 0.6 | $1.2M | -3% | 25k | 48.14 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $1.2M | -14% | 23k | 52.10 |
|
| Home Depot (HD) | 0.5 | $1.2M | 3.3k | 346.51 |
|
|
| Amazon (AMZN) | 0.5 | $1.2M | +21% | 7.6k | 151.93 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.5 | $1.2M | -2% | 39k | 29.29 |
|
| ConocoPhillips (COP) | 0.5 | $1.1M | 9.8k | 116.07 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.1M | -33% | 5.8k | 191.17 |
|
| McDonald's Corporation (MCD) | 0.5 | $1.1M | 3.7k | 296.47 |
|
|
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.5 | $1.1M | 52k | 21.24 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $1.1M | -76% | 12k | 91.40 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.5 | $1.1M | +8% | 22k | 48.72 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.0M | +26% | 7.5k | 139.69 |
|
| Amcor Ord (AMCR) | 0.5 | $1.0M | -3% | 107k | 9.64 |
|
| Sanofi Sponsored Adr (SNY) | 0.5 | $1.0M | -25% | 21k | 49.73 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $1.0M | -25% | 9.7k | 104.91 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | -13% | 6.5k | 156.76 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.5 | $986k | +7196% | 35k | 28.56 |
|
| Xcel Energy (XEL) | 0.4 | $957k | +268% | 16k | 61.91 |
|
| Kenvue (KVUE) | 0.4 | $930k | +93834% | 43k | 21.53 |
|
| PPL Corporation (PPL) | 0.4 | $926k | -2% | 34k | 27.10 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $900k | NEW | 8.6k | 105.23 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $888k | -11% | 2.9k | 310.95 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $883k | +18% | 7.2k | 122.74 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $872k | -4% | 3.9k | 224.91 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $871k | -6% | 18k | 47.90 |
|
| Wal-Mart Stores (WMT) | 0.4 | $868k | -18% | 5.5k | 157.67 |
|
| Cisco Systems (CSCO) | 0.4 | $851k | -27% | 17k | 50.52 |
|
| MetLife (MET) | 0.4 | $850k | -2% | 13k | 66.13 |
|
| ConAgra Foods (CAG) | 0.4 | $835k | -3% | 29k | 28.66 |
|
| Unilever Spon Adr New (UL) | 0.4 | $808k | -42% | 17k | 48.48 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $800k | 18k | 43.85 |
|
|
| Realty Income (O) | 0.4 | $787k | -3% | 14k | 57.42 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.4 | $776k | +10% | 24k | 31.76 |
|
| Prudential Financial (PRU) | 0.4 | $756k | -3% | 7.3k | 103.78 |
|
| BlackRock (BLK) | 0.3 | $748k | -2% | 921.00 | 811.97 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $717k | -6% | 4.8k | 149.53 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $710k | -54% | 7.3k | 96.84 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $703k | +37% | 1.4k | 495.35 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $692k | +2% | 17k | 41.93 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $692k | 1.5k | 460.84 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $688k | 13k | 52.05 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $639k | -38% | 6.7k | 94.73 |
|
| Pepsi (PEP) | 0.3 | $634k | 3.7k | 169.85 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $632k | -2% | 13k | 50.58 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $624k | 11k | 55.91 |
|
|
| Paychex (PAYX) | 0.3 | $617k | -2% | 5.2k | 119.12 |
|
| Qualcomm (QCOM) | 0.3 | $565k | -2% | 3.9k | 144.59 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $541k | 7.5k | 72.43 |
|
|
| Prologis (PLD) | 0.3 | $539k | -3% | 4.0k | 133.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $533k | +26% | 1.5k | 356.66 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $529k | -19% | 12k | 46.07 |
|
| Oracle Corporation (ORCL) | 0.2 | $525k | +107% | 5.0k | 105.41 |
|
| Dow (DOW) | 0.2 | $524k | -2% | 9.6k | 54.84 |
|
| UnitedHealth (UNH) | 0.2 | $512k | +13% | 972.00 | 526.34 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $509k | 18k | 29.02 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $502k | 6.6k | 76.51 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $500k | -33% | 15k | 33.67 |
|
| General Dynamics Corporation (GD) | 0.2 | $495k | +2% | 1.9k | 261.10 |
|
| Meta Platforms Cl A (META) | 0.2 | $486k | +51% | 1.4k | 354.22 |
|
| Applied Materials (AMAT) | 0.2 | $482k | +6% | 3.0k | 162.39 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $481k | -6% | 9.6k | 50.29 |
|
| CSX Corporation (CSX) | 0.2 | $480k | -3% | 14k | 34.67 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $473k | +11% | 1.3k | 351.04 |
|
| Visa Com Cl A (V) | 0.2 | $467k | +17% | 1.8k | 260.46 |
|
| Fifth Third Ban (FITB) | 0.2 | $448k | -5% | 13k | 34.49 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) | 0.2 | $444k | NEW | 13k | 34.95 |
|
| Kinder Morgan (KMI) | 0.2 | $443k | -4% | 25k | 17.65 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.2 | $437k | -6% | 14k | 30.59 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $433k | -75% | 4.3k | 100.27 |
|
| Ford Motor Company (F) | 0.2 | $430k | -2% | 35k | 12.19 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.2 | $430k | 12k | 36.48 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $428k | +12666% | 1.9k | 223.44 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $423k | -9% | 7.2k | 58.46 |
|
| McKesson Corporation (MCK) | 0.2 | $410k | +3% | 887.00 | 462.72 |
|
| Pulte (PHM) | 0.2 | $406k | 3.9k | 103.25 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $404k | 892.00 | 453.25 |
|
|
| Tesla Motors (TSLA) | 0.2 | $399k | +52% | 1.6k | 248.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $383k | +79% | 2.4k | 157.88 |
|
| Abbott Laboratories (ABT) | 0.2 | $378k | -9% | 3.4k | 110.11 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $371k | +11% | 622.00 | 596.99 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $370k | -3% | 7.5k | 49.36 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $369k | -5% | 3.5k | 106.28 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $358k | 4.8k | 75.10 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $353k | 4.6k | 77.02 |
|
|
| Fiserv (FI) | 0.2 | $353k | +4% | 2.7k | 132.82 |
|
| Lululemon Athletica (LULU) | 0.2 | $353k | +741% | 690.00 | 511.29 |
|
| American Express Company (AXP) | 0.2 | $351k | +6% | 1.9k | 187.24 |
|
| Barings Bdc (BBDC) | 0.2 | $351k | 41k | 8.58 |
|
|
| Public Service Enterprise (PEG) | 0.2 | $350k | -3% | 5.7k | 61.16 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $344k | +7% | 1.5k | 225.38 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $338k | -13% | 4.4k | 77.38 |
|
| salesforce (CRM) | 0.2 | $337k | +12% | 1.3k | 263.14 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $332k | -13% | 7.4k | 44.61 |
|
| Altria (MO) | 0.2 | $330k | -2% | 8.2k | 40.34 |
|
| Gaming & Leisure Pptys (GLPI) | 0.2 | $326k | -3% | 6.6k | 49.35 |
|
| Emerson Electric (EMR) | 0.1 | $321k | 3.3k | 97.32 |
|
|
| Danaher Corporation (DHR) | 0.1 | $315k | +2% | 1.4k | 231.20 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $314k | 1.4k | 217.48 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $314k | 7.6k | 41.09 |
|
|
| Wp Carey (WPC) | 0.1 | $310k | -5% | 4.8k | 64.82 |
|
| Wells Fargo & Company (WFC) | 0.1 | $310k | +7% | 6.3k | 49.23 |
|
| Eaton Corp SHS (ETN) | 0.1 | $309k | +5% | 1.3k | 240.76 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $295k | +241% | 506.00 | 582.67 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $293k | +3% | 4.2k | 70.33 |
|
| Eastman Chemical Company (EMN) | 0.1 | $293k | -4% | 3.3k | 89.85 |
|
| Alps Etf Tr Riverfrnt Dymc (RFDA) | 0.1 | $292k | +23% | 6.1k | 47.67 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $286k | +4477% | 3.7k | 78.13 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $280k | NEW | 1.1k | 255.32 |
|
| Evergy (EVRG) | 0.1 | $275k | -4% | 5.3k | 52.20 |
|
| Iron Mountain (IRM) | 0.1 | $274k | +2% | 3.9k | 69.99 |
|
| Iqvia Holdings (IQV) | 0.1 | $268k | +4% | 1.2k | 231.38 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $267k | -2% | 4.6k | 57.63 |
|
| Palo Alto Networks (PANW) | 0.1 | $265k | +334% | 900.00 | 294.88 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $261k | 1.2k | 224.98 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $256k | +3% | 3.5k | 73.15 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $253k | +19% | 3.9k | 64.93 |
|
| Kroger (KR) | 0.1 | $250k | 5.5k | 45.70 |
|
|
| Servicenow (NOW) | 0.1 | $249k | NEW | 354.00 | 704.10 |
|
| First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) | 0.1 | $249k | +23% | 4.1k | 61.17 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $245k | 2.6k | 94.10 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $240k | -3% | 4.7k | 51.01 |
|
| Workday Cl A (WDAY) | 0.1 | $240k | +4% | 869.00 | 275.77 |
|
| Jacobs Engineering Group (J) | 0.1 | $237k | NEW | 1.8k | 129.77 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $236k | -40% | 1.1k | 213.27 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $235k | +29% | 4.2k | 55.42 |
|
| Nextera Energy (NEE) | 0.1 | $233k | +13% | 3.8k | 60.73 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $230k | -36% | 3.0k | 78.04 |
|
| Norfolk Southern (NSC) | 0.1 | $226k | +4% | 956.00 | 236.51 |
|
| Peak (DOC) | 0.1 | $222k | +5% | 11k | 19.80 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $221k | +5% | 1.5k | 148.35 |
|
| Citigroup Com New (C) | 0.1 | $219k | -2% | 4.3k | 51.44 |
|
| Graphic Packaging Holding Company (GPK) | 0.1 | $208k | +5% | 8.4k | 24.65 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.1 | $204k | -47% | 1.4k | 145.23 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $204k | +186% | 4.0k | 51.31 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $201k | +10% | 3.5k | 57.81 |
|
| Linde SHS (LIN) | 0.1 | $200k | +9640% | 487.00 | 411.36 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.1 | $199k | NEW | 8.1k | 24.56 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $190k | +3% | 1.9k | 98.87 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $182k | 3.5k | 51.82 |
|
|
| Huntington Ingalls Inds (HII) | 0.1 | $181k | NEW | 699.00 | 259.52 |
|
| 3M Company (MMM) | 0.1 | $181k | NEW | 1.7k | 109.32 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $180k | -3% | 3.9k | 46.35 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $179k | +6% | 4.4k | 40.26 |
|
| Illinois Tool Works (ITW) | 0.1 | $177k | +9% | 675.00 | 261.94 |
|
| CenterPoint Energy (CNP) | 0.1 | $176k | NEW | 6.2k | 28.57 |
|
| Metropcs Communications (TMUS) | 0.1 | $173k | +323% | 1.1k | 160.27 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $168k | -8% | 2.3k | 74.57 |
|
| Global X Fds Adaptive Us (AUSF) | 0.1 | $167k | 4.5k | 37.18 |
|
|
| Citizens Financial (CFG) | 0.1 | $167k | 5.0k | 33.13 |
|
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.1 | $166k | 12k | 13.51 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $164k | -5% | 2.2k | 76.40 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $164k | -10% | 3.3k | 50.47 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $150k | +2% | 927.00 | 161.90 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $150k | 2.3k | 65.06 |
|
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $149k | -15% | 3.6k | 41.57 |
|
| Walt Disney Company (DIS) | 0.1 | $148k | -9% | 1.6k | 90.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $145k | +6% | 1.0k | 140.93 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $138k | +5% | 1.7k | 82.92 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $133k | 766.00 | 173.99 |
|
|
| TowneBank (TOWN) | 0.1 | $129k | 4.3k | 29.76 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $127k | NEW | 3.5k | 36.12 |
|
| Cadence Design Systems (CDNS) | 0.1 | $124k | +5% | 456.00 | 272.37 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.1 | $120k | -15% | 6.3k | 18.96 |
|
| Netflix (NFLX) | 0.1 | $120k | +47% | 247.00 | 486.88 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $120k | -15% | 2.5k | 48.33 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $118k | 675.00 | 175.22 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $113k | +3% | 2.8k | 40.55 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $113k | NEW | 2.9k | 39.12 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $113k | 3.1k | 35.86 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $110k | NEW | 3.0k | 36.55 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $105k | 951.00 | 110.13 |
|
|
| Synopsys (SNPS) | 0.0 | $103k | +28% | 200.00 | 514.91 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $100k | 1.4k | 70.12 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $96k | +40% | 870.00 | 110.69 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $95k | +9% | 504.00 | 189.16 |
|
| Jabil Circuit (JBL) | 0.0 | $95k | +6% | 742.00 | 127.54 |
|
| Alps Etf Tr Active Eqty Oppt (RFFC) | 0.0 | $93k | +22% | 2.0k | 47.38 |
|
| Intel Corporation (INTC) | 0.0 | $90k | +90% | 1.8k | 50.21 |
|
| Anthem (ELV) | 0.0 | $89k | -72% | 187.00 | 473.56 |
|
| Alps Etf Tr Riverfront Dym (RFCI) | 0.0 | $87k | +13% | 3.9k | 22.60 |
|
| Hartford Financial Services (HIG) | 0.0 | $85k | +77% | 1.1k | 80.44 |
|
| Advanced Micro Devices (AMD) | 0.0 | $81k | +79% | 552.00 | 147.41 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $81k | +15% | 749.00 | 108.31 |
|
| Intuit (INTU) | 0.0 | $81k | +20% | 129.00 | 626.44 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $80k | +6% | 2.3k | 34.18 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $79k | +400% | 185.00 | 426.54 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $79k | +139% | 981.00 | 80.13 |
|
| Paccar (PCAR) | 0.0 | $77k | +9% | 789.00 | 97.81 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $76k | 890.00 | 85.34 |
|
|
| First Tr Exchange-traded Buywrit Incm Etf (FTHI) | 0.0 | $76k | +24% | 3.5k | 21.36 |
|
| Honeywell International (HON) | 0.0 | $75k | +38% | 357.00 | 209.15 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $75k | +2725% | 113.00 | 660.09 |
|
| Mongodb Cl A (MDB) | 0.0 | $74k | +24% | 182.00 | 408.85 |
|
| Emcor (EME) | 0.0 | $72k | +70% | 333.00 | 215.55 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $71k | 551.00 | 129.49 |
|
|
| Insulet Corporation (PODD) | 0.0 | $69k | NEW | 320.00 | 216.98 |
|
| Zacks Trust Earngs Constant (ZECP) | 0.0 | $69k | 2.6k | 26.12 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $69k | +34% | 114.00 | 604.60 |
|
| Boeing Company (BA) | 0.0 | $68k | +121% | 261.00 | 260.66 |
|
Past Filings by Raleigh Capital Management
SEC 13F filings are viewable for Raleigh Capital Management going back to 2021
- 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