Raleigh Capital Management Inc. Reduced Holdings in Q3 2024

Raleigh Capital Management Inc.

  • $255 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-84.5K
- 55.46%
$33.74 - $37.96 $2.85M - $3.21M
67.9K $2.55M
IHE
Ishares Tr

ETFs
-25.8K
- 100.0%
$65.61 - $72.86 $1.69M - $1.88M
1 $0
XLF
Financial Sector Spdr

ETFs
-31.4K
- 97.84%
$40.84 - $45.74 $1.28M - $1.44M
693 $31K
XLI
Industrial Sector Spdr

ETFs
-9.83K
- 99.6%
$120.56 - $135.44 $1.18M - $1.33M
39 $5K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-11.4K
- 39.2%
$93.65 - $97.81 $1.07M - $1.12M
17.7K $1.73M
KMB
Kimberly Clark Corp

Consumer Defensive
-7.12K
- 69.67%
$135.05 - $148.35 $962K - $1.06M
3.1K $441K
CVX
Chevron Corp

Energy
-4.96K
- 33.36%
$137.88 - $161.97 $683K - $803K
9.9K $1.46M
CAG
Conagra Brands Inc.

Consumer Defensive
-30.3K
- 98.39%
$28.13 - $32.83 $852K - $995K
495 $16K
D
Dominion Energy, Inc

Utilities
-17.7K
- 61.62%
$48.01 - $58.53 $851K - $1.04M
11K $638K
WMB
Williams Companies, Inc.

Energy
-18.1K
- 43.94%
$41.24 - $46.22 $748K - $838K
23.1K $1.06M
AMGN
Amgen Inc

Healthcare
-2.17K
- 36.9%
$309.38 - $337.38 $670K - $730K
3.7K $1.19M
DUK
Duke Energy Corp

Utilities
-8K
- 30.6%
$99.35 - $117.71 $794K - $941K
18.1K $2.09M
SO
Southern CO

Utilities
-10.1K
- 30.2%
$77.0 - $90.52 $775K - $911K
23.3K $2.1M
AMAT
Applied Materials Inc

Technology
-1.11K
- 30.97%
$174.88 - $254.97 $193K - $282K
2.46K $497K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-822
- 10.51%
$434.77 - $502.96 $357K - $413K
7K $3.42M
ETN
Eaton Corp PLC

Industrials
-885
- 63.62%
$272.52 - $333.02 $241K - $295K
506 $167K
PM
Philip Morris International Inc.

Consumer Defensive
-7.19K
- 23.81%
$101.25 - $127.45 $728K - $916K
23K $2.79M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.26K
- 43.45%
$32.36 - $33.78 $267K - $279K
10.8K $362K
IEMG
Ishares Inc

ETFs
-4.67K
- 41.55%
$53.64 - $53.64 $251K - $251K
6.57K $352K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.2K
- 58.83%
$162.83 - $179.16 $195K - $215K
839 $150K
CRWD
Crowd Strike Holdings, Inc.

Technology
-91
- 5.94%
$217.89 - $392.15 $19.8K - $35.7K
1.44K $404K
NUE
Nucor Corp

Basic Materials
-1.12K
- 95.82%
$137.77 - $166.14 $155K - $186K
49 $7K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.64K
- 98.81%
$38.04 - $45.36 $177K - $211K
56 $2K
VTI
Vanguard Total Stock Market Et

ETFs
-608
- 79.89%
$255.18 - $283.2 $155K - $172K
153 $43K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-768
- 88.58%
$178.94 - $207.0 $137K - $159K
99 $19K
MCK
Mckesson Corp

Healthcare
-107
- 10.7%
$479.06 - $630.38 $51.3K - $67.5K
893 $441K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.13K
- 99.4%
$31.18 - $33.5 $129K - $138K
25 $0
IYW
Ishares Dj Us Tech ETF

ETFs
-908
- 16.67%
$133.16 - $158.73 $121K - $144K
4.54K $688K
ELV
Elevance Health, Inc.

Healthcare
-196
- 43.08%
$500.12 - $562.29 $98K - $110K
259 $134K
AMCR
Amcor PLC

Consumer Cyclical
-20.5K
- 24.85%
$9.5 - $11.44 $194K - $234K
61.9K $701K
CDNS
Cadence Design Systems Inc

Technology
-284
- 48.22%
$246.84 - $321.11 $70.1K - $91.2K
305 $82K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.65K
- 7.19%
$84.77 - $97.13 $140K - $160K
21.3K $2.04M
COP
Conocophillips

Energy
-99
- 1.32%
$102.3 - $116.61 $10.1K - $11.5K
7.42K $781K
AEP
American Electric Power CO Inc

Utilities
-3.35K
- 17.76%
$87.11 - $104.95 $291K - $351K
15.5K $1.59M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-3.18K
- 43.68%
$18.36 - $19.08 $58.5K - $60.8K
4.11K $78K
CHTR
Charter Communications, Inc.

Communication Services
-188
- 70.68%
$290.56 - $383.07 $54.6K - $72K
78 $25K
F
Ford Motor CO

Consumer Cyclical
-1.94K
- 12.02%
$9.71 - $14.55 $18.9K - $28.3K
14.2K $150K
SNPS
Synopsys Inc

Technology
-32
- 7.88%
$463.97 - $621.3 $14.8K - $19.9K
374 $189K
T
At&T Inc.

Communication Services
-15K
- 15.63%
$18.21 - $22.28 $273K - $334K
81K $1.78M
BAC
Bank Of America Corp

Financial Services
-1.25K
- 8.53%
$36.65 - $44.13 $45.9K - $55.3K
13.4K $532K
LECO
Lincoln Electric Holdings Inc

Industrials
-284
- 19.16%
$173.3 - $211.48 $49.2K - $60.1K
1.2K $230K
PRU
Prudential Financial Inc

Financial Services
-603
- 9.79%
$105.53 - $127.32 $63.6K - $76.8K
5.56K $673K
FTSL
First Trust Senior Ln Fund

ETFs
-1K
- 98.33%
$45.51 - $46.26 $45.5K - $46.3K
17 $0
IEF
Ishares Barclays

ETFs
-488
- 93.49%
$92.67 - $99.14 $45.2K - $48.4K
34 $3K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-531
- 38.28%
$89.91 - $101.33 $47.7K - $53.8K
856 $83K
EMR
Emerson Electric CO

Industrials
-355
- 12.07%
$98.19 - $118.87 $34.9K - $42.2K
2.59K $282K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-479
- 2.71%
$92.56 - $99.46 $44.3K - $47.6K
17.2K $1.65M
PCAR
Paccar Inc

Industrials
-382
- 72.62%
$91.64 - $109.98 $35K - $42K
144 $14K
BBDC
Barings Bdc, Inc.

Financial Services
-4.3K
- 11.37%
$9.28 - $10.19 $39.9K - $43.9K
33.5K $328K
Activity Summary
Buys All Purchases 487 New Holdings 80 Increased Positions 407 Sells All Sells 279 Reductions 277 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Raleigh Capital Management Inc. Portfolio

Follow Raleigh Capital Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raleigh Capital Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raleigh Capital Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email