Raleigh Capital Management Inc. Reduced Holdings in Q4 2024

Raleigh Capital Management Inc.

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.59K
- 94.13%
$481.22 - $538.17 $3.17M - $3.55M
411 $210K
IVV
Ishares Core S&P 500 ETF

ETFs
-4.08K
- 33.07%
$570.51 - $610.59 $2.33M - $2.49M
8.25K $4.86M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-74K
- 45.09%
$24.94 - $26.14 $1.85M - $1.94M
90.1K $2.25M
BCE
Bce Inc

Communication Services
-38K
- 99.75%
$22.53 - $34.84 $857K - $1.32M
96 $2K
ITA
Ishares Tr

ETFs
-8.42K
- 97.15%
$144.31 - $157.31 $1.21M - $1.32M
247 $35K
XLC
Select Sector Spdr Tr Communic

ETFs
-13.5K
- 99.81%
$89.66 - $102.16 $1.21M - $1.38M
26 $2K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-23.6K
- 99.86%
$34.25 - $37.94 $807K - $894K
34 $1K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.86K
- 94.62%
$124.26 - $134.12 $728K - $786K
333 $42K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.23K
- 5.15%
$38.37 - $42.82 $277K - $310K
133K $5.11M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-10.5K
- 54.91%
$59.58 - $67.31 $624K - $705K
8.6K $543K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-16.5K
- 93.61%
$26.05 - $29.17 $429K - $480K
1.13K $29K
WMB
Williams Companies, Inc.

Energy
-10.9K
- 46.92%
$46.37 - $59.74 $503K - $648K
12.3K $664K
VZ
Verizon Communications Inc

Communication Services
-1.18K
- 1.79%
$39.6 - $45.21 $46.6K - $53.3K
64.7K $2.59M
PM
Philip Morris International Inc.

Consumer Defensive
-2.69K
- 11.68%
$118.38 - $133.06 $318K - $357K
20.3K $2.45M
SNY
Sanofi

Healthcare
-406
- 1.24%
$45.89 - $57.31 $18.6K - $23.3K
32.4K $1.56M
CMCSA
Comcast Corp

Communication Services
-6.7K
- 37.44%
$37.39 - $45.14 $251K - $303K
11.2K $420K
IQV
Iqvia Holdings Inc.

Healthcare
-1.31K
- 77.84%
$190.97 - $236.63 $251K - $311K
374 $73K
NGG
National Grid PLC

Utilities
-635
- 2.38%
$57.68 - $70.03 $36.6K - $44.5K
26.1K $1.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
-839
- 5.02%
$567.81 - $607.81 $476K - $510K
15.9K $9.3M
XLU
Utilities Sector Spdr

ETFs
-2.27K
- 10.88%
$74.89 - $82.93 $170K - $188K
18.6K $1.41M
NKE
Nike, Inc.

Consumer Cyclical
-3.03K
- 87.23%
$73.36 - $89.13 $223K - $270K
444 $33K
MRK
Merck & Co., Inc.

Healthcare
-557
- 4.13%
$96.31 - $114.76 $53.6K - $63.9K
12.9K $1.28M
LECO
Lincoln Electric Holdings Inc

Industrials
-1.19K
- 99.67%
$187.47 - $219.94 $224K - $263K
4 $0
HII
Huntington Ingalls Industries, Inc.

Industrials
-836
- 96.87%
$184.96 - $264.65 $155K - $221K
27 $5K
ACN
Accenture PLC

Technology
-614
- 58.76%
$343.9 - $376.86 $211K - $231K
431 $151K
SO
Southern CO

Utilities
-402
- 1.73%
$81.5 - $94.15 $32.8K - $37.8K
22.9K $1.88M
T
At&T Inc.

Communication Services
-12.1K
- 14.89%
$21.22 - $23.88 $256K - $288K
68.9K $1.57M
AEP
American Electric Power CO Inc

Utilities
-506
- 3.27%
$90.91 - $102.21 $46K - $51.7K
15K $1.38M
CAT
Caterpillar Inc

Industrials
-299
- 8.57%
$360.37 - $416.88 $108K - $125K
3.19K $1.16M
PFE
Pfizer Inc

Healthcare
-2.21K
- 3.65%
$24.8 - $30.19 $54.7K - $66.6K
58.1K $1.54M
EMR
Emerson Electric CO

Industrials
-1.91K
- 73.95%
$108.13 - $134.33 $207K - $257K
674 $83K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.45K
- 13.01%
$178.39 - $215.0 $258K - $311K
9.67K $1.86M
FISV
Fiserv Inc

Technology
-1.52K
- 50.53%
N/A
1.49K $186K
DUK
Duke Energy Corp

Utilities
-421
- 2.32%
$105.76 - $120.76 $44.5K - $50.8K
17.7K $1.91M
PHM
Pultegroup Inc

Consumer Cyclical
-244
- 5.53%
$108.86 - $149.04 $26.6K - $36.4K
4.17K $453K
HCA
Hca Healthcare, Inc.

Healthcare
-417
- 83.23%
$297.52 - $415.61 $124K - $173K
84 $25K
UNH
Unitedhealth Group Inc

Healthcare
-28
- 1.44%
$485.52 - $625.25 $13.6K - $17.5K
1.91K $967K
DOW
Dow Inc.

Basic Materials
-679
- 7.87%
$39.1 - $55.34 $26.5K - $37.6K
7.95K $319K
IRM
Iron Mountain Inc

Real Estate
-771
- 17.92%
$101.62 - $128.14 $78.3K - $98.8K
3.53K $371K
AMAT
Applied Materials Inc

Technology
-208
- 8.44%
$161.44 - $213.89 $33.6K - $44.5K
2.26K $366K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-523
- 84.63%
$260.53 - $404.79 $136K - $212K
95 $36K
BK
Bank Of New York Mellon Corp

Financial Services
-2.46K
- 17.16%
$70.82 - $81.87 $174K - $202K
11.9K $913K
DELL
Dell Technologies Inc.

Technology
-778
- 10.68%
$111.96 - $144.21 $87.1K - $112K
6.5K $749K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.59K
- 7.56%
$45.07 - $47.1 $71.4K - $74.7K
19.4K $876K
HBAN
Huntington Bancshares Inc

Financial Services
-16.7K
- 16.26%
$14.18 - $18.2 $237K - $304K
86K $1.4M
KMB
Kimberly Clark Corp

Consumer Defensive
-569
- 18.35%
$130.37 - $146.09 $74.2K - $83.1K
2.53K $331K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.12K
- 47.92%
$42.84 - $45.38 $90.9K - $96.3K
2.31K $99K
VEA
Vanguard Ftse Developed Market

ETFs
-182
- 1.02%
$47.57 - $52.44 $8.66K - $9.54K
17.6K $840K
IBM
International Business Machines Corp

Technology
-374
- 3.87%
$204.9 - $238.04 $76.6K - $89K
9.3K $2.04M
Activity Summary
Buys All Purchases 420 New Holdings 90 Increased Positions 330 Sells All Sells 355 Reductions 354 Sold out 1 Options Calls 0 Puts 0
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