Raleigh Capital Management Inc. Reduced Holdings in Q2 2025

Raleigh Capital Management Inc.

  • $229 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-119K
- 70.05%
$32.66 - $40.75 $3.88M - $4.84M
50.8K $2.06M
IEF
Ishares Barclays

ETFs
-21.2K
- 99.99%
$93.15 - $96.56 $1.98M - $2.05M
2 $0
BMY
Bristol Myers Squibb CO

Healthcare
-29.7K
- 91.5%
$44.12 - $59.6 $1.31M - $1.77M
2.76K $127K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-54.1K
- 37.96%
$34.72 - $42.74 $1.88M - $2.31M
88.3K $3.78M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.51K
- 51.4%
$498.8 - $620.9 $1.75M - $2.18M
3.32K $2.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14.4K
- 80.21%
$91.43 - $91.74 $1.32M - $1.32M
3.55K $325K
ETR
Entergy Corp

Utilities
-10.2K
- 99.9%
$79.01 - $86.61 $806K - $883K
10 $0
PM
Philip Morris International Inc.

Consumer Defensive
-6.83K
- 35.21%
$149.23 - $184.95 $1.02M - $1.26M
12.6K $2.29M
XLF
Financial Sector Spdr

ETFs
-15.1K
- 99.99%
$43.92 - $52.37 $662K - $789K
2 $0
XLC
Select Sector Spdr Tr Communic

ETFs
-7.74K
- 99.99%
$86.13 - $108.53 $667K - $840K
1 $0
PAYX
Paychex Inc

Industrials
-4.28K
- 99.63%
$137.01 - $159.78 $586K - $684K
16 $2K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-6.97K
- 40.13%
$53.23 - $70.65 $371K - $492K
10.4K $601K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-10.4K
- 96.78%
$50.08 - $63.14 $521K - $657K
346 $21K
UNH
Unitedhealth Group Inc

Healthcare
-379
- 23.4%
$274.35 - $599.47 $104K - $227K
1.24K $387K
DELL
Dell Technologies Inc.

Technology
-3.85K
- 98.54%
$71.63 - $125.98 $276K - $486K
57 $6K
KO
Coca Cola CO

Consumer Defensive
-4.57K
- 19.59%
$68.37 - $73.9 $313K - $338K
18.8K $1.33M
HEFA
Ishares Currency Hedged Msci E

ETFs
-8.65K
- 99.62%
$32.11 - $38.21 $278K - $331K
33 $1K
CRM
Salesforce, Inc.

Technology
-1.17K
- 60.54%
$236.26 - $291.15 $275K - $339K
760 $207K
SO
Southern CO

Utilities
-3.12K
- 17.77%
$84.91 - $92.56 $265K - $289K
14.5K $1.33M
DOW
Dow Inc.

Basic Materials
-7.63K
- 99.99%
$25.81 - $34.89 $197K - $266K
1 $0
ORCL
Oracle Corp

Technology
-2.56K
- 68.89%
$122.82 - $218.63 $314K - $559K
1.15K $252K
T
At&T Inc.

Communication Services
-9.47K
- 19.19%
$26.33 - $28.94 $249K - $274K
39.9K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
-702
- 10.87%
$157.66 - $172.39 $111K - $121K
5.75K $916K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-342
- 72.3%
$421.16 - $509.5 $144K - $174K
131 $58K
F
Ford Motor CO

Consumer Cyclical
-12.7K
- 99.41%
$8.69 - $10.85 $111K - $138K
76 $0
COP
Conocophillips

Energy
-276
- 4.22%
$82.66 - $106.1 $22.8K - $29.3K
6.26K $562K
MCK
Mckesson Corp

Healthcare
-211
- 27.87%
$652.83 - $732.78 $138K - $155K
546 $400K
OKTA
Okta, Inc.

Technology
-985
- 85.36%
$91.24 - $127.3 $89.9K - $125K
169 $16K
BDX
Becton Dickinson & CO

Healthcare
-76
- 4.7%
$165.15 - $226.42 $12.6K - $17.2K
1.54K $265K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-1.51K
- 14.3%
$21.02 - $26.3 $31.7K - $39.7K
9.04K $190K
AJG
Arthur J. Gallagher & Co.

Financial Services
-109
- 5.95%
$310.86 - $348.77 $33.9K - $38K
1.72K $551K
MRK
Merck & Co., Inc.

Healthcare
-165
- 2.62%
$73.47 - $87.12 $12.1K - $14.4K
6.14K $485K
TMUS
T Mobile Us, Inc.

Communication Services
-82
- 4.16%
$220.99 - $268.54 $18.1K - $22K
1.89K $449K
PPC
Pilgrims Pride Corp

Consumer Defensive
-1.36K
- 99.93%
$44.55 - $56.26 $60.4K - $76.3K
1 $0
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 5.66%
$285.55 - $321.23 $28.8K - $32.4K
1.68K $492K
MTN
Vail Resorts Inc

Consumer Cyclical
-404
- 99.75%
$131.42 - $164.64 $53.1K - $66.5K
1 $0
KR
Kroger CO

Consumer Defensive
-1.27K
- 15.66%
$64.62 - $74.0 $82K - $93.9K
6.84K $490K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.09K
- 25.43%
$122.57 - $173.27 $133K - $188K
3.18K $551K
PRU
Prudential Financial Inc

Financial Services
-240
- 4.96%
$95.12 - $112.71 $22.8K - $27.1K
4.6K $494K
IAU
Ishares Gold Trust

ETFs
-817
- 33.77%
$56.1 - $64.74 $45.8K - $52.9K
1.6K $99K
FNF
Fidelity National Financial, Inc.

Financial Services
-150
- 4.79%
$53.62 - $66.59 $8.04K - $9.99K
2.98K $167K
MET
Metlife Inc

Financial Services
-457
- 5.68%
$68.42 - $82.49 $31.3K - $37.7K
7.59K $610K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.92K
- 22.49%
N/A
6.62K $125K
HD
Home Depot, Inc.

Consumer Cyclical
-99
- 3.7%
$335.24 - $380.78 $33.2K - $37.7K
2.58K $945K
CMCSA
Comcast Corp

Communication Services
-618
- 6.55%
$32.84 - $36.72 $20.3K - $22.7K
8.82K $314K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-666
- 8.13%
$49.79 - $50.75 $33.2K - $33.8K
7.52K $381K
BSX
Boston Scientific Corp

Healthcare
-608
- 12.36%
$89.7 - $107.41 $54.5K - $65.3K
4.31K $463K
DD
Du Pont De Nemours, Inc.

Basic Materials
-226
- 8.07%
$55.13 - $75.25 $12.5K - $17K
2.57K $176K
BK
Bank Of New York Mellon Corp

Financial Services
-1.22K
- 10.81%
$73.31 - $91.62 $89.6K - $112K
10.1K $918K
Activity Summary
Buys All Purchases 353 New Holdings 171 Increased Positions 182 Sells All Sells 200 Reductions 193 Sold out 7 Options Calls 0 Puts 0
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