Raleigh Capital Management Inc. Sells in Q1 2025

Raleigh Capital Management Inc.

  • $214 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-14.8K
- 48.74%
$209.68 - $247.1 $3.1M - $3.66M
15.6K $3.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.61K
- 41.64%
$551.42 - $612.93 $3.64M - $4.05M
9.26K $5.18M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-37.1K
- 82.28%
$94.86 - $97.12 $3.51M - $3.6M
7.98K $760K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-30.4K
- 62.89%
$91.45 - $91.75 $2.78M - $2.79M
17.9K $1.65M
NVDA
Nvidia Corp

Technology
-8.17K
- 22.25%
$106.98 - $149.43 $874K - $1.22M
28.5K $3.09M
MSFT
Microsoft Corp

Technology
-3.12K
- 23.93%
$375.39 - $447.2 $1.17M - $1.4M
9.92K $3.72M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-16.8K
Closed
$100.34 - $100.68 $1.69M - $1.69M
0 $0
AMZN
Amazon Com Inc

Consumer Cyclical
-5.47K
- 33.05%
$190.26 - $242.06 $1.04M - $1.32M
11.1K $2.11M
IBM
International Business Machines Corp

Technology
-7.1K
- 76.34%
$217.4 - $264.74 $1.54M - $1.88M
2.2K $546K
XLU
Utilities Sector Spdr

ETFs
-18.6K
- 99.99%
$74.7 - $80.27 $1.39M - $1.49M
1 $0
TSLA
Tesla, Inc.

Consumer Cyclical
-2.47K
- 49.1%
$222.15 - $428.22 $549K - $1.06M
2.56K $664K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-25.9K
- 59.76%
$40.03 - $46.81 $1.04M - $1.21M
17.4K $709K
AVGO
Broadcom Inc.

Technology
-3.22K
- 31.01%
$167.43 - $244.7 $539K - $787K
7.16K $1.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.43K
- 17.3%
$554.06 - $615.85 $791K - $879K
6.83K $3.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.14K
- 99.3%
$442.66 - $534.52 $945K - $1.14M
15 $7K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-22.7K
- 45.74%
$32.5 - $33.3 $739K - $757K
27K $896K
MRK
Merck & Co., Inc.

Healthcare
-6.61K
- 51.22%
$83.01 - $101.02 $549K - $668K
6.3K $565K
EFG
Msci Eafe Growth ETF

ETFs
-7.6K
- 50.19%
$96.1 - $106.37 $730K - $808K
7.54K $754K
EBND
Spdr Bloomberg Emerging Market

ETFs
-35.9K
- 43.59%
$19.47 - $20.36 $700K - $732K
46.5K $933K
GILD
Gilead Sciences, Inc.

Healthcare
-11K
- 36.6%
$89.14 - $117.41 $985K - $1.3M
19.1K $2.14M
ORCL
Oracle Corp

Technology
-2.93K
- 44.15%
$139.81 - $186.47 $410K - $547K
3.71K $518K
META
Meta Platforms, Inc.

Communication Services
-893
- 22.87%
$576.36 - $736.67 $515K - $658K
3.01K $1.74M
CAT
Caterpillar Inc

Industrials
-1.27K
- 39.77%
$326.75 - $407.63 $415K - $517K
1.92K $633K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.86K
- 51.0%
$279.74 - $321.29 $520K - $597K
1.79K $557K
PG
Procter & Gamble CO

Consumer Defensive
-2.96K
- 31.42%
$158.56 - $176.26 $469K - $521K
6.46K $1.1M
DUK
Duke Energy Corp

Utilities
-5.87K
- 33.11%
$105.87 - $121.97 $621K - $715K
11.9K $1.45M
NOW
Service Now, Inc.

Technology
-335
- 48.55%
$783.83 - $1170.39 $263K - $392K
355 $282K
WMT
Walmart Inc.

Consumer Defensive
-4.7K
- 33.89%
$84.5 - $105.05 $397K - $493K
9.16K $804K
MAR
Marriott International Inc

Consumer Cyclical
-1.52K
- 86.82%
$237.01 - $304.45 $359K - $461K
230 $54K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.25K
- 99.92%
$308.86 - $455.36 $385K - $567K
1 $0
DELL
Dell Technologies Inc.

Technology
-2.59K
- 39.87%
$90.34 - $124.66 $234K - $323K
3.91K $356K
JPM
Jpmorgan Chase & CO

Financial Services
-1.68K
- 17.88%
$225.19 - $279.95 $379K - $471K
7.73K $1.9M
GLD
Spdr Gold Trust

ETFs
-3.04K
- 27.04%
$243.19 - $288.14 $739K - $875K
8.2K $2.36M
XLF
Financial Sector Spdr

ETFs
-7.51K
- 33.27%
$47.32 - $52.19 $356K - $392K
15.1K $750K
NEE
Nextera Energy Inc

Utilities
-4.6K
- 86.73%
$66.96 - $76.16 $308K - $350K
703 $49K
HD
Home Depot, Inc.

Consumer Cyclical
-675
- 20.14%
$347.25 - $424.87 $234K - $287K
2.68K $981K
KO
Coca Cola CO

Consumer Defensive
-8.52K
- 26.74%
$60.81 - $72.32 $518K - $616K
23.3K $1.67M
AMAT
Applied Materials Inc

Technology
-1.79K
- 79.25%
$145.06 - $195.51 $259K - $349K
468 $67K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.47K
- 32.57%
$161.03 - $235.53 $237K - $347K
3.05K $504K
PH
Parker Hannifin Corp

Industrials
-381
- 17.44%
$591.65 - $707.05 $225K - $269K
1.8K $1.1M
USB
Us Bancorp \De\

Financial Services
-681
- 1.5%
$40.92 - $50.9 $27.9K - $34.7K
44.7K $1.89M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.38K
- 43.02%
$275.89 - $345.24 $382K - $478K
1.83K $632K
CRM
Salesforce, Inc.

Technology
-441
- 18.63%
$268.36 - $359.95 $118K - $159K
1.93K $516K
SO
Southern CO

Utilities
-5.3K
- 23.16%
$80.96 - $92.96 $429K - $493K
17.6K $1.62M
EFV
Msci Eafe Value ETF

ETFs
-7.5K
- 26.53%
$51.88 - $60.73 $389K - $455K
20.8K $1.22M
BMY
Bristol Myers Squibb CO

Healthcare
-6.98K
- 17.7%
$53.9 - $63.11 $376K - $441K
32.5K $1.98M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.12K
- 99.9%
$56.12 - $68.15 $231K - $281K
4 $0
MPC
Marathon Petroleum Corp

Energy
-1.74K
- 99.43%
$134.72 - $159.03 $235K - $277K
10 $1K
VUG
Vanguard Growth ETF

ETFs
-371
- 14.19%
$369.1 - $427.61 $137K - $159K
2.24K $831K
Activity Summary
Buys All Purchases 194 New Holdings 77 Increased Positions 117 Sells All Sells 357 Reductions 339 Sold out 18 Options Calls 0 Puts 0
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