Raleigh Capital Management Inc. Purchases in Q3 2024

Raleigh Capital Management Inc.

  • $255 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
4.16K
+ 33.17%
$517.38 - $573.86 $2.15M - $2.39M
16.7K $9.58M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
96.6K
+ 143.01%
$24.86 - $26.33 $2.4M - $2.54M
164K $4.29M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
80.2K
+ 28.84%
$25.19 - $26.77 $2.02M - $2.15M
358K $9.53M
XLU
Utilities Sector Spdr

ETFs
20.8K
+ 130200.0%
$67.67 - $80.78 $1.41M - $1.68M
20.8K $1.68M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27K
+ 23.83%
$36.02 - $41.68 $973K - $1.13M
140K $5.79M
ITA
Ishares Tr

ETFs
8.42K
+ 3408.5%
$131.58 - $149.64 $1.11M - $1.26M
8.67K $1.3M
XLC
Select Sector Spdr Tr Communic

ETFs
13.5K
New
$82.16 - $90.4 $1.11M - $1.22M
13.5K $1.22M
PLD
Prologis, Inc.

Real Estate
8.71K
+ 203.08%
$111.95 - $132.43 $975K - $1.15M
13K $1.64M
AAPL
Apple Inc.

Technology
2.05K
+ 7.92%
$207.23 - $234.82 $425K - $481K
27.9K $6.51M
DEO
Diageo PLC

Consumer Defensive
7.5K
New
$120.02 - $140.77 $901K - $1.06M
7.5K $1.05M
EFV
Msci Eafe Value ETF

ETFs
16.9K
+ 166.37%
$51.72 - $57.96 $872K - $977K
27K $1.55M
BMY
Bristol Myers Squibb CO

Healthcare
12.7K
+ 42.67%
$39.66 - $51.75 $504K - $657K
42.5K $2.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10K
+ 72.02%
$91.42 - $91.82 $915K - $919K
23.9K $2.2M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
15.6K
+ 15.79%
$46.89 - $52.24 $732K - $815K
114K $5.93M
MS
Morgan Stanley

Financial Services
7.71K
+ 2164.61%
$92.07 - $106.96 $709K - $824K
8.06K $840K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.29K
+ 3932.5%
$111.59 - $129.08 $702K - $812K
6.45K $766K
GLD
Spdr Gold Trust

ETFs
2.58K
+ 62.0%
$215.56 - $246.98 $555K - $636K
6.73K $1.64M
JNJ
Johnson & Johnson

Healthcare
3.86K
+ 63.22%
$145.48 - $167.38 $561K - $646K
9.96K $1.61M
PAYX
Paychex Inc

Industrials
5.35K
+ 1753.77%
$116.17 - $135.19 $621K - $723K
5.65K $758K
PEP
Pepsico Inc

Consumer Defensive
3.76K
+ 105.4%
$161.9 - $179.3 $609K - $675K
7.34K $1.25M
WEC
Wec Energy Group, Inc.

Utilities
6.36K
+ 25448.0%
$77.68 - $96.19 $494K - $612K
6.39K $614K
XEL
Xcel Energy Inc

Utilities
4.76K
+ 23.39%
$52.11 - $65.3 $248K - $311K
25.1K $1.64M
UNH
Unitedhealth Group Inc

Healthcare
771
+ 65.95%
$488.01 - $604.18 $376K - $466K
1.94K $1.13M
BDX
Becton Dickinson & CO

Healthcare
1.75K
+ 4067.44%
$221.47 - $242.41 $387K - $424K
1.79K $432K
USB
Us Bancorp \De\

Financial Services
2.6K
+ 5.92%
$39.04 - $47.23 $101K - $123K
46.4K $2.12M
AVGO
Broadcom Inc.

Technology
13K
+ 990.44%
$136.27 - $1745.86 $1.77M - $22.6M
14.3K $2.46M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
15.8K
+ 22.43%
$18.35 - $19.01 $289K - $300K
86.1K $1.63M
EBND
Spdr Bloomberg Emerging Market

ETFs
10.2K
+ 17.24%
$19.74 - $21.39 $201K - $218K
69.4K $1.48M
TSLA
Tesla, Inc.

Consumer Cyclical
345
+ 10.73%
$191.76 - $263.26 $66.2K - $90.8K
3.56K $931K
ORCL
Oracle Corp

Technology
559
+ 9.14%
$125.9 - $170.35 $70.4K - $95.2K
6.67K $1.14M
NOW
Service Now, Inc.

Technology
247
+ 59.52%
$730.87 - $937.36 $181K - $232K
662 $592K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.92K
+ 2586.73%
$77.22 - $89.49 $226K - $262K
3.04K $270K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.83K
+ 22.35%
$44.83 - $47.42 $172K - $182K
21K $988K
LMT
Lockheed Martin Corp

Industrials
157
+ 18.54%
$460.3 - $584.56 $72.3K - $91.8K
1K $586K
SPMD
Spdr Portfolio

ETFs
2.24K
+ 11.04%
$50.29 - $54.92 $112K - $123K
22.5K $1.23M
EMHC
Spdr Bloomberg Emerging Market
5.44K
+ 16.27%
$23.61 - $25.14 $128K - $137K
38.8K $975K
NVDA
Nvidia Corp

Technology
1.97K
+ 6.35%
$98.91 - $134.91 $195K - $265K
32.9K $4M
CTA
Simplify Exch Traded Fds Simpl

ETFs
6.59K
New
$25.73 - $27.07 $170K - $178K
6.59K $171K
PHM
Pultegroup Inc

Consumer Cyclical
219
+ 5.22%
$103.95 - $144.98 $22.8K - $31.8K
4.41K $632K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.21K
+ 78.01%
$63.28 - $70.06 $140K - $155K
5.05K $353K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 5.37%
$405.19 - $478.57 $42.5K - $50.2K
2.06K $948K
IBKR
Interactive Brokers Group, Inc.

Financial Services
549
+ 12.66%
$108.65 - $139.41 $59.6K - $76.5K
4.89K $681K
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.84K
+ 69.01%
$30.55 - $30.85 $148K - $149K
11.9K $365K
TFC
Truist Financial Corp

Financial Services
206
+ 0.58%
$38.22 - $44.94 $7.87K - $9.26K
36K $1.54M
MSFT
Microsoft Corp

Technology
800
+ 6.86%
$395.15 - $467.56 $316K - $374K
12.5K $5.36M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 9.16%
$161.02 - $200.0 $212K - $263K
15.7K $2.92M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
1.57K
New
$82.41 - $92.06 $130K - $145K
1.57K $141K
IRM
Iron Mountain Inc

Real Estate
107
+ 2.55%
$89.69 - $119.32 $9.6K - $12.8K
4.3K $511K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.01K
+ 8.26%
$30.27 - $34.42 $60.8K - $69.1K
26.3K $898K
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
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