Raleigh Capital Management Inc. Reduced Holdings in Q3 2025

Raleigh Capital Management Inc.

  • $247 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-229K
- 88.78%
$25.21 - $25.99 $5.78M - $5.96M
29K $749K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-107K
- 23.47%
$25.39 - $26.21 $2.7M - $2.79M
347K $9.05M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-94.1K
- 99.02%
$21.99 - $23.38 $2.07M - $2.2M
931 $21K
RWR
Spdr Dow Jones Reit ETF

ETFs
-17.5K
- 99.27%
$95.17 - $101.62 $1.66M - $1.77M
129 $12K
GLD
Spdr Gold Trust

ETFs
-4.06K
- 39.23%
$300.96 - $355.47 $1.22M - $1.44M
6.28K $2.23M
T
At&T Inc.

Communication Services
-26.5K
- 66.31%
$26.94 - $29.62 $713K - $784K
13.4K $379K
RWX
Spdr Dow Jones International R

ETFs
-24.9K
- 100.0%
$26.58 - $28.39 $661K - $706K
1 $0
MS
Morgan Stanley

Financial Services
-4.81K
- 86.15%
$139.09 - $161.16 $669K - $775K
773 $122K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.95K
- 99.96%
$82.38 - $83.0 $655K - $660K
3 $0
CM
Canadian Imperial Bank Of Commerce

Financial Services
-8.86K
- 99.56%
$71.11 - $81.68 $630K - $724K
39 $3K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-23.2K
- 97.83%
$25.67 - $27.21 $596K - $632K
515 $13K
EFG
Msci Eafe Growth ETF

ETFs
-5.43K
- 74.43%
$106.99 - $114.46 $581K - $622K
1.87K $212K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-10.4K
- 99.55%
$48.34 - $67.22 $500K - $696K
47 $2K
IYW
Ishares Dj Us Tech ETF

ETFs
-3.13K
- 98.46%
$171.38 - $197.01 $537K - $617K
49 $9K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.68K
- 90.84%
$301.44 - $365.84 $505K - $613K
169 $54K
JCI
Johnson Controls International PLC

Industrials
-3.73K
- 97.34%
$103.24 - $111.73 $385K - $416K
102 $11K
EFV
Msci Eafe Value ETF

ETFs
-7.36K
- 22.46%
$62.79 - $68.42 $462K - $503K
25.4K $1.72M
SPOT
Spotify Technology S.A.

Communication Services
-433
- 78.02%
$620.01 - $738.53 $268K - $320K
122 $85K
RGA
Reinsurance Group Of America Inc

Financial Services
-1.52K
- 99.67%
$177.1 - $199.23 $270K - $303K
5 $0
PM
Philip Morris International Inc.

Consumer Defensive
-317
- 2.52%
$157.77 - $183.27 $50K - $58.1K
12.2K $1.99M
GILD
Gilead Sciences, Inc.

Healthcare
-2.66K
- 20.75%
$108.22 - $120.47 $288K - $320K
10.2K $1.13M
QCOM
Qualcomm Inc

Technology
-1.89K
- 37.69%
$145.84 - $173.55 $275K - $327K
3.12K $518K
SO
Southern CO

Utilities
-3.1K
- 21.46%
$90.83 - $96.0 $282K - $298K
11.4K $1.08M
BSX
Boston Scientific Corp

Healthcare
-2.08K
- 48.32%
$97.03 - $108.14 $202K - $225K
2.23K $217K
CRWD
Crowd Strike Holdings, Inc.

Technology
-474
- 99.79%
$412.46 - $514.1 $196K - $244K
1 $0
FTNT
Fortinet, Inc.

Technology
-2.26K
- 99.51%
$74.39 - $107.65 $168K - $243K
11 $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.92K
- 15.69%
$182.33 - $194.5 $350K - $373K
10.3K $2M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-9.03K
- 99.94%
$19.08 - $23.53 $172K - $213K
5 $0
UI
Ubiquiti Inc.

Technology
-448
- 99.33%
$388.83 - $660.58 $174K - $296K
3 $1K
KO
Coca Cola CO

Consumer Defensive
-1.43K
- 7.6%
$65.67 - $71.67 $93.6K - $102K
17.3K $1.15M
CRM
Salesforce, Inc.

Technology
-611
- 80.39%
$231.66 - $273.65 $142K - $167K
149 $35K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.65K
- 20.05%
$45.6 - $46.92 $166K - $171K
14.5K $679K
VEEV
Veeva Systems Inc

Healthcare
-554
- 99.46%
$269.2 - $297.91 $149K - $165K
3 $0
UNH
Unitedhealth Group Inc

Healthcare
-437
- 35.21%
$237.77 - $353.61 $104K - $155K
804 $277K
PG
Procter & Gamble CO

Consumer Defensive
-486
- 8.45%
$150.47 - $161.22 $73.1K - $78.4K
5.27K $809K
KMI
Kinder Morgan, Inc.

Energy
-2.88K
- 15.66%
$26.23 - $28.5 $75.5K - $82K
15.5K $438K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-477
- 4.11%
$25.5 - $35.2 $12.2K - $16.8K
11.1K $284K
CSCO
Cisco Systems, Inc.

Technology
-961
- 8.26%
$66.2 - $71.79 $63.6K - $69K
10.7K $730K
AJG
Arthur J. Gallagher & Co.

Financial Services
-159
- 9.22%
$284.17 - $319.49 $45.2K - $50.8K
1.57K $484K
KR
Kroger CO

Consumer Defensive
-555
- 8.12%
$64.52 - $74.35 $35.8K - $41.3K
6.28K $423K
IBM
International Business Machines Corp

Technology
-138
- 7.81%
$234.77 - $292.47 $32.4K - $40.4K
1.63K $459K
VEA
Vanguard Ftse Developed Market

ETFs
-1.85K
- 10.7%
$56.02 - $60.3 $103K - $111K
15.4K $923K
WFC
Wells Fargo & Company

Financial Services
-1.33K
- 8.94%
$77.05 - $85.16 $102K - $113K
13.5K $1.13M
CI
Cigna Corp

Healthcare
-72
- 8.52%
$262.23 - $334.39 $18.9K - $24.1K
773 $222K
PRU
Prudential Financial Inc

Financial Services
-383
- 8.32%
$100.68 - $109.89 $38.6K - $42.1K
4.22K $437K
CMCSA
Comcast Corp

Communication Services
-640
- 7.26%
$31.41 - $36.33 $20.1K - $23.3K
8.18K $257K
PH
Parker Hannifin Corp

Industrials
-209
- 12.21%
$697.13 - $769.67 $146K - $161K
1.5K $1.14M
DE
Deere & CO

Industrials
-50
- 8.2%
$457.26 - $524.37 $22.9K - $26.2K
560 $256K
HBAN
Huntington Bancshares Inc

Financial Services
-5.45K
- 6.15%
$15.87 - $17.88 $86.6K - $97.5K
83.3K $1.44M
Activity Summary
Buys All Purchases 232 New Holdings 78 Increased Positions 154 Sells All Sells 273 Reductions 233 Sold out 40 Options Calls 0 Puts 0
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