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
MDT
Medtronic PLC

Healthcare
-221
- 5.74%
$80.68 - $88.86 $17.8K - $19.6K
3.63K $316K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-657
- 3.49%
$45.12 - $46.23 $29.6K - $30.4K
18.2K $840K
ABT
Abbott Laboratories

Healthcare
-262
- 9.89%
$123.95 - $138.08 $32.5K - $36.2K
2.39K $324K
DASH
Door Dash, Inc.

Communication Services
-205
- 54.52%
$163.16 - $246.51 $33.4K - $50.5K
171 $42K
IRM
Iron Mountain Inc

Real Estate
-810
- 23.2%
$76.93 - $105.25 $62.3K - $85.3K
2.68K $274K
OC
Owens Corning

Industrials
-177
- 95.68%
$126.32 - $147.75 $22.4K - $26.2K
8 $1K
IBM
International Business Machines Corp

Technology
-431
- 19.6%
$221.03 - $294.78 $95.3K - $127K
1.77K $521K
OVV
Ovintiv Inc.

Energy
-152
- 5.21%
$31.18 - $44.14 $4.74K - $6.71K
2.76K $105K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-320
- 8.79%
$26.61 - $29.9 $8.52K - $9.57K
3.32K $88K
MO
Altria Group, Inc.

Consumer Defensive
-193
- 3.58%
$55.56 - $60.91 $10.7K - $11.8K
5.2K $305K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-839
- 12.61%
$60.34 - $74.89 $50.6K - $62.8K
5.82K $435K
DHR
Danaher Corp

Healthcare
-47
- 4.85%
$174.64 - $205.16 $8.21K - $9.64K
923 $182K
CCI
Crown Castle International Corp

Real Estate
-138
- 8.41%
$94.83 - $107.06 $13.1K - $14.8K
1.5K $154K
LGOV
First Tr ETF Iv Long Duration

ETFs
-713
- 33.16%
$20.73 - $21.92 $14.8K - $15.6K
1.44K $30K
VRT
Vertiv Holdings CO

Industrials
-175
- 3.95%
N/A
4.25K $368K
WPC
W. P. Carey Inc.

Real Estate
-183
- 5.43%
$56.12 - $64.53 $10.3K - $11.8K
3.19K $198K
ADP
Automatic Data Processing Inc

Industrials
-49
- 5.51%
$276.76 - $326.81 $13.6K - $16K
840 $259K
PEG
Public Service Enterprise Group Inc

Utilities
-222
- 5.67%
$77.13 - $84.18 $17.1K - $18.7K
3.69K $310K
BR
Broadridge Financial Solutions, Inc.

Technology
-45
- 5.0%
$217.22 - $246.25 $9.77K - $11.1K
855 $207K
SYY
Sysco Corp

Consumer Defensive
-172
- 4.16%
$68.0 - $75.91 $11.7K - $13.1K
3.96K $300K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 5.62%
$390.26 - $489.06 $1.95K - $2.45K
84 $34K
MAA
Mid America Apartment Communities Inc.

Real Estate
-27
- 10.55%
$145.91 - $168.0 $3.94K - $4.54K
229 $33K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-134
- 2.91%
$77.74 - $78.78 $10.4K - $10.6K
4.47K $351K
BNDX
Vanguard Total International B

ETFs
-257
- 3.35%
$48.77 - $49.55 $12.5K - $12.7K
7.43K $367K
RSG
Republic Services, Inc.

Industrials
-38
- 9.97%
$227.2 - $258.07 $8.63K - $9.81K
343 $84K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-281
- 8.3%
$26.18 - $26.93 $7.36K - $7.57K
3.1K $82K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-70
- 2.84%
$66.5 - $71.25 $4.66K - $4.99K
2.4K $166K
TXN
Texas Instruments Inc

Technology
-33
- 12.09%
N/A
240 $46K
FVD
First Tr Value Line Divid Inde

ETFs
-168
- 15.37%
$40.62 - $45.12 $6.82K - $7.58K
925 $41K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-354
- 8.95%
$24.61 - $25.89 $8.71K - $9.17K
3.6K $92K
ED
Consolidated Edison Inc

Utilities
-50
- 25.0%
$98.05 - $113.3 $4.9K - $5.67K
150 $15K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-72
- 9.77%
$109.83 - $131.67 $7.91K - $9.48K
665 $84K
AWK
American Water Works Company, Inc.

Utilities
-35
- 11.08%
$133.82 - $151.96 $4.68K - $5.32K
281 $39K
HSY
Hershey CO

Consumer Defensive
-30
- 8.29%
$151.29 - $173.13 $4.54K - $5.19K
332 $55K
MMM
3 M CO

Industrials
-127
- 5.13%
$126.09 - $154.15 $16K - $19.6K
2.35K $357K
PHM
Pultegroup Inc

Consumer Cyclical
-157
- 3.91%
$92.02 - $106.54 $14.4K - $16.7K
3.86K $406K
MCHP
Microchip Technology Inc

Technology
-329
- 41.44%
$35.34 - $71.6 $11.6K - $23.6K
465 $32K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-141
- 3.56%
$45.2 - $46.6 $6.37K - $6.57K
3.82K $177K
ATO
Atmos Energy Corp

Utilities
-30
- 27.27%
$145.06 - $162.66 $4.35K - $4.88K
80 $12K
INTA
Intapp, Inc.

Technology
-32
- 8.44%
$48.49 - $59.55 $1.55K - $1.91K
347 $17K
CNP
Centerpoint Energy Inc

Utilities
-222
- 3.21%
$35.5 - $39.05 $7.88K - $8.67K
6.7K $245K
CTRA
Coterra Energy Inc.

Energy
-72
- 8.04%
$22.6 - $29.07 $1.63K - $2.09K
824 $20K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-27
- 10.19%
$107.83 - $119.94 $2.91K - $3.24K
238 $25K
ZTS
Zoetis Inc.

Healthcare
-12
- 5.24%
$144.41 - $170.3 $1.73K - $2.04K
217 $33K
CINF
Cincinnati Financial Corp

Financial Services
-23
- 19.66%
$126.6 - $151.6 $2.91K - $3.49K
94 $13K
MCO
Moodys Corp

Financial Services
-16
- 12.21%
$396.7 - $501.59 $6.35K - $8.03K
115 $57K
MBB
Ishares Tr

ETFs
-43
- 2.79%
$91.41 - $94.22 $3.93K - $4.05K
1.5K $140K
WRB
Berkley W R Corp

Financial Services
-83
- 11.39%
$64.28 - $75.17 $5.34K - $6.24K
646 $47K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-72
- 3.13%
$75.05 - $77.34 $5.4K - $5.57K
2.23K $172K
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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