Raleigh Capital Management Inc. Reduced Holdings in Q1 2025

Raleigh Capital Management Inc.

  • $214 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-402
- 37.02%
$423.19 - $506.29 $170K - $204K
684 $305K
IVW
Ishares S&P 500 Growth ETF

ETFs
-388
- 1.89%
$92.45 - $106.69 $35.9K - $41.4K
20.1K $1.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-410
- 99.76%
$468.34 - $539.52 $192K - $221K
1 $0
TRP
Tc Energy Corp

Energy
-4.87K
- 15.65%
$44.29 - $49.27 $216K - $240K
26.3K $1.24M
MS
Morgan Stanley

Financial Services
-1.25K
- 18.82%
$111.68 - $141.08 $140K - $176K
5.4K $629K
TT
Trane Technologies PLC

Industrials
-551
- 98.75%
$332.0 - $400.86 $183K - $221K
7 $2K
SPYG
Spdr Portfolio

ETFs
-2.3K
- 94.96%
$80.05 - $92.39 $184K - $212K
122 $9K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.54K
- 24.77%
$54.25 - $57.64 $192K - $204K
10.8K $592K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-171
- 1.77%
$168.84 - $202.89 $28.9K - $34.7K
9.5K $1.67M
ITW
Illinois Tool Works Inc

Industrials
-750
- 92.59%
$244.9 - $274.48 $184K - $206K
60 $14K
T
At&T Inc.

Communication Services
-19.5K
- 28.35%
$21.56 - $28.28 $421K - $552K
49.4K $1.4M
BAC
Bank Of America Corp

Financial Services
-3.14K
- 24.01%
$39.61 - $47.74 $125K - $150K
9.95K $415K
UPS
United Parcel Service Inc

Industrials
-381
- 5.32%
$109.66 - $136.26 $41.8K - $51.9K
6.78K $745K
MET
Metlife Inc

Financial Services
-1.75K
- 17.83%
$77.7 - $87.0 $136K - $152K
8.05K $646K
GOOG
Alphabet Inc.

Communication Services
-747
- 71.55%
$156.06 - $207.71 $117K - $155K
297 $46K
LLY
Eli Lilly & CO

Healthcare
-265
- 20.46%
$725.72 - $929.72 $192K - $246K
1.03K $850K
DIS
Walt Disney CO

Communication Services
-1.05K
- 32.28%
$96.87 - $114.0 $102K - $120K
2.21K $218K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-3.94K
- 99.97%
$32.49 - $37.99 $128K - $150K
1 $0
VTV
Vanguard Value ETF

ETFs
-892
- 18.12%
$167.73 - $179.21 $150K - $160K
4.03K $696K
PLTR
Palantir Technologies Inc.

Technology
-2.02K
- 45.84%
$64.98 - $124.62 $131K - $252K
2.39K $201K
DAL
Delta Air Lines, Inc.

Industrials
-240
- 3.43%
$43.6 - $69.06 $10.5K - $16.6K
6.77K $294K
PAYX
Paychex Inc

Industrials
-1.3K
- 23.27%
$136.06 - $154.52 $177K - $201K
4.3K $662K
UNH
Unitedhealth Group Inc

Healthcare
-292
- 15.27%
$461.52 - $548.18 $135K - $160K
1.62K $848K
TFC
Truist Financial Corp

Financial Services
-946
- 2.7%
$39.48 - $48.15 $37.3K - $45.5K
34.1K $1.4M
DHR
Danaher Corp

Healthcare
-383
- 28.31%
$201.62 - $250.59 $77.2K - $96K
970 $198K
CSCO
Cisco Systems, Inc.

Technology
-2.37K
- 16.21%
$58.74 - $64.87 $139K - $154K
12.3K $756K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-502
- 1.5%
$48.06 - $53.73 $24.1K - $27K
33K $1.61M
AXP
American Express CO

Financial Services
-155
- 6.67%
$255.39 - $325.87 $39.6K - $50.5K
2.17K $583K
XOM
Exxon Mobil Corp

Energy
-3.24K
- 12.93%
$105.44 - $118.93 $342K - $385K
21.8K $2.59M
WMB
Williams Companies, Inc.

Energy
-2.77K
- 22.59%
$54.02 - $61.09 $150K - $169K
9.51K $568K
COST
Costco Wholesale Corp

Consumer Defensive
-115
- 25.39%
$890.62 - $1076.86 $102K - $124K
338 $319K
ETR
Entergy Corp

Utilities
-2.5K
- 19.7%
$75.26 - $87.89 $188K - $220K
10.2K $872K
PRU
Prudential Financial Inc

Financial Services
-480
- 9.02%
$105.04 - $122.33 $50.4K - $58.7K
4.84K $540K
IYW
Ishares Dj Us Tech ETF

ETFs
-53
- 1.23%
$140.44 - $166.79 $7.44K - $8.84K
4.27K $599K
ACN
Accenture PLC

Technology
-220
- 51.04%
$300.91 - $398.25 $66.2K - $87.6K
211 $65K
PEP
Pepsico Inc

Consumer Defensive
-388
- 3.71%
$142.64 - $156.42 $55.3K - $60.7K
10.1K $1.51M
MBB
Ishares Tr

ETFs
-901
- 36.9%
$90.37 - $94.08 $81.4K - $84.8K
1.54K $144K
AMD
Advanced Micro Devices Inc

Technology
-592
- 65.56%
$96.63 - $129.55 $57.2K - $76.7K
311 $31K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.02K
- 95.56%
$23.16 - $27.04 $69.9K - $81.6K
140 $3K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-3.02K
- 45.31%
$27.81 - $30.21 $83.9K - $91.1K
3.64K $107K
MO
Altria Group, Inc.

Consumer Defensive
-2.27K
- 29.6%
$50.81 - $60.02 $115K - $136K
5.4K $323K
QCOM
Qualcomm Inc

Technology
-502
- 9.96%
$151.94 - $175.86 $76.3K - $88.3K
4.54K $697K
PEG
Public Service Enterprise Group Inc

Utilities
-811
- 17.17%
$78.2 - $90.39 $63.4K - $73.3K
3.91K $322K
PANW
Palo Alto Networks Inc

Technology
-403
- 59.09%
$167.82 - $208.28 $67.6K - $83.9K
279 $47K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-2.7K
- 40.58%
$24.88 - $26.85 $67.2K - $72.5K
3.96K $99K
MA
Mastercard Inc

Financial Services
-158
- 25.73%
$504.67 - $576.31 $79.7K - $91.1K
456 $249K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-94
- 0.54%
$69.82 - $78.67 $6.56K - $7.39K
17.4K $1.22M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-238
- 2.29%
$92.51 - $102.81 $22K - $24.5K
10.2K $940K
COP
Conocophillips

Energy
-1.12K
- 14.64%
$88.6 - $105.85 $99.4K - $119K
6.54K $686K
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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