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
NSC
Norfolk Southern Corp

Industrials
-79
- 5.45%
$227.69 - $259.76 $18K - $20.5K
1.37K $324K
PCAR
Paccar Inc

Industrials
-153
- 99.35%
$96.91 - $112.51 $14.8K - $17.2K
1 $0
CMS
Cms Energy Corp

Utilities
-215
- 89.21%
$64.99 - $75.11 $14K - $16.1K
26 $1K
MMM
3 M CO

Industrials
-449
- 15.36%
$129.7 - $155.12 $58.2K - $69.6K
2.47K $363K
HAL
Halliburton CO

Energy
-504
- 96.74%
$24.15 - $29.9 $12.2K - $15.1K
17 $0
VO
Vanguard Mid Cap ETF

ETFs
-51
- 36.17%
$251.87 - $277.95 $12.8K - $14.2K
90 $23K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-41
- 0.39%
$25.27 - $28.3 $1.04K - $1.16K
10.5K $273K
NDAQ
Nasdaq, Inc.

Financial Services
-171
- 39.22%
$72.17 - $83.76 $12.3K - $14.3K
265 $20K
IEFA
Ishares Tr

ETFs
-192
- 69.82%
$69.57 - $78.65 $13.4K - $15.1K
83 $6K
DD
Du Pont De Nemours, Inc.

Basic Materials
-123
- 4.21%
$72.7 - $84.32 $8.94K - $10.4K
2.8K $209K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-592
- 14.89%
$25.69 - $26.89 $15.2K - $15.9K
3.38K $90K
SYY
Sysco Corp

Consumer Defensive
-78
- 1.85%
$70.0 - $77.13 $5.46K - $6.02K
4.14K $310K
TPR
Tapestry, Inc.

Consumer Cyclical
-196
- 57.14%
$65.63 - $89.21 $12.9K - $17.5K
147 $10K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.16K
- 90.96%
$9.47 - $11.46 $11K - $13.3K
115 $1K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-1.15K
- 9.2%
$12.06 - $13.55 $13.9K - $15.6K
11.3K $144K
F
Ford Motor CO

Consumer Cyclical
-1.37K
- 9.69%
$9.12 - $10.43 $12.5K - $14.3K
12.8K $128K
VMC
Vulcan Materials CO

Basic Materials
-43
- 89.58%
$220.9 - $277.54 $9.5K - $11.9K
5 $1K
ADM
Archer Daniels Midland CO

Consumer Defensive
-167
- 30.04%
$45.22 - $52.17 $7.55K - $8.71K
389 $18K
FTV
Fortive Corp

Technology
-137
- 87.26%
$71.82 - $82.98 $9.84K - $11.4K
20 $1K
BBDC
Barings Bdc, Inc.

Financial Services
-902
- 2.69%
$9.36 - $10.78 $8.44K - $9.72K
32.7K $311K
AIZ
Assurant, Inc.

Financial Services
-44
- 25.73%
$198.92 - $218.67 $8.75K - $9.62K
127 $26K
OMC
Omnicom Group Inc.

Communication Services
-106
- 85.48%
$79.43 - $88.34 $8.42K - $9.36K
18 $1K
SBUX
Starbucks Corp

Consumer Cyclical
-118
- 30.1%
$91.75 - $115.81 $10.8K - $13.7K
274 $26K
HCA
Hca Healthcare, Inc.

Healthcare
-37
- 44.05%
$296.7 - $345.55 $11K - $12.8K
47 $16K
BBY
Best Buy CO Inc

Consumer Cyclical
-85
- 32.08%
$70.3 - $91.1 $5.98K - $7.74K
180 $13K
EVRG
Evergy, Inc.

Utilities
-174
- 49.86%
$59.9 - $69.52 $10.4K - $12.1K
175 $12K
TROW
Price T Rowe Group Inc

Financial Services
-33
- 16.02%
$91.57 - $116.93 $3.02K - $3.86K
173 $15K
CLX
Clorox CO

Consumer Defensive
-39
- 28.26%
$141.76 - $162.89 $5.53K - $6.35K
99 $14K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-213
- 44.75%
$36.63 - $37.45 $7.8K - $7.98K
263 $9K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-103
- 74.1%
$83.18 - $89.27 $8.57K - $9.19K
36 $3K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-537
- 2.77%
$44.72 - $46.25 $24K - $24.8K
18.8K $868K
CHD
Church & Dwight CO Inc

Consumer Defensive
-90
- 21.69%
$101.42 - $113.2 $9.13K - $10.2K
325 $35K
WST
West Pharmaceutical Services Inc

Healthcare
-19
- 86.36%
$199.11 - $347.87 $3.78K - $6.61K
3 $0
GM
General Motors CO

Consumer Cyclical
-127
- 83.55%
$45.22 - $54.92 $5.74K - $6.97K
25 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
-250
- 95.79%
$23.9 - $27.67 $5.98K - $6.92K
11 $0
BEN
Franklin Resources Inc

Financial Services
-366
- 86.73%
$18.92 - $22.24 $6.92K - $8.14K
56 $1K
TAP
Molson Coors Beverage CO

Consumer Defensive
-117
- 87.97%
$52.44 - $62.91 $6.14K - $7.36K
16 $0
FAST
Fastenal CO

Industrials
-114
- 36.66%
$71.11 - $79.98 $8.11K - $9.12K
197 $15K
EA
Electronic Arts Inc.

Communication Services
-48
- 81.36%
$116.53 - $146.29 $5.59K - $7.02K
11 $1K
GIS
General Mills Inc

Consumer Defensive
-98
- 86.73%
$57.56 - $65.3 $5.64K - $6.4K
15 $0
WY
Weyerhaeuser CO

Real Estate
-215
- 82.06%
$27.29 - $31.39 $5.87K - $6.75K
47 $1K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-732
- 97.6%
$5.62 - $10.15 $4.11K - $7.43K
18 $0
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-23
- 1.47%
$86.24 - $97.98 $1.98K - $2.25K
1.54K $134K
ESS
Essex Property Trust, Inc.

Real Estate
-19
- 28.36%
N/A
48 $13K
MKC
Mccormick & CO Inc

Consumer Defensive
-84
- 32.81%
$71.24 - $84.73 $5.98K - $7.12K
172 $14K
XLI
Industrial Sector Spdr

ETFs
-38
- 97.44%
$128.78 - $141.67 $4.89K - $5.38K
1 $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
-106
- 92.17%
$46.82 - $47.8 $4.96K - $5.07K
9 $0
L
Loews Corp

Financial Services
-70
- 75.27%
$81.13 - $91.91 $5.68K - $6.43K
23 $2K
EBAY
Ebay Inc

Consumer Cyclical
-82
- 81.19%
$61.61 - $70.93 $5.05K - $5.82K
19 $1K
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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