Raleigh Capital Management Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $255 Million distributed in 998 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $9.58M, Ssga Active Tr Spdr Ssga Fixed with a value of $9.53M, Ishares Core S&P 500 ETF with a value of $7.11M, Apple Inc. with a value of $6.51M, and Ssga Active Tr Spdr Ssga Us Se with a value of $5.93M.

Examining the 13F form we can see an increase of $22.6M in the current position value, from $232M to 255M. Also it can be appreciated an additional of 80 stocks purchases and 2 closed positions.

Raleigh Capital Management Inc. is based out at Cary, NC

Below you can find more details about Raleigh Capital Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
ETFs: $91.5 Million
Technology: $30.7 Million
Financial Services: $24.3 Million
Healthcare: $22 Million
Utilities: $14.1 Million
Consumer Defensive: $13.6 Million
Communication Services: $13.5 Million
Energy: $12.1 Million
Other: $32 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 998
  • Current Value $255 Million
  • Prior Value $232 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 80 stocks
  • Additional Purchases 407 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 277 stocks
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