Raleigh Capital Management Inc.

13F Filings History

Latest 13F report: Q4 2024 - Jan 17, 2025
Value $: $259M
Signature - Title: Brian Raleigh - PRESIDENT
Location: Cary, NC
Summary: This page shows a list of all the recent 13F filings made by Raleigh Capital Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Raleigh Capital Management Inc. reported 1017 stock holdings with total value $259M as of Q4 2024. Top holdings included FISR, SPY, AAPL, XLSR, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	1,017	$259M	+$31.4M	-$27.8M	+$3.61M	FISR, SPY, AAPL, XLSR, MSFT	13F-HR	1/17/2025, 03:58 PM
Q3 2024	993	$259M	+$36.7M	-$28.3M	+$8.38M	SPY, FISR, IVV, AAPL, XLSR	13F-HR	10/21/2024, 04:02 PM
Q2 2024	982	$235M	+$26.8M	-$23M	+$3.78M	IVV, FISR, SPY, AAPL, SPDW	13F-HR	7/31/2024, 10:35 AM
Q1 2024	956	$232M	+$37.6M	-$31.8M	+$5.82M	SPY, IVV, FISR, XLSR, MSFT	13F-HR	5/13/2024, 01:47 PM
Q4 2023	1,077	$215M	+$22.8M	-$20M	+$2.86M	IVV, SPY, FISR, XLSR, QQQ	13F-HR	2/21/2024, 02:28 PM
Q3 2023	939	$196M	+$22.6M	-$18.5M	+$4.08M	IVV, SPY, FISR, BIL, XLSR	Restatement	12/7/2023, 07:28 PM
Q2 2023	830	$201M	+$20.6M	-$19.6M	+$1.04M	IVV, SPY, FISR, PM, QQQ	13F-HR	7/25/2023, 12:44 PM
Q1 2023	838	$202M	+$36.1M	-$23.2M	+$12.9M	IVV, FISR, PM, SPY, VZ	13F-HR	5/22/2023, 04:10 PM
Q4 2022	760	$192M	+$22.6M	-$14.8M	+$7.75M	IVV, FISR, GILD, PM, VZ	13F-HR	2/7/2023, 01:31 PM
Q3 2022	733	$171M	+$27.9M	-$15.3M	+$12.6M	IVV, FISR, ESGU, GILD, VZ	13F-HR	11/9/2022, 12:27 PM
Q2 2022	560	$173M	+$29.3M	-$17.7M	+$11.7M	IVV, FISR, QQQ, ESGU, VZ	13F-HR	8/30/2022, 03:59 PM
Q1 2022	562	$184M	+$103M	-$9.32M	+$93.8M	IVV, FISR, ESGU, SPY, QQQ	13F-HR	5/12/2022, 02:05 PM
Q4 2021	278	$97.4M				FISR, ESGU, XLSR, SPY, QQQ	13F-HR	2/16/2022, 04:14 PM