Raleigh Capital Management Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$235M
Signature - Title
Brian Raleigh - PRESIDENT
Location
1400 Crescent Green Drive, Suite 100, Cary, NC
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 982 $235M +$26.8M -$23M +$3.78M IVV, FISR, SPY, AAPL, SPDW 13F-HR 7/31/2024, 10:35 AM
Q1 2024 959 $232M +$37.6M -$31.8M +$5.83M SPY, IVV, FISR, XLSR, MSFT 13F-HR 5/13/2024, 01:47 PM
Q4 2023 1,078 $215M +$22.8M -$20M +$2.87M IVV, SPY, FISR, XLSR, QQQ 13F-HR 2/21/2024, 02:28 PM
Q3 2023 948 $196M +$22.6M -$18.5M +$4.08M IVV, SPY, FISR, BIL, XLSR Restatement 12/7/2023, 07:28 PM
Q2 2023 836 $201M +$20.6M -$23.6M -$3.02M IVV, SPY, FISR, PM, QQQ 13F-HR 7/25/2023, 12:44 PM
Q1 2023 840 $202M +$36.1M -$25.9M +$10.2M IVV, FISR, PM, SPY, VZ 13F-HR 5/22/2023, 04:10 PM
Q4 2022 766 $192M +$22.5M -$17.1M +$5.43M IVV, FISR, GILD, PM, VZ 13F-HR 2/7/2023, 02:31 PM
Q3 2022 794 $171M +$27.9M -$17.6M +$10.3M IVV, FISR, ESGU, GILD, VZ 13F-HR 11/9/2022, 01:27 PM
Q2 2022 600 $175M +$29.8M -$20.6M +$9.28M IVV, FISR, QQQ, ESGU, VZ 13F-HR 8/30/2022, 03:59 PM
Q1 2022 571 $184M +$103M -$14M +$89.3M IVV, FISR, ESGU, SPY, QQQ 13F-HR 5/12/2022, 02:05 PM
Q4 2021 284 $97.5M $0 $0 FISR, ESGU, XLSR, SPY, QQQ 13F-HR 2/16/2022, 05:14 PM