Raleigh Capital Management Inc. Incresed Positions in Q4 2024

Raleigh Capital Management Inc.

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTB
M&T Bank Corp

Financial Services
6
+ 2.26%
$172.48 - $221.95 $1.03K - $1.33K
272 $51K
OXY
Occidental Petroleum Corp

Energy
105
+ 53.3%
$45.36 - $55.91 $4.76K - $5.87K
302 $14K
ZION
Zions Bancorporation, National Association

Financial Services
2
+ 0.4%
$45.62 - $61.73 $91.2 - $123
502 $27K
PHK
Pimco High Income Fund

Financial Services
850
+ 40.48%
$4.85 - $5.16 $4.12K - $4.39K
2.95K $14K
IVZ
Invesco Ltd.

Financial Services
195
+ 110.17%
$16.78 - $18.63 $3.27K - $3.63K
372 $6K
ZM
Zoom Video Communications, Inc.

Technology
1
+ 0.38%
$67.21 - $89.03 $67.2 - $89
261 $21K
VBR
Vanguard Small Cap Value ETF

ETFs
16
+ 22.86%
$197.36 - $217.3 $3.16K - $3.48K
86 $17K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
+ 100.0%
$338.38 - $446.21 $2.71K - $3.57K
16 $6K
CME
Cme Group Inc.

Financial Services
9
+ 20.93%
$221.17 - $246.02 $1.99K - $2.21K
52 $12K
ABNB
Airbnb, Inc.

Consumer Cyclical
19
+ 19.39%
$125.36 - $147.37 $2.38K - $2.8K
117 $15K
AXON
Axon Enterprise, Inc.

Industrials
2
+ 33.33%
$399.22 - $689.78 $798 - $1.38K
8 $4K
RWX
Spdr Dow Jones International R

ETFs
153
+ 36.43%
$22.73 - $27.57 $3.48K - $4.22K
573 $13K
ABC
Amerisourcebergen Corp

Healthcare
12
+ 26.67%
N/A
57 $10K
CHY
Calamos Convertible & High Income Fund

Financial Services
100
+ 11.24%
$11.79 - $12.56 $1.18K - $1.26K
990 $12K
CHD
Church & Dwight CO Inc

Consumer Defensive
22
+ 5.6%
$99.11 - $112.25 $2.18K - $2.47K
415 $43K
MNST
Monster Beverage Corp

Consumer Defensive
50
+ 18.52%
$49.24 - $56.38 $2.46K - $2.82K
320 $16K
PCAR
Paccar Inc

Industrials
10
+ 6.94%
$97.92 - $118.41 $979 - $1.18K
154 $16K
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 2.5%
$156.46 - $195.69 $469 - $587
123 $21K
PFL
Pimco Income Strategy Fund

Financial Services
245
+ 18.42%
$8.27 - $8.77 $2.03K - $2.15K
1.58K $13K
PNNT
Pennantpark Investment Corp

Financial Services
325
+ 18.84%
$6.64 - $7.08 $2.16K - $2.3K
2.05K $14K
CTRA
Coterra Energy Inc.

Energy
60
+ 60.61%
$22.71 - $27.63 $1.36K - $1.66K
159 $4K
ES
Eversource Energy

Utilities
136
+ 25.19%
$55.9 - $67.73 $7.6K - $9.21K
676 $38K
CMS
Cms Energy Corp

Utilities
39
+ 19.31%
$65.76 - $71.94 $2.56K - $2.81K
241 $16K
SWKS
Skyworks Solutions, Inc.

Technology
25
+ 100.0%
$83.18 - $99.15 $2.08K - $2.48K
50 $4K
CPRT
Copart Inc

Consumer Cyclical
10
+ 4.1%
$51.36 - $63.8 $514 - $638
254 $14K
MCD
Mcdonalds Corp

Consumer Cyclical
181
+ 5.23%
$288.47 - $316.54 $52.2K - $57.3K
3.64K $1.06M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
55
+ 22.09%
$44.21 - $46.46 $2.43K - $2.56K
304 $13K
ITRI
Itron, Inc.

Technology
8
+ 1.9%
$101.26 - $124.45 $810 - $996
428 $46K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 5.56%
$521.84 - $558.82 $1.04K - $1.12K
38 $20K
WAT
Waters Corp

Healthcare
4
+ 40.0%
$323.11 - $392.01 $1.29K - $1.57K
14 $5K
GRMN
Garmin LTD

Technology
3
+ 13.64%
$161.91 - $220.77 $486 - $662
25 $5K
HES
Hess Corp

Energy
17
+ 17.53%
$127.66 - $148.65 $2.17K - $2.53K
114 $15K
FE
Firstenergy Corp

Utilities
64
+ 36.78%
$39.14 - $44.52 $2.5K - $2.85K
238 $9K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
15
+ 20.0%
$62.09 - $82.32 $931 - $1.23K
90 $6K
KEYS
Keysight Technologies, Inc.

Technology
5
+ 3.79%
$149.01 - $172.53 $745 - $863
137 $22K
AON
Aon PLC

Financial Services
3
+ 3.9%
$344.14 - $393.31 $1.03K - $1.18K
80 $28K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.32%
$129.96 - $144.97 $130 - $145
315 $43K
WES
Western Midstream Partners, LP

Energy
60
+ 16.0%
$35.7 - $40.71 $2.14K - $2.44K
435 $16K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
25
+ 52.08%
$101.77 - $113.02 $2.54K - $2.83K
73 $7K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.59K
+ 101.15%
$25.33 - $51.16 $40.2K - $81.2K
3.16K $81K
SCHG
Schwab Strategic Tr Us Large C

ETFs
636
+ 300.0%
$25.93 - $105.3 $16.5K - $67K
848 $23K
SNA
Snap On Inc

Industrials
1
+ 8.33%
$285.44 - $371.35 $285 - $371
13 $4K
WST
West Pharmaceutical Services Inc

Healthcare
1
+ 4.76%
$285.69 - $344.0 $286 - $344
22 $7K
WFRD
Weatherford International PLC

Energy
16
+ 29.63%
$67.1 - $94.33 $1.07K - $1.51K
70 $5K
PTC
Ptc Inc.

Technology
7
+ 87.5%
$175.97 - $201.89 $1.23K - $1.41K
15 $2K
VST
Vistra Corp.

Utilities
5
+ 22.73%
$115.74 - $166.61 $579 - $833
27 $3K
STLD
Steel Dynamics Inc

Basic Materials
5
+ 8.33%
N/A
65 $6K
TM
Toyota Motor Corp

Consumer Cyclical
1
+ 1.67%
$169.2 - $199.52 $169 - $200
61 $11K
TECH
Bio Techne Corp

Healthcare
25
+ 31.25%
$66.37 - $78.17 $1.66K - $1.95K
105 $7K
Activity Summary
Buys All Purchases 420 New Holdings 90 Increased Positions 330 Sells All Sells 355 Reductions 354 Sold out 1 Options Calls 0 Puts 0
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