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
OKTA
Okta, Inc.

Technology
10
+ 66.67%
$71.81 - $86.11 $718 - $861
25 $1K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.5%
$61.68 - $67.87 $185 - $204
604 $37K
RWL
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.33%
$97.11 - $104.1 $291 - $312
903 $88K
PFG
Principal Financial Group Inc

Financial Services
22
+ 16.92%
$74.91 - $91.26 $1.65K - $2.01K
152 $11K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1
+ 1.2%
$40.97 - $42.66 $41 - $42.7
84 $3K
XYL
Xylem Inc.

Industrials
10
+ 31.25%
$116.02 - $137.45 $1.16K - $1.37K
42 $4K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
11
+ 2.37%
$36.54 - $37.53 $402 - $413
476 $17K
Pimco ETF Tr
62
+ 0.67%
N/A
9.31K $0
INVH
Invitation Homes Inc.

Real Estate
6
+ 6.06%
$31.4 - $34.69 $188 - $208
105 $3K
Bunge Global Sa
40
+ 235.29%
N/A
57 $0
ROKU
Roku, Inc

Communication Services
1
+ 0.24%
$64.08 - $84.12 $64.1 - $84.1
416 $30K
SCHX
Schwab Strategic Tr Us Large C

ETFs
47
+ 204.35%
$22.4 - $68.28 $1.05K - $3.21K
70 $1K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 1.18%
$70.63 - $78.23 $70.6 - $78.2
86 $6K
Veralto Corp
109
+ 35.28%
N/A
418 $0
Victory Portfolios Ii
2.78K
+ 52.87%
N/A
8.03K $0
FNDA
Schwab Fundamental U S Small C

ETFs
23
+ 104.55%
$29.26 - $59.11 $673 - $1.36K
45 $1K
FNDX
Schwab Fundamental U S Large C

ETFs
64
+ 206.45%
$23.49 - $71.77 $1.5K - $4.59K
95 $2K
FNDC
Schwab Fundamental Intl Small

ETFs
1
+ 5.26%
$33.92 - $38.03 $33.9 - $38
20 $0
BLHY
Virtus Newfleet High Yield Bon

ETFs
1
+ 2.44%
N/A
42 $0
First Tr Exchange Traded Fd
25
+ 1.13%
N/A
2.25K $0
EA
Electronic Arts Inc.

Communication Services
3
+ 5.36%
$140.69 - $167.97 $422 - $504
59 $8K
HST
Host Hotels & Resorts, Inc.

Real Estate
10
+ 12.5%
$17.24 - $19.07 $172 - $191
90 $1K
SBAC
Sba Communications Corp

Real Estate
4
+ 22.22%
$198.24 - $249.31 $793 - $997
22 $4K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2
+ 4.35%
$28.89 - $33.95 $57.8 - $67.9
48 $1K
TSCO
Tractor Supply CO

Consumer Cyclical
120
+ 400.0%
$52.59 - $303.74 $6.31K - $36.4K
150 $7K
ABT
Abbott Laboratories

Healthcare
14
+ 0.43%
$111.93 - $119.39 $1.57K - $1.67K
3.27K $370K
ASC
Ardmore Shipping Corp

Industrials
1
+ 1.37%
$11.09 - $18.59 $11.1 - $18.6
74 $0
A
Agilent Technologies, Inc.

Healthcare
13
+ 6.7%
$125.69 - $146.56 $1.63K - $1.91K
207 $27K
FDL
First Tr Morningstar Dividend

ETFs
12
+ 1.01%
$39.59 - $43.95 $475 - $527
1.2K $48K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
17
+ 2.73%
$26.63 - $30.23 $453 - $514
640 $17K
MRNA
Moderna, Inc.

Healthcare
20
+ 30.77%
$36.85 - $63.93 $737 - $1.28K
85 $3K
FID
First Tr Exchange Trded Fd Vi

ETFs
28
+ 2.55%
$16.06 - $17.64 $450 - $494
1.12K $18K
RTX
Raytheon Technologies Corp

Industrials
37
+ 3.69%
$114.45 - $127.21 $4.23K - $4.71K
1.04K $120K
CDW
Cdw Corp

Technology
1
+ 5.26%
$171.49 - $225.64 $171 - $226
20 $3K
FDD
First Trust Stoxx European Sel

ETFs
16
+ 2.13%
$11.07 - $12.33 $177 - $197
768 $8K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
7
+ 1.42%
$9.56 - $10.96 $66.9 - $76.7
499 $4K
STX
Seagate Technology Holdings PLC

Technology
16
+ 13.91%
$86.31 - $112.64 $1.38K - $1.8K
131 $11K
STAG
Stag Industrial, Inc.

Real Estate
1
+ 0.91%
$33.22 - $39.1 $33.2 - $39.1
111 $3K
OC
Owens Corning

Industrials
1
+ 0.55%
$169.41 - $210.81 $169 - $211
183 $31K
OMC
Omnicom Group Inc.

Communication Services
16
+ 14.81%
$85.82 - $105.47 $1.37K - $1.69K
124 $10K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
784
+ 200.0%
$26.93 - $84.95 $21.1K - $66.6K
1.18K $32K
SOXL
Direxion Daily Semiconductor B

ETFs
1
+ 0.56%
$26.3 - $40.82 $26.3 - $40.8
179 $4K
AUSF
Global X Fds Adaptive U S Fact

ETFs
30
+ 0.66%
$41.71 - $45.09 $1.25K - $1.35K
4.59K $192K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.93K
+ 201.93%
$25.79 - $80.4 $75.6K - $236K
4.38K $114K
IFRA
Ishares Tr

ETFs
16
+ 0.41%
$45.94 - $51.71 $735 - $827
3.92K $181K
CGNX
Cognex Corp

Technology
1
+ 0.29%
$35.61 - $43.05 $35.6 - $43.1
349 $12K
FNDF
Schwab Fundamental Intl Large

ETFs
15
+ 2.92%
$32.92 - $37.15 $494 - $557
529 $17K
SBLK
Star Bulk Carriers Corp.

Industrials
9
+ 4.23%
$14.7 - $23.59 $132 - $212
222 $3K
EL
Estee Lauder Companies Inc

Consumer Defensive
20
+ 14.29%
$62.74 - $97.24 $1.25K - $1.94K
160 $11K
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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