Raleigh Capital Management Inc. Purchases in Q4 2024

Raleigh Capital Management Inc.

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VST
Vistra Corp.

Utilities
5
+ 22.73%
$115.74 - $166.61 $579 - $833
27 $3K
EMB
Ishares Tr

ETFs
21
+ 12.65%
$88.94 - $93.46 $1.87K - $1.96K
187 $16K
L
Loews Corp

Financial Services
10
+ 12.05%
$76.49 - $87.05 $765 - $871
93 $7K
EMLP
First Tr Exchange Traded Iv

ETFs
2
+ 0.64%
$33.69 - $38.24 $67.4 - $76.5
315 $11K
FELE
Franklin Electric CO Inc

Industrials
15
New
$95.71 - $110.4 $1.44K - $1.66K
15 $1K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
562
+ 11.31%
$23.11 - $25.17 $13K - $14.1K
5.53K $127K
VTRS
Viatris Inc

Healthcare
96
+ 53.33%
$11.32 - $13.37 $1.09K - $1.28K
276 $3K
KIM
Kimco Realty Corp

Real Estate
5
+ 1.68%
$22.75 - $25.78 $114 - $129
302 $7K
JBL
Jabil Inc

Technology
5
+ 14.29%
$118.97 - $147.77 $595 - $739
40 $5K
ICVT
Ishares Tr Convertible Bond Et

ETFs
18
+ 14.88%
$83.09 - $89.28 $1.5K - $1.61K
139 $11K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 1.27%
N/A
160 $29K
TAP
Molson Coors Beverage CO

Consumer Defensive
25
+ 23.15%
$53.97 - $63.88 $1.35K - $1.6K
133 $7K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.59K
+ 101.15%
$25.33 - $51.16 $40.2K - $81.2K
3.16K $81K
AME
Ametek Inc

Industrials
3
+ 3.95%
$165.89 - $197.38 $498 - $592
79 $14K
WST
West Pharmaceutical Services Inc

Healthcare
1
+ 4.76%
$285.69 - $344.0 $286 - $344
22 $7K
LKQ
Lkq Corp

Consumer Cyclical
26
+ 44.07%
$36.0 - $39.99 $936 - $1.04K
85 $3K
RE
Everest Re Group LTD

Financial Services
3
+ 150.0%
N/A
5 $1K
SCHX
Schwab Strategic Tr Us Large C

ETFs
47
+ 204.35%
$22.4 - $68.28 $1.05K - $3.21K
70 $1K
XYL
Xylem Inc.

Industrials
10
+ 31.25%
$116.02 - $137.45 $1.16K - $1.37K
42 $4K
South Bow Corp
6
New
N/A
6 $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
2.73K
New
N/A
2.73K $0
CNC
Centene Corp

Healthcare
30
+ 24.0%
$56.71 - $73.94 $1.7K - $2.22K
155 $9K
Veralto Corp
109
+ 35.28%
N/A
418 $0
Victory Portfolios Ii
2.78K
+ 52.87%
N/A
8.03K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
170
+ 200.0%
$27.54 - $83.04 $4.68K - $14.1K
255 $7K
Bunge Global Sa
40
+ 235.29%
N/A
57 $0
Virgin Galactic Holdings Inc
43
New
N/A
43 $0
BIIB
Biogen Inc.

Healthcare
17
+ 31.48%
$146.47 - $191.55 $2.49K - $3.26K
71 $10K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 6.25%
$20.55 - $23.26 $20.6 - $23.3
17 $0
BLHY
Virtus Newfleet High Yield Bon

ETFs
1
+ 2.44%
N/A
42 $0
WERN
Werner Enterprises Inc

Industrials
23
New
$35.64 - $41.8 $820 - $961
23 $0
First Tr Exchange Traded Fd
25
+ 1.13%
N/A
2.25K $0
HIGH
Simplify Exchange Traded Fds E
189
+ 2.79%
N/A
6.95K $0
Blackrock Inc
869
New
N/A
869 $0
Two Hbrs Invt Corp
240
+ 27.91%
N/A
1.1K $0
ATKR
Atkore Inc.

Industrials
0
New
$82.02 - $104.45 $0 - $0
0 $0
America Movil Sab De Cv
4K
New
N/A
4K $0
TBI
True Blue, Inc.

Industrials
45
New
N/A
45 $0
ASTS
Ast Space Mobile, Inc.

Communication Services
7
New
$21.1 - $28.49 $148 - $199
7 $0
TNET
Trinet Group, Inc.

Industrials
4
New
$80.31 - $98.2 $321 - $393
4 $0
TRS
Trimas Corp

Consumer Cyclical
27
New
$24.47 - $28.33 $661 - $765
27 $0
Armour Residential Reit Inc
735
New
N/A
735 $0
T Rowe Price ETF Inc
3.12K
New
N/A
3.12K $0
Arista Networks Inc
2.91K
New
N/A
2.91K $0
APPN
Appian Corp

Technology
20
New
$30.53 - $41.56 $611 - $831
20 $0
Super Micro Computer Inc
55
New
N/A
55 $0
AFIF
Two Rds Shared Tr

ETFs
1
+ 2.33%
$9.13 - $9.23 $9.13 - $9.23
44 $0
TYL
Tyler Technologies Inc

Technology
1
+ 50.0%
$576.64 - $635.69 $577 - $636
3 $1K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 1.18%
$70.63 - $78.23 $70.6 - $78.2
86 $6K
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
Track This Portfolio

Track Raleigh Capital Management Inc. Portfolio

Follow Raleigh Capital Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raleigh Capital Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raleigh Capital Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email