Raleigh Capital Management Inc. Top Holdings and 13F Report (2025) About Raleigh Capital Management Inc.Investment ActivityRaleigh Capital Management Inc. has $259.47 million in total holdings as of December 31, 2024.Raleigh Capital Management Inc. owns shares of 1,021 different stocks, but just 110 companies or ETFs make up 80% of its holdings.Approximately 12.09% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Raleigh Capital Management Inc. has purchased 994 new stocks and bought additional shares in 330 stocks.Raleigh Capital Management Inc. sold shares of 355 stocks and completely divested from 63 stocks this quarter.Largest Holdings SPDR SSGA Fixed Income Sector Rotation ETF $9,827,549SPDR S&P 500 ETF Trust $9,297,155Apple $7,603,372SPDR SSGA US Sector Rotation ETF $6,176,818Microsoft $5,497,104 Largest New Holdings this Quarter SPDR SER TR $1,143,182 HoldingBank of Montreal $1,055,143 HoldingBLACKROCK INC $890,431 HoldingMicroStrategy $752,433 HoldingARISTA NETWORKS INC $321,253 Holding Largest Purchases this Quarter SPDR Bloomberg High Yield Bond ETF 27,331 shares (about $2.61M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 24,427 shares (about $2.23M)iShares 0-3 Month Treasury Bond ETF 16,814 shares (about $1.69M)SPDR Portfolio Intermediate Term Corporate Bond ETF 38,941 shares (about $1.28M)SPDR SER TR 44,164 shares (about $1.14M) Largest Sales this Quarter Booz Allen Hamilton 460 shares (about $∞T)Invesco QQQ 6,591 shares (about $3.37M)iShares Core S&P 500 ETF 4,077 shares (about $2.40M)SPDR Portfolio Aggregate Bond ETF 74,025 shares (about $1.85M)Communication Services Select Sector SPDR Fund 13,478 shares (about $1.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRaleigh Capital Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFISRSPDR SSGA Fixed Income Sector Rotation ETF$9,827,549$738,016 ▲8.1%387,5143.8%ETFSPYSPDR S&P 500 ETF Trust$9,297,155$491,730 ▼-5.0%15,8633.6%FinanceAAPLApple$7,603,372$607,278 ▲8.7%30,3622.9%Computer and TechnologyXLSRSPDR SSGA US Sector Rotation ETF$6,176,818$60,280 ▲1.0%115,5842.4%ETFMSFTMicrosoft$5,497,104$246,573 ▲4.7%13,0422.1%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$5,107,793$277,416 ▼-5.2%133,1192.0%ETFNVDANVIDIA$4,931,129$508,153 ▲11.5%36,7201.9%Computer and TechnologyIVViShares Core S&P 500 ETF$4,858,549$2,400,134 ▼-33.1%8,2531.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,419,638$2,233,362 ▲102.2%48,3391.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$4,299,251$2,609,318 ▲154.4%45,0321.7%FinanceAMZNAmazon.com$3,632,069$189,118 ▲5.5%16,5551.4%Retail/WholesaleGOOGLAlphabet$3,287,852$94,274 ▲3.0%17,3681.3%Computer and TechnologyGILDGilead Sciences$2,787,984$278,401 ▼-9.1%30,1831.1%MedicalGLDSPDR Gold Shares$2,720,331$1,090,554 ▲66.9%11,2351.0%FinanceXOMExxon Mobil$2,694,833$689,198 ▲34.4%25,0521.0%Oils/EnergyABBVAbbVie$2,605,082$463,442 ▲21.6%14,6601.0%MedicalVZVerizon Communications$2,588,845$47,108 ▼-1.8%64,7371.0%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$2,546,164$230,241 ▲9.9%74,6021.0%ETFPMPhilip Morris International$2,445,513$323,260 ▼-11.7%20,3200.9%Consumer StaplesAVGOBroadcom$2,405,391$901,413 ▼-27.3%10,3750.9%Computer and TechnologyMETAMeta Platforms$2,286,607$91,933 ▲4.2%3,9050.9%Computer and TechnologyJPMJPMorgan Chase & Co.$2,256,652$82,461 ▼-3.5%9,4140.9%FinanceSPABSPDR Portfolio Aggregate Bond ETF$2,252,601$1,849,887 ▼-45.1%90,1400.9%ETFBMYBristol-Myers Squibb$2,230,688$172,000 ▼-7.2%39,4390.9%MedicalUSBU.S. Bancorp$2,170,750$50,317 ▼-2.3%45,3850.8%FinanceJNJJohnson & Johnson$2,136,440$695,612 ▲48.3%14,7730.8%MedicalIVWiShares S&P 500 Growth ETF$2,080,516$80,512 ▼-3.7%20,4920.8%ETFENBEnbridge$2,056,484$71,027 ▼-3.3%48,4680.8%Oils/EnergyCVXChevron$2,053,335$619,462 ▲43.2%14,1770.8%Oils/EnergyIBMInternational Business Machines$2,043,544$82,217 ▼-3.9%9,2960.8%Computer and TechnologyTSLATesla$2,033,282$595,245 ▲41.4%5,0350.8%Auto/Tires/TrucksKOCoca-Cola$1,983,314$206,519 ▲11.6%31,8550.8%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,944,197$17,429 ▲0.9%43,2810.7%ETFDUKDuke Energy$1,908,586$45,358 ▼-2.3%17,7150.7%UtilitiesSOSouthern$1,882,928$33,093 ▼-1.7%22,8730.7%UtilitiesPNCThe PNC Financial Services Group$1,864,104$278,863 ▼-13.0%9,6660.7%FinanceQUALiShares MSCI USA Quality Factor ETF$1,859,412$27,782 ▲1.5%10,4410.7%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$1,848,610$257,233 ▲16.2%99,9790.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,715,199$46,279 ▼-2.6%33,4670.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,686,851$1,686,751 ▲1,681,400.0%16,8150.7%ETFXELXcel Energy$1,685,656$9,791 ▼-0.6%24,9650.6%UtilitiesTTETotalEnergies$1,683,451$370,382 ▲28.2%30,8890.6%Oils/EnergySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,627,941$1,275,706 ▲362.2%49,6930.6%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$1,610,380$255,002 ▲18.8%82,4570.6%ETFPLDPrologis$1,597,734$224,080 ▲16.3%15,1160.6%FinancePEPPepsiCo$1,591,515$476,116 ▲42.7%10,4660.6%Consumer StaplesPGProcter & Gamble$1,578,189$31,349 ▲2.0%9,4140.6%Consumer StaplesTAT&T$1,568,934$274,468 ▼-14.9%68,9040.6%Computer and TechnologySNYSanofi$1,564,351$19,582 ▼-1.2%32,4350.6%MedicalNGGNational Grid$1,548,098$37,732 ▼-2.4%26,0530.6%UtilitiesPFEPfizer$1,542,109$58,499 ▼-3.7%58,1270.6%MedicalTFCTruist Financial$1,521,011$40,908 ▼-2.6%35,0620.6%FinanceEFViShares MSCI EAFE Value ETF$1,483,083$66,533 ▲4.7%28,2650.6%ETFEFGiShares MSCI EAFE Growth ETF$1,466,216$199,182 ▲15.7%15,1420.6%ETFTRPTC Energy$1,448,813$33,688 ▼-2.3%31,1370.6%Oils/EnergyXLUUtilities Select Sector SPDR Fund$1,406,210$171,736 ▼-10.9%18,5790.5%ETFHBANHuntington Bancshares$1,399,803$271,757 ▼-16.3%86,0360.5%FinancePHParker-Hannifin$1,389,568$74,407 ▼-5.1%2,1850.5%Industrial ProductsAEPAmerican Electric Power$1,381,854$46,667 ▼-3.3%14,9830.5%UtilitiesHDHome Depot$1,304,051$24,509 ▼-1.8%3,3520.5%Retail/WholesaleLYBLyondellBasell Industries$1,296,947$21,612 ▲1.7%17,4630.5%Basic MaterialsMRKMerck & Co., Inc.$1,284,732$55,412 ▼-4.1%12,9140.5%MedicalWMTWalmart$1,251,775$66,948 ▲5.7%13,8550.5%Retail/WholesaleAMGNAmgen$1,245,650$280,721 ▲29.1%4,7790.5%MedicalORealty Income$1,230,113$4,112 ▲0.3%23,0320.5%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,217,992$11,922 ▼-1.0%22,2710.5%ETFCATCaterpillar$1,157,504$108,459 ▼-8.6%3,1910.4%Industrial ProductsSPDR SER TR$1,143,182$1,143,182 ▲New Holding44,1640.4%BLOOMBERG ENHNCDWFCWells Fargo & Company$1,142,714$402,749 ▲54.4%16,2690.4%FinanceSRLNSPDR Blackstone Senior Loan ETF$1,133,008$147,014 ▲14.9%27,1510.4%ETFIVEiShares S&P 500 Value ETF$1,124,184$22,526 ▲2.0%5,8890.4%ETFORCLOracle$1,106,920$5,166 ▼-0.5%6,6430.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,091,674$1,058,181 ▲3,159.5%22,5880.4%ETFVUGVanguard Growth ETF$1,073,032$27,093 ▼-2.5%2,6140.4%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$1,057,214$133,644 ▲14.5%44,4580.4%ETFMCDMcDonald's$1,055,932$52,463 ▲5.2%3,6430.4%Retail/WholesaleBMOBank of Montreal$1,055,143$1,055,143 ▲New Holding10,8720.4%FinanceAREAlexandria Real Estate Equities$1,014,821$385,423 ▲61.2%10,4030.4%FinanceLLYEli Lilly and Company$999,554$122,725 ▲14.0%1,2950.4%MedicalDEODiageo$977,432$23,520 ▲2.5%7,6880.4%Consumer StaplesBRK.BBerkshire Hathaway$974,552$40,342 ▲4.3%2,1500.4%FinanceUNHUnitedHealth Group$967,085$14,162 ▼-1.4%1,9120.4%MedicalETREntergy$963,741$206,381 ▲27.2%12,7110.4%UtilitiesGWXSPDR S&P International Small Cap ETF$945,154$129,578 ▲15.9%30,5040.4%ETFAJGArthur J. Gallagher & Co.$913,184$40,592 ▼-4.3%3,2170.4%FinanceBKBank of New York Mellon$913,178$189,151 ▼-17.2%11,8860.4%FinanceKVUEKenvue$911,404$1,986 ▼-0.2%42,6890.4%Consumer StaplesUPSUnited Parcel Service$902,518$7,188 ▼-0.8%7,1570.3%TransportationBLACKROCK INC$890,431$890,431 ▲New Holding8690.3%COMIUSBiShares Core Total USD Bond Market ETF$876,094$71,641 ▼-7.6%19,3830.3%ManufacturingCSCOCisco Systems$866,069$1,539 ▲0.2%14,6300.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$840,850$8,703 ▼-1.0%17,5840.3%ETFMSMorgan Stanley$835,539$178,020 ▼-17.6%6,6460.3%FinanceVTVVanguard Value ETF$833,340$4,402 ▼-0.5%4,9220.3%ETFPPLPPL$826,974$29,830 ▼-3.5%25,4770.3%UtilitiesMETMetLife$802,218$33,409 ▼-4.0%9,7970.3%FinanceIBKRInteractive Brokers Group$798,500$64,481 ▼-7.5%4,5200.3%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$792,515$56,006 ▲7.6%14,2920.3%ManufacturingVVisa$792,095$5,373 ▼-0.7%2,5060.3%Business ServicesCRMSalesforce$791,499$170,204 ▲27.4%2,3670.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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