| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SSGA ACTIVE TR SPDR SSGA FXD | 11 | Q2 2024 | 7.0% |
| SPDR S&P 500 TR TR UNIT | 11 | Q2 2024 | 3.7% |
| SSGA ACTIVE TR SPDR SSGA US SCT | 11 | Q2 2024 | 3.7% |
| VERIZON MUNICATIONS INC | 11 | Q2 2024 | 1.9% |
| SPDR INDEX SHS FDS CUSIP NO ISSUER NAME ISSUER DESCRIPTION STATUS | 11 | Q2 2024 | 3.0% |
| ISHARES TRUST ESG AWARE MSCI USA ETF | 11 | Q2 2024 | 5.5% |
| INVESCO QQQ TRUST UNIT SER 1 ETF | 11 | Q2 2024 | 3.3% |
| PHILIP MORRIS INTL INC COM | 11 | Q2 2024 | 2.0% |
| ABBVIE INC COM | 11 | Q2 2024 | 2.2% |
| DUKE ENERGY CORP NEW NEW | 11 | Q2 2024 | 1.5% |
View Raleigh Capital Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-21 |
| 13F-HR/A | 2023-12-08 |
| 13F-HR | 2023-12-06 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-22 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
View Raleigh Capital Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.