$97.5 Million is the total value of Raleigh Capital Management Inc.'s 378 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SSGA ACTIVE TR SPDR SSGA FXD | 8 | Q3 2023 | 7.0% |
| SPDR S&P 500 TR TR UNIT | 8 | Q3 2023 | 3.4% |
| ISHARES TRUST ESG AWARE MSCI USA ETF | 8 | Q3 2023 | 5.5% |
| SSGA ACTIVE TR SPDR SSGA US SCT | 8 | Q3 2023 | 3.7% |
| VERIZON MUNICATIONS INC | 8 | Q3 2023 | 1.9% |
| SPDR INDEX SHS FDS CUSIP NO ISSUER NAME ISSUER DESCRIPTION STATUS | 8 | Q3 2023 | 3.0% |
| ABBVIE INC COM | 8 | Q3 2023 | 2.2% |
| PHILIP MORRIS INTL INC COM | 8 | Q3 2023 | 2.0% |
| INVESCO QQQ TRUST UNIT SER 1 ETF | 8 | Q3 2023 | 3.3% |
| DUKE ENERGY CORP NEW NEW | 8 | Q3 2023 | 1.5% |
View Raleigh Capital Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-30 |
| 13F-HR | 2022-05-12 |
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.