Raleigh Capital Management Inc. Top Holdings and 13F Report (2025) About Raleigh Capital Management Inc.Investment ActivityRaleigh Capital Management Inc. has $220.84 million in total holdings as of March 31, 2025.Raleigh Capital Management Inc. owns shares of 570 different stocks, but just 103 companies or ETFs make up 80% of its holdings.Approximately 10.88% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Raleigh Capital Management Inc. has purchased 1,017 new stocks and bought additional shares in 117 stocks.Raleigh Capital Management Inc. sold shares of 357 stocks and completely divested from 524 stocks this quarter.Largest Holdings SPDR SSGA Fixed Income Sector Rotation ETF $10,277,070SPDR SSGA US Sector Rotation ETF $6,465,548SPDR Portfolio Developed World ex-US ETF $6,172,178SPDR Portfolio Emerging Markets ETF $5,606,276SPDR S&P 500 ETF Trust $5,178,368 Largest New Holdings this Quarter 78464A367 - SPDR Portfolio Long Term Corporate Bond ETF $1,914,601 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $315,179 Holding38141G104 - The Goldman Sachs Group $204,644 Holding72201R718 - PIMCO Low Duration Exchange-Traded Fund $151,068 Holding48020Q107 - Jones Lang LaSalle $140,317 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 94,917 shares (about $3.46M)iShares 7-10 Year Treasury Bond ETF 21,204 shares (about $2.02M)SPDR Portfolio Long Term Corporate Bond ETF 84,829 shares (about $1.91M)SPDR Portfolio Europe ETF 39,089 shares (about $1.72M)SPDR SER TR 52,001 shares (about $1.44M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 16,815 shares (about $∞T)Rockwell Automation 30 shares (about $∞T)Nucor 69 shares (about $∞T)Jacobs Solutions 1 shares (about $∞T)Jabil 40 shares (about $∞T) 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$10,277,070$248,215 ▲2.5%397,1054.7%ETFXLSRSPDR SSGA US Sector Rotation ETF$6,465,548$597,359 ▲10.2%127,3502.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,172,178$3,455,923 ▲127.2%169,5192.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,606,276$365,392 ▲7.0%142,4002.5%ETFSPYSPDR S&P 500 ETF Trust$5,178,368$3,695,398 ▼-41.6%9,2572.3%FinanceIVViShares Core S&P 500 ETF$3,835,216$802,445 ▼-17.3%6,8251.7%ETFMSFTMicrosoft$3,724,067$1,171,536 ▼-23.9%9,9211.7%Computer and TechnologyAAPLApple$3,457,542$3,286,942 ▼-48.7%15,5651.6%Computer and TechnologyABBVAbbVie$3,185,806$114,190 ▲3.7%15,2051.4%MedicalNVDANVIDIA$3,094,058$885,689 ▼-22.3%28,5481.4%Computer and TechnologyPMPhilip Morris International$3,078,549$146,824 ▼-4.6%19,3951.4%Consumer StaplesSPABSPDR Portfolio Aggregate Bond ETF$2,705,165$402,995 ▲17.5%105,9191.2%ETFSPDR SER TR$2,664,739$1,440,951 ▲117.7%96,1651.2%BLOOMBERG ENHNCDVZVerizon Communications$2,597,273$339,203 ▼-11.6%57,2591.2%Computer and TechnologyXOMExxon Mobil$2,594,223$385,215 ▼-12.9%21,8131.2%EnergyGLDSPDR Gold Shares$2,361,884$875,369 ▼-27.0%8,1971.1%FinanceJNJJohnson & Johnson$2,283,882$166,001 ▼-6.8%13,7721.0%MedicalTTETotalEnergies$2,219,967$221,757 ▲11.1%34,3171.0%EnergyCVXChevron$2,178,042$193,548 ▼-8.2%13,0201.0%EnergyGILDGilead Sciences$2,144,044$1,237,909 ▼-36.6%19,1351.0%MedicalSNYSanofi$2,124,075$325,219 ▲18.1%38,2991.0%MedicalAMZNAmazon.com$2,108,781$1,040,882 ▼-33.0%11,0841.0%Retail/WholesaleENBEnbridge$2,103,216$44,399 ▼-2.1%47,4661.0%EnergyQUALiShares MSCI USA Quality Factor ETF$2,056,342$272,060 ▲15.2%12,0330.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,025,383$2,022,236 ▲64,254.5%21,2370.9%ETFNGGNational Grid$1,999,008$289,669 ▲16.9%30,4680.9%UtilitiesBMYBristol-Myers Squibb$1,979,630$425,775 ▼-17.7%32,4580.9%MedicalGOOGLAlphabet$1,915,399$770,428 ▼-28.7%12,3860.9%Computer and TechnologySPLBSPDR Portfolio Long Term Corporate Bond ETF$1,914,601$1,914,601 ▲New Holding84,8290.9%ETFJPMJPMorgan Chase & Co.$1,896,497$412,858 ▼-17.9%7,7310.9%FinanceUSBU.S. Bancorp$1,887,422$28,752 ▼-1.5%44,7040.9%FinanceIVWiShares S&P 500 Growth ETF$1,866,225$36,017 ▼-1.9%20,1040.8%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$1,854,625$63,980 ▼-3.3%96,6450.8%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$1,833,396$759,226 ▲70.7%75,8810.8%ETFXELXcel Energy$1,776,530$9,273 ▲0.5%25,0960.8%UtilitiesAMGNAmgen$1,744,960$256,089 ▲17.2%5,6010.8%MedicalSRLNSPDR Blackstone Senior Loan ETF$1,740,905$624,187 ▲55.9%42,3270.8%ETFMETAMeta Platforms$1,736,262$514,768 ▼-22.9%3,0120.8%Computer and TechnologySPEUSPDR Portfolio Europe ETF$1,722,770$1,720,305 ▲69,801.8%39,1450.8%ETFPLDPrologis$1,675,135$14,644 ▼-0.9%14,9850.8%FinanceKOCoca-Cola$1,671,361$610,046 ▼-26.7%23,3370.8%Consumer StaplesPNCThe PNC Financial Services Group$1,668,999$30,058 ▼-1.8%9,4950.8%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,645,740$2,788,429 ▼-62.9%17,9410.7%ETFAEPAmerican Electric Power$1,629,155$8,086 ▼-0.5%14,9090.7%UtilitiesSOSouthern$1,615,977$487,138 ▼-23.2%17,5750.7%UtilitiesDYNFiShares U.S. Equity Factor Rotation Active ETF$1,607,355$24,477 ▼-1.5%32,9650.7%ETFPFEPfizer$1,596,623$123,685 ▲8.4%63,0080.7%MedicalPEPPepsiCo$1,511,090$58,177 ▼-3.7%10,0780.7%Consumer StaplesDUKDuke Energy$1,445,402$715,383 ▼-33.1%11,8500.7%UtilitiesTFCTruist Financial$1,403,877$38,928 ▼-2.7%34,1160.6%FinanceTAT&T$1,396,226$552,359 ▼-28.3%49,3720.6%Computer and TechnologyIVEiShares S&P 500 Value ETF$1,383,922$261,653 ▲23.3%7,2620.6%ETFORealty Income$1,359,565$23,494 ▲1.8%23,4370.6%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,298,580$158,759 ▲13.9%25,3730.6%ETFHBANHuntington Bancshares$1,298,387$6,980 ▲0.5%86,5010.6%FinanceTRPTC Energy$1,239,896$230,105 ▼-15.7%26,2630.6%EnergyEFViShares MSCI EAFE Value ETF$1,223,928$441,984 ▼-26.5%20,7660.6%ETFLYBLyondellBasell Industries$1,222,747$6,617 ▼-0.5%17,3690.6%Basic MaterialsPPLPPL$1,203,194$283,213 ▲30.8%33,3200.5%UtilitiesAVGOBroadcom$1,198,408$538,597 ▼-31.0%7,1580.5%Computer and TechnologyPGProcter & Gamble$1,100,158$504,069 ▼-31.4%6,4560.5%Consumer StaplesPHParker-Hannifin$1,096,845$231,651 ▼-17.4%1,8040.5%IndustrialsBMOBank of Montreal$1,086,766$48,422 ▲4.7%11,3790.5%FinanceWFCWells Fargo & Company$1,073,237$94,689 ▼-8.1%14,9500.5%FinanceKVUEKenvue$1,047,905$24,220 ▲2.4%43,6990.5%Consumer StaplesGWXSPDR S&P International Small Cap ETF$1,033,063$58,167 ▲6.0%32,3240.5%ETFHDHome Depot$981,164$247,398 ▼-20.1%2,6770.4%Retail/WholesaleBKBank of New York Mellon$948,156$48,729 ▼-4.9%11,3050.4%FinanceAREAlexandria Real Estate Equities$940,380$22,018 ▼-2.3%10,1650.4%FinanceEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$933,510$721,392 ▼-43.6%46,5130.4%ETFVEAVanguard FTSE Developed Markets ETF$915,119$21,348 ▲2.4%18,0040.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$896,205$755,568 ▼-45.7%26,9620.4%ETFETREntergy$872,582$214,063 ▼-19.7%10,2070.4%UtilitiesIUSBiShares Core Total USD Bond Market ETF$868,423$24,745 ▼-2.8%18,8460.4%ManufacturingLLYEli Lilly and Company$850,961$218,937 ▼-20.5%1,0300.4%MedicalUNHUnitedHealth Group$848,447$152,930 ▼-15.3%1,6200.4%MedicalDEODiageo$833,391$27,769 ▲3.4%7,9530.4%Consumer StaplesVUGVanguard Growth ETF$831,654$137,558 ▼-14.2%2,2430.4%ETFWMTWalmart$804,165$412,178 ▼-33.9%9,1600.4%Retail/WholesaleVVisa$789,738$88,683 ▼-10.1%2,2530.4%Business ServicesJNKSPDR Bloomberg High Yield Bond ETF$760,391$3,531,115 ▼-82.3%7,9790.3%FinanceCSCOCisco Systems$756,504$146,315 ▼-16.2%12,2590.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$754,194$759,994 ▼-50.2%7,5420.3%ETFXLFFinancial Select Sector SPDR Fund$750,854$374,281 ▼-33.3%15,0740.3%ETFXLCCommunication Services Select Sector SPDR Fund$746,671$744,163 ▲29,676.9%7,7420.3%ETFUPSUnited Parcel Service$745,298$41,907 ▼-5.3%6,7760.3%TransportationNFLXNetflix$740,737$19,591 ▼-2.6%7940.3%Consumer DiscretionaryWECWEC Energy Group$731,831$7,411 ▲1.0%6,7150.3%UtilitiesBLACKROCK INC$715,338$106,922 ▼-13.0%7560.3%COMSPSMSPDR Portfolio S&P 600 Small Cap ETF$709,843$1,054,309 ▼-59.8%17,4150.3%ETFQCOMQUALCOMM$697,449$77,119 ▼-10.0%4,5400.3%Computer and TechnologyVTVVanguard Value ETF$696,176$154,092 ▼-18.1%4,0300.3%ETFCOPConocoPhillips$686,867$117,839 ▼-14.6%6,5400.3%EnergyTSLATesla$664,193$640,611 ▼-49.1%2,5630.3%Auto/Tires/TrucksPAYXPaychex$662,808$201,033 ▼-23.3%4,2960.3%Business ServicesMETMetLife$646,298$140,259 ▼-17.8%8,0500.3%FinanceCATCaterpillar$633,823$418,481 ▼-39.8%1,9220.3%IndustrialsAJGArthur J. Gallagher & Co.$632,885$477,858 ▼-43.0%1,8330.3%FinanceMSMorgan Stanley$629,380$145,941 ▼-18.8%5,3950.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$628,461$258,886 ▲70.0%11,6450.3%ETFShowing 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. 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