HoldingsChannel.com
Raleigh Capital Management Inc. Top Holdings
As of  03/31/2022, below is a summary of the Raleigh Capital Management Inc. top holdings by largest position size, as per the latest 13f filing made by Raleigh Capital Management Inc.. In the Raleigh Capital Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Raleigh Capital Management Inc. in that top holding, then the share count change between reporting periods, and finally the Raleigh Capital Management Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
ISHARES TR CORE S&P500 (IVV) 19,913 +19,913 $9,034
     IVV19,913+19,913$9,034
SSGA ACTIVE TR SPDR SSGA FXD (FISR) 205,623 -13,263 $5,932
     FISR205,623-13,263$5,932
ISHARES TR ESG AWR MSCI USA (ESGU) 50,952 +1,314 $5,164
     ESGU50,952+1,314$5,164
SPDR S&P 500 TR TR UNIT (SPY) 10,598 +3,619 $4,787
     SPY10,598+3,619$4,787
INVESCO QQQ TR UNIT SER 1 11,937 +3,770 $4,328
     QQQ11,937+3,770$4,328
SSGA ACTIVE TR SPDR SSGA US SCT (XLSR) 84,848 +8,445 $3,841
     XLSR84,848+8,445$3,841
SPDR GOLD TR GOLD (GLD) 20,393 +18,360 $3,684
     GLD20,393+18,360$3,684
SPDR INDEX FDS PORTFOLIO DEVLPD (SPDW) 98,039 +18,996 $3,361
     SPDW98,039+18,996$3,361
ABBVIE INC 18,029 +1,872 $2,923
     ABBV18,029+1,872$2,923
EXXON MOBIL CORP 30,331 +1,076 $2,505
     XOM30,331+1,076$2,505
SPDR INDEX FDS PORTFOLIO EMG MK (SPEM) 57,837 +26,200 $2,235
     SPEM57,837+26,200$2,235
CHEVRON CORP NEW 13,505 +13,363 $2,199
     CVX13,505+13,363$2,199
SPDR BLOOMBERG 1 10 YEAR TIPS ETF (TIPX) 106,009 +106,009 $2,193
     TIPX106,009+106,009$2,193
MERCK & CO INC 26,417 +3,684 $2,168
     MRK26,417+3,684$2,168
ISHARES TR EAFE VALUE (EFV) 42,744 +41,319 $2,149
     EFV42,744+41,319$2,149
SPDR SER TR PORTFOLIO LN TSR (SPTL) 54,760 +14,602 $2,071
     SPTL54,760+14,602$2,071
VERIZON COMMUNICATIONS COM 40,461 +9,062 $2,061
     VZ40,461+9,062$2,061
INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 112,214 +37,546 $1,979
     PDBC112,214+37,546$1,979
PHILIP MORRIS INTL INC 20,680 +20,577 $1,942
     PM20,680+20,577$1,942
SPDR BLOOMBERG 1 3 MONTH T BILL ETF (BIL) 20,091 +8,867 $1,837
     BIL20,091+8,867$1,837
SOUTHERN CO 25,248 +25,127 $1,830
     SO25,248+25,127$1,830
BRITISH AMERN TOB PLC SPONSORED ADR 42,156 +42,156 $1,777
     BTI42,156+42,156$1,777
SPDR PORTFOLIO S&P 600 SM CAP ETF (SPSM) 41,826 +10,985 $1,759
     SPSM41,826+10,985$1,759
SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF (SRLN) 37,512 +15,017 $1,686
     SRLN37,512+15,017$1,686
PFIZER INC 31,919 +31,537 $1,653
     PFE31,919+31,537$1,653
SPDR SER TR PORTFOLIO LN COR (SPLB) 59,242 +4,987 $1,646
     SPLB59,242+4,987$1,646
ISHARES TRUST 1 3 YR TREAS BD ETF (SHY) 19,484 +19,484 $1,624
     SHY19,484+19,484$1,624
GILEAD SCIENCES INC 27,268 +27,194 $1,622
     GILD27,268+27,194$1,622
WISDOMTREE TR NEW ECON REAL ES BLMBG US BULL ETF (USDU) 61,241 +61,241 $1,621
     USDU61,241+61,241$1,621
DUKE ENERGY CORP COM 14,507 +2,312 $1,620
     DUK14,507+2,312$1,620
CROWN CASTLE INTL CORP COM USD0.01 8,723 +2,380 $1,610
     CCI8,723+2,380$1,610
BRISTOL MYERS SQUIBB CO 21,981 +21,862 $1,605
     BMY21,981+21,862$1,605
ENBRIDGE INC 33,407 +8,856 $1,540
     ENB33,407+8,856$1,540
MICROSOFT CORP 4,722 +4,668 $1,456
     MSFT4,722+4,668$1,456
BCE INC NEW 25,293 +4,649 $1,403
     BCE25,293+4,649$1,403
AT&T INC 55,327 +23,531 $1,308
     T55,327+23,531$1,308
WILLIAMS COS INC 38,628 +38,628 $1,291
     WMB38,628+38,628$1,291
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT (VEA) 26,313 +26,313 $1,264
     VEA26,313+26,313$1,264
US BANCORP COM 23,158 +22,999 $1,231
     USB23,158+22,999$1,231
DOMINION ENERGY INC 14,340 +4,555 $1,218
     D14,340+4,555$1,218
VANGUARD INDEX FDS GROWTH (VUG) 4,235 +4,235 $1,218
     VUG4,235+4,235$1,218
SPDR SER TR PORTFOLIO AGRGTE (SPAB) 43,379 -41,569 $1,205
     SPAB43,379-41,569$1,205
BARINGS BDC INC 115,623 +115,623 $1,196
     BBDC115,623+115,623$1,196
ISHARES TR EAFE GRWTH (EFG) 12,424 +11,781 $1,196
     EFG12,424+11,781$1,196
NATIONAL GRID PLC SPONSORED ADR NE 14,919 +14,919 $1,147
     NGG14,919+14,919$1,147
SPDR SER TR PORTFOLIO S&P400 (SPMD) 23,929 +2,709 $1,128
     SPMD23,929+2,709$1,128
ISHARES TR CORE TOTAL USD (IUSB) 22,196 +3,450 $1,102
     IUSB22,196+3,450$1,102
HUNTINGTON BANCSHARES INC (HBAN) 74,054 +73,839 $1,082
     HBAN74,054+73,839$1,082
SPDR SER TR BLOOMBERG EMERGI ISSUER NAME ISSUER DESCRIPTION STATUS (EBND) 46,845 +4,405 $1,065
     EBND46,845+4,405$1,065
JP MORGAN CHASE & CO COM 7,813 +1,814 $1,065
     JPM7,813+1,814$1,065

See Full List: All Stocks Held By Raleigh Capital Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Raleigh Capital Management Inc.

Size ($ in 1000's)
At 03/31/2022: $184,455
At 12/31/2021: $97,539

Raleigh Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Raleigh Capital Management Inc. 13F filings. Link to 13F filings: SEC filings

Raleigh Capital Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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