Ramiah Investment Group

Q1 2024 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
3/31/2024
Date filed
5/28/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$106,347
Net value change ($000)
+92,205 (652.0%)
New positions
40
Sold out positions
3
Turnover %
89.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RSP 11,931 NEW
QQQ 10,559 NEW
SPY 8,447 NEW
VTI 6,558 NEW
SLV 5,926 NEW
ILF 5,802 NEW
EPP 5,713 NEW
UGA 5,407 NEW
VB 4,944 NEW
VOOV 2,395 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQM -452 -100.0%
IJR -449 -100.0%
EXPE -390 -32.7%
IBND -297 -100.0%
ADBE -264 -25.0%
INCY -61 -9.9%
VRTX -51 -6.7%
STT -40 -5.4%
FLOT -15 -4.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type