Ramiah Investment Group

Q2 2024 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
6/30/2024
Date filed
5/28/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$102,409
Net value change ($000)
-3,938 (-3.7%)
New positions
15
Sold out positions
14
Turnover %
20.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
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)
QQQ 1,072 10.2%
PANW 857 NEW
REGN 828 NEW
BIIB 820 NEW
AMGN 817 NEW
BKNG 776 NEW
MTB 768 NEW
EA 763 NEW
META 759 NEW
VICI 730 NEW
Top Reduces (Value $000, Stocks/ETFs)
RSP -5,296 -44.4%
WFC -994 -100.0%
SNPS -946 -100.0%
JPM -942 -100.0%
BAC -886 -100.0%
FTNT -850 -100.0%
ADSK -815 -100.0%
HBAN -807 -100.0%
SLV -801 -13.5%
ADBE -791 -100.0%
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