Ramiah Investment Group

Q3 2024 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
9/30/2024
Date filed
5/28/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$106,150
Net value change ($000)
+3,741 (3.7%)
New positions
4
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VB 1,242 25.8%
VTI 957 14.2%
VOOV 934 39.6%
SPY 792 9.1%
JNK 700 NEW
SLV 682 13.3%
EPP 649 10.8%
ILF 452 7.8%
VEU 332 17.6%
RSP 250 3.8%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -1,342 -11.5%
BIIB -383 -46.7%
EW -351 -48.6%
PANW -347 -40.5%
VRTX -345 -41.8%
REGN -337 -40.7%
AMGN -322 -39.4%
UGA -300 -5.2%
INTU -274 -35.6%
INCY -266 -33.8%
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