Ramiah Investment Group

Q4 2024 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
12/31/2024
Date filed
5/28/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$109,814
Net value change ($000)
+3,664 (3.5%)
New positions
4
Sold out positions
7
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
TLT 5,374 NEW
BIL 2,508 571.3%
SPY 1,208 12.8%
VTI 875 11.4%
VB 779 12.9%
BIT 644 NEW
PGX 632 NEW
VOOV 468 14.2%
DSL 301 48.0%
VGIT 180 20.6%
Top Reduces (Value $000, Stocks/ETFs)
ILF -1,353 -21.6%
EPP -1,280 -19.2%
SLV -1,145 -19.7%
RSP -843 -12.2%
BNDX -835 -100.0%
JNK -700 -100.0%
VCLT -362 -43.0%
VGLT -352 -42.5%
NVDA -318 -100.0%
AXP -221 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type