Ramiah Investment Group

Q4 2023 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
12/31/2023
Date filed
5/29/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
24
Total value ($000)
$14,142
Net value change ($000)
-1,381 (-8.9%)
New positions
10
Sold out positions
15
Turnover %
79.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
STT 746 NEW
VCLT 618 NEW
INCY 615 NEW
QQQM 452 NEW
IJR 449 NEW
EXPE 401 50.7%
FLOT 331 NEW
IBND 297 NEW
NULG 213 NEW
NULV 207 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -3,532 -100.0%
BOND -862 -100.0%
BNDX -454 -100.0%
IYM -321 -100.0%
IEMG -312 -100.0%
MHF -126 -100.0%
NIM -125 -100.0%
FMN -123 -100.0%
MUJ -122 -100.0%
WESTERN ASSET MUNICIPAL PARTNERS FUND INC. -122 -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