Ramiah Investment Group

Q1 2025 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
3/31/2025
Date filed
5/29/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
23
Total value ($000)
$12,702
Net value change ($000)
-97,112 (-88.4%)
New positions
1
Sold out positions
38
Turnover %
705.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMGN 153 38.1%
VRTX 133 31.4%
EIM 102 NEW
REGN 75 21.7%
BIIB 40 10.5%
PIONEER MUNICIPAL HIGH INCOME FUND, INC. 2 1.9%
Top Reduces (Value $000, Stocks/ETFs)
SPY -10,665 -100.0%
VTI -8,560 -100.0%
QQQ -6,949 -67.4%
VB -6,837 -100.0%
RSP -6,042 -100.0%
EPP -5,397 -100.0%
TLT -5,374 -100.0%
UGA -5,367 -100.0%
ILF -4,909 -100.0%
SLV -4,662 -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