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CIK: 0001566307
Total reported value
$131.0M
$131.0M
62 檔
30.3%
At the close of Q2 2024, Ramiah Investment Group disclosed equity holdings valued at approximately $131.0M, spread across 62 reported holdings.
Ramiah Investment Group executed strategic sector rebalancing during Q2 2024, establishing 14 new positions while fully exiting 13 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.36% | +7.91% | NEW | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.46% | +16.73% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.57% | -0.84% | -0.34% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.48% | -14.53% | EXIT | |
| 5 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 5.89% | — | +5.05% | |
| 6 | ILF | Ishares Latin America 40 ETF | ETF-Other | 5.67% | — | +15.02% | |
| 7 | UGA | United States Gas Fund LP | ETF-Other | 5.67% | — | +12.61% | |
| 8 | SLV | Ishares Silver Trust | ETF-Commodities | 5.00% | — | -25.94% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.70% | -0.83% | +2.14% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 2.30% | -0.66% | +1.06% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.90% | -0.29% | +5.85% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.84% | -0.49% | +2.76% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.83% | -0.37% | +5.63% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.70% | -0.37% | +3.60% | |
| 15 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.66% | — | +3.22% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.18% | -0.25% | +1.04% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-Other | 1.15% | -0.35% | +11.96% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.11% | -0.23% | +11.44% | |
| 19 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.91% | -0.61% | +3.18% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.84% | — | — | |
| 21 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.81% | +0.27% | NEW | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.81% | — | +4.27% | |
| 23 | BIIB | Biogen Inc | Stock-Healthcare | 0.80% | +0.34% | NEW | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | +0.40% | NEW | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.78% | -0.25% | +5.60% | |
| 26 | INCY | Incyte CORP | Stock-Healthcare | 0.77% | — | +33.50% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.76% | — | — | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.75% | — | -3.62% | |
| 29 | MTB | M & T Bank CORP | Stock-Financials | 0.75% | — | — | |
| 30 | EA | Electronic Arts Inc | Stock-Comm Services | 0.75% | — | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | +0.33% | NEW | |
| 32 | RF | Regions Financial CORP | Stock-Financials | 0.73% | -0.07% | -5.83% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.72% | +0.51% | NEW | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.72% | -0.13% | +10.98% | |
| 35 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.71% | +0.25% | NEW | |
| 36 | VICI | Vici Properties Inc | Stock-Real Estate | 0.71% | -0.13% | — | |
| 37 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.71% | — | +12.00% | |
| 38 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.71% | +0.36% | NEW | |
| 39 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.71% | +0.33% | NEW | |
| 40 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.67% | — | -6.46% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | +0.42% | NEW | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.66% | — | — | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.66% | — | — | |
| 44 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.65% | -0.16% | +8.23% | |
| 45 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.61% | +0.29% | NEW | |
| 46 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.58% | -0.10% | +10.47% | |
| 47 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.57% | -0.11% | +9.52% | |
| 48 | DSL | Doubleline Income Solutions | Stock-Other | 0.54% | -0.14% | +11.60% | |
| 49 | ALGN | Align Technology Inc | Stock-Healthcare | 0.54% | — | — | |
| 50 | PAYC | Paycom Software Inc | Stock-Tech | 0.51% | — | -8.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +2.09% | Add |
| 2 | UGA | United States Gas Fund LP | +0.6% | +12.61% | Add |
| 3 | EPP | Ishares Msci Pacific Ex Japa | +0.5% | +5.05% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -1.41% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.34% | Trim |
| 6 | INCY | Incyte CORP | +0.3% | +33.50% | Add |
| 7 | USXF | Ishares Esg Advance Msci USA | +0.2% | +3.22% | Add |
| 8 | BND | Vanguard Total Bond Market | +0.2% | +5.85% | Add |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +4.27% | Add |
| 10 | VCIT | Vanguard Int-term Corporate | +0.2% | +5.63% | Add |
| 11 | SCHH | Schwab US Reit ETF | +0.1% | +11.96% | Add |
| 12 | BOND | Pimco Active Bond Exchange-t | +0.1% | +11.44% | Add |
| 13 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | +32.38% | Add |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +11.13% | Add |
| 15 | VB | Vanguard Small-cap ETF | +0.1% | +2.14% | Add |
| 16 | RF | Regions Financial CORP | -0.1% | -5.83% | Trim |
| 17 | EXPE | Expedia Group Inc | -0.1% | -6.46% | Trim |
| 18 | FLTR | Vaneck Ig Floating Rate ETF | -0.1% | -32.71% | Trim |
| 19 | FLOT | Ishares Floating Rate Bond E | -0.1% | -32.64% | Trim |
| 20 | EW | Edwards Lifesciences CORP | -0.2% | -20.66% | Trim |
| 21 | PAYC | Paycom Software Inc | -0.2% | -8.05% | Trim |
| 22 | SLV | Ishares Silver Trust | -0.6% | -25.94% | Trim |
| 23 | RSP | Invesco S&p 500 Equal Weight | -4.7% | -42.67% | Trim |
| 24 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 25 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 26 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 27 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 28 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 29 | FTNT | Fortinet Inc | — | EXIT | Sold out |
| 30 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 31 | BIIB | Biogen Inc | — | NEW | New buy |
| 32 | AMGN | Amgen Inc | — | NEW | New buy |
| 33 | ADSK | Autodesk Inc | — | EXIT | Sold out |
| 34 | HBAN | Huntington Bancshares Inc | — | EXIT | Sold out |
| 35 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 36 | FITB | Fifth Third Bancorp | — | EXIT | Sold out |
| 37 | CFG | Citizens Financial Group | — | EXIT | Sold out |
| 38 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 39 | MTB | M & T Bank CORP | — | NEW | New buy |
| 40 | EA | Electronic Arts Inc | — | NEW | New buy |
| 41 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 42 | VICI | Vici Properties Inc | — | NEW | New buy |
| 43 | STT | State Street CORP | — | EXIT | Sold out |
| 44 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 45 | CRM | Salesforce Inc | — | NEW | New buy |
| 46 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 47 | EL | Estee Lauder Companies-cl A | — | EXIT | Sold out |
| 48 | MRNA | Moderna Inc | — | EXIT | Sold out |
| 49 | ALGN | Align Technology Inc | — | NEW | New buy |
| 50 | NVDA | Nvidia CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Ramiah Investment Group reported a total U.S. public equity portfolio value of $131.0M across 62 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, VTI) accounted for 30.3% of total reported equity market value during Q2 2024.
Top New Position Initiated
PANW
市值: $856.7K
Top Position Liquidated / Trimmed
WFC
前期市值: $993.6K
During Q2 2024, Ramiah Investment Group's top holdings by market value included QQQ (11.4%)、SPY (8.5%)、VTI (6.6%). The largest single position, QQQ, represented 11.4% of total portfolio value.
In Q2 2024, Ramiah Investment Group made 50 total portfolio adjustments, initiating 14 new buys, adding to 13 positions, trimming 10 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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