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CIK: 0001566307
Total reported value
$131.0M
$131.0M
64 檔
31.3%
As reported in its official Q3 2024 Form 13F filing, Ramiah Investment Group's tracked investment portfolio stood at $131.0M with 64 total positions.
In Q3 2024, Ramiah Investment Group displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.69% | +7.91% | NEW | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.91% | +16.73% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.24% | -0.84% | +7.92% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.49% | -14.53% | EXIT | |
| 5 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 6.29% | — | -2.47% | |
| 6 | ILF | Ishares Latin America 40 ETF | ETF-Other | 5.90% | — | +3.00% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 5.71% | -0.83% | +15.61% | |
| 8 | SLV | Ishares Silver Trust | ETF-Commodities | 5.47% | — | +5.97% | |
| 9 | UGA | United States Gas Fund LP | ETF-Other | 5.18% | — | +9.71% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 3.10% | -0.66% | +28.67% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.09% | -0.49% | +9.49% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.96% | -0.29% | +2.71% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.90% | -0.37% | +2.88% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.68% | -0.37% | -1.17% | |
| 15 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.68% | — | -0.21% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-Other | 1.33% | -0.35% | +2.86% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.27% | -0.25% | +7.81% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.13% | -0.23% | +2.03% | |
| 19 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.04% | -0.61% | +18.48% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.82% | -0.25% | +5.09% | |
| 21 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.79% | +0.36% | NEW | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.79% | +0.51% | NEW | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.79% | -0.13% | +10.27% | |
| 24 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.79% | — | +7.12% | |
| 25 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.78% | -0.16% | +20.66% | |
| 26 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.78% | +0.25% | NEW | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.67% | — | -13.27% | |
| 28 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.67% | -0.11% | +13.18% | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.66% | — | — | |
| 30 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.64% | -0.10% | +9.70% | |
| 31 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.64% | +0.29% | NEW | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | +0.33% | NEW | |
| 33 | DSL | Doubleline Income Solutions | Stock-Other | 0.59% | -0.14% | +10.09% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.54% | — | -20.36% | |
| 35 | MTB | M & T Bank CORP | Stock-Financials | 0.54% | — | -37.02% | |
| 36 | VICI | Vici Properties Inc | Stock-Real Estate | 0.53% | -0.13% | -33.44% | |
| 37 | RF | Regions Financial CORP | Stock-Financials | 0.53% | -0.07% | -35.55% | |
| 38 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.53% | — | -30.84% | |
| 39 | INCY | Incyte CORP | Stock-Healthcare | 0.49% | — | -39.17% | |
| 40 | PAYC | Paycom Software Inc | Stock-Tech | 0.49% | — | -14.74% | |
| 41 | ALGN | Align Technology Inc | Stock-Healthcare | 0.49% | — | -9.96% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.48% | — | -40.96% | |
| 43 | EA | Electronic Arts Inc | Stock-Comm Services | 0.47% | — | -36.09% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.47% | — | -31.88% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | +0.40% | NEW | |
| 46 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.46% | +0.27% | NEW | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.45% | — | -41.36% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.42% | NEW | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.41% | -21.58% | -0.33% | |
| 50 | BIIB | Biogen Inc | Stock-Healthcare | 0.41% | +0.34% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +1% | +15.61% | Add |
| 2 | VOOV | Vanguard S&p 500 Value ETF | +0.8% | +28.67% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +7.92% | Add |
| 4 | SLV | Ishares Silver Trust | +0.5% | +5.97% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +3.52% | Add |
| 6 | EPP | Ishares Msci Pacific Ex Japa | +0.4% | -2.47% | Trim |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +9.49% | Add |
| 8 | ILF | Ishares Latin America 40 ETF | +0.2% | +3.00% | Add |
| 9 | SCHH | Schwab US Reit ETF | +0.2% | +2.86% | Add |
| 10 | BCI | Abrdn Bloomberg All Commodit | +0.1% | +18.48% | Add |
| 11 | HYLS | Ft Tactical High Yield ETF | +0.1% | +20.66% | Add |
| 12 | PDI | Pimco Dynamic Income Fund | +0.1% | +13.18% | Add |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +7.81% | Add |
| 14 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +8.09% | Add |
| 15 | BLV | Vanguard Long-term Bond ETF | +0.1% | +7.12% | Add |
| 16 | VCIT | Vanguard Int-term Corporate | +0.1% | +2.88% | Add |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +10.27% | Add |
| 18 | BIV | Vanguard Intermediate-term B | +0.1% | +8.59% | Add |
| 19 | VGLT | Vanguard Long-term Treasury | +0.1% | +6.30% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +35.49% | Add |
| 21 | BND | Vanguard Total Bond Market | +0.1% | +2.71% | Add |
| 22 | HYT | Blackrock CORP Hi Yld | +0.1% | +9.70% | Add |
| 23 | DSL | Doubleline Income Solutions | +0.1% | +10.09% | Add |
| 24 | VGIT | Vanguard Intermediate-term T | 0% | +5.09% | Add |
| 25 | USXF | Ishares Esg Advance Msci USA | 0% | -0.21% | Trim |
| 26 | RSP | Invesco S&p 500 Equal Weight | 0% | -4.85% | Trim |
| 27 | CRM | Salesforce Inc | -0.1% | -20.36% | Trim |
| 28 | EXPE | Expedia Group Inc | -0.1% | -30.84% | Trim |
| 29 | META | Meta Platforms Inc-class A | -0.2% | -26.96% | Trim |
| 30 | VICI | Vici Properties Inc | -0.2% | -33.44% | Trim |
| 31 | RF | Regions Financial CORP | -0.2% | -35.55% | Trim |
| 32 | MTB | M & T Bank CORP | -0.2% | -37.02% | Trim |
| 33 | ABNB | Airbnb Inc-class A | -0.3% | -23.26% | Trim |
| 34 | MRK | Merck & Co. Inc. | -0.3% | -29.04% | Trim |
| 35 | INTU | Intuit Inc | -0.3% | -31.88% | Trim |
| 36 | INCY | Incyte CORP | -0.3% | -39.17% | Trim |
| 37 | EA | Electronic Arts Inc | -0.3% | -36.09% | Trim |
| 38 | AMGN | Amgen Inc | -0.3% | -41.28% | Trim |
| 39 | REGN | Regeneron Pharmaceuticals | -0.4% | -40.74% | Trim |
| 40 | EW | Edwards Lifesciences CORP | -0.4% | -28.00% | Trim |
| 41 | PANW | Palo Alto Networks Inc | -0.4% | -40.96% | Trim |
| 42 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -41.36% | Trim |
| 43 | BIIB | Biogen Inc | -0.4% | -36.26% | Trim |
| 44 | UGA | United States Gas Fund LP | -0.5% | +9.71% | Add |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -1.7% | -13.16% | Trim |
| 46 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 47 | AXP | American Express Co | — | NEW | New buy |
| 48 | AGG | Ishares Core U.s. Aggregate | — | EXIT | Sold out |
| 49 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 50 | TLH | Ishares 10-20 Year Treasury | — | 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 64 disclosed positions in Q3 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 31.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
JNK
市值: $700.0K
Top Position Liquidated / Trimmed
AGG
前期市值: $217.6K
During Q3 2024, Ramiah Investment Group's top holdings by market value included QQQ (9.7%)、SPY (8.9%)、VTI (7.2%). The largest single position, QQQ, represented 9.7% of total portfolio value.
In Q3 2024, Ramiah Investment Group made 50 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 21 holdings, and fully liquidating 1 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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