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CIK: 0001566307
Total reported value
$131.0M
$131.0M
60 檔
32.4%
The Q4 2024 SEC filing reveals that Ramiah Investment Group held a total portfolio value of $131.0M, covering 60 public equity positions.
Ramiah Investment Group executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 8 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, VTI) accounted for 32.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.71% | +16.73% | NEW | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.38% | +7.91% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.80% | -0.84% | +8.83% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.23% | -0.83% | +11.41% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.50% | -14.53% | EXIT | |
| 6 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 4.91% | — | -9.90% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.89% | — | — | |
| 8 | UGA | United States Gas Fund LP | ETF-Other | 4.89% | — | -9.52% | |
| 9 | ILF | Ishares Latin America 40 ETF | ETF-Other | 4.47% | — | -2.86% | |
| 10 | SLV | Ishares Silver Trust | ETF-Commodities | 4.25% | — | -13.39% | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 3.42% | -0.66% | +18.05% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.68% | -21.58% | +574.41% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.13% | -0.49% | +15.47% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.85% | -0.29% | +1.98% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.79% | -0.37% | +1.57% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.60% | -0.37% | +0.11% | |
| 17 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.55% | — | -5.99% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-Other | 1.35% | -0.35% | +16.28% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.22% | -0.25% | +1.08% | |
| 20 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.09% | -0.61% | +12.24% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.05% | -0.23% | +0.76% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.96% | -0.25% | +25.70% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.90% | +0.51% | NEW | |
| 24 | DSL | Doubleline Income Solutions | Stock-Other | 0.85% | -0.14% | +52.92% | |
| 25 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.71% | -0.16% | -4.92% | |
| 26 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.61% | -0.11% | +4.36% | |
| 27 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.59% | -0.10% | -2.47% | |
| 28 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.59% | -0.10% | — | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.58% | — | -9.76% | |
| 30 | PGX | Invesco Preferred ETF | ETF-Other | 0.58% | -0.10% | — | |
| 31 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.57% | — | -11.62% | |
| 32 | PAYC | Paycom Software Inc | Stock-Tech | 0.56% | — | -3.48% | |
| 33 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.56% | +0.29% | NEW | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | +0.33% | NEW | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.52% | — | -31.76% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.48% | — | +5.77% | |
| 37 | INCY | Incyte CORP | Stock-Healthcare | 0.48% | — | -3.83% | |
| 38 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.47% | +0.33% | NEW | |
| 39 | EA | Electronic Arts Inc | Stock-Comm Services | 0.46% | — | -1.34% | |
| 40 | MTB | M & T Bank CORP | Stock-Financials | 0.46% | — | -16.02% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.45% | — | +82.04% | |
| 42 | RF | Regions Financial CORP | Stock-Financials | 0.45% | -0.07% | -13.05% | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.44% | +0.36% | NEW | |
| 44 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.43% | +0.25% | NEW | |
| 45 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.43% | — | +6.29% | |
| 46 | ALGN | Align Technology Inc | Stock-Healthcare | 0.41% | — | +6.60% | |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.41% | -0.14% | +25.18% | |
| 48 | VICI | Vici Properties Inc | Stock-Real Estate | 0.41% | -0.13% | -9.92% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.42% | NEW | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.39% | — | +1.84% |
According to official SEC Form 13F filings, Ramiah Investment Group reported a total U.S. public equity portfolio value of $131.0M across 60 disclosed positions in Q4 2024.
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Top New Position Initiated
TLT
市值: $5.4M
Top Position Liquidated / Trimmed
BNDX
前期市值: $835.1K
During Q4 2024, Ramiah Investment Group's top holdings by market value included SPY (9.7%)、QQQ (9.4%)、VTI (7.8%). The largest single position, SPY, represented 9.7% of total portfolio value.
In Q4 2024, Ramiah Investment Group made 50 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 18 holdings, and fully liquidating 8 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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