Ratio Wealth Group Purchases and Sells in Q1 2024

Ratio Wealth Group

$516 Million
Q1 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	89.7K + 19.32%	$79.39 - $81.28 $7.12M - $7.29M	554K $44.6M
VOO	1.7K + 2.79%	$429.43 - $481.35 $728K - $816K	62.6K $30.1M
VIG	4.25K + 3.26%	$168.47 - $182.98 $717K - $778K	135K $24.6M
MOAT	15K + 7.37%	$82.58 - $89.9 $1.24M - $1.34M	218K $19.6M
VEA	29.1K + 7.8%	$46.21 - $50.27 $1.35M - $1.46M	402K $20.2M
VYM	5.27K + 3.04%	$109.98 - $120.99 $580K - $638K	179K $21.6M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	68.9K New	$50.36 - $51.06 $3.47M - $3.52M	68.9K $3.48M
SMCI	265 New	$280.64 - $1188.07 $74.4K - $315K	265 $267K
AVGO	201 New	$1049.01 - $1407.01 $211K - $283K	201 $266K
OKE	2.58K New	$67.94 - $80.17 $175K - $207K	2.58K $206K
JPM	1.03K New	$167.09 - $200.3 $171K - $205K	1.03K $205K
ARK 21SHARES BITCOIN ETF	4.38K New	N/A	4.38K $0

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BFST	-5.63K - 4.02%	$21.09 - $24.51 $119K - $138K	134K $2.99M
AAPL	-331 - 2.84%	$169.0 - $195.18 $55.9K - $64.6K	11.3K $1.94M
GOOGL	-815 - 15.03%	$131.4 - $153.51 $107K - $125K	4.61K $695K
UNH	-30 - 6.45%	$472.6 - $545.42 $14.2K - $16.4K	435 $215K
ILF	-6 - 0.04%	$27.27 - $28.74 $164 - $172	17K $483K
JNJ	-42 - 1.82%	$155.22 - $162.74 $6.52K - $6.84K	2.26K $357K

Activity Summary All Purchases 44 New Holdings 7 Increased Positions 37 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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