Ramiah Investment Group

Q1 2022 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
3/31/2022
Date filed
5/28/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
25
Total value ($000)
$17,663
Net value change ($000)
-130,552 (-88.1%)
New positions
1
Sold out positions
49
Turnover %
443.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2021
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)
PGF 180 NEW
AMGN 65 6.6%
ADBE 50 6.2%
CDNS 49 4.9%
ESGU 43 4.6%
BKNG 37 4.0%
VRTX 22 2.0%
PTC 22 2.5%
JPM 20 2.3%
PGX 9 5.2%
Top Reduces (Value $000, Stocks/ETFs)
SPY -32,314 -100.0%
IWM -27,045 -98.8%
QQQ -25,532 -88.0%
VTI -3,999 -100.0%
VB -3,443 -100.0%
VEU -3,108 -100.0%
BND -3,049 -100.0%
PDP -2,998 -100.0%
AGG -2,781 -100.0%
HYG -1,813 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type