Ramiah Investment Group

Q2 2022 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
6/30/2022
Date filed
5/29/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
36
Total value ($000)
$14,515
Net value change ($000)
-3,148 (-17.8%)
New positions
13
Sold out positions
1
Turnover %
39.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2022
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)
IWM 350 106.7%
SCHB 339 NEW
VTEB 319 NEW
AFB 146 NEW
EIM 145 NEW
KTF 140 NEW
DSM 139 NEW
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. 138 NEW
PIONEER MUNICIPAL HIGH INCOME FUND, INC. 138 NEW
EVN 138 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -3,490 -100.0%
BKNG -265 -27.6%
VRTX -229 -20.5%
AKX -190 -21.1%
AMGN -187 -17.9%
CDNS -186 -17.6%
ESGU -178 -18.2%
JPM -162 -18.0%
SVB FINANCIAL GROUP -161 -19.0%
SNPS -158 -15.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type