Ramiah Investment Group

Q3 2022 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
9/30/2022
Date filed
5/29/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
37
Total value ($000)
$16,539
Net value change ($000)
+2,024 (13.9%)
New positions
4
Sold out positions
4
Turnover %
30.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
QQQ 2,607 NEW
BIV 626 NEW
BHK 198 NEW
MMD 162 NEW
ADSK 118 15.5%
BKNG 66 9.5%
FMN 33 24.6%
LEO 29 21.5%
DSM 27 19.4%
EIM 25 17.2%
Top Reduces (Value $000, Stocks/ETFs)
IWM -678 -100.0%
SCHB -339 -100.0%
VTEB -319 -100.0%
PGF -176 -100.0%
ADBE -140 -18.8%
AMGN -112 -13.1%
SNPS -78 -8.8%
PTC -75 -8.2%
VRTX -39 -4.4%
ESGU -30 -3.8%
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