Ramiah Investment Group

Q4 2022 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
12/31/2022
Date filed
5/29/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
32
Total value ($000)
$18,568
Net value change ($000)
+2,029 (12.3%)
New positions
18
Sold out positions
22
Turnover %
75.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOOV 1,347 NEW
BOND 842 NEW
INTU 772 NEW
FRCB 760 NEW
NOW 744 NEW
EXPE 705 NEW
SBNY 628 NEW
BNDX 393 NEW
ADBE 269 44.4%
MMU 152 NEW
Top Reduces (Value $000, Stocks/ETFs)
PNC -792 -100.0%
ESGU -770 -100.0%
BKNG -762 -100.0%
JPM -751 -100.0%
AMGN -746 -100.0%
VOO -278 -100.0%
BHK -198 -100.0%
EIM -170 -100.0%
DSM -166 -100.0%
LEO -164 -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.
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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