Ramiah Investment Group

Q3 2023 13F-HR/A Holdings

Location
Brookfield, WI
Holdings as of
9/30/2023
Date filed
5/29/2026
Form type
13F-HR/A - NEW HOLDINGS
Num holdings
28
Total value ($000)
$15,523
Net value change ($000)
+1,569 (11.2%)
New positions
4
Sold out positions
3
Turnover %
35.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2023
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 3,532 NEW
EW 575 NEW
IYM 321 NEW
IEMG 312 NEW
BIV 58 9.1%
BNDX 38 9.1%
BOND 34 4.1%
VSGX 18 9.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -444 -100.0%
PAYC -385 -39.6%
EXPE -303 -27.7%
EL -288 -40.6%
ADBE -230 -19.0%
JPM -222 -21.6%
VRTX -208 -21.2%
MRNA -194 -27.8%
ADSK -159 -16.9%
NUW -153 -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