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Ramiah Investment Group Top Holdings and 13F Report (2025)

About Ramiah Investment Group

Investment Activity

  • Ramiah Investment Group has $101.15 million in total holdings as of September 30, 2025.
  • Ramiah Investment Group owns shares of 34 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 49.66% of the portfolio was purchased this quarter.
  • About 45.09% of the portfolio was sold this quarter.
  • This quarter, Ramiah Investment Group has purchased 27 new stocks and bought additional shares in 17 stocks.
  • Ramiah Investment Group sold shares of 8 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

46090E103 - Invesco QQQ
$8,649,531 Holding
464287465 - iShares MSCI EAFE ETF
$3,766,546 Holding
464287309 - iShares S&P 500 Growth ETF
$3,554,963 Holding
464287234 - iShares MSCI Emerging Markets ETF
$3,539,032 Holding
464287879 - iShares S&P Small-Cap 600 Value ETF
$3,531,581 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
16,822 shares (about $11.21M)
Invesco QQQ
14,407 shares (about $8.65M)
iShares MSCI EAFE ETF
40,340 shares (about $3.77M)
iShares S&P 500 Growth ETF
29,448 shares (about $3.55M)
iShares MSCI Emerging Markets ETF
66,274 shares (about $3.54M)

Largest Sales this Quarter

VICI Properties
2,986 shares (about $97.37K)
DoubleLine Income Solutions Fund
2,222 shares (about $27.29K)
Regions Financial
923 shares (about $24.34K)
PIMCO Dynamic Income Fund
826 shares (about $16.35K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRamiah Investment Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$21,922,651$11,206,480 104.6%32,90821.7%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,917,297$1,601,798 19.3%30,2209.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$8,649,531$8,649,531 New Holding14,4078.6%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,189,513$968,807 15.6%28,2747.1%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$4,450,375$1,038,241 30.4%22,3114.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$4,014,634$1,486,209 58.8%56,2514.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,796,013$1,832,486 93.3%51,0423.8%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$3,772,026$859,973 29.5%41,1123.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,766,546$3,766,546 New Holding40,3403.7%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,554,963$3,554,963 New Holding29,4483.5%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$3,539,032$3,539,032 New Holding66,2743.5%Finance
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,531,581$3,531,581 New Holding31,9343.5%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$3,476,237$3,476,237 New Holding26,7983.4%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,964,331$51,728 2.7%23,3541.9%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,875,270$201,760 12.1%23,0971.9%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,788,671$458,168 34.4%82,9241.8%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,457,923$126,769 9.5%18,2401.4%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$1,444,499$748,068 107.4%25,2051.4%Manufacturing
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$1,397,838$303,520 27.7%64,8951.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,330,851$1,330,851 New Holding13,2161.3%ETF
PIMCO ETF TR
$1,065,615$22,965 2.2%11,4151.1%ACTIVE BD ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$986,161$13,627 1.4%16,4281.0%ETF
iShares MSCI Canada ETF stock logo
EWC
iShares MSCI Canada ETF
$727,566$727,566 New Holding14,3930.7%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$721,795$721,795 New Holding10,4050.7%ETF
DoubleLine Income Solutions Fund stock logo
DSL
DoubleLine Income Solutions Fund
$683,794$27,286 -3.8%55,6840.7%Financial Services
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock logo
HYLS
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
$610,097$1,135 -0.2%14,5090.6%Manufacturing
Regions Financial Corporation stock logo
RF
Regions Financial
$521,414$24,340 -4.5%19,7730.5%Finance
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$520,067$16,355 -3.0%26,2660.5%Financial Services
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$492,014$16,124 -3.2%42,4150.5%ETF
HYT
BlackRock Corporate High Yield Fund
$477,358$10,374 -2.1%50,2480.5%Financial Services
BIT
BlackRock Multi-Sector Income Trust
$464,285$5,356 1.2%34,6740.5%Financial Services
VICI Properties Inc. stock logo
VICI
VICI Properties
$448,681$97,373 -17.8%13,7590.4%Finance
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$329,729$20,006 -5.7%16,7290.3%ETF
BlackRock Core Bond Trust stock logo
BHK
BlackRock Core Bond Trust
$261,179$9,681 3.8%26,2760.3%Financial Services
VanEck IG Floating Rate ETF stock logo
FLTR
VanEck IG Floating Rate ETF
$0$44,615,921 -100.0%00.0%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$0$775,751 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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