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

About Ramiah Investment Group

Investment Activity

  • Ramiah Investment Group has $91.67 million in total holdings as of March 31, 2025.
  • Ramiah Investment Group owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 58.51% of the portfolio was purchased this quarter.
  • About 62.52% of the portfolio was sold this quarter.
  • This quarter, Ramiah Investment Group has purchased 37 new stocks and bought additional shares in 18 stocks.
  • Ramiah Investment Group sold shares of 4 stocks and completely divested from 15 stocks this quarter.

Largest New Holdings this Quarter

78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$2,911,418 Holding
921937819 - Vanguard Intermediate-Term Bond ETF
$775,751 Holding
925652109 - VICI Properties
$546,222 Holding
09258A107 - BlackRock Multi-Sector Income Trust
$496,288 Holding
46138E511 - Invesco Preferred ETF
$491,492 Holding

Largest Purchases this Quarter

VanEck Floating Rate ETF
1,725,606 shares (about $44.09M)
Vanguard Small-Cap ETF
4,123 shares (about $914.28K)
Vanguard Intermediate-Term Bond ETF
10,131 shares (about $775.75K)
VICI Properties
16,745 shares (about $546.22K)

Largest Sales this Quarter

iShares ESG Advanced MSCI USA ETF
20,569 shares (about $959.96K)
Regions Financial
18,858 shares (about $409.78K)
BlackRock Corporate High Yield Fund
3,150 shares (about $30.18K)

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
VanEck Floating Rate ETF stock logo
FLTR
VanEck Floating Rate ETF
$44,615,921$44,089,233 8,371.0%1,746,22048.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,998,348$389,895 4.5%16,0869.8%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,964,171$349,596 5.3%25,3397.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,424,892$914,275 20.3%24,4645.9%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$3,150,754$517,021 19.6%17,1063.4%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$2,911,418$2,911,418 New Holding31,7393.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,149,002$398,476 22.8%35,4272.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,939,246$174,225 9.9%26,4022.1%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,859,166$146,025 8.5%22,7392.0%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,626,104$7,889 -0.5%20,6121.8%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,326,801$306,991 30.1%61,6831.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,314,667$140,434 12.0%16,6541.4%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$1,090,254$303,101 38.5%50,8041.2%ETF
PIMCO ETF TR
$1,032,822$84,427 8.9%11,1691.1%ACTIVE BD ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$962,345$239,027 33.0%16,2011.0%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$775,751$775,751 New Holding10,1310.8%ETF
DoubleLine Income Solutions Fund stock logo
DSL
DoubleLine Income Solutions Fund
$730,189$256,359 54.1%57,9060.8%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
$596,551$10,670 1.8%14,5360.7%Manufacturing
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$567,134$959,956 -62.9%12,1520.6%Manufacturing
VICI Properties Inc. stock logo
VICI
VICI Properties
$546,222$546,222 New Holding16,7450.6%Finance
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$536,422$3,267 0.6%27,0920.6%Financial Services
BIT
BlackRock Multi-Sector Income Trust
$496,288$496,288 New Holding34,2740.5%Financial Services
HYT
BlackRock Corporate High Yield Fund
$491,839$30,177 -5.8%51,3400.5%Financial Services
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$491,492$491,492 New Holding43,8050.5%ETF
Regions Financial Co. stock logo
RF
Regions Financial
$449,724$409,784 -47.7%20,6960.5%Finance
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$347,605$83,688 31.7%17,7440.4%ETF
BHK
BlackRock Core Bond Trust
$274,522$3,635 1.3%25,3020.3%Financial Services
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$0$14,167,757 -100.0%00.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$11,131,163 -100.0%00.0%Finance
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$0$6,706,351 -100.0%00.0%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$0$5,967,546 -100.0%00.0%ETF
United States Gasoline Fund LP stock logo
UGA
United States Gasoline Fund
$0$5,732,690 -100.0%00.0%ETF
United States Oil Fund LP stock logo
USO
United States Oil Fund
$0$5,558,343 -100.0%00.0%ETF
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$0$913,985 -100.0%00.0%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$0$882,022 -100.0%00.0%Finance
Bank of America Co. stock logo
BAC
Bank of America
$0$851,144 -100.0%00.0%Finance
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$0$814,284 -100.0%00.0%Finance
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$0$780,944 -100.0%00.0%Finance
Fortinet, Inc. stock logo
FTNT
Fortinet
$0$703,765 -100.0%00.0%Computer and Technology
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$0$621,515 -100.0%00.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$0$579,150 -100.0%00.0%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$0$489,189 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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