Ramiah Investment Group Top Holdings and 13F Report (2026) About Ramiah Investment GroupInvestment ActivityRamiah Investment Group has $131.00 million in total holdings as of June 30, 2026.Ramiah Investment Group owns shares of 79 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 92.21% of the portfolio was purchased this quarter.About 4.41% of the portfolio was sold this quarter.This quarter, Ramiah Investment Group has purchased 35 new stocks and bought additional shares in 13 stocks.Ramiah Investment Group sold shares of 8 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $21,915,459Vanguard Total Stock Market ETF $13,389,897Invesco QQQ $10,358,202Vanguard Small-Cap ETF $9,814,722Vanguard S&P 500 Value ETF $6,083,297 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $13,389,897 Holding922908751 - Vanguard Small-Cap ETF $9,814,722 Holding921932703 - Vanguard S&P 500 Value ETF $6,083,297 Holding922042775 - Vanguard FTSE All-World ex-US ETF $5,678,083 Holding921937835 - Vanguard Total Bond Market ETF $4,189,528 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 28,201 shares (about $21.06M)Vanguard Total Stock Market ETF 36,185 shares (about $13.39M)Vanguard Small-Cap ETF 32,379 shares (about $9.81M)Invesco QQQ 13,121 shares (about $9.66M)Vanguard S&P 500 Value ETF 27,751 shares (about $6.08M) Largest Sales this Quarter Microsoft 751 shares (about $280.14K)Edwards Lifesciences 485 shares (about $43.87K)Altria Group 504 shares (about $36.26K)AbbVie 103 shares (about $25.92K)Meta Platforms 42 shares (about $23.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRamiah Investment Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$21,915,459$21,059,661 ▲2,460.8%29,34716.7%ETFVTIVanguard Total Stock Market ETF$13,389,897$13,389,897 ▲New Holding36,18510.2%ETFQQQInvesco QQQ$10,358,202$9,662,304 ▲1,388.5%14,0667.9%ETFVBVanguard Small-Cap ETF$9,814,722$9,814,722 ▲New Holding32,3797.5%ETFVOOVVanguard S&P 500 Value ETF$6,083,297$6,083,297 ▲New Holding27,7514.6%ETFVEUVanguard FTSE All-World ex-US ETF$5,678,083$5,678,083 ▲New Holding67,7984.3%ETFBNDVanguard Total Bond Market ETF$4,189,528$4,189,528 ▲New Holding57,0703.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,433,402$2,268,752 ▲194.8%25,1202.6%ETFEEMiShares MSCI Emerging Markets ETF$2,993,827$2,993,827 ▲New Holding43,7632.3%ETFEFAiShares MSCI EAFE ETF$2,918,924$2,918,924 ▲New Holding28,0992.2%ETFSCHHSchwab U.S. REIT ETF$2,470,487$2,470,487 ▲New Holding104,3281.9%ETFPSIInvesco Semiconductors ETF$2,373,857$2,373,857 ▲New Holding12,6391.8%ETFSOXXiShares Semiconductor ETF$2,332,366$2,332,366 ▲New Holding3,6401.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,273,066$2,273,066 ▲New Holding27,5021.7%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,159,214$2,159,214 ▲New Holding27,0001.6%ETFSPHBInvesco S&P 500 High Beta ETF$2,138,896$2,138,896 ▲New Holding13,7471.6%ETFESGUiShares ESG Aware MSCI USA ETF$2,063,388$2,063,388 ▲New Holding12,6071.6%ETFROUNDHILL ETF TRUST$1,943,806$1,943,806 ▲New Holding26,3211.5%MEMORY ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,862,858$1,862,858 ▲New Holding20,3281.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,670,694$1,670,694 ▲New Holding21,1401.3%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$1,629,614$1,629,614 ▲New Holding72,9461.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,532,551$403,155 ▲35.7%10,3741.2%ETFIVWiShares S&P 500 Growth ETF$1,461,394$701,266 ▲92.3%10,6261.1%ETFVGITVanguard Intermediate-Term Treasury ETF$1,275,320$1,275,320 ▲New Holding21,6231.0%ETFBONDPimco Total Return ETF$1,234,347$1,234,347 ▲New Holding13,3860.9%ETFISHARES TR$1,121,665$1,121,665 ▲New Holding11,1420.9%0-3 MTH TREASURYVSGXVanguard ESG International Stock ETF$1,038,719$1,038,719 ▲New Holding12,6150.8%ETFBIVVanguard Intermediate-Term Bond ETF$668,154$3,452 ▲0.5%8,7110.5%ETFDSLDoubleLine Income Solutions Fund$636,630$636,630 ▲New Holding57,5620.5%FinanceHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$606,085$606,085 ▲New Holding14,9100.5%ETFEWCiShares MSCI Canada ETF$595,652$595,652 ▲New Holding10,3340.5%ETFPDIPIMCO Dynamic Income Fund$556,444$556,444 ▲New Holding33,3200.4%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$549,515$549,515 ▲New Holding28,0150.4%ETFMRKMerck & Co., Inc.$545,611$54,227 ▲11.0%4,2460.4%HealthcareBNDXVanguard Total International Bond ETF$538,832$538,832 ▲New Holding11,1260.4%ETFAMGNAmgen$526,522$526,522 ▲New Holding1,4540.4%HealthcareGSThe Goldman Sachs Group$520,856$520,856 ▲New Holding5150.4%FinanceAAPLApple$520,269$59,897 ▲13.0%1,7980.4%TechnologyABBVAbbVie$469,309$25,919 ▼-5.2%1,8650.4%HealthcareNVDANVIDIA$468,611$14,607 ▼-3.0%2,3420.4%TechnologyVCLTVanguard Long-Term Corporate Bond ETF$465,722$5,794 ▼-1.2%6,1890.4%ETFJPMJPMorgan Chase & Co.$461,863$461,863 ▲New Holding1,4110.4%FinanceBIIBBiogen$450,485$450,485 ▲New Holding2,0850.3%HealthcareBKTBlackrock Income Trust$445,973$445,973 ▲New Holding41,6020.3%FinancePGXInvesco Preferred ETF$440,841$440,841 ▲New Holding40,6680.3%ETFHYTBlackRock Corporate High Yield Fund$435,800$435,800 ▲New Holding50,9110.3%FinanceBITBlackRock Multi-Sector Income Trust$433,042$433,042 ▲New Holding34,5880.3%FinanceMETAMeta Platforms$428,100$23,658 ▼-5.2%7600.3%Communication ServicesEWEdwards Lifesciences$425,976$43,873 ▼-9.3%4,7090.3%HealthcareIBKRInteractive Brokers Group$423,885$423,885 ▲New Holding4,8700.3%FinanceMUMicron Technology$420,162$420,162 ▲New Holding3640.3%TechnologyRFRegions Financial$416,851$416,851 ▲New Holding13,8030.3%FinanceSANDISK CORP$406,998$406,998 ▲New Holding1790.3%COMGPNGlobal Payments$395,379$395,379 ▲New Holding5,4490.3%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$380,324$37,473 ▲10.9%6,8000.3%ETFGILDGilead Sciences$379,525$379,525 ▲New Holding3,0040.3%HealthcareUNHUnitedHealth Group$367,417$367,417 ▲New Holding8840.3%HealthcareMRVLMarvell Technology$365,213$365,213 ▲New Holding1,2260.3%TechnologyVICIVICI Properties$361,478$361,478 ▲New Holding13,6150.3%Real EstateREGNRegeneron Pharmaceuticals$347,935$347,935 ▲New Holding5580.3%HealthcareVGLTVanguard Long-Term Treasury ETF$333,398$3,863 ▲1.2%6,0420.3%ETFWDCWestern Digital$310,418$310,418 ▲New Holding4860.2%TechnologyINTCIntel$297,970$297,970 ▲New Holding2,1340.2%TechnologyMSFTMicrosoft$258,876$280,138 ▼-52.0%6940.2%TechnologySLBSLB$246,583$246,583 ▲New Holding5,3040.2%EnergyGOOGLAlphabet$246,228$246,228 ▲New Holding6890.2%Communication ServicesLAMRLamar Advertising$245,513$245,513 ▲New Holding1,5740.2%Real EstateBHKBlackRock Core Bond Trust$238,076$238,076 ▲New Holding25,9630.2%FinanceNULGNuveen ESG Large-Cap Growth ETF$227,213$227,213 ▲New Holding1,9410.2%ETFARISTA NETWORKS INC$226,790$226,790 ▲New Holding1,3350.2%COM SHSBMYBristol Myers Squibb$222,817$8,124 ▼-3.5%3,8670.2%HealthcareMOAltria Group$222,397$36,263 ▼-14.0%3,0910.2%Consumer StaplesSHOPIFY INC$214,088$214,088 ▲New Holding1,8750.2%CL A SUB VTG SHSFTITechnipFMC$204,668$204,668 ▲New Holding3,0870.2%EnergyVODVodafone Group$190,215$190,215 ▲New Holding14,3830.1%Communication ServicesMUABlackRock MuniAssets Fund$125,899$8,940 ▲7.6%11,4350.1%FinanceNMZNuveen Municipal High Income Opportunity Fund$124,536$7,970 ▲6.8%11,7820.1%FinanceNADNuveen Quality Municipal Income Fund$123,903$123,903 ▲New Holding10,2230.1%FinanceNUVNuveen Municipal Value Fund$123,391$8,353 ▲7.3%13,3830.1%FinanceCRMSalesforce$0$586,144 ▼-100.0%00.0%TechnologyJNJJohnson & Johnson$0$471,280 ▼-100.0%00.0%HealthcareVRTXVertex Pharmaceuticals$0$432,697 ▼-100.0%00.0%HealthcareEAElectronic Arts$0$430,166 ▼-100.0%00.0%Communication ServicesEBAYeBay$0$417,782 ▼-100.0%00.0%Consumer DiscretionaryINCYIncyte$0$384,857 ▼-100.0%00.0%HealthcareADBEAdobe$0$368,995 ▼-100.0%00.0%TechnologyINTUIntuit$0$368,388 ▼-100.0%00.0%TechnologyPAYCPaycom Software$0$353,560 ▼-100.0%00.0%TechnologyBKNGBooking$0$349,457 ▼-100.0%00.0%Consumer DiscretionarySNPSSynopsys$0$348,902 ▼-100.0%00.0%TechnologyWDAYWorkday$0$306,092 ▼-100.0%00.0%TechnologyCSGPCoStar Group$0$291,134 ▼-100.0%00.0%Real EstateEXELExelixis$0$224,658 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
