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Ramiah Investment Group Top Holdings and 13F Report (2026)

About Ramiah Investment Group

Investment Activity

  • Ramiah Investment Group has $129.68 million in total holdings as of September 30, 2026.
  • Ramiah Investment Group owns shares of 76 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 14.19% of the portfolio was purchased this quarter.
  • About 14.74% of the portfolio was sold this quarter.
  • This quarter, Ramiah Investment Group has purchased 79 new stocks and bought additional shares in 23 stocks.
  • Ramiah Investment Group sold shares of 40 stocks and completely divested from 15 stocks this quarter.

Largest New Holdings this Quarter

81369Y209 - Health Care Select Sector SPDR Fund
$1,900,114 Holding
032108664 - AMPLIFY ETF TR
$1,430,268 Holding
46429B655 - iShares Floating Rate Bond ETF
$923,392 Holding
697435105 - Palo Alto Networks
$271,363 Holding
22788C105 - CrowdStrike
$271,104 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
113,954 shares (about $10.44M)
Health Care Select Sector SPDR Fund
11,282 shares (about $1.90M)
AMPLIFY ETF TR
11,797 shares (about $1.43M)
iShares Floating Rate Bond ETF
18,088 shares (about $923.39K)
Vanguard Total Stock Market ETF
1,211 shares (about $453.20K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
1,917 shares (about $1.46M)
iShares S&P Small-Cap 600 Value ETF
6,960 shares (about $891.58K)
iShares MSCI EAFE ETF
7,222 shares (about $750.29K)
Invesco QQQ
959 shares (about $709.44K)
iShares MSCI Emerging Markets ETF
10,335 shares (about $690.27K)

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
$20,918,941$1,461,962 ▼-6.5%27,43016.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$13,995,079$453,205 ▲3.3%37,39610.8%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$12,305,602$10,442,744 ▲560.6%134,2829.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,696,165$709,439 ▼-6.8%13,1077.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$9,286,607$75,105 ▲0.8%32,6437.2%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$6,115,537$881 ▲0.0%27,7554.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$5,749,323$124,123 ▲2.2%69,2944.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,168,402$164,923 ▲4.1%59,4213.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$2,326,296$891,576 ▼-27.7%18,1601.8%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$2,317,396$18,007 ▲0.8%105,1451.8%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,232,656$690,275 ▼-23.6%33,4281.7%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,168,912$750,294 ▼-25.7%20,8771.7%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$2,141,712$38,864 ▲1.8%12,8401.7%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$2,133,490$48,797 ▲2.3%27,6321.6%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$1,903,256$16,143 ▲0.9%73,5701.5%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,900,114$1,900,114 ▲New Holding11,2821.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,735,819$417,862 ▼-19.4%22,1661.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,713,637$80,572 ▲4.9%22,1831.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,431,989$79,666 ▼-5.3%10,0661.1%ETF
AMPLIFY ETF TR
$1,430,268$1,430,268 ▲New Holding11,7971.1%AMPLIFY CYBERSEC
Pimco Total Return ETF stock logo
BOND
Pimco Total Return ETF
$1,170,212$5,741 ▲0.5%13,4520.9%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,056,373$372,230 ▼-26.1%7,6710.8%ETF
ISHARES TR
$1,040,024$81,752 ▼-7.3%10,3300.8%0-3 MTH TREASURY
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,037,777$15,079 ▲1.5%12,8010.8%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$923,392$923,392 ▲New Holding18,0880.7%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$733,879$491,311 ▼-40.1%12,9520.6%ETF
SLB Limited stock logo
SLB
SLB
$662,300$403,889 ▲156.3%13,5940.5%Energy
Apple Inc. stock logo
AAPL
Apple
$596,106$2,664 ▼-0.4%1,7900.5%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$594,899$22,087 ▼-3.6%4,0940.5%Healthcare
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$593,099$41,604 ▼-6.6%8,1400.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$590,957$21,919 ▼-3.6%1,4020.5%Healthcare
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
$550,425$35,234 ▼-6.0%14,0130.4%ETF
DoubleLine Income Solutions Fund stock logo
DSL
DoubleLine Income Solutions Fund
$543,995$31,620 ▼-5.5%54,4000.4%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$537,150$2,284 ▲0.4%2,3520.4%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$532,305$65,504 ▲14.0%1,6090.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$530,832$20,305 ▼-3.7%7320.4%Communication Services
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$509,812$37,741 ▼-6.9%26,0840.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$487,214$34,262 ▼-6.6%10,3950.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$466,677$21,189 ▼-4.3%1,7840.4%Healthcare
Biogen Inc. stock logo
BIIB
Biogen
$450,405$20,555 ▼-4.4%1,9940.3%Healthcare
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$450,180$13,505 ▼-2.9%5000.3%Finance
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$446,912$20,568 ▼-4.4%31,8540.3%Finance
iShares MSCI Canada ETF stock logo
EWC
iShares MSCI Canada ETF
$429,268$174,031 ▼-28.8%7,3530.3%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$428,221$19,526 ▼-4.4%2,8730.3%Healthcare
Global Payments Inc. stock logo
GPN
Global Payments
$425,746$19,274 ▼-4.3%5,2130.3%Finance
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$404,916$18,198 ▼-4.3%5340.3%Healthcare
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$397,801$18,194 ▼-4.4%4,6570.3%Finance
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$388,785$17,696 ▼-4.4%4,5040.3%Healthcare
BlackRock Corporate High Yield Fund, Inc. stock logo
HYT
BlackRock Corporate High Yield Fund
$376,172$22,971 ▼-5.8%47,9810.3%Finance
BlackRock Multi-Sector Income Trust stock logo
BIT
BlackRock Multi-Sector Income Trust
$367,334$21,435 ▼-5.5%32,6810.3%Finance
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$356,408$2,808 ▲0.8%6,8540.3%ETF
Regions Financial Corporation stock logo
RF
Regions Financial
$354,924$16,101 ▼-4.3%13,2040.3%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$321,015$2,906 ▼-0.9%1,2150.2%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$310,917$13,582 ▼-4.2%8470.2%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$302,491$85,209 ▼-22.0%2840.2%Technology
VICI Properties Inc. stock logo
VICI
VICI Properties
$299,345$13,392 ▼-4.3%13,0320.2%Real Estate
SHOPIFY INC
$291,854$13,792 ▲5.0%1,9680.2%CL A SUB VTG SHS
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$284,143$18,802 ▼-6.2%5,6670.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$271,363$271,363 ▲New Holding6830.2%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$271,104$271,104 ▲New Holding1,0240.2%Technology
ARISTA NETWORKS INC
$259,374$12,419 ▼-4.6%1,2740.2%COM SHS
Fortinet, Inc. stock logo
FTNT
Fortinet
$255,269$255,269 ▲New Holding1,4280.2%Technology
Exelixis, Inc. stock logo
EXEL
Exelixis
$250,579$250,579 ▲New Holding4,2900.2%Healthcare
Microsoft Corporation stock logo
MSFT
Microsoft
$237,986$117,967 ▼-33.1%4640.2%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$237,0710.0%6890.2%Communication Services
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$235,084$235,084 ▲New Holding4370.2%Technology
The Kroger Co. stock logo
KR
Kroger
$233,952$233,952 ▲New Holding3,9910.2%Consumer Staples
Altria Group, Inc. stock logo
MO
Altria Group
$228,956$20,808 ▲10.0%3,4000.2%Consumer Staples
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$220,104$568 ▼-0.3%1,9360.2%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$204,914$204,914 ▲New Holding3,8920.2%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$203,980$203,980 ▲New Holding2,1830.2%Industrials
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$200,166$200,166 ▲New Holding2,3560.2%ETF
Nuveen Municipal Value Fund, Inc. stock logo
NUV
Nuveen Municipal Value Fund
$116,135$5,190 ▲4.7%14,0090.1%Finance
BlackRock MuniAssets Fund, Inc. stock logo
MUA
BlackRock MuniAssets Fund
$114,992$5,787 ▲5.3%12,0410.1%Finance
Nuveen Municipal High Income Opportunity Fund stock logo
NMZ
Nuveen Municipal High Income Opportunity Fund
$111,274$5,708 ▲5.4%12,4190.1%Finance
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$109,397$5,940 ▲5.7%10,8100.1%Finance
Invesco Semiconductors ETF stock logo
PSI
Invesco Semiconductors ETF
$0$2,373,857 ▼-100.0%00.0%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$0$2,332,366 ▼-100.0%00.0%ETF
Invesco S&P 500 High Beta ETF stock logo
SPHB
Invesco S&P 500 High Beta ETF
$0$2,138,896 ▼-100.0%00.0%ETF
ROUNDHILL ETF TRUST
$0$1,943,806 ▼-100.0%00.0%MEMORY ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$0$465,722 ▼-100.0%00.0%ETF
Blackrock Income Trust stock logo
BKT
Blackrock Income Trust
$0$445,973 ▼-100.0%00.0%Finance
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$0$440,841 ▼-100.0%00.0%ETF
SANDISK CORP
$0$406,998 ▼-100.0%00.0%COM
Western Digital Corporation stock logo
WDC
Western Digital
$0$310,418 ▼-100.0%00.0%Technology
Intel Corporation stock logo
INTC
Intel
$0$297,970 ▼-100.0%00.0%Technology
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$0$245,513 ▼-100.0%00.0%Real Estate
BlackRock Core Bond Trust stock logo
BHK
BlackRock Core Bond Trust
$0$238,076 ▼-100.0%00.0%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$0$222,817 ▼-100.0%00.0%Healthcare
TechnipFMC plc stock logo
FTI
TechnipFMC
$0$204,668 ▼-100.0%00.0%Energy
Vodafone Group PLC stock logo
VOD
Vodafone Group
$0$190,215 ▼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
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