Ramiah Investment Group

Latest statistics and disclosures from Ramiah Investment Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, VTI, QQQ, VB, VOOV, and represent 51.54% of Ramiah Investment Group's stock portfolio.
  • Added to shares of these 10 stocks: SPY (+$11M), QQQ (+$8.6M), EFA, IVW, EEM, IJS, IJJ, BND, VTI, VEU.
  • Started 9 new stock positions in EFA, QQQ, SGOV, IJS, IJJ, EWC, EEM, VSGX, IVW.
  • Reduced shares in these 10 stocks: FLTR (-$45M), BIV, VICI, DSL, RF, BSCR, PDI, PGX, HYT, HYLS.
  • Sold out of its positions in FLTR, BIV.
  • Ramiah Investment Group was a net buyer of stock by $4.6M.
  • Ramiah Investment Group has $101M in assets under management (AUM), dropping by 10.34%.
  • Central Index Key (CIK): 0001566307

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Portfolio Holdings for Ramiah Investment Group

Ramiah Investment Group holds 34 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 21.7 $22M +104% 33k 666.18
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Vanguard Index Fds Total Stk Mkt (VTI) 9.8 $9.9M +19% 30k 328.17
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Invesco Qqq Tr Unit Ser 1 (QQQ) 8.6 $8.6M NEW 14k 600.37
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Vanguard Index Fds Small Cp Etf (VB) 7.1 $7.2M +15% 28k 254.28
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 4.4 $4.5M +30% 22k 199.47
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.0 $4.0M +58% 56k 71.37
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $3.8M +93% 51k 74.37
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 3.7 $3.8M +29% 41k 91.75
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Ishares Tr Msci Eafe Etf (EFA) 3.7 $3.8M NEW 40k 93.37
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Ishares Tr S&p 500 Grwt Etf (IVW) 3.5 $3.6M NEW 29k 120.72
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Ishares Tr Msci Emg Mkt Etf (EEM) 3.5 $3.5M NEW 66k 53.40
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Ishares Tr Sp Smcp600vl Etf (IJS) 3.5 $3.5M NEW 32k 110.59
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Ishares Tr S&p Mc 400vl Etf (IJJ) 3.4 $3.5M NEW 27k 129.72
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $2.0M +2% 23k 84.11
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Ishares Tr Iboxx Hi Yd Etf (HYG) 1.9 $1.9M +12% 23k 81.19
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Schwab Strategic Tr Us Reit Etf (SCHH) 1.8 $1.8M +34% 83k 21.57
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $1.5M +9% 18k 79.93
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Ishares Tr Esg Msci Usa Etf (USXF) 1.4 $1.4M +107% 25k 57.31
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Abrdn Etfs Bbrg All Comd K1 (BCI) 1.4 $1.4M +27% 65k 21.54
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.3 $1.3M NEW 13k 100.70
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Pimco Etf Tr Active Bd Etf (BOND) 1.1 $1.1M +2% 11k 93.35
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.0 $986k 16k 60.03
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Ishares Msci Cda Etf (EWC) 0.7 $728k NEW 14k 50.55
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Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $722k NEW 10k 69.37
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Doubleline Income Solutions (DSL) 0.7 $684k -3% 56k 12.28
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.6 $610k 15k 42.05
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Regions Financial Corporation (RF) 0.5 $521k -4% 20k 26.37
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Pimco Dynamic Income SHS (PDI) 0.5 $520k -3% 26k 19.80
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $492k -3% 42k 11.60
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BlackRock Corporate High Yield Fund VI (HYT) 0.5 $477k -2% 50k 9.50
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Blackrock Multi-sector Incom other (BIT) 0.5 $464k 35k 13.39
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Vici Pptys (VICI) 0.4 $449k -17% 14k 32.61
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $330k -5% 17k 19.71
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Blackrock Core Bd Tr Shs Ben Int (BHK) 0.3 $261k +3% 26k 9.94
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Past Filings by Ramiah Investment Group

SEC 13F filings are viewable for Ramiah Investment Group going back to 2022