Ramiah Investment Group
Latest statistics and disclosures from Ramiah Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, RSP, VTI, VB, QQQE, and represent 55.06% of Ramiah Investment Group's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$22M), RSP (+$15M), QQQE (+$6.4M), VTI, VB, VOOV, CRM, EXEL, VEU, SCHH.
- Started 3 new stock positions in EXEL, RSP, QQQE.
- Reduced shares in these 10 stocks: SPY (-$20M), QQQ (-$7.6M), EEM, EFA, IJS, IVW, IJJ, EWC, JNJ, GOOGL.
- Sold out of its positions in GOOGL, EWC, LRCX, MPLX, WDC.
- Ramiah Investment Group was a net buyer of stock by $2.1M.
- Ramiah Investment Group has $114M in assets under management (AUM), dropping by -0.72%.
- Central Index Key (CIK): 0001566307
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Portfolio Holdings for Ramiah Investment Group
Ramiah Investment Group holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 20.0 | $23M | +1609% | 250k | 91.64 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 12.6 | $15M | NEW | 75k | 191.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.6 | $11M | +7% | 34k | 320.81 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 7.2 | $8.3M | +4% | 32k | 261.92 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 5.6 | $6.4M | NEW | 65k | 98.53 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 4.6 | $5.3M | +5% | 26k | 203.79 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.2 | $4.8M | +4% | 64k | 75.10 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.0 | $3.5M | 47k | 73.64 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 1.9 | $2.2M | +8% | 104k | 21.49 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $2.1M | 25k | 82.75 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.8 | $2.0M | 25k | 79.56 |
|
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 1.6 | $1.8M | +9% | 76k | 24.29 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.4 | $1.6M | -6% | 12k | 141.42 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $1.5M | 19k | 79.27 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.1 | $1.2M | 20k | 59.55 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.0 | $1.2M | 13k | 92.28 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.0 | $1.1M | -13% | 11k | 100.66 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $1.1M | -70% | 11k | 97.13 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.9 | $1.0M | -68% | 7.6k | 132.50 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.9 | $1.0M | -69% | 8.5k | 118.45 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.7 | $825k | -11% | 12k | 71.73 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $745k | -96% | 1.1k | 650.34 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $669k | -3% | 8.7k | 77.18 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $625k | -78% | 5.5k | 113.11 |
|
| Doubleline Income Solutions (DSL) | 0.5 | $623k | -3% | 58k | 10.83 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.5 | $614k | 15k | 40.57 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $614k | -81% | 11k | 56.79 |
|
| salesforce (CRM) | 0.5 | $586k | +66% | 3.1k | 186.67 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $553k | -4% | 28k | 19.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $545k | -93% | 945.00 | 577.18 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $539k | -2% | 11k | 48.05 |
|
| Microsoft Corporation (MSFT) | 0.5 | $535k | +2% | 1.4k | 370.17 |
|
| Pimco Dynamic Income SHS (PDI) | 0.5 | $531k | -4% | 31k | 17.11 |
|
| Johnson & Johnson (JNJ) | 0.4 | $471k | -34% | 1.9k | 244.44 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.4 | $468k | -2% | 6.3k | 74.72 |
|
| Merck & Co (MRK) | 0.4 | $460k | -25% | 3.8k | 120.29 |
|
| Meta Platforms Cl A (META) | 0.4 | $459k | +6% | 802.00 | 572.13 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.4 | $435k | -3% | 40k | 10.88 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $433k | -7% | 969.00 | 446.54 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.4 | $430k | +4% | 51k | 8.52 |
|
| Electronic Arts (EA) | 0.4 | $430k | -14% | 2.1k | 203.87 |
|
| Abbvie (ABBV) | 0.4 | $428k | -3% | 2.0k | 217.49 |
|
| Blackrock Income Tr Com New (BKT) | 0.4 | $426k | -2% | 40k | 10.57 |
|
| Blackrock Multi-sector Incom other (BIT) | 0.4 | $425k | 34k | 12.52 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $421k | +10% | 2.4k | 174.40 |
|
| eBay (EBAY) | 0.4 | $418k | -10% | 4.6k | 91.02 |
|
| Edwards Lifesciences (EW) | 0.4 | $416k | -10% | 5.2k | 80.08 |
|
| Vici Pptys (VICI) | 0.4 | $410k | +5% | 15k | 27.32 |
|
| Apple (AAPL) | 0.4 | $404k | +7% | 1.6k | 253.79 |
|
| Regions Financial Corporation (RF) | 0.3 | $387k | -25% | 15k | 26.12 |
|
| Incyte Corporation (INCY) | 0.3 | $385k | -25% | 4.1k | 94.12 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $369k | -18% | 1.5k | 243.08 |
|
| Intuit (INTU) | 0.3 | $368k | +24% | 852.00 | 432.38 |
|
| Paycom Software (PAYC) | 0.3 | $354k | +37% | 2.9k | 121.54 |
|
| Booking Holdings (BKNG) | 0.3 | $350k | -6% | 83.00 | 4210.33 |
|
| Synopsys (SNPS) | 0.3 | $349k | -3% | 880.00 | 396.48 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.3 | $331k | -4% | 6.0k | 55.35 |
|
| Workday Cl A (WDAY) | 0.3 | $306k | +25% | 2.4k | 129.92 |
|
| CoStar (CSGP) | 0.3 | $291k | +32% | 7.2k | 40.34 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $288k | -14% | 6.1k | 47.02 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $243k | -4% | 4.0k | 60.65 |
|
| Altria (MO) | 0.2 | $237k | +2% | 3.6k | 65.99 |
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.2 | $232k | -2% | 25k | 9.16 |
|
| Exelixis (EXEL) | 0.2 | $225k | NEW | 5.2k | 42.89 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $115k | +5% | 11k | 10.38 |
|
| Blackrock Muniassets Fund (MUA) | 0.1 | $113k | +5% | 11k | 10.61 |
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $112k | 13k | 8.99 |
|
Past Filings by Ramiah Investment Group
SEC 13F filings are viewable for Ramiah Investment Group going back to 2022
- Ramiah Investment Group 2020 Q1 filed May 29, 2026
- Ramiah Investment Group 2020 Q2 filed May 29, 2026
- Ramiah Investment Group 2020 Q3 filed May 29, 2026
- Ramiah Investment Group 2020 Q4 filed May 29, 2026
- Ramiah Investment Group 2021 Q1 filed May 29, 2026
- Ramiah Investment Group 2021 Q2 filed May 29, 2026
- Ramiah Investment Group 2021 Q3 filed May 29, 2026
- Ramiah Investment Group 2021 Q4 filed May 29, 2026
- Ramiah Investment Group 2024 Q1 filed May 29, 2026
- Ramiah Investment Group 2024 Q2 filed May 29, 2026
- Ramiah Investment Group 2024 Q3 filed May 29, 2026
- Ramiah Investment Group 2024 Q4 filed May 29, 2026
- Ramiah Investment Group 2025 Q2 filed May 29, 2026
- Ramiah Investment Group 2022 Q1 amended filed May 29, 2026
- Ramiah Investment Group 2022 Q2 amended filed May 29, 2026
- Ramiah Investment Group 2022 Q3 amended filed May 29, 2026