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CIK: 0001566307
Total reported value
$131.0M
$131.0M
34 檔
39.8%
At the close of Q3 2025, Ramiah Investment Group disclosed equity holdings valued at approximately $131.0M, spread across 34 reported holdings.
In Q3 2025, Ramiah Investment Group adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 25 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.67% | +16.73% | NEW | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.80% | -0.84% | +10.79% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.55% | +7.91% | NEW | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.11% | -0.83% | +2.35% | |
| 5 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 4.40% | -0.66% | +20.59% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.97% | -0.49% | +62.62% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.75% | -0.29% | +97.60% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.73% | -21.58% | -67.10% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.72% | +1.17% | +205.93% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.51% | +1.12% | NEW | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.50% | +1.67% | +225.21% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 3.49% | +2.62% | NEW | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.44% | +1.17% | NEW | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.94% | -0.37% | +5.30% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.85% | -0.37% | +13.55% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-Other | 1.77% | -0.35% | +27.52% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.44% | -0.25% | +10.86% | |
| 18 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.43% | — | +62.32% | |
| 19 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.38% | -0.61% | +20.97% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.32% | -0.26% | -84.72% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.05% | -0.23% | +4.08% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.97% | -0.25% | +7.20% | |
| 23 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.72% | +0.45% | NEW | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.71% | -0.04% | — | |
| 25 | DSL | Doubleline Income Solutions | Stock-Other | 0.68% | -0.14% | -2.56% | |
| 26 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.60% | -0.16% | +4.64% | |
| 27 | RF | Regions Financial CORP | Stock-Financials | 0.52% | -0.07% | -12.14% | |
| 28 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.51% | -0.11% | -4.57% | |
| 29 | PGX | Invesco Preferred ETF | ETF-Other | 0.49% | -0.10% | -3.90% | |
| 30 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.47% | -0.10% | +2.42% | |
| 31 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.46% | -0.10% | +4.65% | |
| 32 | VICI | Vici Properties Inc | Stock-Real Estate | 0.44% | -0.13% | +4.31% | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.33% | -0.14% | -0.18% | |
| 34 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.26% | -0.05% | +5.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.6% | +54.95% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +2.9% | +51.05% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +2.5% | +205.93% | Add |
| 4 | EEM | Ishares Msci Emerging Market | +2.4% | +225.21% | Add |
| 5 | IVW | Ishares S&p 500 Growth ETF | +2.3% | +199.24% | Add |
| 6 | IJS | Ishares S&p Small-cap 600 Va | +2.3% | +196.81% | Add |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | +2.3% | +209.05% | Add |
| 8 | BND | Vanguard Total Bond Market | +1.7% | +97.60% | Add |
| 9 | VEU | Vanguard Ftse All-world Ex-u | +1.5% | +62.62% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +10.79% | Add |
| 11 | VSGX | Vanguard Esg Intl Stock ETF | +0.7% | NEW | New buy |
| 12 | VOOV | Vanguard S&p 500 Value ETF | +0.6% | +20.59% | Add |
| 13 | USXF | Ishares Esg Advance Msci USA | +0.5% | +62.32% | Add |
| 14 | EWC | Ishares Msci Canada ETF | +0.4% | +125.81% | Add |
| 15 | SCHH | Schwab US Reit ETF | +0.3% | +27.52% | Add |
| 16 | BCI | Abrdn Bloomberg All Commodit | +0.2% | +20.97% | Add |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +13.55% | Add |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | +2.35% | Add |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +10.86% | Add |
| 20 | VGIT | Vanguard Intermediate-term T | 0% | +7.20% | Add |
| 21 | HYLS | Ft Tactical High Yield ETF | 0% | +4.64% | Add |
| 22 | VCIT | Vanguard Int-term Corporate | 0% | +5.30% | Add |
| 23 | BOND | Pimco Active Bond Exchange-t | 0% | +4.08% | Add |
| 24 | XMHIX | Pioneer Muni High Inc Tr | -0.1% | EXIT | Sold out |
| 25 | EIM | Eaton Vance Municipal Bond | -0.1% | EXIT | Sold out |
| 26 | ESML | Ishares Esg Aware Msci USA S | -0.3% | EXIT | Sold out |
| 27 | NVDA | Nvidia CORP | -0.4% | EXIT | Sold out |
| 28 | VCLT | Vanguard Long-term CORP Bond | -0.4% | EXIT | Sold out |
| 29 | VGLT | Vanguard Long-term Treasury | -0.4% | EXIT | Sold out |
| 30 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | EXIT | Sold out |
| 31 | CSGP | Costar Group Inc | -0.4% | EXIT | Sold out |
| 32 | MRK | Merck & Co. Inc. | -0.5% | EXIT | Sold out |
| 33 | WDAY | Workday Inc-class A | -0.5% | EXIT | Sold out |
| 34 | ABBV | Abbvie Inc | -0.5% | EXIT | Sold out |
| 35 | PAYC | Paycom Software Inc | -0.5% | EXIT | Sold out |
| 36 | EW | Edwards Lifesciences CORP | -0.5% | EXIT | Sold out |
| 37 | EBAY | Ebay Inc | -0.5% | EXIT | Sold out |
| 38 | JNJ | Johnson & Johnson | -0.5% | EXIT | Sold out |
| 39 | ADBE | Adobe Inc | -0.5% | EXIT | Sold out |
| 40 | CRM | Salesforce Inc | -0.5% | EXIT | Sold out |
| 41 | EA | Electronic Arts Inc | -0.5% | EXIT | Sold out |
| 42 | SNPS | Synopsys Inc | -0.5% | EXIT | Sold out |
| 43 | INCY | Incyte CORP | -0.5% | EXIT | Sold out |
| 44 | BKNG | Booking Holdings Inc | -0.6% | EXIT | Sold out |
| 45 | INTU | Intuit Inc | -0.7% | EXIT | Sold out |
| 46 | META | Meta Platforms Inc-class A | -0.7% | EXIT | Sold out |
| 47 | MSFT | Microsoft CORP | -0.8% | EXIT | Sold out |
| 48 | BIV | Vanguard Intermediate-term B | -0.8% | EXIT | Sold out |
| 49 | SGOV | Ishares 0-3 Month Treasury B | -8.1% | -84.72% | Trim |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -8.6% | -67.10% | Trim |
According to official SEC Form 13F filings, Ramiah Investment Group reported a total U.S. public equity portfolio value of $131.0M across 34 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, QQQ) accounted for 39.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
VSGX
市值: $721.8K
Top Position Liquidated / Trimmed
BIV
前期市值: $740.1K
During Q3 2025, Ramiah Investment Group's top holdings by market value included SPY (21.7%)、VTI (9.8%)、QQQ (8.6%). The largest single position, SPY, represented 21.7% of total portfolio value.
In Q3 2025, Ramiah Investment Group made 50 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 2 holdings, and fully liquidating 25 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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