Ramiah Investment Group
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Ramiah Investment Group reported 50 stock positions worth $104.4 million. Its top holding was Vaneck Ig Floating Rate ETF (FLTR) at 42.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 8.6%) and VG Morningstar TS MKT ETF-US (VTI, 6.7%). Compared with Q4 2024, it opened 1 new position, sold out of 11, added to 10 and reduced 39. The biggest buy was Vaneck Ig Floating Rate ETF (FLTR, shares +21959%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKFIELD, WI
- CIK
- 0001566307
- Portfolio Value
- $104.4M (Q1 2025)
- SEC Filing
- 0001566307-25-000011 ↗ filed Apr 30, 2025
Holdings Value
Holdings 50 stocks · $104.4M
| FLTR Vaneck Ig Floating Rate ETF | 42.75% | 1,746,220 | $44.6M | Add +21959.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.62% | 16,086 | $9.0M | Reduce -11.6% |
| VTI VG Morningstar TS MKT ETF-US | 6.67% | 25,339 | $7.0M | Reduce -14.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.20% | 24,464 | $5.4M | Reduce -14.0% |
| QQQ Invesco QQQ Trust Series 1 | 3.21% | 7,154 | $3.4M | Reduce -64.5% |
| VOOV Vanguard S&P 500 Value ETF | 3.02% | 17,106 | $3.2M | Reduce -16.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.79% | 31,739 | $2.9M | Reduce -1.5% |
| VEU Vanguard Ftse All-World Ex-U | 2.06% | 35,427 | $2.1M | Reduce -12.9% |
| BND Vanguard Total Bond Market | 1.86% | 26,402 | $1.9M | Reduce -6.5% |
| VCIT Vanguard Int-Term Corporate | 1.78% | 22,739 | $1.9M | Reduce -7.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.56% | 20,612 | $1.6M | Reduce -7.5% |
| SCHH Schwab US REIT ETF | 1.27% | 61,683 | $1.3M | Reduce -12.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.26% | 16,654 | $1.3M | Reduce -2.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 1.04% | 50,804 | $1.1M | Reduce -16.2% |
| BOND PIMCO Active Bond Exchange-T | 0.99% | 11,169 | $1.0M | Reduce -12.8% |
| VGIT Vanguard Intermediate-Term T | 0.92% | 16,201 | $962K | Reduce -10.9% |
| BIV Vanguard Intermediate-Term B | 0.74% | 10,131 | $776K | Reduce -23.2% |
| DSL Doubleline Income Solutions | 0.70% | 57,906 | $730K | Reduce -21.6% |
| HYLS FT Tactical High Yield ETF | 0.57% | 14,536 | $597K | Reduce -22.9% |
| USXF iShares ESG Advance MSCI USA | 0.54% | 12,152 | $567K | Reduce -64.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.53% | 1,147 | $556K | Add +9.1% |
| AMGN Amgen Inc. | 0.53% | 1,780 | $555K | Add +15.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.52% | 16,745 | $546K | Add +9.5% |
| PDI PIMCO Dynamic Income Fund | 0.51% | 27,092 | $536K | Reduce -25.9% |
| META Meta Platforms Inc. Class A | 0.51% | 924 | $533K | Reduce -6.6% |
| PAYC Paycom Software Inc. | 0.49% | 2,331 | $509K | Reduce -22.9% |
| INTU Intuit Inc. | 0.48% | 823 | $505K | Reduce -2.4% |
| BIT BlackRock Multi-Sector Inc. | 0.48% | 34,274 | $496K | Reduce -22.3% |
| EA Electronic Arts Inc. | 0.47% | 3,415 | $494K | Reduce -1.1% |
| HYT BlackRock Corp. Hi YLD | 0.47% | 51,340 | $492K | Reduce -21.9% |
| PGX Invesco Preferred ETF | 0.47% | 43,805 | $491K | Reduce -20.1% |
| PANW Palo Alto Networks Inc. | 0.47% | 2,864 | $489K | Add +5.5% |
| EW Edwards Lifesciences Corp. | 0.45% | 6,513 | $472K | Reduce -5.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.44% | 2,565 | $458K | Reduce -4.4% |
| EXPE Expedia Group Inc. | 0.44% | 2,721 | $457K | Reduce -18.3% |
| BKNG Booking Holdings Inc. | 0.43% | 98 | $451K | Reduce -15.5% |
| CRM Salesforce Inc. | 0.43% | 1,678 | $450K | Reduce -11.4% |
| RF Regions Financial Corp. | 0.43% | 20,696 | $450K | Reduce -1.1% |
| ABNB Airbnb Inc. Class A | 0.41% | 3,594 | $429K | Reduce -0.7% |
| BIIB Biogen Inc. | 0.40% | 3,073 | $421K | Add +23.2% |
| REGN Regeneron Pharmaceuticals | 0.40% | 663 | $420K | Add +37.0% |
| MRK Merck & Co. Inc. | 0.39% | 4,580 | $411K | Add +5.9% |
| INCY Incyte Corp. | 0.39% | 6,706 | $406K | Reduce -11.8% |
| VGLT Vanguard Long-Term Treasury | 0.37% | 6,740 | $388K | Reduce -21.9% |
| VCLT Vanguard Long-Term Corp. Bond | 0.37% | 5,064 | $384K | Reduce -21.0% |
| ALGN Align Technology Inc. | 0.33% | 2,193 | $348K | Add +0.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.33% | 17,744 | $348K | Reduce -23.3% |
| BHK BlackRock Core Bond Trust | 0.26% | 25,302 | $275K | Reduce -19.5% |
| XMHIX Pioneer Muni High Inc. TR | 0.10% | 11,569 | $106K | Add +3.0% |
| EIM Eaton Vance Municipal Bond | 0.10% | 10,270 | $102K | New |
Portfolio Sells Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -64.5% | 3.21% | −6.17 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −5.50 |
| EPP iShares MSCI Pacific Ex Japa | Sold out | 0.00% | −4.91 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −4.89 |
| UGA United States Gas Fund LP | Sold out | 0.00% | −4.89 |
| ILF iShares Latin America 40 ETF | Sold out | 0.00% | −4.47 |
| SLV iShares Silver Trust | Sold out | 0.00% | −4.25 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.2% | 6.67% | −1.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.6% | 8.62% | −1.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -14.0% | 5.20% | −1.03 |
| USXF iShares ESG Advance MSCI USA | Reduce -64.4% | 0.54% | −1.00 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.56 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -16.0% | 3.02% | −0.40 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Sold out | 0.00% | −0.34 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.28 |
| NULV Nuveen ESG Large-Cap Val ETF | Sold out | 0.00% | −0.18 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.18 |
| BIV Vanguard Intermediate-Term B | Reduce -23.2% | 0.74% | −0.15 |
| DSL Doubleline Income Solutions | Reduce -21.6% | 0.70% | −0.15 |
| CRM Salesforce Inc. | Reduce -11.4% | 0.43% | −0.15 |
| HYLS FT Tactical High Yield ETF | Reduce -22.9% | 0.57% | −0.14 |
| EXPE Expedia Group Inc. | Reduce -18.3% | 0.44% | −0.13 |
| HYT BlackRock Corp. Hi YLD | Reduce -21.9% | 0.47% | −0.12 |
| BIT BlackRock Multi-Sector Inc. | Reduce -22.3% | 0.48% | −0.11 |
| PGX Invesco Preferred ETF | Reduce -20.1% | 0.47% | −0.10 |
| PDI PIMCO Dynamic Income Fund | Reduce -25.9% | 0.51% | −0.10 |
| BKNG Booking Holdings Inc. | Reduce -15.5% | 0.43% | −0.09 |
| INCY Incyte Corp. | Reduce -11.8% | 0.39% | −0.09 |
| SCHH Schwab US REIT ETF | Reduce -12.6% | 1.27% | −0.08 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -23.3% | 0.33% | −0.08 |
| PAYC Paycom Software Inc. | Reduce -22.9% | 0.49% | −0.08 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -21.0% | 0.37% | −0.07 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -12.9% | 2.06% | −0.07 |
| BOND PIMCO Active Bond Exchange-T | Reduce -12.8% | 0.99% | −0.07 |
| VGLT Vanguard Long-Term Treasury | Reduce -21.9% | 0.37% | −0.06 |
| BCI Abrdn Bloomberg All Commodit | Reduce -16.2% | 1.04% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Reduce -10.9% | 0.92% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -7.5% | 1.56% | −0.04 |
| BHK BlackRock Core Bond Trust | Reduce -19.5% | 0.26% | −0.04 |
| ABNB Airbnb Inc. Class A | Reduce -0.7% | 0.41% | −0.02 |
| MTB M & T Bank Corp. | Reduce -4.4% | 0.44% | −0.02 |
| RF Regions Financial Corp. | Reduce -1.1% | 0.43% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -6.6% | 0.51% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -5.8% | 0.45% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -7.1% | 1.78% | −0.01 |
| INTU Intuit Inc. | Reduce -2.4% | 0.48% | +0.00 |
| BND Vanguard Total Bond Market | Reduce -6.5% | 1.86% | +0.01 |
| EA Electronic Arts Inc. | Reduce -1.1% | 0.47% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.7% | 1.26% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.5% | 2.79% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| FLTR Vaneck Ig Floating Rate ETF | Add +21959.4% | 42.75% | +42.56 |
| AMGN Amgen Inc. | Add +15.4% | 0.53% | +0.17 |
| VRTX Vertex Pharmaceuticals Inc. | Add +9.1% | 0.53% | +0.15 |
| VICI Vici Properties Inc. | Add +9.5% | 0.52% | +0.12 |
| EIM Eaton Vance Municipal Bond | New | 0.10% | +0.10 |
| REGN Regeneron Pharmaceuticals | Add +37.0% | 0.40% | +0.09 |
| BIIB Biogen Inc. | Add +23.2% | 0.40% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +5.5% | 0.47% | +0.02 |
| XMHIX Pioneer Muni High Inc. TR | Add +3.0% | 0.10% | +0.01 |
| MRK Merck & Co. Inc. | Add +5.9% | 0.39% | +0.00 |
| ALGN Align Technology Inc. | Add +0.6% | 0.33% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $131.0M | SPY, VTI, QQQ, VB, VOOV |
| Q1 2026Amended | 67 | $114.4M | BIL, RSP, VTI, VB, QQQE |
| Q4 2025Amended | 69 | $115.3M | SPY, VTI, QQQ, VB, VOOV |
| Q3 2025Amended | 60 | $112.9M | SPY, VTI, QQQ, VB, VOOV |
| Q2 2025 | 58 | $92.9M | SPY, BIL, SGOV, VTI, VB |
| Q1 2025Amended | 50 | $104.4M | FLTR, SPY, VTI, VB, QQQ |
| Q4 2024 | 60 | $109.8M | SPY, QQQ, VTI, VB, RSP |
| Q3 2024 | 64 | $106.2M | QQQ, SPY, VTI, RSP, EPP |
| Q2 2024 | 62 | $102.4M | QQQ, SPY, VTI, RSP, EPP |
| Q1 2024 | 61 | $106.3M | RSP, QQQ, SPY, VTI, SLV |