The Analysis of Ramiah Investment Group's Holdings & P&L


Currently, Ramiah Investment Group holds 32 types of securities in its portfolio with a total value $99.5M. In the most recent quarter, they have increased their positions in BIL (+235.1K shares, valued at $21.5M), N/A (+75.3K shares, valued at $14.5M), QQQE (+65.1K shares, valued at $6.4M); decreased their positions in EEM (-46.6K shares, valued at $2.6M), EFA (-25.5K shares, valued at $2.5M), SGOV (-1.7K shares, valued at $171.2K); initiated new positions in N/A (+75.3K shares, valued at $14.5M), QQQE (+65.1K shares, valued at $6.4M).


1M P&L
+1.9M+2.18%
3M P&L
+2.5M+2.95%
HY P&L
+5.7M+6.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A84.2M
99.1%
2REIT - Diversified410.2K
0.5%
3Banks - Regional387.0K
0.5%

Top Industries by Stock Count

1N/A29 stocks
93.5%
2Banks - Regional1 stocks
3.2%
3REIT - Diversified1 stocks
3.2%
Stock Holdings
BIL
SPDR SERIES TRUST
1609.53%
Shares249.7K
Event2026-03-31
Filed2026-04-21
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares75.3K
Event2026-03-31
Filed2026-04-21
VTI
VANGUARD INDEX FDS
7.46%
Shares34.3K
Event2026-03-31
Filed2026-04-21
VB
VANGUARD INDEX FDS
4.09%
Shares31.6K
Event2026-03-31
Filed2026-04-21
QQQE
DIREXION SHARES ETF TRUST
New
Shares65.1K
Event2026-03-31
Filed2026-04-21
VOOV
VANGUARD ADMIRAL FDS INC
5.49%
Shares25.9K
Event2026-03-31
Filed2026-04-21
VEU
VANGUARD INTL EQUITY INDEX F
4.70%
Shares63.9K
Event2026-03-31
Filed2026-04-21
BND
VANGUARD BD INDEX FDS
-1.38%
Shares47.1K
Event2026-03-31
Filed2026-04-21
SCHH
SCHWAB STRATEGIC TR
8.40%
Shares103.5K
Event2026-03-31
Filed2026-04-21
VCIT
VANGUARD SCOTTSDALE FDS
0.45%
Shares25.4K
Event2026-03-31
Filed2026-04-21
HYG
ISHARES TR
0.10%
Shares25.2K
Event2026-03-31
Filed2026-04-21
BCI
ABRDN ETFS
9.64%
Shares75.8K
Event2026-03-31
Filed2026-04-21
ESGU
ISHARES TR
-6.79%
Shares11.5K
Event2026-03-31
Filed2026-04-21
VCSH
VANGUARD SCOTTSDALE FDS
1.31%
Shares19.2K
Event2026-03-31
Filed2026-04-21
VGIT
VANGUARD SCOTTSDALE FDS
-1.22%
Shares20.3K
Event2026-03-31
Filed2026-04-21
BOND
PIMCO ETF TR
-1.24%
Shares12.6K
Event2026-03-31
Filed2026-04-21
SGOV
ISHARES TR
-13.30%
Shares11.1K
Event2026-03-31
Filed2026-04-21
EFA
ISHARES TR
-70.18%
Shares10.9K
Event2026-03-31
Filed2026-04-21
VSGX
VANGUARD WORLD FD
-11.09%
Shares11.5K
Event2026-03-31
Filed2026-04-21
DSL
DOUBLELINE INCOME SOLUTIONS
-3.02%
Shares57.6K
Event2026-03-31
Filed2026-04-21
HYLS
FIRST TR EXCHANGE-TRADED FD
-1.86%
Shares15.1K
Event2026-03-31
Filed2026-04-21
EEM
ISHARES TR
-81.18%
Shares10.8K
Event2026-03-31
Filed2026-04-21
BSCR
INVESCO EXCH TRD SLF IDX FD
-4.39%
Shares28.2K
Event2026-03-31
Filed2026-04-21
BNDX
VANGUARD CHARLOTTE FDS
-2.45%
Shares11.2K
Event2026-03-31
Filed2026-04-21
PDI
PIMCO DYNAMIC INCOME FD
-4.31%
Shares31.0K
Event2026-03-31
Filed2026-04-21
PGX
INVESCO EXCH TRADED FD TR II
-3.81%
Shares40.0K
Event2026-03-31
Filed2026-04-21
HYT
BLACKROCK CORPOR HI YLD FD I
4.12%
Shares50.5K
Event2026-03-31
Filed2026-04-21
BKT
BLACKROCK INCOME TR INC
-2.52%
Shares40.3K
Event2026-03-31
Filed2026-04-21
BIT
BLACKROCK MULTI SECTOR INC T
-1.97%
Shares34.0K
Event2026-03-31
Filed2026-04-21
VICI
VICI PPTYS INC
5.13%
Shares15.0K
Event2026-03-31
Filed2026-04-21
RF
REGIONS FINANCIAL CORP NEW
-25.48%
Shares14.8K
Event2026-03-31
Filed2026-04-21
BHK
BLACKROCK CORE BD TR
-2.66%
Shares25.3K
Event2026-03-31
Filed2026-04-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available