Ramiah Investment Group

CIK 0001566307 • 31 13F filings • Apr 30, 2025 – Jul 16, 2026

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Filer information

Filed by: Ramiah Investment Group, VP of Investments
Address: 675 N. BARKER ROAD, BROOKFIELD, WI, 53045
Phone: 262-784-7205
AUM: $13.1M

AUM over time

$131.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q4 2021

TechnologyHealthcareFinancialsOther

Holdings by filing

Portfolio value: $101.3M72 positionsView on SEC.gov

			% of Portfolio
ABERDEEN STD INVTS ETFS	BBRG ALL COMD K1	$588K	0.6%	25,936 SH	New
ALLERGAN PLC	SHS	$505K	0.5%	2,644 SH	New
ALLIANCEBERNSTEIN GBL HGH IN	COM	$197K	0.2%	16,266 SH	New
ALLIANCEBERNSTEIN NATL MUNI	COM	$244K	0.2%	17,428 SH	New
BANK AMER CORP	COM	$495K	0.5%	14,066 SH	New
BANK NEW YORK MELLON CORP	COM	$390K	0.4%	7,742 SH	New
BLACKROCK CORE BD TR	SHS BEN INT	$200K	0.2%	13,687 SH	New
BLACKROCK CORPOR HI YLD FD I	COM	$393K	0.4%	35,115 SH	New
BLACKROCK INCOME TR INC	COM	$244K	0.2%	40,359 SH	New
BLACKROCK MULTI-SECTOR INC T	COM	$357K	0.4%	22,105 SH	New
BLACKROCK MUNIHLDNGS QLTY II	COM	$263K	0.3%	20,834 SH	New
BLACKROCK MUNIHLDS INVSTM QL	COM	$263K	0.3%	19,756 SH	New
BLACKROCK MUNIYLD INVST QLTY	COM	$285K	0.3%	21,023 SH	New
BNY MELLON MUN BD INFRASTRUC	COM SHS	$252K	0.2%	17,294 SH	New
BNY MELLON STRATEGIC MUN BD	COM	$244K	0.2%	30,519 SH	New
BNY MELLON STRATEGIC MUNS IN	COM	$233K	0.2%	27,394 SH	New
BRISTOL MYERS SQUIBB CO	COM	$305K	0.3%	4,755 SH	New
CALAMOS CONV OPP AND INC FD	SH BEN INT	$254K	0.3%	23,061 SH	New
CITIZENS FINL GROUP INC	COM	$451K	0.4%	11,098 SH	New
COMERICA INC	COM	$372K	0.4%	5,190 SH	New
DISCOVERY INC	COM SER A	$462K	0.5%	14,111 SH	New
DOUBLELINE INCOME SOLUTIONS	COM	$418K	0.4%	21,165 SH	New
EATON VANCE MUNI INCOME TRUS	SH BEN INT	$235K	0.2%	18,465 SH	New
EATON VANCE NEW YORK MUN BD	COM	$248K	0.2%	20,552 SH	New
EATON VANCE TX MNG BY WRT OP	COM	$237K	0.2%	15,838 SH	New
EXPEDIA GROUP INC	COM NEW	$346K	0.3%	3,197 SH	New
FIRST TR EXCHANGE TRADED FD	FIRST TR TA HIYL	$504K	0.5%	10,328 SH	New
HUNTINGTON BANCSHARES INC	COM	$414K	0.4%	27,431 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2022 HY	$415K	0.4%	16,965 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2024 CB	$381K	0.4%	17,736 SH	New
INVESCO EXCHANGE TRADED FD T	DWA MOMENTUM	$2.3M	2.2%	35,295 SH	New
INVESCO MUN OPPORTUNITY TR	COM	$228K	0.2%	18,439 SH	New
INVESCO MUN TR	COM	$247K	0.2%	19,983 SH	New
INVESCO QQQ TR	UNIT SER 1	$13.4M	13.2%	63,117 SH	New
ISHARES TR	CORE US AGGBD ET	$2.1M	2.1%	18,722 SH	New
ISHARES TR	IBOXX HI YD ETF	$1.9M	1.9%	22,076 SH	New
ISHARES TR	RUSSELL 2000 ETF	$3.8M	3.7%	22,655 SH	New
ISHARES TR	S&P 500 GRWT ETF	$8.4M	8.3%	43,305 SH	New
ISHARES TR	S&P 500 VAL ETF	$6.1M	6.0%	46,693 SH	New
ISHARES TR	U.S. FINLS ETF	$868K	0.9%	6,302 SH	New
ISHARES TR	U.S. REAL ES ETF	$7.6M	7.5%	81,713 SH	New
ISHARES TR	U.S. TECH ETF	$1.0M	1.0%	4,331 SH	New
ISHARES TR	US HLTHCARE ETF	$880K	0.9%	4,081 SH	New
ISHARES TR	US INDUSTRIALS	$915K	0.9%	5,459 SH	New
JPMORGAN CHASE & CO	COM	$495K	0.5%	3,549 SH	New
KEYCORP NEW	COM	$484K	0.5%	23,906 SH	New
LAUDER ESTEE COS INC	CL A	$553K	0.5%	2,679 SH	New
NEUBERGER BERMAN MUNI FD INC	COM	$242K	0.2%	15,722 SH	New
ORACLE CORP	COM	$428K	0.4%	8,081 SH	New
PIMCO CORPORATE INCOME STRAT	COM	$209K	0.2%	10,914 SH	New
PIMCO DYNMIC CREDIT AND MRT	COM SHS	$392K	0.4%	15,548 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$1.0M	1.0%	9,493 SH	New
REGIONS FINL CORP NEW	COM	$471K	0.5%	27,468 SH	New
SPDR DOW JONES INDL AVRG ETF	UT SER 1	$8.3M	8.2%	29,211 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$11.6M	11.4%	36,008 SH	New
SPDR SERIES TRUST	BLMBRG BRC CNVRT	$533K	0.5%	9,595 SH	New
STATE STR CORP	COM	$487K	0.5%	6,163 SH	New
SYNOPSYS INC	COM	$573K	0.6%Prev: 3.6%	4,113 SH	Increased+3,263 SH
TEMPLETON GLOBAL INCOME FD	COM	$190K	0.2%	31,001 SH	New
TRUIST FINL CORP	COM	$929K	0.9%	16,497 SH	New
US BANCORP DEL	COM NEW	$460K	0.5%	7,763 SH	New
VANGUARD BD INDEX FD INC	INTERMED TERM	$568K	0.6%	6,517 SH	New
VANGUARD BD INDEX FD INC	TOTAL BND MRKT	$2.4M	2.4%	28,809 SH	New
VANGUARD CHARLOTTE FDS	INTL BD IDX ETF	$535K	0.5%	9,457 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	1.2%	13,273 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	1.4%	8,645 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	2.0%	12,235 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.4M	2.4%	44,481 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.3M	1.3%	14,624 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$553K	0.5%	8,399 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	1.1%	13,355 SH	New
ZIONS BANCORPORATION N A	COM	$454K	0.4%	8,737 SH	New

Sold (vs prior filing)

ABBVIE INC — $544K
ADOBE INC — $453K
BOOKING HOLDINGS INC — $481K
COSTAR GROUP INC — $452K
EATON VANCE MUN BD FD — $100K
EBAY INC. — $528K
EDWARDS LIFESCIENCES CORP — $467K
ELECTRONIC ARTS INC — $621K
INCYTE CORP — $553K
INTUIT — $475K
ISHARES TR — $260K
JETBLUE AWYS CORP — $152K
JOHNSON & JOHNSON — $604K
MERCK & CO INC — $463K
META PLATFORMS INC — $582K
MICROSOFT CORP — $685K
NVIDIA CORPORATION — $370K
PAYCOM SOFTWARE INC — $419K
SALESFORCE INC — $570K
VANGUARD BD INDEX FDS — $731K
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
May 29, 2026	Q4 2025	13F-HR/A	0001566307-26-000069	$13.1M	View
May 29, 2026	Q4 2024	13F-HR	0001566307-26-000040	$109.8M	View
May 29, 2026	Q4 2023