RH

R.H. Investment Group, LLC

13F
R.H. Investment Group, LLC
Last update 2025-07-17 31 Stocks (1 new)
Value $109.00 Mil Turnover 7 %
Countries:
Top Holdings: PM(7.43%)MA(6.45%)WMT(5.81%)WFC(5.24%)BRK.B(5.03%)
Summary Stock Picks Current Portfolio
R.H. Investment Group, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PM
Philip Morris International Inc
44,525
8,109.3
-0.65%
7.430
-0.04%
0.000
+1.47%
+39.58%
257,245.6
Tobacco Products
MA
Mastercard Inc
12,526
7,038.9
0%
6.450
0%
0.000
+6.10%
+6.58%
507,400.0
Credit Services
WMT
Walmart Inc
64,794
6,335.5
-3.18%
5.810
-0.18%
0.000
+1.30%
+6.64%
764,923.1
Retail - Defensive
WFC
Wells Fargo & Co
71,381
5,719.0
-0.20%
5.240
-0.01%
0.000
+25.07%
+18.51%
265,293.9
Banks
BRK.B
Berkshire Hathaway Inc
11,296
5,487.3
+0.04%
5.030
0%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
TRV
The Travelers Companies Inc
20,304
5,432.1
New Holding
4.980
+4.98%
0.010
+2.51%
+11.66%
60,061.2
Insurance
ADP
Automatic Data Processing Inc
17,579
5,421.4
+1.18%
4.970
+0.06%
0.000
+3.96%
+4.57%
122,986.5
Software
VTI
Vanguard Total Stock Market ETF
16,069
4,883.7
+22.59%
4.480
+0.83%
0.000
+19.60%
+6.90%
474,434.4
 
AAPL
Apple Inc
21,725
4,457.3
+1.13%
4.090
+0.05%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
COP
ConocoPhillips
47,003
4,218.1
+2.09%
3.870
+0.08%
0.000
+4.47%
-4.68%
117,378.9
Oil & Gas

R.H. Investment Group, LLC's Historical Top Holdings Breakdowns

R.H. Investment Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TRV
The Travelers Companies Inc
2025-06-30
New Buy
New Buy
+4.98%
●
233.83 ($263.64) 276.34
$266.78
1.19%
New holding
20,304
20,304
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.83%
●
243.75 ($281.15) 303.93
$309.80
10.19%
Add 22.59%
16,069
2,961
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.21%
●
456.74 ($525.37) 568.03
$577.95
10.01%
Add 11.09%
4,058
405
WMT
Walmart Inc
2025-06-30
Reduce
Reduce
-0.18%
●
81.79 ($95.16) 99.98
$95.85
0.73%
Reduce -3.18%
64,794
-2,130
FDX
FedEx Corp
2025-06-30
Add
Add
+0.12%
●
198.07 ($219.37) 245.17
$231.70
5.62%
Add 3.66%
16,566
585
TMO
Thermo Fisher Scientific Inc
2025-06-30
Add
Add
+0.10%
●
390.26 ($419.37) 497.6
$427.62
1.97%
Add 2.95%
9,331
267
COP
ConocoPhillips
2025-06-30
Add
Add
+0.08%
●
82.66 ($90.21) 106.1
$92.98
3.07%
Add 2.09%
47,003
960
USB
U.S. Bancorp
2025-06-30
Add
Add
+0.07%
●
36.4 ($42.05) 45.76
$46.16
9.77%
Add 1.94%
82,524
1,570
ADP
Automatic Data Processing Inc
2025-06-30
Add
Add
+0.06%
●
276.76 ($307.13) 326.81
$302.98
-1.35%
Add 1.18%
17,579
205
DEO
Diageo PLC
2025-06-30
Add
Add
+0.06%
●
99.86 ($108.43) 115.75
$105.51
-2.69%
Add 2.92%
24,326
690

R.H. Investment Group, LLC Total Holding History ($B)

To

R.H. Investment Group, LLC's Asset Allocation

To

R.H. Investment Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

R.H. Investment Group, LLC's Hypothetical Growth since 2025-06-30

R.H. Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

R.H. Investment Group, LLC's Holdings Heat Map

Size field:

R.H. Investment Group, LLC's Holdings Bubble Chart

R.H. Investment Group, LLC News

  • 1

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