RH

R.H. Investment Group, LLC

13F
R.H. Investment Group, LLC
Last update 2025-04-28 30 Stocks (1 new)
Value $104.00 Mil Turnover 2 %
Countries:
R.H. Investment Group, LLC Top Holdings of 2025-03-31 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
44,817
7,113.7
+0.72%
6.840
+0.05%
0.000
+11.20%
+51.07%
278,429.8
Tobacco Products
MA
Mastercard Inc
12,526
6,865.8
-0.51%
6.600
-0.03%
0.000
+7.46%
+8.43%
516,916.7
Credit Services
BRK.B
Berkshire Hathaway Inc
11,291
6,013.4
-0.09%
5.780
0%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
WMT
Walmart Inc
66,924
5,875.2
-1.83%
5.650
-0.11%
0.000
+12.99%
+9.43%
784,953.9
Retail - Defensive
ADP
Automatic Data Processing Inc
17,374
5,308.3
-6.44%
5.110
-0.33%
0.000
+1.75%
+6.72%
125,511.3
Software
WFC
Wells Fargo & Co
71,521
5,134.5
-0.63%
4.940
-0.03%
0.000
+28.00%
+20.26%
272,049.7
Banks
COP
ConocoPhillips
46,043
4,835.4
+0.43%
4.650
+0.02%
0.000
-0.81%
-3.96%
118,262.6
Oil & Gas
AAPL
Apple Inc
21,483
4,772.0
+0.09%
4.590
0%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
AMGN
Amgen Inc
14,517
4,522.8
0%
4.350
0%
0.000
-2.90%
+16.37%
160,365.5
Drug Manufacturers
TMO
Thermo Fisher Scientific Inc
9,064
4,510.3
+1.80%
4.340
+0.08%
0.000
-8.56%
-17.32%
162,069.5
Medical Diagnostics & Research

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
2025-03-31
Sold Out
Sold Out
-4.59%
232.43 ($249.13) 265.13
$264.13
6.02%
Sold Out
0
-20,211
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.61%
271.18 ($290.53) 303.12
$308.03
6.02%
Add 21.17%
13,108
2,290
ADP
Automatic Data Processing Inc
2025-03-31
Reduce
Reduce
-0.33%
286.85 ($301.63) 318.64
$309.20
2.51%
Reduce -6.44%
17,374
-1,196
BX
Blackstone Inc
2025-03-31
Sold Out
Sold Out
-0.22%
136.53 ($162.31) 186.74
$155.13
-4.42%
Sold Out
0
-1,350
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.21%
142.06 ($156.47) 167.7
$156.01
-0.29%
Add 5.16%
26,343
1,292
SO
Southern Co
2025-03-31
New Buy
New Buy
+0.21%
80.96 ($86.57) 92.96
$91.51
5.71%
New holding
2,400
2,400
DEO
Diageo PLC
2025-03-31
Add
Add
+0.20%
104.79 ($113.02) 126.12
$104.73
-7.33%
Add 9.09%
23,636
1,970
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+0.12%
461.52 ($511.2) 548.18
$308.55
-39.64%
Add 3.4%
7,119
234
WMT
Walmart Inc
2025-03-31
Reduce
Reduce
-0.11%
84.5 ($93.81) 105.05
$98.36
4.85%
Reduce -1.83%
66,924
-1,250
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.10%
154.33 ($181.36) 206.38
$179.53
-1.01%
Reduce -7.06%
7,241
-550

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

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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

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R.H. Investment Group, LLC's Hypothetical Growth since 2025-03-31

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

Year Portfolio % % Excess Gain %

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

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

R.H. Investment Group, LLC News

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