RH
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R.H. Investment Group, LLC13F | |
R.H. Investment Group, LLC | |
Last update 2025-04-28 | 30 Stocks (1 new) |
Value $104.00 Mil | Turnover 2 % |
R.H. Investment Group, LLC Top Holdings of 2025-03-31
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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
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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)
R.H. Investment Group, LLC's Asset Allocation
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 % |
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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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