R.H. Investment Group, LLC Top Holdings and 13F Report (2025) About R.H. Investment Group, LLCInvestment ActivityR.H. Investment Group, LLC has $109.07 million in total holdings as of June 30, 2025.R.H. Investment Group, LLC owns shares of 31 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.70% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, R.H. Investment Group, LLC has purchased 30 new stocks and bought additional shares in 18 stocks.R.H. Investment Group, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Philip Morris International $8,109,265Mastercard $7,038,860Walmart $6,335,516Wells Fargo & Company $5,719,010Berkshire Hathaway $5,487,258 Largest New Holdings this Quarter 89417E109 - Travelers Companies $5,432,132 Holding Largest Purchases this Quarter Travelers Companies 20,304 shares (about $5.43M)Vanguard Total Stock Market ETF 2,961 shares (about $899.92K)Vanguard S&P 500 ETF 405 shares (about $230.05K)FedEx 585 shares (about $132.98K)Thermo Fisher Scientific 267 shares (about $108.26K) Largest Sales this Quarter Walmart 2,130 shares (about $208.27K)Philip Morris International 292 shares (about $53.18K)Wells Fargo & Company 140 shares (about $11.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofR.H. Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPMPhilip Morris International$8,109,265$53,181 ▼-0.7%44,5257.4%Consumer StaplesMAMastercard$7,038,8600.0%12,5266.5%Business ServicesWMTWalmart$6,335,516$208,270 ▼-3.2%64,7945.8%Retail/WholesaleWFCWells Fargo & Company$5,719,010$11,217 ▼-0.2%71,3815.2%FinanceBRK.BBerkshire Hathaway$5,487,258$2,429 ▲0.0%11,2965.0%FinanceTRVTravelers Companies$5,432,132$5,432,132 ▲New Holding20,3045.0%FinanceADPAutomatic Data Processing$5,421,364$63,222 ▲1.2%17,5795.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,883,742$899,917 ▲22.6%16,0694.5%ETFAAPLApple$4,457,318$49,651 ▲1.1%21,7254.1%Computer and TechnologyCOPConocoPhillips$4,218,064$86,151 ▲2.1%47,0033.9%EnergyGOOGAlphabet$4,173,9870.0%23,5303.8%Computer and TechnologyPGProcter & Gamble$4,144,793$19,118 ▲0.5%26,0163.8%Consumer StaplesAMGNAmgen$4,086,797$33,505 ▲0.8%14,6373.7%MedicalJNJJohnson & Johnson$4,036,087$12,220 ▲0.3%26,4233.7%MedicalUNPUnion Pacific$3,923,908$29,910 ▲0.8%17,0553.6%TransportationXOMExxon Mobil$3,858,276$42,042 ▲1.1%35,7913.5%EnergyTMOThermo Fisher Scientific$3,783,347$108,258 ▲2.9%9,3313.5%MedicalFDXFedEx$3,765,702$132,979 ▲3.7%16,5663.5%TransportationUSBU.S. Bancorp$3,734,194$71,042 ▲1.9%82,5243.4%FinanceMCDMcDonald's$3,600,703$11,687 ▲0.3%12,3243.3%Retail/WholesaleDEODiageo$2,453,034$69,580 ▲2.9%24,3262.2%Consumer StaplesVOOVanguard S&P 500 ETF$2,305,066$230,052 ▲11.1%4,0582.1%ETFUNHUnitedHealth Group$2,230,274$9,359 ▲0.4%7,1492.0%MedicalJPMJPMorgan Chase & Co.$2,142,4350.0%7,3902.0%FinanceGOOGLAlphabet$1,276,0810.0%7,2411.2%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$1,118,2860.0%36,4501.0%ETFEPDEnterprise Products Partners$372,1200.0%12,0000.3%EnergyNFGNational Fuel Gas$252,4360.0%2,9800.2%EnergyPEPPepsiCo$248,2350.0%1,8800.2%Consumer StaplesCLXClorox$240,1400.0%2,0000.2%Consumer StaplesSOSouthern$226,545$6,153 ▲2.8%2,4670.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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