R.H. Investment Group, LLC Top Holdings and 13F Report (2025) About R.H. Investment Group, LLCInvestment ActivityR.H. Investment Group, LLC has $103.95 million in total holdings as of March 31, 2025.R.H. Investment Group, LLC owns shares of 30 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.60% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, R.H. Investment Group, LLC has purchased 31 new stocks and bought additional shares in 12 stocks.R.H. Investment Group, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Philip Morris International $7,113,744Mastercard $6,865,751Berkshire Hathaway $6,013,361Walmart $5,875,221Automatic Data Processing $5,308,278 Largest New Holdings this Quarter 842587107 - Southern $220,680 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 2,290 shares (about $629.37K)Southern 2,400 shares (about $220.68K)Johnson & Johnson 1,292 shares (about $214.26K)Diageo 1,970 shares (about $206.44K)UnitedHealth Group 234 shares (about $122.56K) Largest Sales this Quarter Automatic Data Processing 1,196 shares (about $365.41K)Walmart 1,250 shares (about $109.74K)Alphabet 550 shares (about $85.05K)Mastercard 64 shares (about $35.08K)Wells Fargo & Company 457 shares (about $32.81K) 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$7,113,744$51,111 ▲0.7%44,8176.8%Consumer StaplesMAMastercard$6,865,751$35,080 ▼-0.5%12,5266.6%Business ServicesBRK.BBerkshire Hathaway$6,013,361$5,326 ▼-0.1%11,2915.8%FinanceWMTWalmart$5,875,221$109,737 ▼-1.8%66,9245.7%Retail/WholesaleADPAutomatic Data Processing$5,308,278$365,414 ▼-6.4%17,3745.1%Business ServicesWFCWells Fargo & Company$5,134,460$32,808 ▼-0.6%71,5214.9%FinanceCOPConocoPhillips$4,835,454$20,479 ▲0.4%46,0434.7%EnergyAAPLApple$4,772,019$4,443 ▲0.1%21,4834.6%Computer and TechnologyAMGNAmgen$4,522,7710.0%14,5174.4%MedicalTMOThermo Fisher Scientific$4,510,246$79,616 ▲1.8%9,0644.3%MedicalPGProcter & Gamble$4,413,115$17,042 ▲0.4%25,8964.2%Consumer StaplesJNJJohnson & Johnson$4,368,695$214,264 ▲5.2%26,3434.2%MedicalXOMExxon Mobil$4,210,248$23,786 ▼-0.6%35,4014.1%EnergyUNPUnion Pacific$3,998,253$48,428 ▲1.2%16,9253.8%TransportationFDXFedEx$3,895,939$14,627 ▼-0.4%15,9813.7%TransportationMCDMcDonald's$3,837,1530.0%12,2843.7%Retail/WholesaleUNHUnitedHealth Group$3,728,576$122,557 ▲3.4%7,1193.6%MedicalGOOGAlphabet$3,676,092$23,435 ▲0.6%23,5303.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,602,504$629,366 ▲21.2%13,1083.5%ETFUSBU.S. Bancorp$3,417,8620.0%80,9543.3%FinanceDEODiageo$2,476,816$206,436 ▲9.1%23,6362.4%Consumer StaplesVOOVanguard S&P 500 ETF$1,877,313$25,695 ▲1.4%3,6531.8%ETFJPMJPMorgan Chase & Co.$1,812,7670.0%7,3901.7%FinancePFFiShares Preferred and Income Securities ETF$1,120,1090.0%36,4501.1%ETFGOOGLAlphabet$1,119,748$85,052 ▼-7.1%7,2411.1%Computer and TechnologyEPDEnterprise Products Partners$409,6800.0%12,0000.4%EnergyCLXClorox$294,5000.0%2,0000.3%Consumer StaplesPEPPepsiCo$281,8870.0%1,8800.3%Consumer StaplesNFGNational Fuel Gas$235,986$29,300 ▼-11.0%2,9800.2%EnergySOSouthern$220,680$220,680 ▲New Holding2,4000.2%UtilitiesTRVTravelers Companies$0$4,868,628 ▼-100.0%00.0%FinanceBXBlackstone$0$232,767 ▼-100.0%00.0%FinanceShowing 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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