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R.H. Investment Group, LLC Top Holdings and 13F Report (2025)

About R.H. Investment Group, LLC

Investment Activity

  • R.H. Investment Group, LLC has $106.08 million in total holdings as of December 31, 2024.
  • R.H. Investment Group, LLC owns shares of 31 different stocks, but just 18 companies or ETFs make up 80% of its holdings.

Largest Holdings

Mastercard
$6,629,516
Walmart
$6,159,482
Apple
$5,374,764

Sector Allocation

Map of 500 Largest Holdings ofR.H. Investment Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Mastercard Incorporated stock logo
MA
Mastercard
$6,629,51612,5906.2%Business Services
Walmart Inc. stock logo
WMT
Walmart
$6,159,48268,1745.8%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$5,435,99618,5705.1%Business Services
Apple Inc. stock logo
AAPL
Apple
$5,374,76421,4635.1%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$5,354,99744,4955.0%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,122,51711,3014.8%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,055,70371,9784.8%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$4,868,62820,2114.6%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,632,1288,9044.4%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$4,546,76345,8484.3%Oils/Energy
FedEx Co. stock logo
FDX
FedEx
$4,512,91916,0414.3%Transportation
Alphabet Inc. stock logo
GOOG
Alphabet
$4,452,48723,3804.2%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,324,62025,7964.1%Consumer Staples
U.S. Bancorp stock logo
USB
U.S. Bancorp
$3,872,01280,9543.7%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,829,60635,6013.6%Oils/Energy
Union Pacific Co. stock logo
UNP
Union Pacific
$3,812,72416,7203.6%Transportation
Amgen Inc. stock logo
AMGN
Amgen
$3,783,71114,5173.6%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,622,85125,0513.4%Medical
McDonald's Co. stock logo
MCD
McDonald's
$3,561,00912,2843.4%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,482,8466,8853.3%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,135,29010,8183.0%ETF
Diageo plc stock logo
DEO
Diageo
$2,754,39921,6662.6%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,941,3323,6031.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,771,4577,3901.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,474,8367,7911.4%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,145,98836,4501.1%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$376,32012,0000.4%Oils/Energy
The Clorox Company stock logo
CLX
Clorox
$324,8202,0000.3%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$285,8731,8800.3%Consumer Staples
Blackstone Inc. stock logo
BX
Blackstone
$232,7671,3500.2%Finance
National Fuel Gas stock logo
NFG
National Fuel Gas
$203,2783,3500.2%Oils/Energy

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data