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The Analysis of R.H. Investment Group, LLC's Holdings & P&L

Currently, R.H. Investment Group, LLC holds 45 types of securities in its portfolio with a total value $129.7M. In the most recent quarter, they have increased their positions in IWF (+2.6K shares, valued at $1.2M), IWD (+5.2K shares, valued at $1.1M), XLK (+4.3K shares, valued at $614.1K); decreased their positions in N/A (-1.5K shares, valued at $476.0K), WMT (-504 shares, valued at $64.1K), XOM (-100 shares, valued at $15.6K); initiated new positions in IWF (+2.6K shares, valued at $1.2M), IWD (+5.2K shares, valued at $1.1M), XLK (+4.3K shares, valued at $614.1K).

1M P&L

-2.3M-1.96%

3M P&L

-3.8M-3.19%

HY P&L

+4.7M+4.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General11.4M

10.2%

2N/A10.8M

9.6%

3Banks - Diversified8.2M

7.3%

Top Industries by Stock Count

1N/A11 stocks

27.5%

2Drug Manufacturers - General2 stocks

5.0%

3Household & Personal Products2 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WMT WALMART INC62.9K shares-0.80%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC44.0K shares-0.10%2026-03-312026-04-14

ALPHABET INC ALPHABET INC22.3K shares0.95%2026-03-312026-04-14

MA MASTERCARD INCORPORATED12.6K shares1.75%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON26.2K shares-0.11%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC20.3K shares0.00%2026-03-312026-04-14

COP CONOCOPHILLIPS48.2K shares2.29%2026-03-312026-04-14

WFC WELLS FARGO & CO70.1K shares-0.16%2026-03-312026-04-14

Sponsored

AAPL APPLE INC21.8K shares0.97%2026-03-312026-04-14

XOM EXXON MOBIL CORP35.7K shares-0.28%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.3K shares0.00%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L135.0K shares2.58%2026-03-312026-04-14

AMGN AMGEN INC14.6K shares0.00%2026-03-312026-04-14

USB US BANCORP84.6K shares2.48%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC9.2K shares0.77%2026-03-312026-04-14

UNP UNION PAC CORP17.1K shares0.00%2026-03-312026-04-14

Sponsored

VTI VANGUARD INDEX FDS11.5K shares15.04%2026-03-312026-04-14

PG PROCTER & GAMBLE CO26.3K shares0.11%2026-03-312026-04-14

MCD MCDONALDS CORP12.3K shares0.00%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN18.3K shares3.62%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC9.1K shares12.15%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares0.00%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO7.4K shares0.00%2026-03-312026-04-14

DEO DIAGEO PLC26.2K shares7.45%2026-03-312026-04-14

Sponsored

ALPHABET INC ALPHABET INC5.7K shares-20.72%2026-03-312026-04-14

VUSB VANGUARD BD INDEX FDS26.4K shares29.41%2026-03-312026-04-14

IWF ISHARES TR2.6K sharesnew addition2026-03-312026-04-14

IWD ISHARES TR5.2K sharesnew addition2026-03-312026-04-14

PFF ISHARES TR20.9K shares0.00%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR4.3K sharesnew addition2026-03-312026-04-14

VXUS VANGUARD STAR FDS6.8K shares132.53%2026-03-312026-04-14

NVDA NVIDIA CORPORATION2.7K sharesnew addition2026-03-312026-04-14

Sponsored

IWP ISHARES TR3.2K sharesnew addition2026-03-312026-04-14

IWS ISHARES TR2.7K sharesnew addition2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC8.3K shares0.00%2026-03-312026-04-14

IWO ISHARES TR1.1K sharesnew addition2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC2.5K sharesnew addition2026-03-312026-04-14

IWN ISHARES TR1.7K sharesnew addition2026-03-312026-04-14

PEP PEPSICO INC1.9K shares0.00%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR480 sharesnew addition2026-03-312026-04-14

Sponsored

AMZN AMAZON COM INC1.3K sharesnew addition2026-03-312026-04-14

NFG NATIONAL FUEL GAS CO2.7K shares0.00%2026-03-312026-04-14

SO SOUTHERN CO2.3K shares0.00%2026-03-312026-04-14

CLX CLOROX CO DEL2.0K shares0.00%2026-03-312026-04-14

GOSS GOSSAMER BIO INC26.3K sharesnew addition2026-03-312026-04-14

WMT

WALMART INC

-0.80%

Shares62.9K

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

-0.10%

Shares44.0K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.95%

Shares22.3K

Event2026-03-31

Filed2026-04-14

MASTERCARD INCORPORATED

1.75%

Shares12.6K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-0.11%

Shares26.2K

Event2026-03-31

Filed2026-04-14

TRV

TRAVELERS COMPANIES INC

0.00%

Shares20.3K

Event2026-03-31

Filed2026-04-14

COP

CONOCOPHILLIPS

2.29%

Shares48.2K

Event2026-03-31

Filed2026-04-14

WFC

WELLS FARGO & CO

-0.16%

Shares70.1K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

0.97%

Shares21.8K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-0.28%

Shares35.7K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-14

EPD

ENTERPRISE PRODS PARTNERS L

2.58%

Shares135.0K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-14

USB

US BANCORP

2.48%

Shares84.6K

Event2026-03-31

Filed2026-04-14

TMO

THERMO FISHER SCIENTIFIC INC

0.77%

Shares9.2K

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

15.04%

Shares11.5K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

0.11%

Shares26.3K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING IN

3.62%

Shares18.3K

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC

12.15%

Shares9.1K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-14

DEO

DIAGEO PLC

7.45%

Shares26.2K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-20.72%

Shares5.7K

Event2026-03-31

Filed2026-04-14

VUSB

VANGUARD BD INDEX FDS

29.41%

Shares26.4K

Event2026-03-31

Filed2026-04-14

IWF

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-04-14

IWD

ISHARES TR

New

Shares5.2K

Event2026-03-31

Filed2026-04-14

PFF

ISHARES TR

0.00%

Shares20.9K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

New

Shares4.3K

Event2026-03-31

Filed2026-04-14

VXUS

VANGUARD STAR FDS

132.53%

Shares6.8K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

New

Shares2.7K

Event2026-03-31

Filed2026-04-14

IWP

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-14

IWS

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-14

IWO

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-14

IWN

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

New

Shares480

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-14

NFG

NATIONAL FUEL GAS CO

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-14

SOUTHERN CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-14

CLX

CLOROX CO DEL

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-14

GOSS

GOSSAMER BIO INC

New

Shares26.3K

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available