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

Currently, R.H. Investment Group, LLC holds 33 types of securities in its portfolio with a total value $119.4M. In the most recent quarter, they have increased their positions in VUSB (+7.5K shares, valued at $373.8K), VXUS (+2.9K shares, valued at $219.2K), UNH (+300 shares, valued at $99.0K); decreased their positions in VTI (-3.8K shares, valued at $1.3M), N/A (-1.0K shares, valued at $319.1K), TMO (-190 shares, valued at $110.1K); initiated new positions in VXUS (+2.9K shares, valued at $219.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PM PHILIP MORRIS INTL INC44.1K shares0.04%2025-12-312026-01-16

MA MASTERCARD INCORPORATED12.4K shares-0.48%2025-12-312026-01-16

WMT WALMART INC63.4K shares-1.32%2025-12-312026-01-16

ALPHABET INC ALPHABET INC22.1K shares-4.39%2025-12-312026-01-16

WFC WELLS FARGO CO NEW70.2K shares-0.07%2025-12-312026-01-16

TRV TRAVELERS COMPANIES INC20.3K shares-0.12%2025-12-312026-01-16

AAPL APPLE INC21.6K shares-0.44%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.3K shares-0.09%2025-12-312026-01-16

Sponsored

JNJ JOHNSON & JOHNSON26.3K shares-0.17%2025-12-312026-01-16

TMO THERMO FISHER SCIENTIFIC INC9.1K shares-2.04%2025-12-312026-01-16

AMGN AMGEN INC14.6K shares-0.27%2025-12-312026-01-16

ADP AUTOMATIC DATA PROCESSING IN17.7K shares1.99%2025-12-312026-01-16

COP CONOCOPHILLIPS47.1K shares0.11%2025-12-312026-01-16

USB US BANCORP DEL82.5K shares0.00%2025-12-312026-01-16

XOM EXXON MOBIL CORP35.8K shares0.00%2025-12-312026-01-16

EPD ENTERPRISE PRODS PARTNERS L131.6K shares0.00%2025-12-312026-01-16

Sponsored

UNP UNION PAC CORP17.1K shares0.00%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO26.3K shares1.41%2025-12-312026-01-16

MCD MCDONALDS CORP12.3K shares0.00%2025-12-312026-01-16

VTI VANGUARD INDEX FDS10.0K shares-27.54%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC8.1K shares3.84%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares-0.98%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.7.4K shares0.00%2025-12-312026-01-16

ALPHABET INC ALPHABET INC7.2K shares0.00%2025-12-312026-01-16

Sponsored

DEO DIAGEO PLC24.4K shares0.41%2025-12-312026-01-16

VUSB VANGUARD BD INDEX FDS20.4K shares58.14%2025-12-312026-01-16

PFF ISHARES TR20.9K shares0.00%2025-12-312026-01-16

VZ VERIZON COMMUNICATIONS INC8.3K shares0.00%2025-12-312026-01-16

PEP PEPSICO INC1.9K shares0.00%2025-12-312026-01-16

VXUS VANGUARD STAR FDS2.9K sharesnew addition2025-12-312026-01-16

NFG NATIONAL FUEL GAS CO2.7K shares0.00%2025-12-312026-01-16

SO SOUTHERN CO2.3K shares0.00%2025-12-312026-01-16

Sponsored

CLX CLOROX CO DEL2.0K shares0.00%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available