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 $115.2M. In the most recent quarter, they have increased their positions in EPD (+119.6K shares, valued at $3.7M), VUSB (+12.9K shares, valued at $644.9K), VZ (+8.3K shares, valued at $364.8K); decreased their positions in VTI (-2.3K shares, valued at $762.4K), PFF (-15.6K shares, valued at $491.7K), GOOG (-388 shares, valued at $94.5K); initiated new positions in VUSB (+12.9K shares, valued at $644.9K), VZ (+8.3K shares, valued at $364.8K), BX (+1.2K shares, valued at $205.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PM PHILIP MORRIS INTL INC44.1K shares-1.06%2025-09-302025-10-30history
MA MASTERCARD INCORPORATED12.4K shares-0.72%2025-09-302025-10-30history
WMT WALMART INC64.2K shares-0.90%2025-09-302025-10-30history
WFC WELLS FARGO CO NEW70.3K shares-1.57%2025-09-302025-10-30history
TRV TRAVELERS COMPANIES INC20.3K shares0.20%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL11.3K shares-0.05%2025-09-302025-10-30history
GOOG ALPHABET INC23.1K shares-1.65%2025-09-302025-10-30history
AAPL APPLE INC21.7K shares-0.12%2025-09-302025-10-30history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN17.3K shares-1.45%2025-09-302025-10-30history
JNJ JOHNSON & JOHNSON26.3K shares-0.45%2025-09-302025-10-30history
TMO THERMO FISHER SCIENTIFIC INC9.3K shares0.00%2025-09-302025-10-30history
VTI VANGUARD INDEX FDS13.7K shares-14.46%2025-09-302025-10-30history
COP CONOCOPHILLIPS47.0K shares0.06%2025-09-302025-10-30history
AMGN AMGEN INC14.6K shares0.00%2025-09-302025-10-30history
EPD ENTERPRISE PRODS PARTNERS L131.6K shares996.63%2025-09-302025-10-30history
XOM EXXON MOBIL CORP35.8K shares0.00%2025-09-302025-10-30history
Sponsored
UNP UNION PAC CORP17.1K shares0.00%2025-09-302025-10-30history
USB US BANCORP DEL82.5K shares0.00%2025-09-302025-10-30history
PG PROCTER AND GAMBLE CO25.9K shares-0.33%2025-09-302025-10-30history
MCD MCDONALDS CORP12.3K shares0.00%2025-09-302025-10-30history
UNH UNITEDHEALTH GROUP INC7.8K shares9.16%2025-09-302025-10-30history
VOO VANGUARD INDEX FDS4.1K shares0.74%2025-09-302025-10-30history
JPM JPMORGAN CHASE & CO.7.4K shares0.00%2025-09-302025-10-30history
DEO DIAGEO PLC24.3K shares0.00%2025-09-302025-10-30history
Sponsored
GOOGL ALPHABET INC7.2K shares0.00%2025-09-302025-10-30history
PFF ISHARES TR20.9K shares-42.66%2025-09-302025-10-30history
VUSB VANGUARD BD INDEX FDS12.9K sharesnew addition2025-09-302025-10-30history
VZ VERIZON COMMUNICATIONS INC8.3K sharesnew addition2025-09-302025-10-30history
PEP PEPSICO INC1.9K shares0.00%2025-09-302025-10-30history
NFG NATIONAL FUEL GAS CO2.7K shares-10.07%2025-09-302025-10-30history
CLX CLOROX CO DEL2.0K shares0.00%2025-09-302025-10-30history
SO SOUTHERN CO2.3K shares-6.08%2025-09-302025-10-30history
Sponsored
BX BLACKSTONE INC1.2K sharesnew addition2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available