R.H. Investment Group as of March 31, 2025
Portfolio Holdings for R.H. Investment Group
R.H. Investment Group holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris International (PM) | 6.8 | $7.1M | 45k | 158.73 | |
| Mastercard Incorporated Cl A (MA) | 6.6 | $6.9M | 13k | 548.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.8 | $6.0M | 11k | 532.58 | |
| Wal-Mart Stores (WMT) | 5.7 | $5.9M | 67k | 87.79 | |
| Automatic Data Processing (ADP) | 5.1 | $5.3M | 17k | 305.53 | |
| Wells Fargo & Company (WFC) | 4.9 | $5.1M | 72k | 71.79 | |
| ConocoPhillips (COP) | 4.7 | $4.8M | 46k | 105.02 | |
| Apple (AAPL) | 4.6 | $4.8M | 22k | 222.13 | |
| Amgen (AMGN) | 4.4 | $4.5M | 15k | 311.55 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $4.5M | 9.1k | 497.60 | |
| Procter & Gamble Company (PG) | 4.2 | $4.4M | 26k | 170.42 | |
| Johnson & Johnson (JNJ) | 4.2 | $4.4M | 26k | 165.84 | |
| Exxon Mobil Corporation (XOM) | 4.1 | $4.2M | 35k | 118.93 | |
| Union Pacific Corporation (UNP) | 3.8 | $4.0M | 17k | 236.23 | |
| FedEx Corporation (FDX) | 3.7 | $3.9M | 16k | 243.79 | |
| McDonald's Corporation (MCD) | 3.7 | $3.8M | 12k | 312.37 | |
| UnitedHealth (UNH) | 3.6 | $3.7M | 7.1k | 523.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $3.7M | 24k | 156.23 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.5 | $3.6M | 13k | 274.83 | |
| Us Bancorp Del Com New (USB) | 3.3 | $3.4M | 81k | 42.22 | |
| Diageo Spon Adr New (DEO) | 2.4 | $2.5M | 24k | 104.79 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $1.9M | 3.7k | 513.91 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $1.8M | 7.4k | 245.30 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $1.1M | 37k | 30.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.1M | 7.2k | 154.64 | |
| Enterprise Products Partners (EPD) | 0.4 | $410k | 12k | 34.14 | |
| Clorox Company (CLX) | 0.3 | $295k | 2.0k | 147.25 | |
| Pepsi (PEP) | 0.3 | $282k | 1.9k | 149.94 | |
| National Fuel Gas (NFG) | 0.2 | $236k | 3.0k | 79.19 | |
| Southern Company (SO) | 0.2 | $221k | 2.4k | 91.95 |
