Richwood Investment Advisors
Latest statistics and disclosures from Richwood Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, IJR, LLY, NOW, and represent 41.15% of Richwood Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, INTC, CHRW, DUK, DE, NVDA, EFA, UNP, JPM, NOC.
- Started 3 new stock positions in CHRW, DUK, INTC.
- Reduced shares in these 10 stocks: FI, IUSG, SYK, LMT, NOW, ELV, BMY, TMO, COP, DVY.
- Sold out of its positions in FI, IUSG, SYK.
- Richwood Investment Advisors was a net seller of stock by $-575k.
- Richwood Investment Advisors has $128M in assets under management (AUM), dropping by 4.81%.
- Central Index Key (CIK): 0001911900
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Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 100 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 19.6 | $25M | 38k | 669.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.7 | $8.6M | 132k | 65.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.7 | $8.6M | 72k | 118.83 |
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| Eli Lilly & Co. (LLY) | 4.2 | $5.4M | 7.1k | 763.00 |
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| Servicenow (NOW) | 3.8 | $4.8M | -2% | 5.3k | 920.28 |
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| Visa Com Cl A (V) | 2.9 | $3.7M | 11k | 341.38 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.6 | $3.4M | 36k | 93.37 |
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| Apple (AAPL) | 2.4 | $3.0M | 12k | 254.63 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $2.3M | 4.0k | 568.88 |
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| Northrop Grumman Corporation (NOC) | 1.7 | $2.1M | 3.5k | 609.41 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.8M | 3.5k | 517.95 |
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| Oracle Corporation (ORCL) | 1.3 | $1.7M | 6.0k | 281.24 |
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| Costco Wholesale Corporation (COST) | 1.3 | $1.7M | 1.8k | 925.63 |
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| Home Depot (HD) | 1.3 | $1.7M | 4.1k | 405.24 |
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| Tractor Supply Company (TSCO) | 1.3 | $1.6M | 29k | 56.87 |
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| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.6M | -2% | 11k | 142.11 |
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| Caterpillar (CAT) | 1.2 | $1.5M | 3.2k | 477.15 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $1.5M | -10% | 3.0k | 499.29 |
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| Lowe's Companies (LOW) | 1.2 | $1.5M | 5.9k | 251.34 |
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| UnitedHealth (UNH) | 1.2 | $1.5M | 4.3k | 345.30 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 1.0 | $1.3M | 9.1k | 140.05 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $1.3M | 11k | 112.75 |
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| McDonald's Corporation (MCD) | 1.0 | $1.2M | 4.0k | 303.92 |
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| Merck & Co (MRK) | 0.9 | $1.2M | -3% | 14k | 83.93 |
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| Welltower Inc Com reit (WELL) | 0.9 | $1.1M | 6.2k | 178.15 |
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| American Express Company (AXP) | 0.9 | $1.1M | 3.3k | 332.21 |
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| Eaton Corp SHS (ETN) | 0.9 | $1.1M | 2.9k | 374.25 |
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| Snap-on Incorporated (SNA) | 0.8 | $1.1M | 3.1k | 346.53 |
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| Wells Fargo & Company (WFC) | 0.8 | $1.1M | 13k | 83.82 |
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| Amgen (AMGN) | 0.8 | $1.0M | -3% | 3.6k | 282.20 |
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| General Dynamics Corporation (GD) | 0.8 | $1.0M | 2.9k | 341.00 |
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| Boeing Company (BA) | 0.8 | $990k | 4.6k | 215.83 |
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| Deere & Company (DE) | 0.7 | $877k | +6% | 1.9k | 457.26 |
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| AFLAC Incorporated (AFL) | 0.6 | $820k | 7.3k | 111.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $789k | 5.6k | 140.96 |
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| Capital One Financial (COF) | 0.6 | $755k | -3% | 3.6k | 212.58 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $753k | +4% | 2.4k | 315.43 |
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| Coca-Cola Company (KO) | 0.6 | $734k | +2% | 11k | 66.32 |
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| Pepsi (PEP) | 0.6 | $732k | -3% | 5.2k | 140.44 |
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| Gilead Sciences (GILD) | 0.6 | $722k | 6.5k | 111.00 |
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| NVIDIA Corporation (NVDA) | 0.6 | $720k | +5% | 3.9k | 186.58 |
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| Johnson & Johnson (JNJ) | 0.6 | $717k | 3.9k | 185.44 |
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| Waste Management (WM) | 0.6 | $707k | 3.2k | 220.83 |
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| Southern Company (SO) | 0.5 | $674k | 7.1k | 94.77 |
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| Verizon Communications (VZ) | 0.5 | $650k | 15k | 43.95 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $645k | 20k | 31.62 |
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| Procter & Gamble Company (PG) | 0.5 | $638k | 4.1k | 153.67 |
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| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.5 | $636k | 10k | 63.43 |
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| Citigroup Com New (C) | 0.5 | $590k | 5.8k | 101.50 |
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| Yum! Brands (YUM) | 0.5 | $587k | +4% | 3.9k | 152.00 |
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| Phillips 66 (PSX) | 0.5 | $586k | 4.3k | 136.02 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $558k | 5.0k | 110.59 |
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| FedEx Corporation (FDX) | 0.4 | $554k | 2.4k | 235.81 |
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| Bristol Myers Squibb (BMY) | 0.4 | $536k | -10% | 12k | 45.10 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $519k | 4.2k | 124.35 |
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| Union Pacific Corporation (UNP) | 0.4 | $514k | +6% | 2.2k | 236.37 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.4 | $501k | 8.8k | 56.75 |
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| Morgan Stanley Com New (MS) | 0.4 | $500k | +4% | 3.1k | 158.99 |
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| Anthem (ELV) | 0.4 | $498k | -16% | 1.5k | 323.12 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.4 | $489k | 5.5k | 88.65 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $484k | 4.0k | 122.45 |
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| Automatic Data Processing (ADP) | 0.4 | $484k | 1.6k | 293.50 |
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| United Parcel Service CL B (UPS) | 0.4 | $473k | -7% | 5.7k | 83.54 |
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| Consolidated Edison (ED) | 0.4 | $468k | 4.7k | 100.52 |
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| Fastenal Company (FAST) | 0.3 | $445k | -3% | 9.1k | 49.04 |
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| Clorox Company (CLX) | 0.3 | $441k | 3.6k | 123.33 |
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| Medtronic SHS (MDT) | 0.3 | $422k | -6% | 4.4k | 95.26 |
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| Pfizer (PFE) | 0.3 | $420k | -5% | 17k | 25.48 |
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| ConocoPhillips (COP) | 0.3 | $399k | -10% | 4.2k | 94.59 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $395k | -2% | 1.3k | 298.39 |
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| MetLife (MET) | 0.3 | $394k | -3% | 4.8k | 82.38 |
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| Chevron Corporation (CVX) | 0.3 | $392k | 2.5k | 155.35 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $371k | 1.1k | 352.75 |
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| McKesson Corporation (MCK) | 0.3 | $367k | 474.00 | 773.76 |
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| Abbott Laboratories (ABT) | 0.3 | $352k | -6% | 2.6k | 133.96 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $325k | 746.00 | 435.46 |
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| Cisco Systems (CSCO) | 0.2 | $317k | 4.6k | 68.42 |
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| Paychex (PAYX) | 0.2 | $317k | 2.5k | 126.76 |
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| Philip Morris International (PM) | 0.2 | $316k | -3% | 2.0k | 162.20 |
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| Biogen Idec (BIIB) | 0.2 | $315k | 2.2k | 140.11 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $310k | 3.8k | 82.73 |
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| Allstate Corporation (ALL) | 0.2 | $302k | -6% | 1.4k | 214.65 |
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| International Paper Company (IP) | 0.2 | $296k | 6.4k | 46.40 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $291k | -15% | 600.00 | 485.43 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $286k | 2.1k | 139.17 |
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| Intel Corporation (INTC) | 0.2 | $283k | NEW | 8.4k | 33.55 |
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| Ecolab (ECL) | 0.2 | $278k | 1.0k | 274.00 |
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| Lear Corp Com New (LEA) | 0.2 | $277k | -2% | 2.8k | 100.61 |
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| Norfolk Southern (NSC) | 0.2 | $274k | 913.00 | 300.41 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $273k | NEW | 2.1k | 132.42 |
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| SYSCO Corporation (SYY) | 0.2 | $269k | 3.3k | 82.34 |
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| Colgate-Palmolive Company (CL) | 0.2 | $263k | 3.3k | 79.94 |
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| Hldgs (UAL) | 0.2 | $260k | 2.7k | 96.50 |
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| Illinois Tool Works (ITW) | 0.2 | $258k | 990.00 | 260.76 |
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| American Electric Power Company (AEP) | 0.2 | $257k | -3% | 2.3k | 112.50 |
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| Dupont De Nemours (DD) | 0.2 | $256k | -2% | 3.3k | 77.90 |
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| Public Storage (PSA) | 0.2 | $223k | 773.00 | 289.04 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $222k | 1.5k | 145.65 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $209k | NEW | 1.7k | 123.75 |
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| 3M Company (MMM) | 0.2 | $206k | 1.3k | 155.18 |
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Past Filings by Richwood Investment Advisors
SEC 13F filings are viewable for Richwood Investment Advisors going back to 2021
- Richwood Investment Advisors 2025 Q3 filed Oct. 16, 2025
- Richwood Investment Advisors 2025 Q2 filed July 23, 2025
- Richwood Investment Advisors 2024 Q4 filed Feb. 11, 2025
- Richwood Investment Advisors 2024 Q3 filed Oct. 15, 2024
- Richwood Investment Advisors 2024 Q2 filed July 26, 2024
- Richwood Investment Advisors 2024 Q1 filed May 13, 2024
- Richwood Investment Advisors 2023 Q4 filed Feb. 9, 2024
- Richwood Investment Advisors 2023 Q3 filed Oct. 30, 2023
- Richwood Investment Advisors 2023 Q2 filed July 21, 2023
- Richwood Investment Advisors 2023 Q1 filed April 19, 2023
- Richwood Investment Advisors 2022 Q4 filed Feb. 8, 2023
- Richwood Investment Advisors 2022 Q3 filed Oct. 27, 2022
- Richwood Investment Advisors 2022 Q2 filed July 22, 2022
- Richwood Investment Advisors 2022 Q1 filed April 28, 2022
- Richwood Investment Advisors 2021 Q4 filed Feb. 17, 2022