Richwood Investment Advisors
Latest statistics and disclosures from Richwood Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJR, IJH, LLY, EFA, and represent 41.58% of Richwood Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NOW, IVV, OSK, PG, CVS, IJR, WMT, PKG, ISCV, XBI.
- Started 7 new stock positions in OSK, WMT, SPLV, PKG, XBI, ISCV, CVS.
- Reduced shares in these 10 stocks: LLY, DD, AAPL, AMGN, AFL, ETN, MRK, V, VYM, LOW.
- Sold out of its position in DD.
- Richwood Investment Advisors was a net buyer of stock by $4.7M.
- Richwood Investment Advisors has $139M in assets under management (AUM), dropping by 9.12%.
- Central Index Key (CIK): 0001911900
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Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 106 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 19.7 | $28M | +5% | 40k | 693.79 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 7.0 | $9.8M | +2% | 74k | 131.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.9 | $9.6M | 134k | 71.73 |
|
|
| Eli Lilly & Co. (LLY) | 5.2 | $7.2M | -3% | 6.9k | 1058.18 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.7 | $3.8M | +2% | 37k | 102.61 |
|
| Visa Com Cl A (V) | 2.5 | $3.5M | -2% | 11k | 331.58 |
|
| Apple (AAPL) | 2.2 | $3.1M | -6% | 11k | 278.12 |
|
| Servicenow (NOW) | 1.9 | $2.6M | +389% | 26k | 100.74 |
|
| Northrop Grumman Corporation (NOC) | 1.8 | $2.5M | 3.5k | 709.21 |
|
|
| Caterpillar (CAT) | 1.7 | $2.4M | +2% | 3.3k | 726.20 |
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.1M | -2% | 3.9k | 548.81 |
|
| Lockheed Martin Corporation (LMT) | 1.4 | $2.0M | +7% | 3.2k | 623.72 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $1.8M | 1.8k | 1001.16 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.7M | -3% | 11k | 155.45 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $1.7M | 11k | 149.05 |
|
|
| Tractor Supply Company (TSCO) | 1.2 | $1.7M | +3% | 30k | 55.61 |
|
| Home Depot (HD) | 1.2 | $1.6M | +4% | 4.3k | 385.19 |
|
| Merck & Co (MRK) | 1.2 | $1.6M | -5% | 13k | 121.94 |
|
| Lowe's Companies (LOW) | 1.1 | $1.6M | -4% | 5.6k | 278.42 |
|
| Microsoft Corporation (MSFT) | 1.0 | $1.4M | -2% | 3.4k | 401.14 |
|
| Spdr Series Trust State Street Spd (SDY) | 1.0 | $1.4M | -3% | 8.8k | 153.40 |
|
| McDonald's Corporation (MCD) | 0.9 | $1.3M | -4% | 3.8k | 327.20 |
|
| Amgen (AMGN) | 0.9 | $1.2M | -12% | 3.2k | 384.32 |
|
| Welltower Inc Com reit (WELL) | 0.9 | $1.2M | -2% | 6.1k | 195.94 |
|
| UnitedHealth (UNH) | 0.8 | $1.2M | 4.3k | 276.65 |
|
|
| Wells Fargo & Company (WFC) | 0.8 | $1.2M | -2% | 13k | 93.97 |
|
| Boeing Company (BA) | 0.8 | $1.2M | +4% | 4.8k | 243.03 |
|
| American Express Company (AXP) | 0.8 | $1.2M | -2% | 3.2k | 359.21 |
|
| Snap-on Incorporated (SNA) | 0.8 | $1.1M | 3.1k | 369.34 |
|
|
| Deere & Company (DE) | 0.8 | $1.1M | 1.9k | 583.11 |
|
|
| General Dynamics Corporation (GD) | 0.8 | $1.1M | +4% | 3.1k | 360.07 |
|
| Procter & Gamble Company (PG) | 0.8 | $1.1M | +65% | 6.9k | 159.18 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.0M | +11% | 4.3k | 240.02 |
|
| Eaton Corp SHS (ETN) | 0.7 | $972k | -10% | 2.6k | 373.82 |
|
| FedEx Corporation (FDX) | 0.7 | $957k | +10% | 2.6k | 369.23 |
|
| Gilead Sciences (GILD) | 0.7 | $944k | -4% | 6.2k | 152.50 |
|
| Pepsi (PEP) | 0.6 | $903k | 5.3k | 170.49 |
|
|
| Coca-Cola Company (KO) | 0.6 | $867k | 11k | 79.04 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $843k | +9% | 2.6k | 322.40 |
|
| Oracle Corporation (ORCL) | 0.6 | $839k | -2% | 5.9k | 142.82 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $793k | -8% | 5.1k | 155.49 |
|
| Citigroup Com New (C) | 0.5 | $749k | +4% | 6.1k | 122.69 |
|
| Capital One Financial (COF) | 0.5 | $735k | -7% | 3.3k | 222.79 |
|
| Waste Management (WM) | 0.5 | $726k | 3.2k | 226.79 |
|
|
| AFLAC Incorporated (AFL) | 0.5 | $711k | -17% | 6.1k | 117.15 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $702k | 3.8k | 185.41 |
|
|
| Bristol Myers Squibb (BMY) | 0.5 | $682k | -7% | 11k | 61.99 |
|
| Phillips 66 (PSX) | 0.5 | $680k | 4.3k | 157.80 |
|
|
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.5 | $668k | -4% | 9.6k | 69.72 |
|
| Morgan Stanley Com New (MS) | 0.5 | $667k | +17% | 3.7k | 179.98 |
|
| Oshkosh Corporation (OSK) | 0.5 | $665k | NEW | 3.9k | 171.71 |
|
| Verizon Communications (VZ) | 0.5 | $660k | -3% | 14k | 46.31 |
|
| United Parcel Service CL B (UPS) | 0.5 | $658k | 5.6k | 117.35 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $633k | 5.0k | 126.53 |
|
|
| Yum! Brands (YUM) | 0.5 | $629k | 3.9k | 162.93 |
|
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| Delta Air Lines Inc Del Com New (DAL) | 0.4 | $626k | -5% | 8.3k | 75.35 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $622k | -3% | 20k | 31.47 |
|
| Southern Company (SO) | 0.4 | $584k | -8% | 6.5k | 90.08 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.4 | $553k | 5.5k | 101.27 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $524k | -4% | 2.1k | 252.62 |
|
| Clorox Company (CLX) | 0.4 | $517k | +20% | 4.3k | 119.38 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $508k | -6% | 3.7k | 137.07 |
|
| Anthem (ELV) | 0.4 | $489k | -6% | 1.4k | 338.98 |
|
| Intel Corporation (INTC) | 0.3 | $487k | +14% | 9.6k | 50.59 |
|
| Consolidated Edison (ED) | 0.3 | $462k | -7% | 4.3k | 107.34 |
|
| McKesson Corporation (MCK) | 0.3 | $450k | 474.00 | 950.18 |
|
|
| Pfizer (PFE) | 0.3 | $434k | -3% | 16k | 27.22 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $432k | 4.1k | 104.33 |
|
|
| Biogen Idec (BIIB) | 0.3 | $427k | -5% | 2.1k | 201.23 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $427k | -5% | 1.2k | 342.76 |
|
| Fastenal Company (FAST) | 0.3 | $424k | -2% | 8.9k | 47.73 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $414k | 2.1k | 200.61 |
|
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| ConocoPhillips (COP) | 0.3 | $414k | -8% | 3.8k | 107.62 |
|
| Lear Corp Com New (LEA) | 0.3 | $407k | +4% | 2.9k | 140.95 |
|
| Medtronic SHS (MDT) | 0.3 | $406k | -10% | 3.9k | 102.92 |
|
| Chevron Corporation (CVX) | 0.3 | $389k | -14% | 2.2k | 180.94 |
|
| Ecolab (ECL) | 0.3 | $386k | +30% | 1.3k | 290.33 |
|
| Automatic Data Processing (ADP) | 0.3 | $382k | 1.6k | 231.36 |
|
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| Cisco Systems (CSCO) | 0.3 | $379k | -3% | 4.5k | 84.82 |
|
| MetLife (MET) | 0.3 | $366k | 4.8k | 76.39 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $357k | +26% | 1.3k | 268.38 |
|
| Philip Morris International (PM) | 0.3 | $357k | 2.0k | 182.81 |
|
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $326k | 746.00 | 437.11 |
|
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| Hldgs (UAL) | 0.2 | $312k | 2.7k | 115.91 |
|
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $308k | 3.7k | 82.75 |
|
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $307k | -5% | 1.9k | 157.71 |
|
| Norfolk Southern (NSC) | 0.2 | $301k | +7% | 983.00 | 306.48 |
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| Allstate Corporation (ALL) | 0.2 | $292k | 1.4k | 207.55 |
|
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| SYSCO Corporation (SYY) | 0.2 | $283k | 3.3k | 86.53 |
|
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| Colgate-Palmolive Company (CL) | 0.2 | $277k | -10% | 2.9k | 94.41 |
|
| International Paper Company (IP) | 0.2 | $277k | -6% | 5.9k | 46.58 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $271k | NEW | 3.5k | 78.35 |
|
| Illinois Tool Works (ITW) | 0.2 | $266k | -8% | 905.00 | 293.57 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $264k | -19% | 485.00 | 543.39 |
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| Paychex (PAYX) | 0.2 | $236k | -4% | 2.4k | 98.53 |
|
| American Electric Power Company (AEP) | 0.2 | $234k | -15% | 1.9k | 120.80 |
|
| Abbott Laboratories (ABT) | 0.2 | $231k | -20% | 2.1k | 110.85 |
|
| 3M Company (MMM) | 0.2 | $229k | 1.3k | 172.65 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $222k | NEW | 1.7k | 131.21 |
|
| Public Storage (PSA) | 0.2 | $216k | -2% | 753.00 | 287.19 |
|
| Packaging Corporation of America (PKG) | 0.2 | $214k | NEW | 897.00 | 238.86 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $207k | -10% | 1.4k | 151.14 |
|
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.1 | $206k | NEW | 2.8k | 74.37 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $205k | 1.7k | 121.86 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $205k | NEW | 1.6k | 125.51 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $202k | NEW | 2.7k | 74.86 |
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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 Q4 filed Feb. 12, 2026
- 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