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 42.18% of Richwood Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: HDV, IVV, VOOG, QCOM, SYY, IJR, HD, NOW, V, NOC.
- Started 1 new stock position in QCOM.
- Reduced shares in these 10 stocks: , TMO, ABT, , PKG, ITOT, ISCV, , SPLV, ETN.
- Sold out of its positions in ABT, SPLV, ITOT, ISCV, PKG, XBI, XLV, TMO, MMM.
- Richwood Investment Advisors was a net seller of stock by $-474k.
- Richwood Investment Advisors has $130M in assets under management (AUM), dropping by -6.83%.
- Central Index Key (CIK): 0001911900
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Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.2 | $26M | 40k | 653.22 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 7.2 | $9.3M | 75k | 124.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.1 | $9.2M | 136k | 67.53 |
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| Eli Lilly & Co. (LLY) | 4.9 | $6.3M | 6.9k | 919.77 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.8 | $3.7M | +2% | 38k | 97.13 |
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| Visa Com Cl A (V) | 2.5 | $3.3M | +3% | 11k | 302.24 |
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| Apple (AAPL) | 2.2 | $2.8M | 11k | 253.79 |
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| Servicenow (NOW) | 2.2 | $2.8M | +4% | 27k | 104.55 |
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| Northrop Grumman Corporation (NOC) | 1.9 | $2.5M | +4% | 3.7k | 682.33 |
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| Caterpillar (CAT) | 1.8 | $2.3M | 3.2k | 708.46 |
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| Lockheed Martin Corporation (LMT) | 1.6 | $2.0M | +3% | 3.4k | 604.52 |
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| Mastercard Incorporated Cl A (MA) | 1.5 | $2.0M | 4.0k | 499.72 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $1.9M | 11k | 169.66 |
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| Costco Wholesale Corporation (COST) | 1.4 | $1.8M | +2% | 1.8k | 996.43 |
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| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.6M | 11k | 151.42 |
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| Merck & Co (MRK) | 1.2 | $1.6M | 13k | 120.30 |
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| Home Depot (HD) | 1.2 | $1.5M | +9% | 4.7k | 328.93 |
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| Tractor Supply Company (TSCO) | 1.0 | $1.3M | 30k | 45.30 |
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| Lowe's Companies (LOW) | 1.0 | $1.3M | 5.6k | 236.30 |
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| Microsoft Corporation (MSFT) | 1.0 | $1.2M | 3.3k | 370.17 |
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| Spdr Series Trust State Street Spd (SDY) | 0.9 | $1.2M | -5% | 8.3k | 145.94 |
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| McDonald's Corporation (MCD) | 0.9 | $1.2M | 3.9k | 310.83 |
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| Welltower Inc Com reit (WELL) | 0.9 | $1.2M | 6.1k | 197.73 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.2M | +9% | 4.7k | 244.47 |
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| UnitedHealth (UNH) | 0.9 | $1.1M | 4.2k | 270.59 |
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| Deere & Company (DE) | 0.9 | $1.1M | +2% | 2.0k | 563.30 |
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| Snap-on Incorporated (SNA) | 0.8 | $1.0M | -6% | 2.9k | 363.22 |
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| Boeing Company (BA) | 0.8 | $997k | +4% | 5.0k | 199.03 |
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| Wells Fargo & Company (WFC) | 0.8 | $995k | 13k | 79.61 |
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| Amgen (AMGN) | 0.8 | $983k | -12% | 2.8k | 351.85 |
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| Procter & Gamble Company (PG) | 0.7 | $963k | -2% | 6.7k | 144.45 |
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| FedEx Corporation (FDX) | 0.7 | $955k | +3% | 2.7k | 356.18 |
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| American Express Company (AXP) | 0.7 | $942k | -3% | 3.1k | 302.53 |
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| General Dynamics Corporation (GD) | 0.7 | $941k | -11% | 2.7k | 343.22 |
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| Gilead Sciences (GILD) | 0.7 | $858k | 6.2k | 139.37 |
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| Oracle Corporation (ORCL) | 0.7 | $855k | 5.8k | 147.11 |
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| Pepsi (PEP) | 0.7 | $849k | +3% | 5.5k | 155.29 |
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| Coca-Cola Company (KO) | 0.6 | $828k | 11k | 76.06 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $765k | 2.6k | 294.16 |
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| Eaton Corp SHS (ETN) | 0.6 | $764k | -17% | 2.1k | 357.67 |
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| NVIDIA Corporation (NVDA) | 0.6 | $756k | +14% | 4.3k | 174.40 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $755k | 5.1k | 148.11 |
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| Phillips 66 (PSX) | 0.6 | $749k | -4% | 4.1k | 182.18 |
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| Waste Management (WM) | 0.6 | $735k | 3.2k | 229.79 |
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| Citigroup Com New (C) | 0.6 | $727k | +5% | 6.4k | 113.41 |
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| Verizon Communications (VZ) | 0.5 | $688k | -3% | 14k | 50.20 |
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| Morgan Stanley Com New (MS) | 0.5 | $676k | +10% | 4.1k | 164.59 |
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| Bristol Myers Squibb (BMY) | 0.5 | $643k | -3% | 11k | 60.65 |
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| Oshkosh Corporation (OSK) | 0.5 | $639k | +12% | 4.3k | 147.21 |
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| Southern Company (SO) | 0.5 | $626k | 6.5k | 96.52 |
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| Capital One Financial (COF) | 0.5 | $602k | 3.3k | 182.43 |
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| Yum! Brands (YUM) | 0.5 | $601k | 3.9k | 155.48 |
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| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.5 | $596k | -4% | 9.2k | 65.09 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $593k | 5.0k | 118.45 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $592k | 20k | 30.32 |
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| AFLAC Incorporated (AFL) | 0.5 | $590k | -11% | 5.4k | 109.71 |
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| United Parcel Svcs CL B (UPS) | 0.4 | $560k | 5.7k | 98.38 |
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| Delta Air Lines Com New (DAL) | 0.4 | $546k | 8.2k | 66.48 |
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| ConocoPhillips (COP) | 0.4 | $502k | 3.8k | 132.00 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $494k | +390% | 18k | 27.14 |
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| Union Pacific Corporation (UNP) | 0.4 | $483k | -4% | 2.0k | 242.62 |
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| Consolidated Edison (ED) | 0.4 | $481k | 4.2k | 113.18 |
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| McKesson Corporation (MCK) | 0.3 | $445k | +9% | 519.00 | 857.60 |
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| Pfizer (PFE) | 0.3 | $435k | -2% | 16k | 28.08 |
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| Clorox Company (CLX) | 0.3 | $434k | -3% | 4.2k | 103.65 |
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| Intel Corporation (INTC) | 0.3 | $425k | 9.6k | 44.13 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $410k | +26% | 1.7k | 243.08 |
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| Chevron Corporation (CVX) | 0.3 | $404k | -9% | 2.0k | 207.00 |
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| Anthem (ELV) | 0.3 | $394k | -6% | 1.3k | 292.75 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.3 | $394k | -23% | 4.2k | 94.58 |
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| SYSCO Corporation (SYY) | 0.3 | $382k | +63% | 5.4k | 71.33 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $380k | -4% | 3.9k | 96.48 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $379k | 1.2k | 304.32 |
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| Fastenal Company (FAST) | 0.3 | $374k | -9% | 8.1k | 46.40 |
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| Biogen Idec (BIIB) | 0.3 | $373k | -4% | 2.0k | 183.38 |
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| Ecolab (ECL) | 0.3 | $353k | 1.3k | 266.02 |
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| Lear Corp Com New (LEA) | 0.3 | $347k | 2.9k | 121.08 |
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| Cisco Systems (CSCO) | 0.3 | $347k | 4.5k | 77.59 |
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| Medtronic SHS (MDT) | 0.3 | $342k | 3.9k | 86.67 |
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| Automatic Data Processing (ADP) | 0.3 | $335k | 1.6k | 203.18 |
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| MetLife (MET) | 0.3 | $327k | -3% | 4.6k | 70.73 |
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| Philip Morris International (PM) | 0.2 | $322k | 2.0k | 165.34 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $310k | -9% | 1.9k | 166.09 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $304k | +500% | 4.5k | 67.95 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $293k | 3.7k | 78.77 |
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| Allstate Corporation (ALL) | 0.2 | $292k | 1.4k | 207.34 |
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| Hldgs (UAL) | 0.2 | $248k | 2.7k | 92.07 |
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| CVS Caremark Corporation (CVS) | 0.2 | $245k | 3.4k | 71.82 |
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| Norfolk Southern (NSC) | 0.2 | $242k | -14% | 843.00 | 287.00 |
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| American Electric Power Company (AEP) | 0.2 | $236k | -6% | 1.8k | 131.08 |
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| Colgate-Palmolive Company (CL) | 0.2 | $236k | -5% | 2.8k | 85.23 |
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| Wal-Mart Stores (WMT) | 0.2 | $235k | +11% | 1.9k | 124.33 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $232k | +5% | 1.8k | 130.94 |
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| International Paper Company (IP) | 0.2 | $231k | +9% | 6.5k | 35.70 |
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| Illinois Tool Works (ITW) | 0.2 | $225k | -4% | 865.00 | 260.29 |
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| Paychex (PAYX) | 0.2 | $211k | -4% | 2.3k | 92.12 |
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| Public Storage (PSA) | 0.2 | $204k | 753.00 | 271.06 |
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| Qualcomm (QCOM) | 0.2 | $203k | NEW | 1.6k | 128.78 |
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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 2026 Q1 filed May 15, 2026
- 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