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, UNH, LLY, and represent 33.20% of Richwood Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: JNPR, ALL, TIP, MSFT, NOC, LMT, MRK, GILD, DE, BMY.
  • Started 3 new stock positions in JNPR, TIP, ALL.
  • Reduced shares in these 10 stocks: IVV, UPS, IJR, VZ, INTC, C, LEA, MMM, MDT, IJH.
  • Richwood Investment Advisors was a net seller of stock by $-1.5M.
  • Richwood Investment Advisors has $99M in assets under management (AUM), dropping by 9.11%.
  • Central Index Key (CIK): 0001911900

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Portfolio Holdings for Richwood Investment Advisors

Richwood Investment Advisors holds 105 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.6 $14M -3% 35k 384.45
Ishares Tr Core S&p Scp Etf (IJR) 7.0 $7.0M 74k 94.64
Ishares Tr Core S&p Mcp Etf (IJH) 6.7 $6.7M 28k 241.89
UnitedHealth (UNH) 3.0 $3.0M 5.7k 530.18
Eli Lilly & Co. (LLY) 2.9 $2.9M -2% 7.8k 365.84
Ishares Tr Msci Eafe Etf (EFA) 2.4 $2.4M -2% 36k 65.64
Visa Com Cl A (V) 2.3 $2.3M 11k 207.75
Servicenow (NOW) 2.3 $2.2M 5.8k 388.27
Merck & Co (MRK) 1.9 $1.9M 17k 110.95
Ishares Tr Select Divid Etf (DVY) 1.8 $1.8M 15k 120.60
Apple (AAPL) 1.6 $1.6M 13k 129.93
Northrop Grumman Corporation (NOC) 1.6 $1.6M +3% 2.9k 545.61
Anthem (ELV) 1.5 $1.5M 2.9k 512.97
Lowe's Companies (LOW) 1.4 $1.4M 6.9k 199.24

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Mastercard Incorporated Cl A (MA) 1.3 $1.3M 3.8k 347.73
Biogen Idec (BIIB) 1.3 $1.3M 4.8k 276.89
Exxon Mobil Corporation (XOM) 1.3 $1.3M 12k 110.30
Pepsi (PEP) 1.2 $1.2M 6.8k 180.66
McDonald's Corporation (MCD) 1.2 $1.2M 4.6k 263.56
Spdr Ser Tr S&p Divid Etf (SDY) 1.2 $1.2M 9.7k 125.11
Pfizer (PFE) 1.2 $1.2M 24k 51.24
Bristol Myers Squibb (BMY) 1.1 $1.1M 16k 71.95
General Dynamics Corporation (GD) 1.1 $1.1M 4.5k 248.11
Lockheed Martin Corporation (LMT) 1.1 $1.1M +2% 2.3k 486.49
Amgen (AMGN) 1.0 $969k 3.7k 262.64
Home Depot (HD) 1.0 $964k 3.1k 315.81
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $877k -3% 29k 30.53
Kimberly-Clark Corporation (KMB) 0.9 $851k 6.3k 135.74
Gilead Sciences (GILD) 0.8 $823k +2% 9.6k 85.85
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $805k 7.4k 108.21
Verizon Communications (VZ) 0.8 $786k -11% 20k 39.40
Snap-on Incorporated (SNA) 0.8 $751k 3.3k 228.49
Johnson & Johnson (JNJ) 0.7 $744k 4.2k 176.63
Microsoft Corporation (MSFT) 0.7 $729k +15% 3.0k 239.82
Boeing Company (BA) 0.7 $721k -2% 3.8k 190.49
Costco Wholesale Corporation (COST) 0.7 $714k 1.6k 456.50
ConocoPhillips (COP) 0.7 $671k 5.7k 118.00
Automatic Data Processing (ADP) 0.6 $646k 2.7k 238.86
Wells Fargo & Company (WFC) 0.6 $631k -5% 15k 41.29
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.6 $624k 14k 45.60
Procter & Gamble Company (PG) 0.6 $597k 3.9k 151.56
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $596k 5.6k 105.43
Waste Management (WM) 0.6 $592k 3.8k 156.86
Coca-Cola Company (KO) 0.6 $588k -3% 9.2k 63.61
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $580k 6.4k 91.31
Abbott Laboratories (ABT) 0.6 $574k -9% 5.2k 109.79
Clorox Company (CLX) 0.6 $574k -3% 4.1k 140.33
Welltower Inc Com reit (WELL) 0.6 $572k -2% 8.7k 65.55
Southern Company (SO) 0.6 $563k 7.9k 71.41
Oracle Corporation (ORCL) 0.5 $537k 6.6k 81.74
Eaton Corp SHS (ETN) 0.5 $532k 3.4k 156.95
American Express Company (AXP) 0.5 $526k 3.6k 147.73
MetLife (MET) 0.5 $513k 7.1k 72.36
Union Pacific Corporation (UNP) 0.5 $503k -6% 2.4k 207.07
Consolidated Edison (ED) 0.5 $501k 5.3k 95.31
Medtronic SHS (MDT) 0.5 $493k -12% 6.3k 77.72
Tractor Supply Company (TSCO) 0.5 $493k 2.2k 224.97
Ishares Tr Core High Dv Etf (HDV) 0.5 $492k 4.7k 104.24
Chevron Corporation (CVX) 0.5 $491k 2.7k 179.49
Delta Air Lines Inc Del Com New (DAL) 0.5 $478k -12% 15k 32.86
United Parcel Service CL B (UPS) 0.5 $471k -29% 2.7k 173.84
Yum! Brands (YUM) 0.5 $458k 3.6k 128.08
CVS Caremark Corporation (CVS) 0.5 $451k +3% 4.8k 93.19
Lear Corp Com New (LEA) 0.4 $431k -17% 3.5k 124.02
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $431k 5.8k 74.22
Capital One Financial (COF) 0.4 $426k -2% 4.6k 92.96
Deere & Company (DE) 0.4 $425k +3% 991.00 428.76
Fastenal Company (FAST) 0.4 $425k -3% 9.0k 47.32
AFLAC Incorporated (AFL) 0.4 $420k 5.8k 71.94
Thermo Fisher Scientific (TMO) 0.4 $408k 740.00 550.69
Colgate-Palmolive Company (CL) 0.4 $395k 5.0k 78.79
Jones Lang LaSalle Incorporated (JLL) 0.4 $387k -8% 2.4k 159.37
JPMorgan Chase & Co. (JPM) 0.4 $383k -4% 2.9k 134.10
International Paper Company (IP) 0.4 $381k -8% 11k 34.63
Dow (DOW) 0.4 $377k -7% 7.5k 50.39
Diageo Spon Adr New (DEO) 0.4 $364k 2.0k 178.19
Caterpillar (CAT) 0.4 $361k +2% 1.5k 239.56
Dupont De Nemours (DD) 0.4 $359k -4% 5.2k 68.63
C H Robinson Worldwide Com New (CHRW) 0.4 $353k 3.9k 91.56
FedEx Corporation (FDX) 0.3 $343k -2% 2.0k 173.20
Abbvie (ABBV) 0.3 $333k -4% 2.1k 161.63
Ecolab (ECL) 0.3 $331k -6% 2.3k 145.56
American Electric Power Company (AEP) 0.3 $329k 3.5k 94.95
McKesson Corporation (MCK) 0.3 $311k 829.00 375.12
SYSCO Corporation (SYY) 0.3 $309k -2% 4.0k 76.45
Morgan Stanley Com New (MS) 0.3 $305k 3.6k 85.02
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $305k 2.2k 135.85
Paychex (PAYX) 0.3 $295k 2.5k 115.56
Illinois Tool Works (ITW) 0.3 $293k 1.3k 220.30
Cisco Systems (CSCO) 0.3 $278k -7% 5.8k 47.64
Citigroup Com New (C) 0.3 $273k -26% 6.0k 45.23
Public Storage (PSA) 0.3 $261k 930.00 280.19
Leggett & Platt (LEG) 0.2 $248k -2% 7.7k 32.23
Philip Morris International (PM) 0.2 $248k 2.4k 101.21
BioMarin Pharmaceutical (BMRN) 0.2 $246k 2.4k 103.49
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $236k 3.7k 63.90
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $236k 4.4k 53.88
Adobe Systems Incorporated (ADBE) 0.2 $234k -16% 695.00 336.53
Intel Corporation (INTC) 0.2 $233k -30% 8.8k 26.43
Juniper Networks (JNPR) 0.2 $215k NEW 6.7k 31.96
Allstate Corporation (ALL) 0.2 $208k NEW 1.5k 135.60
Norfolk Southern (NSC) 0.2 $207k -23% 840.00 246.42
3M Company (MMM) 0.2 $204k -26% 1.7k 119.92
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $204k 965.00 210.94
Ishares Tr Tips Bd Etf (TIP) 0.2 $202k NEW 1.9k 106.44

Past Filings by Richwood Investment Advisors

SEC 13F filings are viewable for Richwood Investment Advisors going back to 2021