Richwood Investment Advisors as of Dec. 31, 2022
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 | 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 | 7.8k | 365.84 | |
Ishares Tr Msci Eafe Etf (EFA) | 2.4 | $2.4M | 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 | 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 | |
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 | 2.3k | 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 | 29k | 30.53 | |
Kimberly-Clark Corporation (KMB) | 0.9 | $851k | 6.3k | 135.74 | |
Gilead Sciences (GILD) | 0.8 | $823k | 9.6k | 85.85 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $805k | 7.4k | 108.21 | |
Verizon Communications (VZ) | 0.8 | $786k | 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 | 3.0k | 239.82 | |
Boeing Company (BA) | 0.7 | $721k | 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 | 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 | 9.2k | 63.61 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $580k | 6.4k | 91.31 | |
Abbott Laboratories (ABT) | 0.6 | $574k | 5.2k | 109.79 | |
Clorox Company (CLX) | 0.6 | $574k | 4.1k | 140.33 | |
Welltower Inc Com reit (WELL) | 0.6 | $572k | 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 | 2.4k | 207.07 | |
Consolidated Edison (ED) | 0.5 | $501k | 5.3k | 95.31 | |
Medtronic SHS (MDT) | 0.5 | $493k | 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 | 15k | 32.86 | |
United Parcel Service CL B (UPS) | 0.5 | $471k | 2.7k | 173.84 | |
Yum! Brands (YUM) | 0.5 | $458k | 3.6k | 128.08 | |
CVS Caremark Corporation (CVS) | 0.5 | $451k | 4.8k | 93.19 | |
Lear Corp Com New (LEA) | 0.4 | $431k | 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 | 4.6k | 92.96 | |
Deere & Company (DE) | 0.4 | $425k | 991.00 | 428.76 | |
Fastenal Company (FAST) | 0.4 | $425k | 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 | 2.4k | 159.37 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $383k | 2.9k | 134.10 | |
International Paper Company (IP) | 0.4 | $381k | 11k | 34.63 | |
Dow (DOW) | 0.4 | $377k | 7.5k | 50.39 | |
Diageo Spon Adr New (DEO) | 0.4 | $364k | 2.0k | 178.19 | |
Caterpillar (CAT) | 0.4 | $361k | 1.5k | 239.56 | |
Dupont De Nemours (DD) | 0.4 | $359k | 5.2k | 68.63 | |
C H Robinson Worldwide Com New (CHRW) | 0.4 | $353k | 3.9k | 91.56 | |
FedEx Corporation (FDX) | 0.3 | $343k | 2.0k | 173.20 | |
Abbvie (ABBV) | 0.3 | $333k | 2.1k | 161.63 | |
Ecolab (ECL) | 0.3 | $331k | 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 | 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 | 5.8k | 47.64 | |
Citigroup Com New (C) | 0.3 | $273k | 6.0k | 45.23 | |
Public Storage (PSA) | 0.3 | $261k | 930.00 | 280.19 | |
Leggett & Platt (LEG) | 0.2 | $248k | 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 | 695.00 | 336.53 | |
Intel Corporation (INTC) | 0.2 | $233k | 8.8k | 26.43 | |
Juniper Networks (JNPR) | 0.2 | $215k | 6.7k | 31.96 | |
Allstate Corporation (ALL) | 0.2 | $208k | 1.5k | 135.60 | |
Norfolk Southern (NSC) | 0.2 | $207k | 840.00 | 246.42 | |
3M Company (MMM) | 0.2 | $204k | 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 | 1.9k | 106.44 |