Richwood Investment Advisors as of March 31, 2023
Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 103 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.3 | $14M | 35k | 411.08 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 7.1 | $7.1M | 73k | 96.70 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.9 | $7.0M | 28k | 250.17 | |
| Servicenow (NOW) | 2.7 | $2.7M | 5.7k | 464.72 | |
| Eli Lilly & Co. (LLY) | 2.6 | $2.6M | 7.7k | 343.42 | |
| UnitedHealth (UNH) | 2.6 | $2.6M | 5.6k | 472.59 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.6 | $2.6M | 37k | 71.52 | |
| Visa Com Cl A (V) | 2.4 | $2.4M | 11k | 225.47 | |
| Apple (AAPL) | 2.0 | $2.0M | 12k | 164.90 | |
| Merck & Co (MRK) | 1.8 | $1.8M | 17k | 106.39 | |
| Ishares Tr Select Divid Etf (DVY) | 1.6 | $1.6M | 14k | 117.18 | |
| Lockheed Martin Corporation (LMT) | 1.5 | $1.6M | 3.3k | 472.73 | |
| Mastercard Incorporated Cl A (MA) | 1.4 | $1.4M | 3.9k | 363.41 | |
| Lowe's Companies (LOW) | 1.4 | $1.4M | 6.8k | 199.97 | |
| Northrop Grumman Corporation (NOC) | 1.3 | $1.3M | 2.9k | 461.72 | |
| McDonald's Corporation (MCD) | 1.3 | $1.3M | 4.6k | 279.64 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $1.3M | 12k | 109.67 | |
| Pepsi (PEP) | 1.2 | $1.2M | 6.8k | 182.30 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.2 | $1.2M | 9.8k | 123.71 | |
| Anthem (ELV) | 1.2 | $1.2M | 2.6k | 459.81 | |
| Biogen Idec (BIIB) | 1.2 | $1.2M | 4.2k | 278.06 | |
| Bristol Myers Squibb (BMY) | 1.1 | $1.1M | 15k | 69.31 | |
| Pfizer (PFE) | 0.9 | $925k | 23k | 40.80 | |
| Home Depot (HD) | 0.9 | $912k | 3.1k | 295.17 | |
| General Dynamics Corporation (GD) | 0.9 | $906k | 4.0k | 228.21 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.9 | $893k | 29k | 31.22 | |
| Amgen (AMGN) | 0.9 | $879k | 3.6k | 241.75 | |
| Microsoft Corporation (MSFT) | 0.9 | $868k | 3.0k | 288.30 | |
| Boeing Company (BA) | 0.8 | $847k | 4.0k | 212.43 | |
| Kimberly-Clark Corporation (KMB) | 0.8 | $827k | 6.2k | 134.23 | |
| Snap-on Incorporated (SNA) | 0.8 | $811k | 3.3k | 246.89 | |
| Gilead Sciences (GILD) | 0.8 | $795k | 9.6k | 82.97 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $784k | 7.4k | 105.50 | |
| Costco Wholesale Corporation (COST) | 0.8 | $772k | 1.6k | 496.87 | |
| Verizon Communications (VZ) | 0.8 | $767k | 20k | 38.89 | |
| Johnson & Johnson (JNJ) | 0.7 | $666k | 4.3k | 155.02 | |
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.6 | $646k | 14k | 47.40 | |
| Clorox Company (CLX) | 0.6 | $630k | 4.0k | 158.24 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $619k | 5.6k | 109.61 | |
| Welltower Inc Com reit (WELL) | 0.6 | $616k | 8.6k | 71.69 | |
| Waste Management (WM) | 0.6 | $616k | 3.8k | 163.19 | |
| Oracle Corporation (ORCL) | 0.6 | $610k | 6.6k | 92.92 | |
| Automatic Data Processing (ADP) | 0.6 | $602k | 2.7k | 222.63 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $595k | 6.4k | 93.59 | |
| American Express Company (AXP) | 0.6 | $588k | 3.6k | 164.97 | |
| Procter & Gamble Company (PG) | 0.6 | $586k | 3.9k | 148.69 | |
| Coca-Cola Company (KO) | 0.6 | $582k | 9.4k | 62.04 | |
| Eaton Corp SHS (ETN) | 0.6 | $579k | 3.4k | 171.34 | |
| ConocoPhillips (COP) | 0.6 | $564k | 5.7k | 99.21 | |
| Wells Fargo & Company (WFC) | 0.6 | $560k | 15k | 37.38 | |
| Abbott Laboratories (ABT) | 0.6 | $559k | 5.5k | 101.26 | |
| Southern Company (SO) | 0.5 | $548k | 7.9k | 69.58 | |
| Tractor Supply Company (TSCO) | 0.5 | $544k | 2.3k | 235.04 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.5 | $502k | 14k | 34.92 | |
| Consolidated Edison (ED) | 0.5 | $491k | 5.1k | 95.67 | |
| United Parcel Service CL B (UPS) | 0.5 | $488k | 2.5k | 193.99 | |
| Lear Corp Com New (LEA) | 0.5 | $485k | 3.5k | 139.49 | |
| Fastenal Company (FAST) | 0.5 | $484k | 9.0k | 53.94 | |
| Medtronic SHS (MDT) | 0.5 | $481k | 6.0k | 80.62 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $480k | 4.7k | 101.66 | |
| Yum! Brands (YUM) | 0.5 | $473k | 3.6k | 132.08 | |
| Union Pacific Corporation (UNP) | 0.5 | $466k | 2.3k | 201.26 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $432k | 5.7k | 76.18 | |
| FedEx Corporation (FDX) | 0.4 | $428k | 1.9k | 228.49 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $427k | 740.00 | 576.37 | |
| Chevron Corporation (CVX) | 0.4 | $427k | 2.6k | 163.22 | |
| SYSCO Corporation (SYY) | 0.4 | $425k | 5.5k | 77.23 | |
| Capital One Financial (COF) | 0.4 | $424k | 4.4k | 96.16 | |
| Deere & Company (DE) | 0.4 | $409k | 991.00 | 412.88 | |
| International Paper Company (IP) | 0.4 | $401k | 11k | 36.06 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $397k | 1.0k | 385.37 | |
| MetLife (MET) | 0.4 | $392k | 6.8k | 57.94 | |
| Dow (DOW) | 0.4 | $390k | 7.1k | 54.82 | |
| AFLAC Incorporated (AFL) | 0.4 | $376k | 5.8k | 64.52 | |
| Dupont De Nemours (DD) | 0.4 | $373k | 5.2k | 71.77 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $372k | 2.9k | 130.31 | |
| Diageo Spon Adr New (DEO) | 0.4 | $370k | 2.0k | 181.18 | |
| Ecolab (ECL) | 0.4 | $367k | 2.2k | 165.57 | |
| CVS Caremark Corporation (CVS) | 0.4 | $358k | 4.8k | 74.31 | |
| C H Robinson Worldwide Com New (CHRW) | 0.4 | $353k | 3.6k | 99.37 | |
| Caterpillar (CAT) | 0.3 | $344k | 1.5k | 228.84 | |
| Colgate-Palmolive Company (CL) | 0.3 | $340k | 4.5k | 75.15 | |
| American Electric Power Company (AEP) | 0.3 | $315k | 3.5k | 90.99 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $312k | 2.1k | 145.49 | |
| Morgan Stanley Com New (MS) | 0.3 | $310k | 3.5k | 87.80 | |
| Cisco Systems (CSCO) | 0.3 | $303k | 5.8k | 52.27 | |
| Illinois Tool Works (ITW) | 0.3 | $299k | 1.2k | 243.45 | |
| McKesson Corporation (MCK) | 0.3 | $295k | 829.00 | 356.05 | |
| Paychex (PAYX) | 0.3 | $292k | 2.5k | 114.59 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $290k | 2.2k | 129.46 | |
| Citigroup Com New (C) | 0.3 | $288k | 6.1k | 46.89 | |
| Abbvie (ABBV) | 0.3 | $287k | 1.8k | 159.39 | |
| Intel Corporation (INTC) | 0.3 | $286k | 8.7k | 32.67 | |
| Public Storage (PSA) | 0.3 | $281k | 930.00 | 302.14 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.3 | $252k | 4.4k | 57.56 | |
| Philip Morris International (PM) | 0.2 | $234k | 2.4k | 97.25 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $231k | 3.7k | 62.40 | |
| Juniper Networks (JNPR) | 0.2 | $222k | 6.5k | 34.42 | |
| 3M Company (MMM) | 0.2 | $214k | 2.0k | 105.11 | |
| Leggett & Platt (LEG) | 0.2 | $213k | 6.7k | 31.88 | |
| Packaging Corporation of America (PKG) | 0.2 | $206k | 1.5k | 138.83 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $205k | 890.00 | 230.48 | |
| Fiserv (FI) | 0.2 | $200k | 1.8k | 113.03 |
