Richwood Investment Advisors as of Dec. 31, 2024
Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 100 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.1 | $21M | 35k | 588.68 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 6.7 | $8.0M | 70k | 115.22 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.7 | $8.0M | 128k | 62.31 | |
| Servicenow (NOW) | 4.8 | $5.7M | 5.4k | 1060.12 | |
| Eli Lilly & Co. (LLY) | 4.5 | $5.4M | 6.9k | 772.00 | |
| Visa Com Cl A (V) | 2.8 | $3.4M | 11k | 316.03 | |
| Apple (AAPL) | 2.5 | $3.0M | 12k | 250.42 | |
| UnitedHealth (UNH) | 2.2 | $2.7M | 5.2k | 505.86 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.1 | $2.5M | 33k | 75.61 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $2.1M | 4.0k | 526.50 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $1.7M | 3.5k | 485.87 | |
| Merck & Co (MRK) | 1.4 | $1.7M | 17k | 99.48 | |
| Costco Wholesale Corporation (COST) | 1.4 | $1.7M | 1.8k | 916.27 | |
| Northrop Grumman Corporation (NOC) | 1.3 | $1.6M | 3.4k | 469.22 | |
| Ishares Tr Select Divid Etf (DVY) | 1.3 | $1.6M | 12k | 131.29 | |
| Home Depot (HD) | 1.3 | $1.5M | 3.9k | 388.94 | |
| Tractor Supply Company (TSCO) | 1.3 | $1.5M | 29k | 53.06 | |
| Lowe's Companies (LOW) | 1.2 | $1.5M | 6.0k | 246.80 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.0 | $1.3M | 9.5k | 132.10 | |
| McDonald's Corporation (MCD) | 1.0 | $1.2M | 4.2k | 289.92 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.2M | 2.9k | 421.50 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $1.2M | 11k | 107.57 | |
| Amgen (AMGN) | 0.9 | $1.1M | 4.3k | 260.62 | |
| Eaton Corp SHS (ETN) | 0.9 | $1.1M | 3.2k | 331.87 | |
| Snap-on Incorporated (SNA) | 0.9 | $1.0M | 3.1k | 339.48 | |
| Oracle Corporation (ORCL) | 0.8 | $1.0M | 6.1k | 166.64 | |
| American Express Company (AXP) | 0.8 | $1.0M | 3.4k | 296.75 | |
| Caterpillar (CAT) | 0.8 | $969k | 2.7k | 362.76 | |
| Wells Fargo & Company (WFC) | 0.8 | $921k | 13k | 70.24 | |
| Boeing Company (BA) | 0.7 | $890k | 5.0k | 177.00 | |
| Pepsi (PEP) | 0.7 | $885k | 5.8k | 152.06 | |
| General Dynamics Corporation (GD) | 0.7 | $862k | 3.3k | 263.49 | |
| Welltower Inc Com reit (WELL) | 0.7 | $860k | 6.8k | 126.03 | |
| AFLAC Incorporated (AFL) | 0.7 | $798k | 7.7k | 103.43 | |
| United Parcel Service CL B (UPS) | 0.7 | $786k | 6.2k | 126.09 | |
| Procter & Gamble Company (PG) | 0.6 | $769k | 4.6k | 167.63 | |
| Anthem (ELV) | 0.6 | $744k | 2.0k | 368.90 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $721k | 5.6k | 127.58 | |
| Bristol Myers Squibb (BMY) | 0.6 | $698k | 12k | 56.56 | |
| Waste Management (WM) | 0.6 | $698k | 3.5k | 201.76 | |
| Deere & Company (DE) | 0.6 | $689k | 1.6k | 423.70 | |
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.6 | $688k | 12k | 58.66 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $682k | 22k | 31.44 | |
| Capital One Financial (COF) | 0.6 | $680k | 3.8k | 178.32 | |
| Coca-Cola Company (KO) | 0.5 | $658k | 11k | 62.26 | |
| Verizon Communications (VZ) | 0.5 | $652k | 16k | 39.99 | |
| Clorox Company (CLX) | 0.5 | $634k | 3.9k | 162.40 | |
| Gilead Sciences (GILD) | 0.5 | $629k | 6.8k | 92.37 | |
| FedEx Corporation (FDX) | 0.5 | $626k | 2.2k | 281.33 | |
| Southern Company (SO) | 0.5 | $620k | 7.5k | 82.32 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $593k | 4.5k | 131.04 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $591k | 5.4k | 108.61 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $591k | 1.3k | 444.51 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.5 | $577k | 9.5k | 60.50 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $531k | 2.2k | 239.71 | |
| Johnson & Johnson (JNJ) | 0.4 | $528k | 3.6k | 144.60 | |
| Automatic Data Processing (ADP) | 0.4 | $515k | 1.8k | 292.73 | |
| ConocoPhillips (COP) | 0.4 | $509k | 5.1k | 99.17 | |
| Phillips 66 (PSX) | 0.4 | $504k | 4.4k | 113.93 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $492k | 5.6k | 87.25 | |
| Union Pacific Corporation (UNP) | 0.4 | $487k | 2.1k | 228.04 | |
| Biogen Idec (BIIB) | 0.4 | $479k | 3.1k | 152.90 | |
| Morgan Stanley Com New (MS) | 0.4 | $472k | 3.8k | 125.70 | |
| Pfizer (PFE) | 0.4 | $469k | 18k | 26.53 | |
| Consolidated Edison (ED) | 0.4 | $464k | 5.2k | 89.23 | |
| Abbott Laboratories (ABT) | 0.4 | $461k | 4.1k | 113.12 | |
| Yum! Brands (YUM) | 0.4 | $456k | 3.4k | 134.16 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $448k | 4.0k | 112.26 | |
| Fastenal Company (FAST) | 0.4 | $439k | 6.1k | 71.91 | |
| MetLife (MET) | 0.4 | $422k | 5.1k | 81.87 | |
| Medtronic SHS (MDT) | 0.3 | $418k | 5.2k | 79.88 | |
| Chevron Corporation (CVX) | 0.3 | $410k | 2.8k | 144.86 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $387k | 743.00 | 520.23 | |
| International Paper Company (IP) | 0.3 | $381k | 7.1k | 53.82 | |
| Colgate-Palmolive Company (CL) | 0.3 | $354k | 3.9k | 90.91 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $354k | 1.4k | 253.05 | |
| Paychex (PAYX) | 0.3 | $350k | 2.5k | 140.22 | |
| American Electric Power Company (AEP) | 0.3 | $338k | 3.7k | 92.23 | |
| Fiserv (FI) | 0.3 | $310k | 1.5k | 205.42 | |
| Allstate Corporation (ALL) | 0.3 | $309k | 1.6k | 192.79 | |
| Cisco Systems (CSCO) | 0.3 | $303k | 5.1k | 59.20 | |
| Citigroup Com New (C) | 0.2 | $298k | 4.2k | 70.39 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $291k | 795.00 | 366.06 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $285k | 2.1k | 137.57 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $283k | 3.8k | 75.53 | |
| McKesson Corporation (MCK) | 0.2 | $271k | 475.00 | 569.61 | |
| Dupont De Nemours (DD) | 0.2 | $267k | 3.5k | 76.25 | |
| Hldgs (UAL) | 0.2 | $261k | 2.7k | 97.10 | |
| Illinois Tool Works (ITW) | 0.2 | $260k | 1.0k | 253.56 | |
| Lear Corp Com New (LEA) | 0.2 | $257k | 2.7k | 94.68 | |
| SYSCO Corporation (SYY) | 0.2 | $254k | 3.3k | 76.46 | |
| Ecolab (ECL) | 0.2 | $254k | 1.1k | 234.32 | |
| Philip Morris International (PM) | 0.2 | $249k | 2.1k | 120.35 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $243k | 1.9k | 128.62 | |
| Public Storage (PSA) | 0.2 | $232k | 774.00 | 299.25 | |
| Norfolk Southern (NSC) | 0.2 | $211k | 899.00 | 234.70 | |
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $211k | 2.0k | 103.33 | |
| Abbvie (ABBV) | 0.2 | $209k | 1.2k | 177.73 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $204k | 1.5k | 139.35 | |
| Packaging Corporation of America (PKG) | 0.2 | $202k | 897.00 | 225.13 |
