Richwood Investment Advisors as of Sept. 30, 2025
Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 100 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 19.6 | $25M | 38k | 669.31 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.7 | $8.6M | 132k | 65.26 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 6.7 | $8.6M | 72k | 118.83 | |
| Eli Lilly & Co. (LLY) | 4.2 | $5.4M | 7.1k | 763.00 | |
| Servicenow (NOW) | 3.8 | $4.8M | 5.3k | 920.28 | |
| Visa Com Cl A (V) | 2.9 | $3.7M | 11k | 341.38 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.6 | $3.4M | 36k | 93.37 | |
| Apple (AAPL) | 2.4 | $3.0M | 12k | 254.63 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $2.3M | 4.0k | 568.88 | |
| Northrop Grumman Corporation (NOC) | 1.7 | $2.1M | 3.5k | 609.41 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.8M | 3.5k | 517.95 | |
| Oracle Corporation (ORCL) | 1.3 | $1.7M | 6.0k | 281.24 | |
| Costco Wholesale Corporation (COST) | 1.3 | $1.7M | 1.8k | 925.63 | |
| Home Depot (HD) | 1.3 | $1.7M | 4.1k | 405.24 | |
| Tractor Supply Company (TSCO) | 1.3 | $1.6M | 29k | 56.87 | |
| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.6M | 11k | 142.11 | |
| Caterpillar (CAT) | 1.2 | $1.5M | 3.2k | 477.15 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $1.5M | 3.0k | 499.29 | |
| Lowe's Companies (LOW) | 1.2 | $1.5M | 5.9k | 251.34 | |
| UnitedHealth (UNH) | 1.2 | $1.5M | 4.3k | 345.30 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 1.0 | $1.3M | 9.1k | 140.05 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $1.3M | 11k | 112.75 | |
| McDonald's Corporation (MCD) | 1.0 | $1.2M | 4.0k | 303.92 | |
| Merck & Co (MRK) | 0.9 | $1.2M | 14k | 83.93 | |
| Welltower Inc Com reit (WELL) | 0.9 | $1.1M | 6.2k | 178.15 | |
| American Express Company (AXP) | 0.9 | $1.1M | 3.3k | 332.21 | |
| Eaton Corp SHS (ETN) | 0.9 | $1.1M | 2.9k | 374.25 | |
| Snap-on Incorporated (SNA) | 0.8 | $1.1M | 3.1k | 346.53 | |
| Wells Fargo & Company (WFC) | 0.8 | $1.1M | 13k | 83.82 | |
| Amgen (AMGN) | 0.8 | $1.0M | 3.6k | 282.20 | |
| General Dynamics Corporation (GD) | 0.8 | $1.0M | 2.9k | 341.00 | |
| Boeing Company (BA) | 0.8 | $990k | 4.6k | 215.83 | |
| Deere & Company (DE) | 0.7 | $877k | 1.9k | 457.26 | |
| AFLAC Incorporated (AFL) | 0.6 | $820k | 7.3k | 111.70 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $789k | 5.6k | 140.96 | |
| Capital One Financial (COF) | 0.6 | $755k | 3.6k | 212.58 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $753k | 2.4k | 315.43 | |
| Coca-Cola Company (KO) | 0.6 | $734k | 11k | 66.32 | |
| Pepsi (PEP) | 0.6 | $732k | 5.2k | 140.44 | |
| Gilead Sciences (GILD) | 0.6 | $722k | 6.5k | 111.00 | |
| NVIDIA Corporation (NVDA) | 0.6 | $720k | 3.9k | 186.58 | |
| Johnson & Johnson (JNJ) | 0.6 | $717k | 3.9k | 185.44 | |
| Waste Management (WM) | 0.6 | $707k | 3.2k | 220.83 | |
| Southern Company (SO) | 0.5 | $674k | 7.1k | 94.77 | |
| Verizon Communications (VZ) | 0.5 | $650k | 15k | 43.95 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $645k | 20k | 31.62 | |
| Procter & Gamble Company (PG) | 0.5 | $638k | 4.1k | 153.67 | |
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.5 | $636k | 10k | 63.43 | |
| Citigroup Com New (C) | 0.5 | $590k | 5.8k | 101.50 | |
| Yum! Brands (YUM) | 0.5 | $587k | 3.9k | 152.00 | |
| Phillips 66 (PSX) | 0.5 | $586k | 4.3k | 136.02 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $558k | 5.0k | 110.59 | |
| FedEx Corporation (FDX) | 0.4 | $554k | 2.4k | 235.81 | |
| Bristol Myers Squibb (BMY) | 0.4 | $536k | 12k | 45.10 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $519k | 4.2k | 124.35 | |
| Union Pacific Corporation (UNP) | 0.4 | $514k | 2.2k | 236.37 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.4 | $501k | 8.8k | 56.75 | |
| Morgan Stanley Com New (MS) | 0.4 | $500k | 3.1k | 158.99 | |
| Anthem (ELV) | 0.4 | $498k | 1.5k | 323.12 | |
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.4 | $489k | 5.5k | 88.65 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $484k | 4.0k | 122.45 | |
| Automatic Data Processing (ADP) | 0.4 | $484k | 1.6k | 293.50 | |
| United Parcel Service CL B (UPS) | 0.4 | $473k | 5.7k | 83.54 | |
| Consolidated Edison (ED) | 0.4 | $468k | 4.7k | 100.52 | |
| Fastenal Company (FAST) | 0.3 | $445k | 9.1k | 49.04 | |
| Clorox Company (CLX) | 0.3 | $441k | 3.6k | 123.33 | |
| Medtronic SHS (MDT) | 0.3 | $422k | 4.4k | 95.26 | |
| Pfizer (PFE) | 0.3 | $420k | 17k | 25.48 | |
| ConocoPhillips (COP) | 0.3 | $399k | 4.2k | 94.59 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $395k | 1.3k | 298.39 | |
| MetLife (MET) | 0.3 | $394k | 4.8k | 82.38 | |
| Chevron Corporation (CVX) | 0.3 | $392k | 2.5k | 155.35 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $371k | 1.1k | 352.75 | |
| McKesson Corporation (MCK) | 0.3 | $367k | 474.00 | 773.76 | |
| Abbott Laboratories (ABT) | 0.3 | $352k | 2.6k | 133.96 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $325k | 746.00 | 435.46 | |
| Cisco Systems (CSCO) | 0.2 | $317k | 4.6k | 68.42 | |
| Paychex (PAYX) | 0.2 | $317k | 2.5k | 126.76 | |
| Philip Morris International (PM) | 0.2 | $316k | 2.0k | 162.20 | |
| Biogen Idec (BIIB) | 0.2 | $315k | 2.2k | 140.11 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $310k | 3.8k | 82.73 | |
| Allstate Corporation (ALL) | 0.2 | $302k | 1.4k | 214.65 | |
| International Paper Company (IP) | 0.2 | $296k | 6.4k | 46.40 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $291k | 600.00 | 485.43 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $286k | 2.1k | 139.17 | |
| Intel Corporation (INTC) | 0.2 | $283k | 8.4k | 33.55 | |
| Ecolab (ECL) | 0.2 | $278k | 1.0k | 274.00 | |
| Lear Corp Com New (LEA) | 0.2 | $277k | 2.8k | 100.61 | |
| Norfolk Southern (NSC) | 0.2 | $274k | 913.00 | 300.41 | |
| C H Robinson Worldwide Com New (CHRW) | 0.2 | $273k | 2.1k | 132.42 | |
| SYSCO Corporation (SYY) | 0.2 | $269k | 3.3k | 82.34 | |
| Colgate-Palmolive Company (CL) | 0.2 | $263k | 3.3k | 79.94 | |
| Hldgs (UAL) | 0.2 | $260k | 2.7k | 96.50 | |
| Illinois Tool Works (ITW) | 0.2 | $258k | 990.00 | 260.76 | |
| American Electric Power Company (AEP) | 0.2 | $257k | 2.3k | 112.50 | |
| Dupont De Nemours (DD) | 0.2 | $256k | 3.3k | 77.90 | |
| Public Storage (PSA) | 0.2 | $223k | 773.00 | 289.04 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $222k | 1.5k | 145.65 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $209k | 1.7k | 123.75 | |
| 3M Company (MMM) | 0.2 | $206k | 1.3k | 155.18 |
