Richwood Investment Advisors as of Dec. 31, 2025
Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 106 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 19.7 | $28M | 40k | 693.79 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 7.0 | $9.8M | 74k | 131.97 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.9 | $9.6M | 134k | 71.73 | |
| Eli Lilly & Co. (LLY) | 5.2 | $7.2M | 6.9k | 1058.18 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.7 | $3.8M | 37k | 102.61 | |
| Visa Com Cl A (V) | 2.5 | $3.5M | 11k | 331.58 | |
| Apple (AAPL) | 2.2 | $3.1M | 11k | 278.12 | |
| Servicenow (NOW) | 1.9 | $2.6M | 26k | 100.74 | |
| Northrop Grumman Corporation (NOC) | 1.8 | $2.5M | 3.5k | 709.21 | |
| Caterpillar (CAT) | 1.7 | $2.4M | 3.3k | 726.20 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.1M | 3.9k | 548.81 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $2.0M | 3.2k | 623.72 | |
| Costco Wholesale Corporation (COST) | 1.3 | $1.8M | 1.8k | 1001.16 | |
| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.7M | 11k | 155.45 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.7M | 11k | 149.05 | |
| Tractor Supply Company (TSCO) | 1.2 | $1.7M | 30k | 55.61 | |
| Home Depot (HD) | 1.2 | $1.6M | 4.3k | 385.19 | |
| Merck & Co (MRK) | 1.2 | $1.6M | 13k | 121.94 | |
| Lowe's Companies (LOW) | 1.1 | $1.6M | 5.6k | 278.42 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.4M | 3.4k | 401.14 | |
| Spdr Series Trust State Street Spd (SDY) | 1.0 | $1.4M | 8.8k | 153.40 | |
| McDonald's Corporation (MCD) | 0.9 | $1.3M | 3.8k | 327.20 | |
| Amgen (AMGN) | 0.9 | $1.2M | 3.2k | 384.32 | |
| Welltower Inc Com reit (WELL) | 0.9 | $1.2M | 6.1k | 195.94 | |
| UnitedHealth (UNH) | 0.8 | $1.2M | 4.3k | 276.65 | |
| Wells Fargo & Company (WFC) | 0.8 | $1.2M | 13k | 93.97 | |
| Boeing Company (BA) | 0.8 | $1.2M | 4.8k | 243.03 | |
| American Express Company (AXP) | 0.8 | $1.2M | 3.2k | 359.21 | |
| Snap-on Incorporated (SNA) | 0.8 | $1.1M | 3.1k | 369.34 | |
| Deere & Company (DE) | 0.8 | $1.1M | 1.9k | 583.11 | |
| General Dynamics Corporation (GD) | 0.8 | $1.1M | 3.1k | 360.07 | |
| Procter & Gamble Company (PG) | 0.8 | $1.1M | 6.9k | 159.18 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.0M | 4.3k | 240.02 | |
| Eaton Corp SHS (ETN) | 0.7 | $972k | 2.6k | 373.82 | |
| FedEx Corporation (FDX) | 0.7 | $957k | 2.6k | 369.23 | |
| Gilead Sciences (GILD) | 0.7 | $944k | 6.2k | 152.50 | |
| Pepsi (PEP) | 0.6 | $903k | 5.3k | 170.49 | |
| Coca-Cola Company (KO) | 0.6 | $867k | 11k | 79.04 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $843k | 2.6k | 322.40 | |
| Oracle Corporation (ORCL) | 0.6 | $839k | 5.9k | 142.82 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $793k | 5.1k | 155.49 | |
| Citigroup Com New (C) | 0.5 | $749k | 6.1k | 122.69 | |
| Capital One Financial (COF) | 0.5 | $735k | 3.3k | 222.79 | |
| Waste Management (WM) | 0.5 | $726k | 3.2k | 226.79 | |
| AFLAC Incorporated (AFL) | 0.5 | $711k | 6.1k | 117.15 | |
| NVIDIA Corporation (NVDA) | 0.5 | $702k | 3.8k | 185.41 | |
| Bristol Myers Squibb (BMY) | 0.5 | $682k | 11k | 61.99 | |
| Phillips 66 (PSX) | 0.5 | $680k | 4.3k | 157.80 | |
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.5 | $668k | 9.6k | 69.72 | |
| Morgan Stanley Com New (MS) | 0.5 | $667k | 3.7k | 179.98 | |
| Oshkosh Corporation (OSK) | 0.5 | $665k | 3.9k | 171.71 | |
| Verizon Communications (VZ) | 0.5 | $660k | 14k | 46.31 | |
| United Parcel Service CL B (UPS) | 0.5 | $658k | 5.6k | 117.35 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $633k | 5.0k | 126.53 | |
| Yum! Brands (YUM) | 0.5 | $629k | 3.9k | 162.93 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.4 | $626k | 8.3k | 75.35 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $622k | 20k | 31.47 | |
| Southern Company (SO) | 0.4 | $584k | 6.5k | 90.08 | |
| Spdr Series Trust State Street Spd (SLYV) | 0.4 | $553k | 5.5k | 101.27 | |
| Union Pacific Corporation (UNP) | 0.4 | $524k | 2.1k | 252.62 | |
| Clorox Company (CLX) | 0.4 | $517k | 4.3k | 119.38 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $508k | 3.7k | 137.07 | |
| Anthem (ELV) | 0.4 | $489k | 1.4k | 338.98 | |
| Intel Corporation (INTC) | 0.3 | $487k | 9.6k | 50.59 | |
| Consolidated Edison (ED) | 0.3 | $462k | 4.3k | 107.34 | |
| McKesson Corporation (MCK) | 0.3 | $450k | 474.00 | 950.18 | |
| Pfizer (PFE) | 0.3 | $434k | 16k | 27.22 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $432k | 4.1k | 104.33 | |
| Biogen Idec (BIIB) | 0.3 | $427k | 2.1k | 201.23 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $427k | 1.2k | 342.76 | |
| Fastenal Company (FAST) | 0.3 | $424k | 8.9k | 47.73 | |
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $414k | 2.1k | 200.61 | |
| ConocoPhillips (COP) | 0.3 | $414k | 3.8k | 107.62 | |
| Lear Corp Com New (LEA) | 0.3 | $407k | 2.9k | 140.95 | |
| Medtronic SHS (MDT) | 0.3 | $406k | 3.9k | 102.92 | |
| Chevron Corporation (CVX) | 0.3 | $389k | 2.2k | 180.94 | |
| Ecolab (ECL) | 0.3 | $386k | 1.3k | 290.33 | |
| Automatic Data Processing (ADP) | 0.3 | $382k | 1.6k | 231.36 | |
| Cisco Systems (CSCO) | 0.3 | $379k | 4.5k | 84.82 | |
| MetLife (MET) | 0.3 | $366k | 4.8k | 76.39 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $357k | 1.3k | 268.38 | |
| Philip Morris International (PM) | 0.3 | $357k | 2.0k | 182.81 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $326k | 746.00 | 437.11 | |
| Hldgs (UAL) | 0.2 | $312k | 2.7k | 115.91 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $308k | 3.7k | 82.75 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $307k | 1.9k | 157.71 | |
| Norfolk Southern (NSC) | 0.2 | $301k | 983.00 | 306.48 | |
| Allstate Corporation (ALL) | 0.2 | $292k | 1.4k | 207.55 | |
| SYSCO Corporation (SYY) | 0.2 | $283k | 3.3k | 86.53 | |
| Colgate-Palmolive Company (CL) | 0.2 | $277k | 2.9k | 94.41 | |
| International Paper Company (IP) | 0.2 | $277k | 5.9k | 46.58 | |
| CVS Caremark Corporation (CVS) | 0.2 | $271k | 3.5k | 78.35 | |
| Illinois Tool Works (ITW) | 0.2 | $266k | 905.00 | 293.57 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $264k | 485.00 | 543.39 | |
| Paychex (PAYX) | 0.2 | $236k | 2.4k | 98.53 | |
| American Electric Power Company (AEP) | 0.2 | $234k | 1.9k | 120.80 | |
| Abbott Laboratories (ABT) | 0.2 | $231k | 2.1k | 110.85 | |
| 3M Company (MMM) | 0.2 | $229k | 1.3k | 172.65 | |
| Wal-Mart Stores (WMT) | 0.2 | $222k | 1.7k | 131.21 | |
| Public Storage (PSA) | 0.2 | $216k | 753.00 | 287.19 | |
| Packaging Corporation of America (PKG) | 0.2 | $214k | 897.00 | 238.86 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $207k | 1.4k | 151.14 | |
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.1 | $206k | 2.8k | 74.37 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $205k | 1.7k | 121.86 | |
| Spdr Series Trust State Street Spd (XBI) | 0.1 | $205k | 1.6k | 125.51 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $202k | 2.7k | 74.86 |
