Richwood Investment Advisors as of March 31, 2026
Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.2 | $26M | 40k | 653.22 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 7.2 | $9.3M | 75k | 124.31 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.1 | $9.2M | 136k | 67.53 | |
| Eli Lilly & Co. (LLY) | 4.9 | $6.3M | 6.9k | 919.77 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.8 | $3.7M | 38k | 97.13 | |
| Visa Com Cl A (V) | 2.5 | $3.3M | 11k | 302.24 | |
| Apple (AAPL) | 2.2 | $2.8M | 11k | 253.79 | |
| Servicenow (NOW) | 2.2 | $2.8M | 27k | 104.55 | |
| Northrop Grumman Corporation (NOC) | 1.9 | $2.5M | 3.7k | 682.33 | |
| Caterpillar (CAT) | 1.8 | $2.3M | 3.2k | 708.46 | |
| Lockheed Martin Corporation (LMT) | 1.6 | $2.0M | 3.4k | 604.52 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.0M | 4.0k | 499.72 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $1.9M | 11k | 169.66 | |
| Costco Wholesale Corporation (COST) | 1.4 | $1.8M | 1.8k | 996.43 | |
| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.6M | 11k | 151.42 | |
| Merck & Co (MRK) | 1.2 | $1.6M | 13k | 120.30 | |
| Home Depot (HD) | 1.2 | $1.5M | 4.7k | 328.93 | |
| Tractor Supply Company (TSCO) | 1.0 | $1.3M | 30k | 45.30 | |
| Lowe's Companies (LOW) | 1.0 | $1.3M | 5.6k | 236.30 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.2M | 3.3k | 370.17 | |
| Spdr Series Trust State Street Spd (SDY) | 0.9 | $1.2M | 8.3k | 145.94 | |
| McDonald's Corporation (MCD) | 0.9 | $1.2M | 3.9k | 310.83 | |
| Welltower Inc Com reit (WELL) | 0.9 | $1.2M | 6.1k | 197.73 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.2M | 4.7k | 244.47 | |
| UnitedHealth (UNH) | 0.9 | $1.1M | 4.2k | 270.59 | |
| Deere & Company (DE) | 0.9 | $1.1M | 2.0k | 563.30 | |
| Snap-on Incorporated (SNA) | 0.8 | $1.0M | 2.9k | 363.22 | |
| Boeing Company (BA) | 0.8 | $997k | 5.0k | 199.03 | |
| Wells Fargo & Company (WFC) | 0.8 | $995k | 13k | 79.61 | |
| Amgen (AMGN) | 0.8 | $983k | 2.8k | 351.85 | |
| Procter & Gamble Company (PG) | 0.7 | $963k | 6.7k | 144.45 | |
| FedEx Corporation (FDX) | 0.7 | $955k | 2.7k | 356.18 | |
| American Express Company (AXP) | 0.7 | $942k | 3.1k | 302.53 | |
| General Dynamics Corporation (GD) | 0.7 | $941k | 2.7k | 343.22 | |
| Gilead Sciences (GILD) | 0.7 | $858k | 6.2k | 139.37 | |
| Oracle Corporation (ORCL) | 0.7 | $855k | 5.8k | 147.11 | |
| Pepsi (PEP) | 0.7 | $849k | 5.5k | 155.29 | |
| Coca-Cola Company (KO) | 0.6 | $828k | 11k | 76.06 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $765k | 2.6k | 294.16 | |
| Eaton Corp SHS (ETN) | 0.6 | $764k | 2.1k | 357.67 | |
| NVIDIA Corporation (NVDA) | 0.6 | $756k | 4.3k | 174.40 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $755k | 5.1k | 148.11 | |
| Phillips 66 (PSX) | 0.6 | $749k | 4.1k | 182.18 | |
| Waste Management (WM) | 0.6 | $735k | 3.2k | 229.79 | |
| Citigroup Com New (C) | 0.6 | $727k | 6.4k | 113.41 | |
| Verizon Communications (VZ) | 0.5 | $688k | 14k | 50.20 | |
| Morgan Stanley Com New (MS) | 0.5 | $676k | 4.1k | 164.59 | |
| Bristol Myers Squibb (BMY) | 0.5 | $643k | 11k | 60.65 | |
| Oshkosh Corporation (OSK) | 0.5 | $639k | 4.3k | 147.21 | |
| Southern Company (SO) | 0.5 | $626k | 6.5k | 96.52 | |
| Capital One Financial (COF) | 0.5 | $602k | 3.3k | 182.43 | |
| Yum! Brands (YUM) | 0.5 | $601k | 3.9k | 155.48 | |
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.5 | $596k | 9.2k | 65.09 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $593k | 5.0k | 118.45 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $592k | 20k | 30.32 | |
| AFLAC Incorporated (AFL) | 0.5 | $590k | 5.4k | 109.71 | |
| United Parcel Svcs CL B (UPS) | 0.4 | $560k | 5.7k | 98.38 | |
| Delta Air Lines Com New (DAL) | 0.4 | $546k | 8.2k | 66.48 | |
| ConocoPhillips (COP) | 0.4 | $502k | 3.8k | 132.00 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $494k | 18k | 27.14 | |
| Union Pacific Corporation (UNP) | 0.4 | $483k | 2.0k | 242.62 | |
| Consolidated Edison (ED) | 0.4 | $481k | 4.2k | 113.18 | |
| McKesson Corporation (MCK) | 0.3 | $445k | 519.00 | 857.60 | |
| Pfizer (PFE) | 0.3 | $435k | 16k | 28.08 | |
| Clorox Company (CLX) | 0.3 | $434k | 4.2k | 103.65 | |
| Intel Corporation (INTC) | 0.3 | $425k | 9.6k | 44.13 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $410k | 1.7k | 243.08 | |
| Chevron Corporation (CVX) | 0.3 | $404k | 2.0k | 207.00 | |
| Anthem (ELV) | 0.3 | $394k | 1.3k | 292.75 | |
| Spdr Series Trust State Street Spd (SLYV) | 0.3 | $394k | 4.2k | 94.58 | |
| SYSCO Corporation (SYY) | 0.3 | $382k | 5.4k | 71.33 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $380k | 3.9k | 96.48 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $379k | 1.2k | 304.32 | |
| Fastenal Company (FAST) | 0.3 | $374k | 8.1k | 46.40 | |
| Biogen Idec (BIIB) | 0.3 | $373k | 2.0k | 183.38 | |
| Ecolab (ECL) | 0.3 | $353k | 1.3k | 266.02 | |
| Lear Corp Com New (LEA) | 0.3 | $347k | 2.9k | 121.08 | |
| Cisco Systems (CSCO) | 0.3 | $347k | 4.5k | 77.59 | |
| Medtronic SHS (MDT) | 0.3 | $342k | 3.9k | 86.67 | |
| Automatic Data Processing (ADP) | 0.3 | $335k | 1.6k | 203.18 | |
| MetLife (MET) | 0.3 | $327k | 4.6k | 70.73 | |
| Philip Morris International (PM) | 0.2 | $322k | 2.0k | 165.34 | |
| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $310k | 1.9k | 166.09 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $304k | 4.5k | 67.95 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $293k | 3.7k | 78.77 | |
| Allstate Corporation (ALL) | 0.2 | $292k | 1.4k | 207.34 | |
| Hldgs (UAL) | 0.2 | $248k | 2.7k | 92.07 | |
| CVS Caremark Corporation (CVS) | 0.2 | $245k | 3.4k | 71.82 | |
| Norfolk Southern (NSC) | 0.2 | $242k | 843.00 | 287.00 | |
| American Electric Power Company (AEP) | 0.2 | $236k | 1.8k | 131.08 | |
| Colgate-Palmolive Company (CL) | 0.2 | $236k | 2.8k | 85.23 | |
| Wal-Mart Stores (WMT) | 0.2 | $235k | 1.9k | 124.33 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $232k | 1.8k | 130.94 | |
| International Paper Company (IP) | 0.2 | $231k | 6.5k | 35.70 | |
| Illinois Tool Works (ITW) | 0.2 | $225k | 865.00 | 260.29 | |
| Paychex (PAYX) | 0.2 | $211k | 2.3k | 92.12 | |
| Public Storage (PSA) | 0.2 | $204k | 753.00 | 271.06 | |
| Qualcomm (QCOM) | 0.2 | $203k | 1.6k | 128.78 |
