Richwood Investment Advisors as of June 30, 2026
Portfolio Holdings for Richwood Investment Advisors
Richwood Investment Advisors holds 106 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.6 | $29M | 39k | 748.89 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 7.5 | $11M | 72k | 148.31 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.1 | $10M | 131k | 77.11 | |
| Eli Lilly & Co. (LLY) | 5.4 | $7.7M | 6.4k | 1199.43 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.8 | $4.0M | 39k | 103.88 | |
| Caterpillar (CAT) | 2.5 | $3.5M | 3.3k | 1064.90 | |
| Visa Com Cl A (V) | 2.5 | $3.5M | 10k | 343.07 | |
| Apple (AAPL) | 2.3 | $3.2M | 11k | 289.37 | |
| Servicenow (NOW) | 1.7 | $2.4M | 25k | 99.28 | |
| Mastercard Incorporated Cl A (MA) | 1.4 | $2.0M | 4.0k | 513.54 | |
| Northrop Grumman Corporation (NOC) | 1.4 | $1.9M | 3.8k | 509.24 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.7M | 1.8k | 935.47 | |
| UnitedHealth (UNH) | 1.2 | $1.7M | 4.1k | 415.63 | |
| Merck & Co (MRK) | 1.2 | $1.7M | 13k | 128.50 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $1.6M | 3.2k | 509.42 | |
| Ishares Tr Select Divid Etf (DVY) | 1.1 | $1.6M | 10k | 156.31 | |
| Home Depot (HD) | 1.1 | $1.6M | 4.5k | 352.64 | |
| Intel Corporation (INTC) | 1.0 | $1.4M | 10k | 139.63 | |
| Deere & Company (DE) | 1.0 | $1.4M | 2.3k | 634.33 | |
| Welltower Inc Com reit (WELL) | 0.9 | $1.3M | 5.8k | 226.95 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.3M | 5.0k | 253.94 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.3M | 3.4k | 373.02 | |
| Lowe's Companies (LOW) | 0.9 | $1.2M | 5.6k | 220.47 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.9 | $1.2M | 8.0k | 152.18 | |
| Snap-on Incorporated (SNA) | 0.8 | $1.2M | 2.9k | 402.40 | |
| American Express Company (AXP) | 0.8 | $1.1M | 3.3k | 338.20 | |
| Boeing Company (BA) | 0.8 | $1.1M | 5.1k | 216.47 | |
| McDonald's Corporation (MCD) | 0.7 | $1.0M | 3.8k | 270.34 | |
| Amgen (AMGN) | 0.7 | $989k | 2.7k | 362.12 | |
| Wells Fargo & Company (WFC) | 0.7 | $980k | 12k | 82.64 | |
| Procter & Gamble Company (PG) | 0.7 | $959k | 6.5k | 146.63 | |
| Coca-Cola Company (KO) | 0.7 | $942k | 12k | 81.27 | |
| General Dynamics Corporation (GD) | 0.7 | $939k | 2.7k | 354.24 | |
| Tractor Supply Company (TSCO) | 0.7 | $929k | 29k | 31.61 | |
| FedEx Corporation (FDX) | 0.7 | $928k | 3.0k | 313.13 | |
| Morgan Stanley Com New (MS) | 0.6 | $920k | 4.4k | 209.02 | |
| Eaton Corp SHS (ETN) | 0.6 | $901k | 2.1k | 426.12 | |
| NVIDIA Corporation (NVDA) | 0.6 | $888k | 4.4k | 200.10 | |
| Citigroup Com New (C) | 0.6 | $858k | 6.1k | 139.96 | |
| Oracle Corporation (ORCL) | 0.6 | $852k | 5.8k | 146.55 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $851k | 2.6k | 327.33 | |
| Pepsi (PEP) | 0.6 | $812k | 6.0k | 135.40 | |
| Delta Air Lines Com New (DAL) | 0.5 | $764k | 8.2k | 93.66 | |
| Gilead Sciences (GILD) | 0.5 | $742k | 5.9k | 126.34 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $711k | 4.5k | 158.01 | |
| Capital One Financial (COF) | 0.5 | $709k | 3.5k | 200.62 | |
| Waste Management (WM) | 0.5 | $699k | 3.1k | 222.88 | |
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.5 | $675k | 8.9k | 75.51 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $670k | 4.9k | 136.68 | |
| Oshkosh Corporation (OSK) | 0.5 | $666k | 4.3k | 153.48 | |
| Southern Company (SO) | 0.5 | $665k | 6.9k | 95.71 | |
| Phillips 66 (PSX) | 0.5 | $664k | 3.9k | 169.05 | |
| United Parcel Svcs CL B (UPS) | 0.5 | $663k | 6.2k | 107.50 | |
| Bristol Myers Squibb (BMY) | 0.5 | $652k | 11k | 57.62 | |
| Yum! Brands (YUM) | 0.4 | $630k | 3.9k | 159.86 | |
| AFLAC Incorporated (AFL) | 0.4 | $610k | 5.2k | 117.25 | |
| Verizon Communications (VZ) | 0.4 | $591k | 14k | 42.34 | |
| Anthem (ELV) | 0.4 | $579k | 1.5k | 386.73 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $562k | 18k | 30.49 | |
| Union Pacific Corporation (UNP) | 0.4 | $541k | 2.0k | 272.00 | |
| SYSCO Corporation (SYY) | 0.4 | $523k | 6.3k | 83.58 | |
| Lear Corp Com New (LEA) | 0.4 | $512k | 3.8k | 134.06 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $499k | 18k | 27.41 | |
| Biogen Idec (BIIB) | 0.3 | $490k | 2.3k | 216.01 | |
| Cisco Systems (CSCO) | 0.3 | $487k | 4.1k | 117.46 | |
| MetLife (MET) | 0.3 | $460k | 5.4k | 84.60 | |
| Allstate Corporation (ALL) | 0.3 | $442k | 1.9k | 237.94 | |
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.3 | $441k | 4.0k | 109.11 | |
| Consolidated Edison (ED) | 0.3 | $438k | 4.0k | 110.63 | |
| Ecolab (ECL) | 0.3 | $437k | 1.6k | 278.61 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $427k | 3.9k | 109.76 | |
| Pfizer (PFE) | 0.3 | $421k | 18k | 24.08 | |
| Chevron Corporation (CVX) | 0.3 | $388k | 2.3k | 165.76 | |
| McKesson Corporation (MCK) | 0.3 | $374k | 495.00 | 755.22 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $374k | 1.8k | 205.02 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $374k | 1.2k | 309.95 | |
| Fastenal Company (FAST) | 0.3 | $372k | 7.8k | 48.03 | |
| ConocoPhillips (COP) | 0.3 | $372k | 3.6k | 103.96 | |
| Medtronic SHS (MDT) | 0.3 | $372k | 4.8k | 78.23 | |
| Automatic Data Processing (ADP) | 0.3 | $367k | 1.6k | 223.95 | |
| Clorox Company (CLX) | 0.3 | $367k | 3.8k | 95.43 | |
| Hldgs (UAL) | 0.3 | $366k | 2.7k | 135.99 | |
| CVS Caremark Corporation (CVS) | 0.2 | $353k | 3.4k | 103.45 | |
| C H Robinson Worldwide In Com New (CHRW) | 0.2 | $336k | 1.8k | 188.37 | |
| Philip Morris International (PM) | 0.2 | $335k | 1.9k | 180.91 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $334k | 4.0k | 82.62 | |
| Spdr Series Trust St Str Sp Biot (XBI) | 0.2 | $317k | 2.0k | 158.25 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $301k | 2.4k | 126.58 | |
| Qualcomm (QCOM) | 0.2 | $291k | 1.6k | 184.79 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $286k | 960.00 | 298.07 | |
| Colgate-Palmolive Company (CL) | 0.2 | $280k | 3.1k | 91.68 | |
| Illinois Tool Works (ITW) | 0.2 | $277k | 1.0k | 270.47 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $270k | 880.00 | 306.30 | |
| Applied Materials (AMAT) | 0.2 | $257k | 355.00 | 723.00 | |
| Norfolk Southern (NSC) | 0.2 | $256k | 813.00 | 314.59 | |
| Public Storage (PSA) | 0.2 | $240k | 754.00 | 318.10 | |
| Paychex (PAYX) | 0.2 | $240k | 2.4k | 98.33 | |
| American Electric Power Company (AEP) | 0.2 | $237k | 1.7k | 136.81 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $232k | 1.9k | 119.49 | |
| International Paper Company (IP) | 0.2 | $229k | 6.0k | 38.10 | |
| Qnity Electronics Common Stock (Q) | 0.2 | $225k | 1.4k | 163.31 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $224k | 1.4k | 164.27 | |
| Ishares Tr Mrning Sm Cp Etf (ISCV) | 0.2 | $217k | 2.8k | 78.32 | |
| Packaging Corporation of America (PKG) | 0.2 | $214k | 897.00 | 238.28 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $207k | 1.3k | 158.66 | |
| 3M Company (MMM) | 0.1 | $202k | 1.2k | 161.91 |
