Richwood Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Richwood Investment Advisors, LLC

Investment Activity

Richwood Investment Advisors, LLC has $127.62 million in total holdings as of September 30, 2025.
Richwood Investment Advisors, LLC owns shares of 100 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 1.12% of the portfolio was purchased this quarter.
About 1.57% of the portfolio was sold this quarter.
This quarter, Richwood Investment Advisors, LLC has purchased 100 new stocks and bought additional shares in 13 stocks.
Richwood Investment Advisors, LLC sold shares of 61 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $25,075,826
iShares Core S&P Mid-Cap ETF: $8,605,983
iShares Core S&P Small-Cap ETF: $8,579,276
Eli Lilly and Company: $5,413,485
ServiceNow: $4,839,753

Largest New Holdings this Quarter

458140100 - Intel: $282,692 Holding
12541W209 - C.H. Robinson Worldwide: $273,439 Holding
26441C204 - Duke Energy: $208,519 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 500 shares (about $334.66K)
Intel: 8,426 shares (about $282.69K)
C.H. Robinson Worldwide: 2,065 shares (about $273.44K)
Duke Energy: 1,685 shares (about $208.52K)
Deere & Company: 120 shares (about $54.87K)

Largest Sales this Quarter

Lockheed Martin: 354 shares (about $176.75K)
ServiceNow: 144 shares (about $132.52K)
Elevance Health: 315 shares (about $101.78K)
Bristol Myers Squibb: 1,416 shares (about $63.86K)
Thermo Fisher Scientific: 107 shares (about $51.94K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$25,075,826	$334,657 ▲	1.4%	37,465	19.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,605,983	$23,233 ▼	-0.3%	131,872	6.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$8,579,276	$35,531 ▼	-0.4%	72,197	6.7%	ETF
LLY Eli Lilly and Company	$5,413,485	$19,075 ▼	-0.4%	7,095	4.2%	Medical
NOW ServiceNow	$4,839,753	$132,520 ▼	-2.7%	5,259	3.8%	Computer and Technology
V Visa	$3,685,538	$30,724 ▼	-0.8%	10,796	2.9%	Business Services
EFA iShares MSCI EAFE ETF	$3,374,625	$36,882 ▲	1.1%	36,142	2.6%	Finance
AAPL Apple	$3,013,291	$23,171 ▼	-0.8%	11,834	2.4%	Computer and Technology
MA Mastercard	$2,290,313	$34,702 ▼	-1.5%	4,026	1.8%	Business Services
NOC Northrop Grumman	$2,118,301	$29,861 ▲	1.4%	3,476	1.7%	Aerospace
MSFT Microsoft	$1,798,840		0.0%	3,473	1.4%	Computer and Technology
ORCL Oracle	$1,696,158	$16,874 ▼	-1.0%	6,031	1.3%	Computer and Technology
COST Costco Wholesale	$1,669,837		0.0%	1,804	1.3%	Retail/Wholesale
HD Home Depot	$1,654,188	$19,857 ▼	-1.2%	4,082	1.3%	Retail/Wholesale
TSCO Tractor Supply	$1,640,529	$27,980 ▲	1.7%	28,847	1.3%	Retail/Wholesale
DVY iShares Select Dividend ETF	$1,593,289	$41,353 ▼	-2.5%	11,212	1.2%	ETF
CAT Caterpillar	$1,519,246	$11,929 ▲	0.8%	3,184	1.2%	Industrials
LMT Lockheed Martin	$1,495,384	$176,750 ▼	-10.6%	2,995	1.2%	Aerospace
LOW Lowe's Companies	$1,481,912	$4,021 ▼	-0.3%	5,896	1.2%	Retail/Wholesale
UNH UnitedHealth Group	$1,481,337	$25,898 ▼	-1.7%	4,290	1.2%	Medical
SDY SPDR S&P Dividend ETF	$1,277,536	$14,705 ▼	-1.1%	9,122	1.0%	ETF
XOM Exxon Mobil	$1,256,289		0.0%	11,142	1.0%	Energy
MCD McDonald's	$1,223,291	$12,157 ▼	-1.0%	4,025	1.0%	Retail/Wholesale
MRK Merck & Co., Inc.	$1,174,577	$38,694 ▼	-3.2%	13,994	0.9%	Medical
WELL Welltower	$1,110,258	$6,770 ▼	-0.6%	6,232	0.9%	Finance
AXP American Express	$1,093,305	$332 ▼	0.0%	3,291	0.9%	Finance
ETN Eaton	$1,090,939	$1,123 ▼	-0.1%	2,915	0.9%	Industrials
SNA Snap-On	$1,083,946		0.0%	3,128	0.8%	Consumer Discretionary
WFC Wells Fargo & Company	$1,072,645		0.0%	12,797	0.8%	Finance
AMGN Amgen	$1,028,337	$40,072 ▼	-3.8%	3,644	0.8%	Medical
GD General Dynamics	$1,005,268		0.0%	2,948	0.8%	Aerospace
BA Boeing	$990,228	$6,475 ▼	-0.6%	4,588	0.8%	Aerospace
DE Deere & Company	$876,567	$54,871 ▲	6.7%	1,917	0.7%	Industrials
AFL Aflac	$820,213	$2,792 ▼	-0.3%	7,343	0.6%	Finance
VYM Vanguard High Dividend Yield ETF	$788,968	$141 ▼	0.0%	5,597	0.6%	ETF
COF Capital One Financial	$755,084	$26,572 ▼	-3.4%	3,552	0.6%	Finance
JPM JPMorgan Chase & Co.	$752,616	$31,543 ▲	4.4%	2,386	0.6%	Finance
KO CocaCola	$734,083	$17,178 ▲	2.4%	11,068	0.6%	Consumer Staples
PEP PepsiCo	$731,833	$30,335 ▼	-4.0%	5,211	0.6%	Consumer Staples
GILD Gilead Sciences	$722,388	$5,550 ▼	-0.8%	6,508	0.6%	Medical
NVDA NVIDIA	$719,452	$38,622 ▲	5.7%	3,856	0.6%	Computer and Technology
JNJ Johnson & Johnson	$717,297	$2,040 ▼	-0.3%	3,868	0.6%	Medical
WM Waste Management	$706,656	$11,042 ▼	-1.5%	3,200	0.6%	Business Services
SO Southern	$673,625		0.0%	7,108	0.5%	Utilities
VZ Verizon Communications	$650,196	$10,592 ▼	-1.6%	14,794	0.5%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$644,676	$5,154 ▼	-0.8%	20,388	0.5%	ETF
PG Procter & Gamble	$637,571	$154 ▼	0.0%	4,149	0.5%	Consumer Staples
ISCB iShares Morningstar Small-Cap ETF	$635,485		0.0%	10,019	0.5%	ETF
C Citigroup	$589,918	$5,583 ▼	-0.9%	5,812	0.5%	Financial Services
YUM Yum! Brands	$587,176	$22,800 ▲	4.0%	3,863	0.5%	Retail/Wholesale
PSX Phillips 66	$586,246		0.0%	4,310	0.5%	Energy
IJS iShares S&P Small-Cap 600 Value ETF	$557,705		0.0%	5,043	0.4%	ETF
FDX FedEx	$554,389	$8,253 ▼	-1.5%	2,351	0.4%	Transportation
BMY Bristol Myers Squibb	$536,104	$63,862 ▼	-10.6%	11,887	0.4%	Medical
KMB Kimberly-Clark	$519,306	$4,725 ▼	-0.9%	4,176	0.4%	Consumer Staples
UNP Union Pacific	$514,105	$32,383 ▲	6.7%	2,175	0.4%	Transportation
DAL Delta Air Lines	$501,273		0.0%	8,833	0.4%	Transportation
MS Morgan Stanley	$500,327	$20,032 ▲	4.2%	3,147	0.4%	Finance
ELV Elevance Health	$498,251	$101,783 ▼	-17.0%	1,542	0.4%	Medical
SLYV SPDR S&P 600 Small Cap Value ETF	$488,993	$3,369 ▼	-0.7%	5,516	0.4%	ETF
HDV iShares Core High Dividend ETF	$484,045	$4,286 ▼	-0.9%	3,953	0.4%	ETF
ADP Automatic Data Processing	$483,982		0.0%	1,649	0.4%	Computer and Technology
UPS United Parcel Service	$472,655	$36,005 ▼	-7.1%	5,658	0.4%	Transportation
ED Consolidated Edison	$468,323		0.0%	4,659	0.4%	Utilities
FAST Fastenal	$444,940	$14,712 ▼	-3.2%	9,073	0.3%	Retail/Wholesale
CLX Clorox	$441,137	$8,016 ▼	-1.8%	3,577	0.3%	Consumer Staples
MDT Medtronic	$422,361	$29,720 ▼	-6.6%	4,434	0.3%	Medical
PFE Pfizer	$420,025	$25,506 ▼	-5.7%	16,484	0.3%	Medical
COP ConocoPhillips	$398,697	$47,295 ▼	-10.6%	4,215	0.3%	Energy
JLL Jones Lang LaSalle	$394,475	$11,339 ▼	-2.8%	1,322	0.3%	Finance
MET MetLife	$394,264	$13,675 ▼	-3.4%	4,786	0.3%	Finance
CVX Chevron	$392,409	$155 ▼	0.0%	2,526	0.3%	Energy
ADBE Adobe	$370,740	$353 ▼	-0.1%	1,051	0.3%	Computer and Technology
MCK McKesson	$366,763	$774 ▼	-0.2%	474	0.3%	Medical
ABT Abbott Laboratories	$351,519	$26,123 ▼	-6.9%	2,624	0.3%	Medical
VOOG Vanguard S&P 500 Growth ETF	$324,853		0.0%	746	0.3%	ETF
CSCO Cisco Systems	$316,785		0.0%	4,630	0.2%	Computer and Technology
PAYX Paychex	$316,520		0.0%	2,497	0.2%	Computer and Technology
PM Philip Morris International	$316,290	$11,030 ▼	-3.4%	1,950	0.2%	Consumer Staples
BIIB Biogen	$314,830	$140 ▼	0.0%	2,247	0.2%	Medical
IMCG iShares Morningstar Mid-Cap Growth ETF	$310,238		0.0%	3,750	0.2%	ETF
ALL Allstate	$302,013	$21,465 ▼	-6.6%	1,407	0.2%	Finance
IP International Paper	$295,661	$4,640 ▼	-1.5%	6,372	0.2%	Basic Materials
TMO Thermo Fisher Scientific	$291,255	$51,940 ▼	-15.1%	600	0.2%	Medical
XLV Health Care Select Sector SPDR Fund	$286,412	$1,670 ▼	-0.6%	2,058	0.2%	ETF
INTC Intel	$282,692	$282,692 ▲	New Holding	8,426	0.2%	Computer and Technology
ECL Ecolab	$278,105	$274 ▼	-0.1%	1,015	0.2%	Basic Materials
LEA Lear	$277,080	$5,835 ▼	-2.1%	2,754	0.2%	Auto/Tires/Trucks
NSC Norfolk Southern	$274,274	$4,206 ▲	1.6%	913	0.2%	Transportation
CHRW C.H. Robinson Worldwide	$273,439	$273,439 ▲	New Holding	2,065	0.2%	Transportation
SYY Sysco	$268,922		0.0%	3,266	0.2%	Consumer Staples
CL Colgate-Palmolive	$262,523		0.0%	3,284	0.2%	Consumer Staples
UAL United Airlines	$259,682		0.0%	2,691	0.2%	Transportation
ITW Illinois Tool Works	$258,152		0.0%	990	0.2%	Industrials
AEP American Electric Power	$257,400	$9,000 ▼	-3.4%	2,288	0.2%	Utilities
DD DuPont de Nemours	$256,057	$6,544 ▼	-2.5%	3,287	0.2%	Basic Materials
PSA Public Storage	$223,425	$289 ▼	-0.1%	773	0.2%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$222,262		0.0%	1,526	0.2%	ETF
DUK Duke Energy	$208,519	$208,519 ▲	New Holding	1,685	0.2%	Utilities
MMM 3M	$206,079		0.0%	1,328	0.2%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Richwood Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Richwood Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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Richwood Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Richwood Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRichwood Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools