Richwood Investment Advisors, LLC Top Holdings and 13F Report (2025) About Richwood Investment Advisors, LLCInvestment ActivityRichwood Investment Advisors, LLC has $117.64 million in total holdings as of March 31, 2025.Richwood Investment Advisors, LLC owns shares of 97 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 2.91% of the portfolio was sold this quarter.This quarter, Richwood Investment Advisors, LLC has purchased 100 new stocks and bought additional shares in 24 stocks.Richwood Investment Advisors, LLC sold shares of 56 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $20,181,622iShares Core S&P Mid-Cap ETF $7,756,772iShares Core S&P Small-Cap ETF $7,509,475Eli Lilly and Company $5,835,054ServiceNow $4,331,400 Largest New Holdings this Quarter 67066G104 - NVIDIA $395,479 Holding26441C204 - Duke Energy $205,519 Holding46138E354 - Invesco S&P 500 Low Volatility ETF $201,296 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,071 shares (about $601.79K)NVIDIA 3,649 shares (about $395.48K)iShares Core S&P Mid-Cap ETF 4,592 shares (about $267.94K)Microsoft 604 shares (about $226.74K)iShares Core S&P Small-Cap ETF 2,166 shares (about $226.50K) Largest Sales this Quarter Amgen 457 shares (about $142.38K)Abbott Laboratories 957 shares (about $126.96K)Fastenal 1,524 shares (about $118.19K)American Electric Power 881 shares (about $96.27K)Eaton 310 shares (about $84.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichwood Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$20,181,622$601,791 ▲3.1%35,91717.2%ETFIJHiShares Core S&P Mid-Cap ETF$7,756,772$267,944 ▲3.6%132,9356.6%ETFIJRiShares Core S&P Small-Cap ETF$7,509,475$226,498 ▲3.1%71,8136.4%ETFLLYEli Lilly and Company$5,835,054$96,631 ▲1.7%7,0655.0%MedicalNOWServiceNow$4,331,400$46,968 ▲1.1%5,4413.7%Computer and TechnologyVVisa$3,822,117$97,077 ▲2.6%10,9063.2%Business ServicesEFAiShares MSCI EAFE ETF$2,861,612$128,643 ▲4.7%35,0132.4%FinanceUNHUnitedHealth Group$2,676,363$71,754 ▼-2.6%5,1102.3%MedicalAAPLApple$2,663,339$2,221 ▼-0.1%11,9902.3%Computer and TechnologyMAMastercard$2,204,265$8,221 ▼-0.4%4,0221.9%Business ServicesCOSTCostco Wholesale$1,712,808$4,729 ▼-0.3%1,8111.5%Retail/WholesaleNOCNorthrop Grumman$1,703,201$24,061 ▼-1.4%3,3271.4%AerospaceDVYiShares Select Dividend ETF$1,591,666$4,029 ▼-0.3%11,8521.4%ETFTSCOTractor Supply$1,545,831$37,468 ▼-2.4%28,0551.3%Retail/WholesaleHDHome Depot$1,520,017$80,985 ▲5.6%4,1481.3%Retail/WholesaleLMTLockheed Martin$1,495,808$46,898 ▼-3.0%3,3491.3%AerospaceMRKMerck & Co., Inc.$1,431,198$75,128 ▼-5.0%15,9451.2%MedicalLOWLowe's Companies$1,419,904$18,892 ▲1.3%6,0881.2%Retail/WholesaleXOMExxon Mobil$1,325,148$6,184 ▲0.5%11,1421.1%EnergyMSFTMicrosoft$1,309,360$226,736 ▲20.9%3,4881.1%Computer and TechnologyMCDMcDonald's$1,269,921$42,174 ▼-3.2%4,0651.1%Retail/WholesaleSDYSPDR S&P Dividend ETF$1,254,633$32,563 ▼-2.5%9,2471.1%ETFAMGNAmgen$1,209,126$142,378 ▼-10.5%3,8811.0%MedicalCATCaterpillar$1,059,647$179,081 ▲20.3%3,2130.9%IndustrialsSNASnap-on$1,054,167$25,276 ▲2.5%3,1280.9%Consumer DiscretionaryWELLWelltower$1,006,590$38,303 ▼-3.7%6,5700.9%FinanceWFCWells Fargo & Company$928,532$13,138 ▼-1.4%12,9340.8%FinanceAXPAmerican Express$885,309$29,591 ▼-3.2%3,2910.8%FinanceELVElevance Health$877,3140.0%2,0170.7%MedicalORCLOracle$851,5830.0%6,0910.7%Computer and TechnologyPEPPepsiCo$826,469$45,732 ▼-5.2%5,5120.7%Consumer StaplesAFLAflac$819,248$38,138 ▼-4.4%7,3680.7%FinanceGDGeneral Dynamics$813,788$78,217 ▼-8.8%2,9860.7%AerospaceDEDeere & Company$812,914$49,282 ▲6.5%1,7320.7%IndustrialsBABoeing$798,686$58,669 ▼-6.8%4,6830.7%AerospaceBMYBristol-Myers Squibb$797,627$44,523 ▲5.9%13,0780.7%MedicalETNEaton$793,200$84,267 ▼-9.6%2,9180.7%IndustrialsWMWaste Management$776,716$23,846 ▼-3.0%3,3550.7%Business ServicesKOCoca-Cola$774,126$16,759 ▲2.2%10,8090.7%Consumer StaplesGILDGilead Sciences$754,433$8,964 ▼-1.2%6,7330.6%MedicalVYMVanguard High Dividend Yield ETF$721,854$6,447 ▼-0.9%5,5980.6%ETFVZVerizon Communications$709,884$29,756 ▼-4.0%15,6500.6%Computer and TechnologyPGProcter & Gamble$707,158$74,294 ▼-9.5%4,1500.6%Consumer StaplesCOFCapital One Financial$683,3120.0%3,8110.6%FinanceUPSUnited Parcel Service$657,025$28,375 ▼-4.1%5,9740.6%TransportationSOSouthern$653,581$39,079 ▼-5.6%7,1080.6%UtilitiesJNJJohnson & Johnson$644,869$39,962 ▲6.6%3,8890.5%MedicalPFFiShares Preferred and Income Securities ETF$631,540$35,340 ▼-5.3%20,5510.5%ETFKMBKimberly-Clark$599,315$44,088 ▼-6.9%4,2140.5%Consumer StaplesJPMJPMorgan Chase & Co.$573,021$30,172 ▲5.6%2,3360.5%FinanceCLXClorox$565,845$9,276 ▼-1.6%3,8430.5%Consumer StaplesCOPConocoPhillips$561,752$22,369 ▲4.1%5,3490.5%EnergyFDXFedEx$557,281$14,627 ▲2.7%2,2860.5%TransportationYUMYum! Brands$552,806$18,096 ▲3.4%3,5130.5%Retail/WholesaleISCBiShares Morningstar Small-Cap ETF$551,450$83,430 ▼-13.1%10,1790.5%ETFPSXPhillips 66$546,3990.0%4,4250.5%EnergyEDConsolidated Edison$527,957$46,448 ▼-8.1%4,7740.4%UtilitiesADPAutomatic Data Processing$506,874$30,553 ▼-5.7%1,6590.4%Business ServicesADBEAdobe$505,588$4,220 ▼-0.8%1,3180.4%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$491,592$38,992 ▼-7.3%5,0430.4%ETFHDViShares Core High Dividend ETF$483,0270.0%3,9880.4%ETFUNPUnion Pacific$481,457$22,915 ▼-4.5%2,0380.4%TransportationCVXChevron$440,590$32,283 ▼-6.8%2,6340.4%EnergyMDTMedtronic$439,815$30,286 ▼-6.4%4,8940.4%MedicalPFEPfizer$439,459$8,615 ▼-1.9%17,3430.4%MedicalSLYVSPDR S&P 600 Small Cap Value ETF$435,434$7,056 ▼-1.6%5,5540.4%ETFMSMorgan Stanley$417,154$20,648 ▼-4.7%3,5760.4%FinanceABTAbbott Laboratories$413,132$126,964 ▼-23.5%3,1140.4%MedicalMETMetLife$405,264$8,028 ▼-1.9%5,0480.3%FinanceNVDANVIDIA$395,479$395,479 ▲New Holding3,6490.3%Computer and TechnologyDALDelta Air Lines$392,705$23,413 ▼-5.6%9,0070.3%TransportationCLColgate-Palmolive$387,168$22,019 ▲6.0%4,1320.3%Consumer StaplesPAYXPaychex$385,2370.0%2,4970.3%Business ServicesBIIBBiogen$380,792$47,616 ▼-11.1%2,7830.3%MedicalFASTFastenal$355,722$118,186 ▼-24.9%4,5870.3%Retail/WholesaleTMOThermo Fisher Scientific$351,679$17,907 ▼-4.8%7070.3%MedicalIPInternational Paper$346,348$31,743 ▼-8.4%6,4920.3%Basic MaterialsCCitigroup$341,959$41,529 ▲13.8%4,8170.3%FinanceJLLJones Lang LaSalle$337,158$9,421 ▼-2.7%1,3600.3%FinanceFIFiserv$333,4530.0%1,5100.3%Business ServicesPMPhilip Morris International$328,5710.0%2,0700.3%Consumer StaplesMCKMcKesson$319,5020.0%4750.3%MedicalALLAllstate$312,054$19,672 ▼-5.9%1,5070.3%FinanceAEPAmerican Electric Power$304,535$96,267 ▼-24.0%2,7870.3%UtilitiesXLVHealth Care Select Sector SPDR Fund$302,2410.0%2,0700.3%ETFCSCOCisco Systems$285,717$29,868 ▼-9.5%4,6300.2%Computer and TechnologyIMCGiShares Morningstar Mid-Cap Growth ETF$267,8630.0%3,7500.2%ETFVOOGVanguard S&P 500 Growth ETF$265,9120.0%7950.2%ETFECLEcolab$257,450$16,978 ▼-6.2%1,0160.2%Basic MaterialsLEALear$248,031$8,379 ▲3.5%2,8120.2%Auto/Tires/TrucksITWIllinois Tool Works$245,530$8,680 ▼-3.4%9900.2%IndustrialsSYYSysco$245,081$4,202 ▼-1.7%3,2660.2%Consumer StaplesDDDuPont de Nemours$232,852$28,378 ▼-10.9%3,1180.2%Basic MaterialsPSAPublic Storage$231,5010.0%7740.2%FinanceNSCNorfolk Southern$212,9280.0%8990.2%TransportationDUKDuke Energy$205,519$205,519 ▲New Holding1,6850.2%UtilitiesSPLVInvesco S&P 500 Low Volatility ETF$201,296$201,296 ▲New Holding2,6940.2%ETFUALUnited Airlines$0$261,296 ▼-100.0%00.0%TransportationITOTiShares Core S&P Total U.S. Stock Market ETF$0$242,577 ▼-100.0%00.0%ETFCHRWC.H. Robinson Worldwide$0$210,592 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
