Richwood Investment Advisors, LLC Top Holdings and 13F Report (2026) About Richwood Investment Advisors, LLCInvestment ActivityRichwood Investment Advisors, LLC has $129.75 million in total holdings as of March 31, 2026.Richwood Investment Advisors, LLC owns shares of 98 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 2.33% of the portfolio was purchased this quarter.About 2.70% of the portfolio was sold this quarter.This quarter, Richwood Investment Advisors, LLC has purchased 106 new stocks and bought additional shares in 33 stocks.Richwood Investment Advisors, LLC sold shares of 45 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $26,228,178iShares Core S&P Small-Cap ETF $9,344,495iShares Core S&P Mid-Cap ETF $9,153,438Eli Lilly and Company $6,318,820iShares MSCI EAFE ETF $3,680,596 Largest New Holdings this Quarter 747525103 - Qualcomm $202,700 Holding Largest Purchases this Quarter iShares Core High Dividend ETF 14,482 shares (about $393.04K)iShares Core S&P 500 ETF 569 shares (about $371.68K)Vanguard S&P 500 Growth ETF 3,730 shares (about $253.45K)Qualcomm 1,574 shares (about $202.70K)Sysco 2,085 shares (about $148.72K) Largest Sales this Quarter Eaton 465 shares (about $166.32K)Amgen 396 shares (about $139.33K)SPDR S&P 600 Small Cap Value ETF 1,300 shares (about $122.95K)General Dynamics 350 shares (about $120.13K)Aflac 695 shares (about $76.25K) 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$26,228,178$371,683 â–²1.4%40,15220.2%ETFIJRiShares Core S&P Small-Cap ETF$9,344,495$140,969 â–²1.5%75,1707.2%ETFIJHiShares Core S&P Mid-Cap ETF$9,153,438$87,654 â–²1.0%135,5467.1%ETFLLYEli Lilly and Company$6,318,820$18,395 â–²0.3%6,8704.9%MedicalEFAiShares MSCI EAFE ETF$3,680,596$83,047 â–²2.3%37,8932.8%FinanceVVisa$3,297,438$108,806 â–²3.4%10,9102.5%Business ServicesAAPLApple$2,809,493$15,481 â–²0.6%11,0702.2%Computer and TechnologyNOWServiceNow$2,804,658$111,973 â–²4.2%26,8262.2%Computer and TechnologyNOCNorthrop Grumman$2,517,807$107,809 â–²4.5%3,6901.9%AerospaceCATCaterpillar$2,291,160$28,338 â–¼-1.2%3,2341.8%IndustrialsLMTLockheed Martin$2,027,577$73,148 â–²3.7%3,3541.6%AerospaceMAMastercard$1,980,902$23,987 â–²1.2%3,9641.5%Business ServicesXOMExxonMobil$1,899,725$9,332 â–²0.5%11,1971.5%EnergyCOSTCostco Wholesale$1,818,485$44,839 â–²2.5%1,8251.4%Retail/WholesaleDVYiShares Select Dividend ETF$1,600,018$30,283 â–¼-1.9%10,5671.2%ETFMRKMerck & Co., Inc.$1,591,403$2,406 â–¼-0.2%13,2291.2%MedicalHDHome Depot$1,535,423$126,965 â–²9.0%4,6681.2%Retail/WholesaleTSCOTractor Supply$1,341,469$9,468 â–¼-0.7%29,6131.0%Retail/WholesaleLOWLowe's Companies$1,317,615$12,051 â–¼-0.9%5,5761.0%Retail/WholesaleMSFTMicrosoft$1,237,848$14,066 â–¼-1.1%3,3441.0%Computer and TechnologySDYSPDR S&P Dividend ETF$1,215,972$69,321 â–¼-5.4%8,3320.9%ETFMCDMcDonald's$1,212,218$23,312 â–²2.0%3,9000.9%Retail/WholesaleWELLWelltower$1,197,6280.0%6,0570.9%FinanceJNJJohnson & Johnson$1,151,679$98,520 â–²9.4%4,7110.9%MedicalUNHUnitedHealth Group$1,138,913$12,447 â–¼-1.1%4,2090.9%MedicalDEDeere & Company$1,119,277$28,165 â–²2.6%1,9870.9%IndustrialsSNASnap-On$1,041,715$72,644 â–¼-6.5%2,8680.8%Consumer DiscretionaryBABoeing$996,543$41,796 â–²4.4%5,0070.8%AerospaceWFCWells Fargo & Company$994,8860.0%12,4970.8%FinanceAMGNAmgen$983,421$139,333 â–¼-12.4%2,7950.8%MedicalPGProcter & Gamble$962,476$28,890 â–¼-2.9%6,6630.7%Consumer StaplesFDXFedEx$954,919$32,056 â–²3.5%2,6810.7%TransportationAXPAmerican Express$942,074$30,858 â–¼-3.2%3,1140.7%FinanceGDGeneral Dynamics$941,109$120,127 â–¼-11.3%2,7420.7%AerospaceGILDGilead Sciences$858,240$4,878 â–¼-0.6%6,1580.7%MedicalORCLOracle$854,709$8,974 â–¼-1.0%5,8100.7%Computer and TechnologyPEPPepsiCo$848,505$25,623 â–²3.1%5,4640.7%Consumer StaplesKOCocaCola$828,093$6,084 â–¼-0.7%10,8880.6%Consumer StaplesJPMJPMorgan Chase & Co.$765,110$4,412 â–¼-0.6%2,6010.6%FinanceETNEaton$763,625$166,316 â–¼-17.9%2,1350.6%IndustrialsNVDANVIDIA$756,203$95,921 â–²14.5%4,3360.6%Computer and TechnologyVYMVanguard High Dividend Yield ETF$754,9400.0%5,0970.6%Financial ServicesPSXPhillips 66$748,760$36,436 â–¼-4.6%4,1100.6%EnergyWMWaste Management$735,3280.0%3,2000.6%Business ServicesCCitigroup$727,072$35,157 â–²5.1%6,4110.6%Financial ServicesVZVerizon Communications$687,740$27,309 â–¼-3.8%13,7000.5%Computer and TechnologyMSMorgan Stanley$675,971$65,836 â–²10.8%4,1070.5%FinanceBMYBristol Myers Squibb$642,708$24,866 â–¼-3.7%10,5970.5%MedicalOSKOshkosh$638,891$68,453 â–²12.0%4,3400.5%Auto/Tires/TrucksSOSouthern$625,7390.0%6,4830.5%UtilitiesCOFCapital One Financial$601,4720.0%3,2970.5%FinanceYUMYum! Brands$600,6190.0%3,8630.5%Retail/WholesaleISCBiShares Morningstar Small-Cap ETF$596,159$27,338 â–¼-4.4%9,1590.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$592,8420.0%5,0050.5%ETFPFFiShares Preferred and Income Securities ETF$592,438$7,125 â–¼-1.2%19,5390.5%ETFAFLAflac$589,472$76,248 â–¼-11.5%5,3730.5%FinanceUPSUnited Parcel Service$559,610$7,969 â–²1.4%5,6880.4%TransportationDALDelta Air Lines$546,133$6,249 â–¼-1.1%8,2150.4%TransportationCOPConocoPhillips$502,128$5,940 â–¼-1.2%3,8040.4%EnergyHDViShares Core High Dividend ETF$493,677$393,042 â–²390.6%18,1900.4%ETFUNPUnion Pacific$482,814$20,623 â–¼-4.1%1,9900.4%TransportationEDConsolidated Edison$480,902$5,659 â–¼-1.2%4,2490.4%UtilitiesMCKMcKesson$445,093$38,592 â–²9.5%5190.3%MedicalPFEPfizer$435,366$12,636 â–¼-2.8%15,5040.3%MedicalCLXClorox$433,977$14,511 â–¼-3.2%4,1870.3%Consumer StaplesINTCIntel$424,7950.0%9,6260.3%Computer and TechnologyADBEAdobe$410,076$87,023 â–²26.9%1,6870.3%Computer and TechnologyCVXChevron$403,649$41,400 â–¼-9.3%1,9500.3%EnergyELVElevance Health$394,334$27,811 â–¼-6.6%1,3470.3%MedicalSLYVSPDR S&P 600 Small Cap Value ETF$393,453$122,954 â–¼-23.8%4,1600.3%ETFSYYSysco$381,687$148,723 â–²63.8%5,3510.3%Consumer StaplesKIMBERLY-CLARK CORP$379,754$19,586 â–¼-4.9%3,9360.3%COMJLLJones Lang LaSalle$378,8780.0%1,2450.3%FinanceFASTFastenal$373,659$38,048 â–¼-9.2%8,0530.3%Retail/WholesaleBIIBBiogen$372,618$16,504 â–¼-4.2%2,0320.3%MedicalECLEcolab$353,2750.0%1,3280.3%Basic MaterialsLEALear$347,379$2,422 â–¼-0.7%2,8690.3%Auto/Tires/TrucksCSCOCisco Systems$346,9820.0%4,4720.3%Computer and TechnologyMDTMedtronic$342,2420.0%3,9490.3%MedicalADPAutomatic Data Processing$335,0440.0%1,6490.3%Computer and TechnologyMETMetLife$326,479$12,024 â–¼-3.6%4,6160.3%FinancePMPhilip Morris International$322,4130.0%1,9500.2%Consumer StaplesCHRWC.H. Robinson Worldwide$309,596$33,385 â–¼-9.7%1,8640.2%TransportationVOOGVanguard S&P 500 Growth ETF$304,144$253,453 â–²500.0%4,4760.2%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$293,4180.0%3,7250.2%ETFALLAllstate$291,7270.0%1,4070.2%FinanceUALUnited Airlines$247,7600.0%2,6910.2%TransportationCVSCVS Health$244,763$3,663 â–¼-1.5%3,4080.2%MedicalNSCNorfolk Southern$241,941$40,180 â–¼-14.2%8430.2%TransportationAEPAmerican Electric Power$236,337$17,040 â–¼-6.7%1,8030.2%UtilitiesCLColgate-Palmolive$235,576$14,489 â–¼-5.8%2,7640.2%Consumer StaplesWALMART INC$235,359$24,866 â–²11.8%1,8930.2%COMDUKDuke Energy$232,419$11,785 â–²5.3%1,7750.2%UtilitiesIPInternational Paper$231,229$19,100 â–²9.0%6,4770.2%Basic MaterialsITWIllinois Tool Works$225,151$10,412 â–¼-4.4%8650.2%IndustrialsPAYXPaychex$210,678$10,133 â–¼-4.6%2,2870.2%Computer and TechnologyPSAPublic Storage$204,1080.0%7530.2%FinanceQCOMQualcomm$202,700$202,700 â–²New Holding1,5740.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$0$306,904 â–¼-100.0%00.0%ETFTMOThermo Fisher Scientific$0$263,544 â–¼-100.0%00.0%MedicalShowing 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 Email Me a Login Link 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.
