Richwood Investment Advisors, LLC 13F Holdings
CIK 0001911900 · Cincinnati, OH
As of Sep 30, 2025, Richwood Investment Advisors, LLC reported 100 positions worth
CIK 0001911900 · Cincinnati, OH
As of Sep 30, 2025, Richwood Investment Advisors, LLC reported 100 positions worth
27.6M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 37,465 | $25.1M | 19.65% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 131,872 | $8.6M | 6.74% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 72,197 | $8.6M | 6.72% |
| ELI LILLY & CO | LLY | Healthcare | 7,095 | $5.4M | 4.24% |
| SERVICENOW INC | NOW | Technology | 5,259 | $4.8M | 3.79% |
| VISA INC-CLASS A SHARES | V | Financial Services | 10,796 | $3.7M | 2.89% |
| ISHARES MSCI EAFE ETF | EFA | — | 36,142 | $3.4M | 2.64% |
| APPLE INC | AAPL | Technology | 11,834 | $3.0M | 2.36% |
| MASTERCARD INC | MA | Financial Services | 4,026 | $2.3M | 1.79% |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 3,476 | $2.1M | 1.66% |
| MICROSOFT CORP | MSFT | Technology | 3,473 | .8M | 1.41% |
| ORACLE CORP | ORCL | Technology | 6,031 | .7M | 1.33% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,804 | .7M | 1.31% |
| HOME DEPOT INC | HD | Consumer Cyclical | 4,082 | .7M | 1.30% |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 28,847 | .6M | 1.29% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 11,212 | .6M | 1.25% |
| CATERPILLAR INC | CAT | Industrials | 3,184 | .5M | 1.19% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 2,995 | .5M | 1.17% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 5,896 | .5M | 1.16% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 4,290 | .5M | 1.16% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 9,122 | .3M | 1.00% |
| EXXON MOBIL CORP | XOM | Energy | 11,142 | .3M | 0.98% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 4,025 | .2M | 0.96% |
| MERCK & CO INC | MRK | Healthcare | 13,994 | .2M | 0.92% |
| WELLTOWER INC | WELL | Real Estate | 6,232 | .1M | 0.87% |