Richwood Investment Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Richwood Investment Advisors, LLC reported 100 stock positions worth $112.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 6.9%) and iShares Core S&P Small-Cap E (IJR, 6.8%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 12 and reduced 65. The biggest buy was Caterpillar (CAT, shares +23%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −3%).

Most Recent 13F
Q2 2026
Location
Cincinnati, OH
CIK
0001911900
Portfolio Value
$112.6M (Q1 2024)
SEC Filing
0001172661-24-002181 ↗ filed May 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $112.6M $112.6M Q1 2024 Q2 2024: $114.1M Q2 2024 Q3 2024: $120.9M Q3 2024 Q4 2024: $119.9M Q4 2024 Q1 2025: $117.6M Q1 2025 Q2 2025: $121.8M Q2 2025 Q3 2025: $127.6M Q3 2025 Q4 2025: $139.3M Q4 2025 Q1 2026: $129.7M Q1 2026 Q2 2026: $142.2M Q2 2026

Holdings 100 stocks · $112.6M
IVV iShares Core S&P 500 ETF 15.60% 33,430 $17.6M Reduce -1.2%
IJH iShares Core S&P Midcap ETF 6.92% 128,406 $7.8M Reduce -1.8%
IJR iShares Core S&P Small-Cap E 6.78% 69,056 $7.6M Reduce -2.7%
LLY Eli Lilly & Co. 4.84% 7,005 $5.4M Reduce -1.2%
NOW ServiceNow Inc. 3.67% 5,427 $4.1M Reduce -1.4%
V Visa Inc. Class A 2.56% 10,348 $2.9M Reduce -0.6%
EFA iShares MSCI Eafe ETF 2.32% 32,689 $2.6M Reduce -4.3%
UNH Unitedhealth Group Inc. 2.31% 5,265 $2.6M Reduce -0.8%
MRK Merck & Co. Inc. 1.96% 16,770 $2.2M Reduce -0.3%
AAPL Apple Inc. 1.80% 11,842 $2.0M No change
MA Mastercard Inc. Class A 1.70% 3,981 $1.9M Reduce -1.5%
LOW Lowe's Cos Inc. 1.48% 6,557 $1.7M Reduce -1.2%
DVY iShares Select Dividend ETF 1.45% 13,241 $1.6M Reduce -0.6%
LMT Lockheed Martin Corp. 1.33% 3,289 $1.5M Reduce -4.5%
NOC Northrop Grumman Corp. 1.28% 3,022 $1.4M Add +1.0%
MCD McDonald's Corp. 1.22% 4,860 $1.4M Add +1.0%
XOM Exxon Mobil Corp. 1.20% 11,585 $1.3M Add +2.4%
HD Home Depot Inc. 1.17% 3,439 $1.3M Add +6.8%
ELV Elevance Health Inc. 1.16% 2,509 $1.3M Reduce -1.4%
SDY SS SPDR S&P Dividend ETF 1.13% 9,658 $1.3M Reduce -2.5%
MSFT Microsoft Corp. 1.05% 2,819 $1.2M Reduce -3.4%
COST Costco Wholesale Corp. 1.00% 1,534 $1.1M Reduce -0.7%
PEP Pepsico Inc. 0.99% 6,391 $1.1M Add +2.6%
ETN Eaton Corp. PLC 0.92% 3,328 $1.0M No change
GD General Dynamics Corp. 0.90% 3,590 $1.0M Reduce -5.9%
SNA Snap-on Inc. 0.79% 3,018 $894K Reduce -5.3%
BA The Boeing Co. 0.76% 4,416 $852K Add +7.5%
AMGN Amgen Inc. 0.76% 2,994 $851K Reduce -11.4%
VYM Vanguard High DVD Yield ETF 0.75% 6,940 $840K Reduce -1.9%
BIIB Biogen Inc. 0.74% 3,856 $831K Reduce -1.1%
ORCL Oracle Corp. 0.71% 6,391 $803K No change
PFF iShares Preferred & Income S 0.71% 24,709 $796K Reduce -6.5%
CAT Caterpillar Inc. 0.71% 2,170 $795K Add +22.6%
WFC Wells Fargo & Co. 0.70% 13,617 $789K No change
AXP American Express Co. 0.69% 3,410 $777K Reduce -0.0%
WM Waste Management Inc. 0.69% 3,637 $775K Reduce -0.0%
PG The Procter & Gamble Co. 0.68% 4,722 $766K Reduce -2.3%
VZ Verizon Communications Inc. 0.66% 17,709 $743K Reduce -2.0%
ISCB iShares Morningstar SM Cap 0.64% 12,814 $720K Reduce -4.7%
PSX Phillips 66 0.62% 4,275 $698K Reduce -4.8%
BMY Bristol-Myers Squibb Co. 0.62% 12,821 $695K Reduce -13.2%
TSCO Tractor Supply Company 0.61% 2,622 $686K Add +2.3%
KMB Kimberly-Clark Corp. 0.60% 5,257 $680K Reduce -4.6%
GILD Gilead Sciences Inc. 0.60% 9,253 $678K Reduce -4.5%
COP Conocophillips 0.59% 5,220 $664K No change
FAST Fastenal Co. 0.59% 8,543 $659K Reduce -1.7%
DE Deere & Co. 0.58% 1,587 $652K Reduce -3.0%
WELL Welltower Inc. 0.58% 6,932 $648K Reduce -4.0%
CLX Clorox Company 0.56% 4,105 $629K Add +10.9%
AFL Aflac Inc. 0.56% 7,318 $628K Add +2.5%
ADBE Adobe Inc. 0.53% 1,187 $599K Reduce -1.8%
KO The Coca-Cola Co. 0.53% 9,757 $597K Add +1.6%
COF Capital One Financial Corp. 0.53% 4,006 $596K Reduce -2.4%
IJS iShares S&P Small-Cap 600 Va 0.53% 5,755 $591K Reduce -8.7%
SO The Southern Co. 0.51% 8,053 $578K No change
ADP Automatic Data Processing 0.51% 2,301 $575K Reduce -1.6%
JNJ Johnson & Johnson 0.49% 3,478 $550K Reduce -4.0%
ABT Abbott Laboratories 0.49% 4,809 $547K Reduce -8.0%
FDX FedEx Corp. 0.47% 1,836 $532K Add +2.8%
HDV iShares Core High Dividend E 0.47% 4,788 $528K No change
DAL Delta Air Lines Inc. 0.46% 10,874 $521K Reduce -3.4%
PFE Pfizer Inc. 0.45% 18,080 $502K Reduce -10.1%
MDT Medtronic PLC 0.43% 5,608 $489K Reduce -5.5%
SLYV SS SPDR S&P 600 SC Val ETF 0.42% 5,644 $468K No change
UNP Union Pacific Corp. 0.39% 1,797 $442K Reduce -6.8%
JPM JPMorgan Chase & Co. 0.39% 2,168 $434K Reduce -4.4%
TMO Thermo Fisher Scientific Inc. 0.38% 730 $424K Reduce -1.4%
ED Consolidated Edison Inc. 0.38% 4,657 $423K Reduce -2.0%
YUM Yum! Brands Inc. 0.37% 3,022 $419K No change
CVX Chevron Corp. 0.35% 2,480 $391K No change
MET Metlife Inc. 0.34% 5,142 $381K Reduce -5.3%
CL Colgate-Palmolive Co. 0.33% 4,162 $375K Reduce -7.8%
INTC Intel Corp. 0.33% 8,396 $371K No change
LEA Lear Corp. 0.32% 2,514 $364K Reduce -3.8%
ITW Illinois Tool Works 0.30% 1,280 $343K No change
ECL Ecolab Inc. 0.30% 1,450 $335K Reduce -5.7%
JLL Jones Lang Lasalle Inc. 0.30% 1,715 $335K No change
IP International Paper Co. 0.29% 8,488 $331K Reduce -4.5%
XLV SS Health Care Select Sector 0.29% 2,195 $324K No change
MCK McKesson Corp. 0.28% 589 $316K Reduce -8.0%
SYY Sysco Corp. 0.28% 3,897 $316K No change
CVS CVS Health Corp. 0.28% 3,887 $310K No change
DD Dupont DE Nemours Inc. 0.26% 3,849 $295K Reduce -5.0%
IMCG iShares Morningstar Mid-Cap 0.26% 4,155 $294K No change
DOW Dow Inc. 0.26% 5,046 $292K Reduce -11.9%
ABBV Abbvie Inc. 0.25% 1,576 $287K Reduce -5.8%
C Citigroup Inc. 0.25% 4,427 $280K Reduce -5.5%
AEP American Electric Power 0.24% 3,175 $273K Reduce -4.2%
FISV Fiserv Inc. 0.24% 1,675 $268K No change
MS Morgan Stanley 0.23% 2,762 $260K Reduce -12.7%
ALL Allstate Corp. 0.23% 1,487 $257K No change
NSC Norfolk Southern Corp. 0.23% 999 $255K No change
PSA Public Storage 0.22% 858 $249K Reduce -0.1%
VOOG Vanguard S&P 500 Growth ETF 0.22% 815 $248K No change
SPLV Invesco S&P 500 Low Volatili 0.21% 3,569 $235K No change
UPS United Parcel Service Class B 0.21% 1,565 $233K Reduce -7.1%
ITOT iShares Core S&P Total U.S. 0.19% 1,886 $217K New
PM Philip Morris International 0.19% 2,360 $216K Reduce -1.9%
CHRW C.H. Robinson Worldwide Inc. 0.19% 2,798 $213K Reduce -1.3%
DEO Diageo PLC-Sponsored ADR 0.18% 1,398 $208K Reduce -3.5%

Portfolio Sells Q4 2023 → Q1 2024
IJR iShares Core S&P Small-Cap E Reduce -2.7% 6.78% −0.44
UNH Unitedhealth Group Inc. Reduce -0.8% 2.31% −0.31
BIIB Biogen Inc. Reduce -1.1% 0.74% −0.21
PKG Packaging Corp. of America Sold out 0.00% −0.21
AMGN Amgen Inc. Reduce -11.4% 0.76% −0.16
ADBE Adobe Inc. Reduce -1.8% 0.53% −0.15
LMT Lockheed Martin Corp. Reduce -4.5% 1.33% −0.14
GILD Gilead Sciences Inc. Reduce -4.5% 0.60% −0.14
EFA iShares MSCI Eafe ETF Reduce -4.3% 2.32% −0.10
PFE Pfizer Inc. Reduce -10.1% 0.45% −0.10
BMY Bristol-Myers Squibb Co. Reduce -13.2% 0.62% −0.09
IJS iShares S&P Small-Cap 600 Va Reduce -8.7% 0.53% −0.09
SNA Snap-on Inc. Reduce -5.3% 0.79% −0.07
PFF iShares Preferred & Income S Reduce -6.5% 0.71% −0.07
ABT Abbott Laboratories Reduce -8.0% 0.49% −0.05
UNP Union Pacific Corp. Reduce -6.8% 0.39% −0.05
MS Morgan Stanley Reduce -12.7% 0.23% −0.05
JNJ Johnson & Johnson Reduce -4.0% 0.49% −0.04
UPS United Parcel Service Class B Reduce -7.1% 0.21% −0.04
CHRW C.H. Robinson Worldwide Inc. Reduce -1.3% 0.19% −0.04
SDY SS SPDR S&P Dividend ETF Reduce -2.5% 1.13% −0.04
ISCB iShares Morningstar SM Cap Reduce -4.7% 0.64% −0.04
WELL Welltower Inc. Reduce -4.0% 0.58% −0.04
DE Deere & Co. Reduce -3.0% 0.58% −0.04
DOW Dow Inc. Reduce -11.9% 0.26% −0.04
DD Dupont DE Nemours Inc. Reduce -5.0% 0.26% −0.03
ED Consolidated Edison Inc. Reduce -2.0% 0.38% −0.03
GD General Dynamics Corp. Reduce -5.9% 0.90% −0.03
PSA Public Storage Reduce -0.1% 0.22% −0.02
MDT Medtronic PLC Reduce -5.5% 0.43% −0.02
KMB Kimberly-Clark Corp. Reduce -4.6% 0.60% −0.02
LEA Lear Corp. Reduce -3.8% 0.32% −0.02
PM Philip Morris International Reduce -1.9% 0.19% −0.02
DVY iShares Select Dividend ETF Reduce -0.6% 1.45% −0.02
DEO Diageo PLC-Sponsored ADR Reduce -3.5% 0.18% −0.01
AEP American Electric Power Reduce -4.2% 0.24% −0.01
IP International Paper Co. Reduce -4.5% 0.29% −0.01
CL Colgate-Palmolive Co. Reduce -7.8% 0.33% −0.00
ADP Automatic Data Processing Reduce -1.6% 0.51% −0.00
MET Metlife Inc. Reduce -5.3% 0.34% +0.00
MCK McKesson Corp. Reduce -8.0% 0.28% +0.00
VYM Vanguard High DVD Yield ETF Reduce -1.9% 0.75% +0.00
TMO Thermo Fisher Scientific Inc. Reduce -1.4% 0.38% +0.01
ECL Ecolab Inc. Reduce -5.7% 0.30% +0.01
ABBV Abbvie Inc. Reduce -5.8% 0.25% +0.01
PG The Procter & Gamble Co. Reduce -2.3% 0.68% +0.02
V Visa Inc. Class A Reduce -0.6% 2.56% +0.02
VZ Verizon Communications Inc. Reduce -2.0% 0.66% +0.02
C Citigroup Inc. Reduce -5.5% 0.25% +0.02
MSFT Microsoft Corp. Reduce -3.4% 1.05% +0.02

Portfolio Buys Q4 2023 → Q1 2024
CAT Caterpillar Inc. Add +22.6% 0.71% +0.21
ITOT iShares Core S&P Total U.S. New 0.19% +0.19
XOM Exxon Mobil Corp. Add +2.4% 1.20% +0.13
HD Home Depot Inc. Add +6.8% 1.17% +0.12
TSCO Tractor Supply Company Add +2.3% 0.61% +0.09
CLX Clorox Company Add +10.9% 0.56% +0.06
FDX FedEx Corp. Add +2.8% 0.47% +0.05
AFL Aflac Inc. Add +2.5% 0.56% +0.00
PEP Pepsico Inc. Add +2.6% 0.99% −0.00
KO The Coca-Cola Co. Add +1.6% 0.53% −0.00
NOC Northrop Grumman Corp. Add +1.0% 1.28% −0.03
MCD McDonald's Corp. Add +1.0% 1.22% −0.12
BA The Boeing Co. Add +7.5% 0.76% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 106$142.2MIVV, IJR, IJH, LLY, EFA
Q1 2026 98$129.7MIVV, IJR, IJH, LLY, EFA
Q4 2025 106$139.3MIVV, IJR, IJH, LLY, EFA
Q3 2025 100$127.6MIVV, IJH, IJR, LLY, NOW
Q2 2025 100$121.8MIVV, IJH, IJR, NOW, LLY
Q1 2025 97$117.6MIVV, IJH, IJR, LLY, NOW
Q4 2024 100$119.9MIVV, IJR, IJH, NOW, LLY
Q3 2024 102$120.9MIVV, IJR, IJH, LLY, NOW
Q2 2024 100$114.1MIVV, IJH, IJR, LLY, NOW
Q1 2024 100$112.6MIVV, IJH, IJR, LLY, NOW