Richwood Investment Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Richwood Investment Advisors, LLC reported 100 stock positions worth $114.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.2% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 6.6%) and iShares Core S&P Small-Cap E (IJR, 6.5%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 38 and reduced 46. The biggest buy was Eli Lilly (LLY, shares +2%) and the biggest sale Lowe's Cos (LOW, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Cincinnati, OH
- CIK
- 0001911900
- Portfolio Value
- $114.1M (Q2 2024)
- SEC Filing
- 0001172661-24-002935 ↗ filed Jul 26, 2024
Holdings Value
Holdings 100 stocks · $114.1M
| IVV iShares Core S&P 500 ETF | 16.19% | 33,764 | $18.5M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 6.61% | 128,898 | $7.5M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 6.48% | 69,330 | $7.4M | Add +0.4% |
| LLY Eli Lilly & Co. | 5.66% | 7,138 | $6.5M | Add +1.9% |
| NOW ServiceNow Inc. | 3.73% | 5,414 | $4.3M | Reduce -0.2% |
| V Visa Inc. Class A | 2.39% | 10,414 | $2.7M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 2.34% | 5,244 | $2.7M | Reduce -0.4% |
| AAPL Apple Inc. | 2.21% | 11,987 | $2.5M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 2.18% | 31,831 | $2.5M | Reduce -2.6% |
| MRK Merck & Co. Inc. | 1.82% | 16,816 | $2.1M | Add +0.3% |
| MA Mastercard Inc. Class A | 1.51% | 3,912 | $1.7M | Reduce -1.7% |
| LMT Lockheed Martin Corp. | 1.42% | 3,474 | $1.6M | Add +5.6% |
| COST Costco Wholesale Corp. | 1.39% | 1,869 | $1.6M | Add +21.8% |
| DVY iShares Select Dividend ETF | 1.35% | 12,694 | $1.5M | Reduce -4.1% |
| TSCO Tractor Supply Company | 1.29% | 5,449 | $1.5M | Add +107.8% |
| NOC Northrop Grumman Corp. | 1.26% | 3,288 | $1.4M | Add +8.8% |
| LOW Lowe's Cos Inc. | 1.25% | 6,477 | $1.4M | Reduce -1.2% |
| ELV Elevance Health Inc. | 1.18% | 2,489 | $1.3M | Reduce -0.8% |
| AMGN Amgen Inc. | 1.15% | 4,194 | $1.3M | Add +40.1% |
| XOM Exxon Mobil Corp. | 1.15% | 11,373 | $1.3M | Reduce -1.8% |
| HD Home Depot Inc. | 1.13% | 3,732 | $1.3M | Add +8.5% |
| MSFT Microsoft Corp. | 1.11% | 2,826 | $1.3M | Add +0.3% |
| MCD McDonald's Corp. | 1.10% | 4,920 | $1.3M | Add +1.2% |
| SDY SS SPDR S&P Dividend ETF | 1.06% | 9,554 | $1.2M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.92% | 6,369 | $1.1M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.91% | 3,328 | $1.0M | No change |
| GD General Dynamics Corp. | 0.88% | 3,473 | $1.0M | Reduce -3.3% |
| BA The Boeing Co. | 0.80% | 5,032 | $916K | Add +13.9% |
| BIIB Biogen Inc. | 0.78% | 3,854 | $893K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.78% | 6,291 | $888K | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.73% | 2,485 | $828K | Add +14.5% |
| WFC Wells Fargo & Co. | 0.71% | 13,567 | $806K | Reduce -0.4% |
| AXP American Express Co. | 0.69% | 3,411 | $790K | Add +0.0% |
| SNA Snap-on Inc. | 0.69% | 3,018 | $789K | No change |
| PG The Procter & Gamble Co. | 0.68% | 4,723 | $779K | Add +0.0% |
| WM Waste Management Inc. | 0.68% | 3,613 | $771K | Reduce -0.7% |
| PFF iShares Preferred & Income S | 0.64% | 22,996 | $726K | Reduce -6.9% |
| WELL Welltower Inc. | 0.63% | 6,845 | $714K | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.62% | 17,173 | $708K | Reduce -3.0% |
| VYM Vanguard High DVD Yield ETF | 0.62% | 5,948 | $705K | Reduce -14.3% |
| ADBE Adobe Inc. | 0.60% | 1,237 | $687K | Add +4.2% |
| KMB Kimberly-Clark Corp. | 0.59% | 4,844 | $669K | Reduce -7.9% |
| ISCB iShares Morningstar SM Cap | 0.58% | 12,199 | $657K | Reduce -4.8% |
| AFL Aflac Inc. | 0.57% | 7,318 | $654K | No change |
| PSX Phillips 66 | 0.56% | 4,495 | $635K | Add +5.2% |
| KO The Coca-Cola Co. | 0.55% | 9,923 | $632K | Add +1.7% |
| DE Deere & Co. | 0.54% | 1,654 | $618K | Add +4.2% |
| SO The Southern Co. | 0.53% | 7,753 | $601K | Reduce -3.7% |
| CLX Clorox Company | 0.51% | 4,289 | $585K | Add +4.5% |
| COP Conocophillips | 0.51% | 5,065 | $579K | Reduce -3.0% |
| FDX FedEx Corp. | 0.50% | 1,911 | $573K | Add +4.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.49% | 5,733 | $558K | Reduce -0.4% |
| COF Capital One Financial Corp. | 0.49% | 4,006 | $555K | No change |
| ADP Automatic Data Processing | 0.47% | 2,264 | $540K | Reduce -1.6% |
| FAST Fastenal Co. | 0.45% | 8,246 | $518K | Reduce -3.5% |
| BMY Bristol-Myers Squibb Co. | 0.45% | 12,317 | $512K | Reduce -3.9% |
| PFE Pfizer Inc. | 0.45% | 18,161 | $508K | Add +0.5% |
| HDV iShares Core High Dividend E | 0.44% | 4,588 | $499K | Reduce -4.2% |
| GILD Gilead Sciences Inc. | 0.43% | 7,213 | $495K | Reduce -22.1% |
| DAL Delta Air Lines Inc. | 0.43% | 10,419 | $494K | Reduce -4.2% |
| JNJ Johnson & Johnson | 0.43% | 3,362 | $491K | Reduce -3.3% |
| ABT Abbott Laboratories | 0.41% | 4,484 | $466K | Reduce -6.8% |
| ED Consolidated Edison Inc. | 0.40% | 5,114 | $457K | Add +9.8% |
| JPM JPMorgan Chase & Co. | 0.39% | 2,208 | $447K | Add +1.9% |
| MDT Medtronic PLC | 0.39% | 5,671 | $446K | Add +1.1% |
| UNP Union Pacific Corp. | 0.39% | 1,967 | $445K | Add +9.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.39% | 5,644 | $442K | No change |
| CL Colgate-Palmolive Co. | 0.35% | 4,162 | $404K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 730 | $404K | No change |
| YUM Yum! Brands Inc. | 0.35% | 3,022 | $400K | No change |
| MS Morgan Stanley | 0.35% | 4,053 | $394K | Add +46.7% |
| CVX Chevron Corp. | 0.32% | 2,360 | $369K | Reduce -4.8% |
| MET Metlife Inc. | 0.32% | 5,143 | $361K | Add +0.0% |
| JLL Jones Lang Lasalle Inc. | 0.31% | 1,715 | $352K | No change |
| MCK McKesson Corp. | 0.30% | 590 | $344K | Add +0.2% |
| IP International Paper Co. | 0.30% | 7,957 | $343K | Reduce -6.3% |
| LEA Lear Corp. | 0.28% | 2,837 | $324K | Add +12.8% |
| XLV SS Health Care Select Sector | 0.28% | 2,195 | $320K | No change |
| ECL Ecolab Inc. | 0.27% | 1,316 | $313K | Reduce -9.2% |
| AEP American Electric Power | 0.27% | 3,498 | $307K | Add +10.2% |
| DD Dupont DE Nemours Inc. | 0.26% | 3,683 | $296K | Reduce -4.3% |
| C Citigroup Inc. | 0.25% | 4,507 | $286K | Add +1.8% |
| INTC Intel Corp. | 0.25% | 9,036 | $280K | Add +7.6% |
| ITW Illinois Tool Works | 0.24% | 1,150 | $273K | Reduce -10.2% |
| IMCG iShares Morningstar Mid-Cap | 0.24% | 4,020 | $272K | Reduce -3.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.24% | 815 | $272K | No change |
| SYY Sysco Corp. | 0.24% | 3,772 | $269K | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.23% | 1,516 | $260K | Reduce -3.8% |
| ALL Allstate Corp. | 0.22% | 1,587 | $253K | Add +6.7% |
| FISV Fiserv Inc. | 0.22% | 1,675 | $250K | No change |
| DOW Dow Inc. | 0.21% | 4,496 | $239K | Reduce -10.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.20% | 3,569 | $232K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.20% | 2,578 | $227K | Reduce -7.9% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 1,886 | $224K | No change |
| PSA Public Storage | 0.20% | 774 | $222K | Reduce -9.8% |
| NSC Norfolk Southern Corp. | 0.19% | 999 | $214K | No change |
| PAYX Paychex Inc. | 0.18% | 1,747 | $207K | New |
| CVS CVS Health Corp. | 0.18% | 3,455 | $204K | Reduce -11.1% |
| UPS United Parcel Service Class B | 0.18% | 1,490 | $204K | Reduce -4.8% |
| PM Philip Morris International | 0.18% | 1,990 | $202K | Reduce -15.7% |
Portfolio Sells Q1 2024 → Q2 2024
| LOW Lowe's Cos Inc. | Reduce -1.2% | 1.25% | −0.23 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 1.51% | −0.19 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.18 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.9% | 0.45% | −0.17 |
| GILD Gilead Sciences Inc. | Reduce -22.1% | 0.43% | −0.17 |
| EFA iShares MSCI Eafe ETF | Reduce -2.6% | 2.18% | −0.13 |
| FAST Fastenal Co. | Reduce -3.5% | 0.45% | −0.13 |
| VYM Vanguard High DVD Yield ETF | Reduce -14.3% | 0.62% | −0.13 |
| DVY iShares Select Dividend ETF | Reduce -4.1% | 1.35% | −0.10 |
| CVS CVS Health Corp. | Reduce -11.1% | 0.18% | −0.10 |
| COP Conocophillips | Reduce -3.0% | 0.51% | −0.08 |
| ABT Abbott Laboratories | Reduce -6.8% | 0.41% | −0.08 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.92% | −0.07 |
| PFF iShares Preferred & Income S | Reduce -6.9% | 0.64% | −0.07 |
| ITW Illinois Tool Works | Reduce -10.2% | 0.24% | −0.07 |
| ISCB iShares Morningstar SM Cap | Reduce -4.8% | 0.58% | −0.06 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.1% | 1.06% | −0.06 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.43% | −0.06 |
| DOW Dow Inc. | Reduce -10.9% | 0.21% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 1.15% | −0.05 |
| SYY Sysco Corp. | Reduce -3.2% | 0.24% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -3.0% | 0.62% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.6% | 0.47% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.4% | 0.49% | −0.04 |
| HDV iShares Core High Dividend E | Reduce -4.2% | 0.44% | −0.03 |
| DAL Delta Air Lines Inc. | Reduce -4.2% | 0.43% | −0.03 |
| UPS United Parcel Service Class B | Reduce -4.8% | 0.18% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.8% | 0.23% | −0.03 |
| PSA Public Storage | Reduce -9.8% | 0.20% | −0.03 |
| CVX Chevron Corp. | Reduce -4.8% | 0.32% | −0.02 |
| ECL Ecolab Inc. | Reduce -9.2% | 0.27% | −0.02 |
| IMCG iShares Morningstar Mid-Cap | Reduce -3.3% | 0.24% | −0.02 |
| GD General Dynamics Corp. | Reduce -3.3% | 0.88% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -7.9% | 0.59% | −0.02 |
| PM Philip Morris International | Reduce -15.7% | 0.18% | −0.02 |
| WM Waste Management Inc. | Reduce -0.7% | 0.68% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -4.3% | 0.26% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -0.4% | 0.71% | +0.01 |
| IP International Paper Co. | Reduce -6.3% | 0.30% | +0.01 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -7.9% | 0.20% | +0.01 |
| SO The Southern Co. | Reduce -3.7% | 0.53% | +0.01 |
| ELV Elevance Health Inc. | Reduce -0.8% | 1.18% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.4% | 2.34% | +0.03 |
| BIIB Biogen Inc. | Reduce -0.1% | 0.78% | +0.04 |
| WELL Welltower Inc. | Reduce -1.3% | 0.63% | +0.05 |
| NOW ServiceNow Inc. | Reduce -0.2% | 3.73% | +0.06 |
| ORCL Oracle Corp. | Reduce -1.6% | 0.78% | +0.07 |
Portfolio Buys Q1 2024 → Q2 2024
| LLY Eli Lilly & Co. | Add +1.9% | 5.66% | +0.82 |
| TSCO Tractor Supply Company | Add +107.8% | 1.29% | +0.68 |
| IVV iShares Core S&P 500 ETF | Add +1.0% | 16.19% | +0.59 |
| AAPL Apple Inc. | Add +1.2% | 2.21% | +0.41 |
| COST Costco Wholesale Corp. | Add +21.8% | 1.39% | +0.39 |
| AMGN Amgen Inc. | Add +40.1% | 1.15% | +0.39 |
| PAYX Paychex Inc. | New | 0.18% | +0.18 |
| MS Morgan Stanley | Add +46.7% | 0.35% | +0.11 |
| LMT Lockheed Martin Corp. | Add +5.6% | 1.42% | +0.09 |
| ADBE Adobe Inc. | Add +4.2% | 0.60% | +0.07 |
| MSFT Microsoft Corp. | Add +0.3% | 1.11% | +0.05 |
| BA The Boeing Co. | Add +13.9% | 0.80% | +0.05 |
| FDX FedEx Corp. | Add +4.1% | 0.50% | +0.03 |
| AEP American Electric Power | Add +10.2% | 0.27% | +0.03 |
| ED Consolidated Edison Inc. | Add +9.8% | 0.40% | +0.03 |
| KO The Coca-Cola Co. | Add +1.7% | 0.55% | +0.02 |
| MCK McKesson Corp. | Add +0.2% | 0.30% | +0.02 |
| CAT Caterpillar Inc. | Add +14.5% | 0.73% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 0.39% | +0.01 |
| AXP American Express Co. | Add +0.0% | 0.69% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.0% | 0.68% | +0.00 |
| C Citigroup Inc. | Add +1.8% | 0.25% | +0.00 |
| PFE Pfizer Inc. | Add +0.5% | 0.45% | −0.00 |
| UNP Union Pacific Corp. | Add +9.5% | 0.39% | −0.00 |
| ALL Allstate Corp. | Add +6.7% | 0.22% | −0.01 |
| MET Metlife Inc. | Add +0.0% | 0.32% | −0.02 |
| NOC Northrop Grumman Corp. | Add +8.8% | 1.26% | −0.03 |
| DE Deere & Co. | Add +4.2% | 0.54% | −0.04 |
| LEA Lear Corp. | Add +12.8% | 0.28% | −0.04 |
| MDT Medtronic PLC | Add +1.1% | 0.39% | −0.04 |
| CLX Clorox Company | Add +4.5% | 0.51% | −0.05 |
| HD Home Depot Inc. | Add +8.5% | 1.13% | −0.05 |
| PSX Phillips 66 | Add +5.2% | 0.56% | −0.06 |
| INTC Intel Corp. | Add +7.6% | 0.25% | −0.08 |
| MCD McDonald's Corp. | Add +1.2% | 1.10% | −0.12 |
| MRK Merck & Co. Inc. | Add +0.3% | 1.82% | −0.14 |
| V Visa Inc. Class A | Add +0.6% | 2.39% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 6.48% | −0.30 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 6.61% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $142.2M | IVV, IJR, IJH, LLY, EFA |
| Q1 2026 | 98 | $129.7M | IVV, IJR, IJH, LLY, EFA |
| Q4 2025 | 106 | $139.3M | IVV, IJR, IJH, LLY, EFA |
| Q3 2025 | 100 | $127.6M | IVV, IJH, IJR, LLY, NOW |
| Q2 2025 | 100 | $121.8M | IVV, IJH, IJR, NOW, LLY |
| Q1 2025 | 97 | $117.6M | IVV, IJH, IJR, LLY, NOW |
| Q4 2024 | 100 | $119.9M | IVV, IJR, IJH, NOW, LLY |
| Q3 2024 | 102 | $120.9M | IVV, IJR, IJH, LLY, NOW |
| Q2 2024 | 100 | $114.1M | IVV, IJH, IJR, LLY, NOW |
| Q1 2024 | 100 | $112.6M | IVV, IJH, IJR, LLY, NOW |