Richwood Investment Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Richwood Investment Advisors, LLC reported 102 stock positions worth $120.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.9% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 6.6%) and iShares Core S&P Midcap ETF (IJH, 6.5%). Compared with Q2 2024, it opened 2 new positions, added to 7 and reduced 78. The biggest buy was United Parcel Service Class B (UPS, shares +327%) and the biggest sale Eli Lilly (LLY, shares −2%).

Most Recent 13F
Q2 2026
Location
Cincinnati, OH
CIK
0001911900
Portfolio Value
$120.9M (Q3 2024)
SEC Filing
0001172661-24-004251 ↗ filed Oct 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $112.6M Q1 2024 Q2 2024: $114.1M Q2 2024 Q3 2024: $120.9M $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 102 stocks · $120.9M
IVV iShares Core S&P 500 ETF 15.87% 33,264 $19.2M Reduce -1.5%
IJR iShares Core S&P Small-Cap E 6.62% 68,435 $8.0M Reduce -1.3%
IJH iShares Core S&P Midcap ETF 6.49% 126,016 $7.9M Reduce -2.2%
LLY Eli Lilly & Co. 5.12% 6,991 $6.2M Reduce -2.1%
NOW ServiceNow Inc. 3.95% 5,342 $4.8M Reduce -1.3%
UNH Unitedhealth Group Inc. 2.53% 5,227 $3.1M Reduce -0.3%
V Visa Inc. Class A 2.37% 10,407 $2.9M Reduce -0.1%
AAPL Apple Inc. 2.29% 11,905 $2.8M Reduce -0.7%
EFA iShares MSCI Eafe ETF 2.18% 31,475 $2.6M Reduce -1.1%
LMT Lockheed Martin Corp. 1.62% 3,356 $2.0M Reduce -3.4%
MRK Merck & Co. Inc. 1.60% 17,081 $1.9M Add +1.6%
MA Mastercard Inc. Class A 1.58% 3,866 $1.9M Reduce -1.2%
NOC Northrop Grumman Corp. 1.42% 3,241 $1.7M Reduce -1.4%
LOW Lowe's Cos Inc. 1.40% 6,249 $1.7M Reduce -3.5%
DVY iShares Select Dividend ETF 1.39% 12,467 $1.7M Reduce -1.8%
COST Costco Wholesale Corp. 1.33% 1,809 $1.6M Reduce -3.2%
TSCO Tractor Supply Company 1.28% 5,324 $1.5M Reduce -2.3%
HD Home Depot Inc. 1.24% 3,695 $1.5M Reduce -1.0%
SDY SS SPDR S&P Dividend ETF 1.12% 9,507 $1.4M Reduce -0.5%
AMGN Amgen Inc. 1.10% 4,132 $1.3M Reduce -1.5%
XOM Exxon Mobil Corp. 1.08% 11,143 $1.3M Reduce -2.0%
ELV Elevance Health Inc. 1.06% 2,454 $1.3M Reduce -1.4%
MCD McDonald's Corp. 1.04% 4,110 $1.3M Reduce -16.5%
MSFT Microsoft Corp. 0.95% 2,659 $1.1M Reduce -5.9%
ETN Eaton Corp. PLC 0.90% 3,268 $1.1M Reduce -1.8%
GD General Dynamics Corp. 0.87% 3,473 $1.0M No change
ORCL Oracle Corp. 0.86% 6,091 $1.0M Reduce -3.2%
PEP Pepsico Inc. 0.81% 5,735 $975K Reduce -9.9%
CAT Caterpillar Inc. 0.80% 2,485 $972K No change
AXP American Express Co. 0.74% 3,321 $901K Reduce -2.6%
SNA Snap-on Inc. 0.72% 3,018 $874K No change
WELL Welltower Inc. 0.72% 6,820 $873K Reduce -0.4%
UPS United Parcel Service Class B 0.72% 6,356 $867K Add +326.6%
PG The Procter & Gamble Co. 0.68% 4,723 $818K No change
AFL Aflac Inc. 0.66% 7,136 $798K Reduce -2.5%
VZ Verizon Communications Inc. 0.63% 16,896 $759K Reduce -1.6%
WFC Wells Fargo & Co. 0.63% 13,417 $758K Reduce -1.1%
PFF iShares Preferred & Income S 0.61% 22,156 $736K Reduce -3.6%
BA The Boeing Co. 0.60% 4,802 $730K Reduce -4.6%
VYM Vanguard High DVD Yield ETF 0.60% 5,657 $725K Reduce -4.9%
WM Waste Management Inc. 0.59% 3,458 $718K Reduce -4.3%
KO The Coca-Cola Co. 0.59% 9,973 $717K Add +0.5%
ISCB iShares Morningstar SM Cap 0.59% 12,199 $716K No change
SO The Southern Co. 0.58% 7,728 $697K Reduce -0.3%
KMB Kimberly-Clark Corp. 0.56% 4,754 $676K Reduce -1.9%
BIIB Biogen Inc. 0.55% 3,432 $665K Reduce -10.9%
DE Deere & Co. 0.55% 1,594 $665K Reduce -3.6%
CLX Clorox Company 0.54% 4,039 $658K Reduce -5.8%
ADBE Adobe Inc. 0.51% 1,189 $615K Reduce -3.9%
PSX Phillips 66 0.50% 4,580 $602K Add +1.9%
BMY Bristol-Myers Squibb Co. 0.50% 11,598 $600K Reduce -5.8%
IJS iShares S&P Small-Cap 600 Va 0.48% 5,443 $586K Reduce -5.1%
COF Capital One Financial Corp. 0.48% 3,861 $578K Reduce -3.6%
GILD Gilead Sciences Inc. 0.47% 6,833 $573K Reduce -5.3%
FDX FedEx Corp. 0.45% 1,981 $542K Add +3.7%
FAST Fastenal Co. 0.45% 7,561 $540K Reduce -8.3%
HDV iShares Core High Dividend E 0.45% 4,588 $540K No change
ED Consolidated Edison Inc. 0.44% 5,079 $529K Reduce -0.7%
JNJ Johnson & Johnson 0.44% 3,252 $527K Reduce -3.3%
PFE Pfizer Inc. 0.43% 18,111 $524K Reduce -0.3%
COP Conocophillips 0.43% 4,954 $522K Reduce -2.2%
DAL Delta Air Lines Inc. 0.42% 10,039 $510K Reduce -3.6%
ABT Abbott Laboratories 0.42% 4,413 $503K Reduce -1.6%
MDT Medtronic PLC 0.41% 5,546 $499K Reduce -2.2%
ADP Automatic Data Processing 0.41% 1,784 $494K Reduce -21.2%
SLYV SS SPDR S&P 600 SC Val ETF 0.41% 5,644 $490K No change
UNP Union Pacific Corp. 0.39% 1,933 $476K Reduce -1.7%
TMO Thermo Fisher Scientific Inc. 0.38% 743 $460K Add +1.8%
JLL Jones Lang Lasalle Inc. 0.37% 1,678 $453K Reduce -2.2%
JPM JPMorgan Chase & Co. 0.36% 2,083 $439K Reduce -5.7%
CL Colgate-Palmolive Co. 0.36% 4,162 $432K No change
YUM Yum! Brands Inc. 0.35% 3,022 $422K No change
MET Metlife Inc. 0.34% 4,958 $409K Reduce -3.6%
MS Morgan Stanley 0.32% 3,753 $391K Reduce -7.4%
IP International Paper Co. 0.30% 7,487 $366K Reduce -5.9%
AEP American Electric Power 0.29% 3,398 $349K Reduce -2.9%
CVX Chevron Corp. 0.28% 2,302 $339K Reduce -2.5%
DD Dupont DE Nemours Inc. 0.27% 3,636 $324K Reduce -1.3%
XLV SS Health Care Select Sector 0.26% 2,070 $319K Reduce -5.7%
LEA Lear Corp. 0.25% 2,822 $308K Reduce -0.5%
FISV Fiserv Inc. 0.25% 1,675 $301K No change
ABBV Abbvie Inc. 0.25% 1,516 $299K No change
ITW Illinois Tool Works 0.24% 1,120 $294K Reduce -2.6%
IMCG iShares Morningstar Mid-Cap 0.24% 4,020 $293K No change
ECL Ecolab Inc. 0.24% 1,123 $287K Reduce -14.7%
PSA Public Storage 0.23% 774 $281K No change
VOOG Vanguard S&P 500 Growth ETF 0.23% 815 $281K No change
CHRW C.H. Robinson Worldwide Inc. 0.23% 2,538 $280K Reduce -1.6%
ALL Allstate Corp. 0.23% 1,462 $277K Reduce -7.9%
PAYX Paychex Inc. 0.22% 1,997 $268K Add +14.3%
C Citigroup Inc. 0.22% 4,207 $263K Reduce -6.7%
SYY Sysco Corp. 0.21% 3,322 $259K Reduce -11.9%
CSCO Cisco Systems Inc. 0.21% 4,814 $256K New
NSC Norfolk Southern Corp. 0.20% 969 $241K Reduce -3.0%
MCK McKesson Corp. 0.20% 486 $240K Reduce -17.6%
ITOT iShares Core S&P Total U.S. 0.20% 1,886 $237K No change
PM Philip Morris International 0.19% 1,920 $233K Reduce -3.5%
DOW Dow Inc. 0.19% 4,221 $231K Reduce -6.1%
PKG Packaging Corp. of America 0.18% 1,002 $216K New
INTC Intel Corp. 0.17% 8,821 $207K Reduce -2.4%
CVS CVS Health Corp. 0.17% 3,240 $204K Reduce -6.2%
SPLV Invesco S&P 500 Low Volatili 0.17% 2,839 $204K Reduce -20.4%

Portfolio Sells Q2 2024 → Q3 2024
LLY Eli Lilly & Co. Reduce -2.1% 5.12% −0.54
IVV iShares Core S&P 500 ETF Reduce -1.5% 15.87% −0.32
BIIB Biogen Inc. Reduce -10.9% 0.55% −0.23
BA The Boeing Co. Reduce -4.6% 0.60% −0.20
MSFT Microsoft Corp. Reduce -5.9% 0.95% −0.16
ELV Elevance Health Inc. Reduce -1.4% 1.06% −0.13
IJH iShares Core S&P Midcap ETF Reduce -2.2% 6.49% −0.12
PEP Pepsico Inc. Reduce -9.9% 0.81% −0.11
MCK McKesson Corp. Reduce -17.6% 0.20% −0.10
ADBE Adobe Inc. Reduce -3.9% 0.51% −0.09
WM Waste Management Inc. Reduce -4.3% 0.59% −0.08
WFC Wells Fargo & Co. Reduce -1.1% 0.63% −0.08
COP Conocophillips Reduce -2.2% 0.43% −0.08
INTC Intel Corp. Reduce -2.4% 0.17% −0.07
XOM Exxon Mobil Corp. Reduce -2.0% 1.08% −0.07
COST Costco Wholesale Corp. Reduce -3.2% 1.33% −0.07
ADP Automatic Data Processing Reduce -21.2% 0.41% −0.07
MCD McDonald's Corp. Reduce -16.5% 1.04% −0.06
AMGN Amgen Inc. Reduce -1.5% 1.10% −0.05
CVX Chevron Corp. Reduce -2.5% 0.28% −0.04
ECL Ecolab Inc. Reduce -14.7% 0.24% −0.04
SPLV Invesco S&P 500 Low Volatili Reduce -20.4% 0.17% −0.03
C Citigroup Inc. Reduce -6.7% 0.22% −0.03
LEA Lear Corp. Reduce -0.5% 0.25% −0.03
V Visa Inc. Class A Reduce -0.1% 2.37% −0.03
JPM JPMorgan Chase & Co. Reduce -5.7% 0.36% −0.03
KMB Kimberly-Clark Corp. Reduce -1.9% 0.56% −0.03
PFF iShares Preferred & Income S Reduce -3.6% 0.61% −0.03
MS Morgan Stanley Reduce -7.4% 0.32% −0.02
SYY Sysco Corp. Reduce -11.9% 0.21% −0.02
ETN Eaton Corp. PLC Reduce -1.8% 0.90% −0.02
VYM Vanguard High DVD Yield ETF Reduce -4.9% 0.60% −0.02
DOW Dow Inc. Reduce -6.1% 0.19% −0.02
XLV SS Health Care Select Sector Reduce -5.7% 0.26% −0.02
PFE Pfizer Inc. Reduce -0.3% 0.43% −0.01
DAL Delta Air Lines Inc. Reduce -3.6% 0.42% −0.01
CVS CVS Health Corp. Reduce -6.2% 0.17% −0.01
TSCO Tractor Supply Company Reduce -2.3% 1.28% −0.01
COF Capital One Financial Corp. Reduce -3.6% 0.48% −0.01
EFA iShares MSCI Eafe ETF Reduce -1.1% 2.18% −0.01
FAST Fastenal Co. Reduce -8.3% 0.45% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -5.1% 0.48% −0.00
IP International Paper Co. Reduce -5.9% 0.30% +0.00
ITW Illinois Tool Works Reduce -2.6% 0.24% +0.00
UNP Union Pacific Corp. Reduce -1.7% 0.39% +0.00
JNJ Johnson & Johnson Reduce -3.3% 0.44% +0.01
VZ Verizon Communications Inc. Reduce -1.6% 0.63% +0.01
ALL Allstate Corp. Reduce -7.9% 0.23% +0.01
ABT Abbott Laboratories Reduce -1.6% 0.42% +0.01
DD Dupont DE Nemours Inc. Reduce -1.3% 0.27% +0.01

Portfolio Buys Q2 2024 → Q3 2024
UPS United Parcel Service Class B Add +326.6% 0.72% +0.54
CSCO Cisco Systems Inc. New 0.21% +0.21
PKG Packaging Corp. of America New 0.18% +0.18
PAYX Paychex Inc. Add +14.3% 0.22% +0.04
KO The Coca-Cola Co. Add +0.5% 0.59% +0.04
TMO Thermo Fisher Scientific Inc. Add +1.8% 0.38% +0.03
FDX FedEx Corp. Add +3.7% 0.45% −0.05
PSX Phillips 66 Add +1.9% 0.50% −0.06
MRK Merck & Co. Inc. Add +1.6% 1.60% −0.22

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