Richwood Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Richwood Investment Advisors, LLC reported 100 stock positions worth $119.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.1% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 6.7%) and iShares Core S&P Midcap ETF (IJH, 6.7%). Compared with Q3 2024, it opened 2 new positions, sold out of 4, added to 42 and reduced 45. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +5%) and the biggest sale Eli Lilly (LLY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Cincinnati, OH
- CIK
- 0001911900
- Portfolio Value
- $119.9M (Q4 2024)
- SEC Filing
- 0001172661-25-000655 ↗ filed Feb 11, 2025
Holdings Value
Holdings 100 stocks · $119.9M
| IVV iShares Core S&P 500 ETF | 17.10% | 34,846 | $20.5M | Add +4.8% |
| IJR iShares Core S&P Small-Cap E | 6.69% | 69,647 | $8.0M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 6.67% | 128,343 | $8.0M | Add +1.9% |
| NOW ServiceNow Inc. | 4.76% | 5,382 | $5.7M | Add +0.8% |
| LLY Eli Lilly & Co. | 4.47% | 6,948 | $5.4M | Reduce -0.6% |
| V Visa Inc. Class A | 2.80% | 10,629 | $3.4M | Add +2.1% |
| AAPL Apple Inc. | 2.51% | 12,000 | $3.0M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 2.21% | 5,247 | $2.7M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 2.11% | 33,439 | $2.5M | Add +6.2% |
| MA Mastercard Inc. Class A | 1.77% | 4,037 | $2.1M | Add +4.4% |
| LMT Lockheed Martin Corp. | 1.40% | 3,454 | $1.7M | Add +2.9% |
| MRK Merck & Co. Inc. | 1.39% | 16,782 | $1.7M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 1.39% | 1,816 | $1.7M | Add +0.4% |
| NOC Northrop Grumman Corp. | 1.32% | 3,374 | $1.6M | Add +4.1% |
| DVY iShares Select Dividend ETF | 1.30% | 11,882 | $1.6M | Reduce -4.7% |
| HD Home Depot Inc. | 1.27% | 3,927 | $1.5M | Add +6.3% |
| TSCO Tractor Supply Company | 1.27% | 28,735 | $1.5M | Add +8.0% |
| LOW Lowe's Cos Inc. | 1.24% | 6,007 | $1.5M | Reduce -3.9% |
| SDY SS SPDR S&P Dividend ETF | 1.04% | 9,487 | $1.3M | Reduce -0.2% |
| MCD McDonald's Corp. | 1.02% | 4,200 | $1.2M | Add +2.2% |
| MSFT Microsoft Corp. | 1.01% | 2,884 | $1.2M | Add +8.5% |
| XOM Exxon Mobil Corp. | 0.99% | 11,090 | $1.2M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.94% | 4,338 | $1.1M | Add +5.0% |
| ETN Eaton Corp. PLC | 0.89% | 3,228 | $1.1M | Reduce -1.2% |
| SNA Snap-on Inc. | 0.86% | 3,053 | $1.0M | Add +1.2% |
| ORCL Oracle Corp. | 0.85% | 6,091 | $1.0M | No change |
| AXP American Express Co. | 0.84% | 3,401 | $1.0M | Add +2.4% |
| CAT Caterpillar Inc. | 0.81% | 2,670 | $969K | Add +7.4% |
| WFC Wells Fargo & Co. | 0.77% | 13,117 | $921K | Reduce -2.2% |
| BA The Boeing Co. | 0.74% | 5,027 | $890K | Add +4.7% |
| PEP Pepsico Inc. | 0.74% | 5,817 | $885K | Add +1.4% |
| GD General Dynamics Corp. | 0.72% | 3,273 | $862K | Reduce -5.8% |
| WELL Welltower Inc. | 0.72% | 6,820 | $860K | No change |
| AFL Aflac Inc. | 0.66% | 7,711 | $798K | Add +8.1% |
| UPS United Parcel Service Class B | 0.66% | 6,232 | $786K | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.64% | 4,586 | $769K | Reduce -2.9% |
| ELV Elevance Health Inc. | 0.62% | 2,017 | $744K | Reduce -17.8% |
| VYM Vanguard High DVD Yield ETF | 0.60% | 5,648 | $721K | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.58% | 12,348 | $698K | Add +6.5% |
| WM Waste Management Inc. | 0.58% | 3,458 | $698K | No change |
| DE Deere & Co. | 0.57% | 1,627 | $689K | Add +2.1% |
| ISCB iShares Morningstar SM Cap | 0.57% | 11,719 | $687K | Reduce -3.9% |
| PFF iShares Preferred & Income S | 0.57% | 21,701 | $682K | Reduce -2.0% |
| COF Capital One Financial Corp. | 0.57% | 3,811 | $680K | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.55% | 10,575 | $658K | Add +6.0% |
| VZ Verizon Communications Inc. | 0.54% | 16,306 | $652K | Reduce -3.5% |
| CLX Clorox Company | 0.53% | 3,906 | $634K | Reduce -3.3% |
| GILD Gilead Sciences Inc. | 0.52% | 6,813 | $629K | Reduce -0.3% |
| FDX FedEx Corp. | 0.52% | 2,226 | $626K | Add +12.4% |
| SO The Southern Co. | 0.52% | 7,533 | $620K | Reduce -2.5% |
| KMB Kimberly-Clark Corp. | 0.49% | 4,524 | $593K | Reduce -4.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.49% | 5,443 | $591K | No change |
| ADBE Adobe Inc. | 0.49% | 1,329 | $591K | Add +11.8% |
| DAL Delta Air Lines Inc. | 0.48% | 9,544 | $577K | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 0.44% | 2,213 | $530K | Add +6.2% |
| JNJ Johnson & Johnson | 0.44% | 3,648 | $528K | Add +12.2% |
| ADP Automatic Data Processing | 0.43% | 1,759 | $515K | Reduce -1.4% |
| COP Conocophillips | 0.42% | 5,136 | $509K | Add +3.7% |
| PSX Phillips 66 | 0.42% | 4,425 | $504K | Reduce -3.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.41% | 5,644 | $492K | No change |
| UNP Union Pacific Corp. | 0.41% | 2,135 | $487K | Add +10.4% |
| BIIB Biogen Inc. | 0.40% | 3,131 | $479K | Reduce -8.8% |
| MS Morgan Stanley | 0.39% | 3,753 | $472K | No change |
| PFE Pfizer Inc. | 0.39% | 17,683 | $469K | Reduce -2.4% |
| ED Consolidated Edison Inc. | 0.39% | 5,194 | $463K | Add +2.3% |
| ABT Abbott Laboratories | 0.38% | 4,071 | $461K | Reduce -7.8% |
| YUM Yum! Brands Inc. | 0.38% | 3,398 | $456K | Add +12.4% |
| HDV iShares Core High Dividend E | 0.37% | 3,988 | $448K | Reduce -13.1% |
| FAST Fastenal Co. | 0.37% | 6,111 | $439K | Reduce -19.2% |
| MET Metlife Inc. | 0.35% | 5,148 | $421K | Add +3.8% |
| MDT Medtronic PLC | 0.35% | 5,231 | $418K | Reduce -5.7% |
| CVX Chevron Corp. | 0.34% | 2,827 | $410K | Add +22.8% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 743 | $387K | No change |
| IP International Paper Co. | 0.32% | 7,087 | $381K | Reduce -5.3% |
| CL Colgate-Palmolive Co. | 0.30% | 3,897 | $354K | Reduce -6.4% |
| JLL Jones Lang Lasalle Inc. | 0.29% | 1,398 | $354K | Reduce -16.7% |
| PAYX Paychex Inc. | 0.29% | 2,497 | $350K | Add +25.0% |
| AEP American Electric Power | 0.28% | 3,668 | $338K | Add +8.0% |
| FISV Fiserv Inc. | 0.26% | 1,510 | $310K | Reduce -9.8% |
| ALL Allstate Corp. | 0.26% | 1,602 | $309K | Add +9.6% |
| CSCO Cisco Systems Inc. | 0.25% | 5,114 | $303K | Add +6.2% |
| C Citigroup Inc. | 0.25% | 4,232 | $298K | Add +0.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.24% | 795 | $291K | Reduce -2.5% |
| XLV SS Health Care Select Sector | 0.24% | 2,070 | $285K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.24% | 3,750 | $283K | Reduce -6.7% |
| MCK McKesson Corp. | 0.23% | 475 | $271K | Reduce -2.3% |
| DD Dupont DE Nemours Inc. | 0.22% | 3,498 | $267K | Reduce -3.8% |
| UAL United Airlines Holdings Inc. | 0.22% | 2,691 | $261K | New |
| ITW Illinois Tool Works | 0.22% | 1,025 | $260K | Reduce -8.5% |
| LEA Lear Corp. | 0.21% | 2,717 | $257K | Reduce -3.7% |
| SYY Sysco Corp. | 0.21% | 3,322 | $254K | No change |
| ECL Ecolab Inc. | 0.21% | 1,083 | $254K | Reduce -3.6% |
| PM Philip Morris International | 0.21% | 2,070 | $249K | Add +7.8% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 1,886 | $243K | No change |
| PSA Public Storage | 0.19% | 774 | $232K | No change |
| NSC Norfolk Southern Corp. | 0.18% | 899 | $211K | Reduce -7.2% |
| CHRW C.H. Robinson Worldwide Inc. | 0.18% | 2,038 | $211K | Reduce -19.7% |
| ABBV Abbvie Inc. | 0.17% | 1,176 | $209K | Reduce -22.4% |
| IUSG iShares Core S&P U.S. Growth | 0.17% | 1,460 | $203K | New |
| PKG Packaging Corp. of America | 0.17% | 897 | $202K | Reduce -10.5% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -0.6% | 4.47% | −0.65 |
| ELV Elevance Health Inc. | Reduce -17.8% | 0.62% | −0.43 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 1.39% | −0.21 |
| DOW Dow Inc. | Sold out | 0.00% | −0.19 |
| INTC Intel Corp. | Sold out | 0.00% | −0.17 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.17 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.17 |
| LOW Lowe's Cos Inc. | Reduce -3.9% | 1.24% | −0.16 |
| BIIB Biogen Inc. | Reduce -8.8% | 0.40% | −0.15 |
| GD General Dynamics Corp. | Reduce -5.8% | 0.72% | −0.15 |
| DVY iShares Select Dividend ETF | Reduce -4.7% | 1.30% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.99% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -3.5% | 0.54% | −0.08 |
| FAST Fastenal Co. | Reduce -19.2% | 0.37% | −0.08 |
| JLL Jones Lang Lasalle Inc. | Reduce -16.7% | 0.29% | −0.08 |
| PSX Phillips 66 | Reduce -3.4% | 0.42% | −0.08 |
| ABBV Abbvie Inc. | Reduce -22.4% | 0.17% | −0.07 |
| HDV iShares Core High Dividend E | Reduce -13.1% | 0.37% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.2% | 1.04% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -4.8% | 0.49% | −0.07 |
| MDT Medtronic PLC | Reduce -5.7% | 0.35% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -6.4% | 0.30% | −0.06 |
| UPS United Parcel Service Class B | Reduce -1.9% | 0.66% | −0.06 |
| SO The Southern Co. | Reduce -2.5% | 0.52% | −0.06 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -19.7% | 0.18% | −0.06 |
| DD Dupont DE Nemours Inc. | Reduce -3.8% | 0.22% | −0.05 |
| PFE Pfizer Inc. | Reduce -2.4% | 0.39% | −0.04 |
| LEA Lear Corp. | Reduce -3.7% | 0.21% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -2.0% | 0.57% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.64% | −0.04 |
| ABT Abbott Laboratories | Reduce -7.8% | 0.38% | −0.03 |
| ITW Illinois Tool Works | Reduce -8.5% | 0.22% | −0.03 |
| ECL Ecolab Inc. | Reduce -3.6% | 0.21% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -7.2% | 0.18% | −0.02 |
| ISCB iShares Morningstar SM Cap | Reduce -3.9% | 0.57% | −0.02 |
| CLX Clorox Company | Reduce -3.3% | 0.53% | −0.02 |
| PKG Packaging Corp. of America | Reduce -10.5% | 0.17% | −0.01 |
| IMCG iShares Morningstar Mid-Cap | Reduce -6.7% | 0.24% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -1.2% | 0.89% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.2% | 0.60% | +0.00 |
| FISV Fiserv Inc. | Reduce -9.8% | 0.26% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -2.5% | 0.24% | +0.01 |
| IP International Paper Co. | Reduce -5.3% | 0.32% | +0.02 |
| ADP Automatic Data Processing | Reduce -1.4% | 0.43% | +0.02 |
| MCK McKesson Corp. | Reduce -2.3% | 0.23% | +0.03 |
| GILD Gilead Sciences Inc. | Reduce -0.3% | 0.52% | +0.05 |
| DAL Delta Air Lines Inc. | Reduce -4.9% | 0.48% | +0.06 |
| COF Capital One Financial Corp. | Reduce -1.3% | 0.57% | +0.09 |
| WFC Wells Fargo & Co. | Reduce -2.2% | 0.77% | +0.14 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +4.8% | 17.10% | +1.24 |
| NOW ServiceNow Inc. | Add +0.8% | 4.76% | +0.81 |
| V Visa Inc. Class A | Add +2.1% | 2.80% | +0.43 |
| UAL United Airlines Holdings Inc. | New | 0.22% | +0.22 |
| AAPL Apple Inc. | Add +0.8% | 2.51% | +0.21 |
| MA Mastercard Inc. Class A | Add +4.4% | 1.77% | +0.19 |
| IJH iShares Core S&P Midcap ETF | Add +1.9% | 6.67% | +0.17 |
| IUSG iShares Core S&P U.S. Growth | New | 0.17% | +0.17 |
| SNA Snap-on Inc. | Add +1.2% | 0.86% | +0.14 |
| BA The Boeing Co. | Add +4.7% | 0.74% | +0.14 |
| AXP American Express Co. | Add +2.4% | 0.84% | +0.10 |
| BMY Bristol-Myers Squibb Co. | Add +6.5% | 0.58% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +6.2% | 0.44% | +0.08 |
| FDX FedEx Corp. | Add +12.4% | 0.52% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +1.8% | 6.69% | +0.07 |
| PAYX Paychex Inc. | Add +25.0% | 0.29% | +0.07 |
| MSFT Microsoft Corp. | Add +8.5% | 1.01% | +0.07 |
| COST Costco Wholesale Corp. | Add +0.4% | 1.39% | +0.06 |
| CVX Chevron Corp. | Add +22.8% | 0.34% | +0.06 |
| CSCO Cisco Systems Inc. | Add +6.2% | 0.25% | +0.04 |
| HD Home Depot Inc. | Add +6.3% | 1.27% | +0.04 |
| YUM Yum! Brands Inc. | Add +12.4% | 0.38% | +0.03 |
| C Citigroup Inc. | Add +0.6% | 0.25% | +0.03 |
| ALL Allstate Corp. | Add +9.6% | 0.26% | +0.03 |
| DE Deere & Co. | Add +2.1% | 0.57% | +0.02 |
| PM Philip Morris International | Add +7.8% | 0.21% | +0.01 |
| MET Metlife Inc. | Add +3.8% | 0.35% | +0.01 |
| UNP Union Pacific Corp. | Add +10.4% | 0.41% | +0.01 |
| AFL Aflac Inc. | Add +8.1% | 0.66% | +0.01 |
| JNJ Johnson & Johnson | Add +12.2% | 0.44% | +0.00 |
| CAT Caterpillar Inc. | Add +7.4% | 0.81% | +0.00 |
| AEP American Electric Power | Add +8.0% | 0.28% | −0.01 |
| COP Conocophillips | Add +3.7% | 0.42% | −0.01 |
| TSCO Tractor Supply Company | Add +8.0% | 1.27% | −0.01 |
| ADBE Adobe Inc. | Add +11.8% | 0.49% | −0.02 |
| MCD McDonald's Corp. | Add +2.2% | 1.02% | −0.02 |
| KO The Coca-Cola Co. | Add +6.0% | 0.55% | −0.04 |
| ED Consolidated Edison Inc. | Add +2.3% | 0.39% | −0.05 |
| EFA iShares MSCI Eafe ETF | Add +6.2% | 2.11% | −0.07 |
| PEP Pepsico Inc. | Add +1.4% | 0.74% | −0.07 |
| NOC Northrop Grumman Corp. | Add +4.1% | 1.32% | −0.10 |
| AMGN Amgen Inc. | Add +5.0% | 0.94% | −0.16 |
| LMT Lockheed Martin Corp. | Add +2.9% | 1.40% | −0.22 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 2.21% | −0.31 |
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 |